Veronica Vorhies is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including B. Riley Wealth Management, Morgan Stanley, and J.P. Morgan Securities. She operates Vorhies Private Wealth Management as a DBA under LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services, with offerings that include model portfolios, third-party asset management, and institutional platforms.

Daniel Breen is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Laura Sollecito is a CFP® and holds a Series 66 license with 11 years of industry experience. She joined UBS Financial Services in 2024 after a decade of prior experience elsewhere. She is based in Paramus, NJ. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor solutions to client goals.

Matthew Nitto is a financial advisor at Edward Jones with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Edward Jones, he held positions at Campbell Lutyens, Levelup HCS LLC, Jefferies, Morgan Stanley, and other firms. He also worked as a self-employed fitness coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Tariq Marouf is a financial advisor with Wells Fargo Clearing in Paramus, NJ, holding a Series 66 designation and one year of industry experience. His career includes roles at Wells Fargo Bank, Truist Securities, and teaching positions at the University of Maryland and Modern American School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Erin Sullivan is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. Her career includes roles at Ameriprise since 2019 and prior experience in banking and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Melissa Lovell is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining UBS in 2017. Outside of her advisory role, she serves as a trustee for family trusts. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-driven, customized investment solutions.

Mark Sauceda is a Financial Consultant at Fidelity Investments, where he leads a collaborative financial planning experience. He emphasizes a client-centric approach with personalized strategies tailored to unique goals and financial circumstances. Mark has extensive experience in the financial services industry, having served as a Senior Financial Advisor at Vanguard from 2019 to 2022 and as a Wealth Management Advisor at TIAA from 2010 to 2019.

Miguel Colon is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, following his tenure at JPMorgan Chase Bank, N.A. beginning in 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Giuseppina Geissbuhler is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and bringing eight years of industry experience. She has been with UBS since 2016. Outside of her advisory role, she is involved in wellness and wellness-related entrepreneurial activities, including operating a business focused on meditation, fear release tools, and birth preparation support. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering various capital markets services alongside fee-based financial planning and portfolio management.

Peter Canale is a CFP® professional with 27 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at Santander Bank and MML Investors Services, spanning over a decade. He holds Series 63 and Series 66 registrations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Vito Bianco is a financial advisor at Stifel with 22 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and public entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Lamberth Reyes is a financial advisor at Stifel with 37 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Lesley Sommers is a CFP® with 44 years of industry experience, currently serving as an advisor at Cetera. She has been associated with Cetera Wealth Services, LLC since 2013 and also operates Sommers Financial Group, Inc., a firm focused on fixed insurance products. Additionally, she works as an independent insurance agent specializing in fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporations, charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, managing over $256 billion in assets across more than 10,000 advisors.

Cameron Mc Carthy is a Series 66-credentialed financial advisor with Morgan Stanley, bringing four years of industry experience. He previously worked at Mercer Investments for five years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market outlooks to assist clients in their financial decisions.

Warren Sanger Jr. is a financial advisor with Cetera Wealth Services, LLC, holding a Series 63 designation and 33 years of industry experience. His prior work includes 21 years at Lincoln Financial Advisors Corp and five years at LPL Financial LLC. Outside of his advisory role, he serves as a board member for the NCA Nassau Cemetery Association and is involved with Coliseum Gun Traders. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors.

John Ahart is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved planning tools, serving clients both directly and through corporate financial planning agreements.

Nolan Philpott is a financial advisor at Morgan Stanley with a Series 66 designation and approximately one year of industry experience. Prior to joining Morgan Stanley in 2026, he held various roles including positions at Saint Anselm College, Seaboard International Forest Products, and Factset. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and processes.

Steven Zacharczyk is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Sharon Murdock is a Series 66 licensed financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as Treasurer for Make Change for Carter, a charity focused on mental health awareness and support programs for first responders and schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services through its platform.