Ryan Nees is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and six years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Merrill, Bank of America, and Pruco Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory programs supported by structured discovery processes and firm-approved planning tools.

Charles Meizoso Jr. is a financial advisor with RBC Capital Markets based in Florham Park, NJ, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2016. Outside of his advisory work, he serves as a committee member on the Starlight Ball Committee at the Mayo Performing Arts Center in Morristown, NJ. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations with a variety of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes a combination of in-house and third-party investment managers and model providers.

Samuel Booker is a Series 66 licensed financial advisor with UBS Financial Services in Florham Park, NJ, where he has worked since 2013, accumulating 13 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation and tailored financial planning through its network of advisors.

Frank Taylor is a CFP®-designated financial advisor with 38 years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank, Bank of America, N.A., and Merrill. Outside of his advisory role, he is involved in two family-held businesses. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile using a combination of in-house and third-party investment resources.

Kevin Pierce is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at Accenture and Knowledgent Group Inc. He also held a role at Wake Forest University early in his career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Harold Cho is a Senior Financial Advisor based in the Short Hills, NJ Merrill Complex. He joined Merrill Lynch Wealth Management in 2014 and works closely with clients to design, implement, and manage financial strategies tailored to their specific objectives. Harold focuses on helping clients with wealth creation, preservation, and the transfer of assets by providing the necessary education and information for informed decision-making. Harold began his career at Lehman Brothers and Morgan Stanley before joining Merrill Lynch. He holds a Bachelor of Science degree in Finance from the University of Connecticut and maintains FINRA Series 3, 7, 9, 63, and 65 registrations. Additionally, he holds the Personal Investment Advisor (PIA) designation. Outside of his professional life, Harold enjoys sports such as tennis, soccer, and golf. He also spends time cooking, exploring new hot sauces, and being with his family.

Hilary Spain Reilly is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Her career includes tenure at Merrill from 2001 to 2009 before joining Morgan Stanley Smith Barney LLC in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm employs a structured planning process using proprietary tools and extensive resources, managing approximately $2.74 trillion in client assets.

Gary Pancoast is a financial advisor with LPL Financial in Morristown, NJ, holding a Series 66 designation and 22 years of industry experience. He previously worked at Merrill and J. B. Hanauer & Co. He also serves as Senior Managing Director and Wealth Management Advisor at Peapack-Gladstone Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms such as the Bank Wealth Program.

Andrew Brassini is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has held roles at several firms including MassMutual Life Insurance Company and MML Investors Services, LLC. Brassini is also a client service representative at Nicholas Pascarella & Co, where he processes paperwork and handles client inquiries. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and consulting services with access to multiple program structures and third-party money managers.

Ronald Maxman is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he is an owner of Santa Monica Brew Works, a brewery in Santa Monica, CA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles through a combination of in-house and third-party investment managers.

Tara Jakubik is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill from 2015 to 2023. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate agreements.

Amanda Robinson is Vice President and Wealth Planner at Fidelity Investments, where she partners with clients to organize their financial lives through long-term advisory relationships. She collaborates with clients to identify their specific needs, concerns, and goals, addressing priorities such as wealth accumulation, retirement, risk management, and legacy planning. Her approach includes educating clients to simplify financial decisions and encourage proactive action. Robinson has held several vice presidential roles throughout her career, including positions at Ayco, a Goldman Sachs Company, NFP, an Aon Company, and U.S. Trust. Her experience spans wealth planning, wealth strategies, fiduciary management, and financial counseling, reflecting a comprehensive background in financial advisory services. Outside of her professional life, Amanda Robinson enjoys gardening, music, and Pilates.

Alan Meckler is a CFP® and ChFC® credentialed financial advisor with 33 years of industry experience. He currently works at OSAIC and has previously held roles at Securities America Advisors, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. Meckler also serves as a board member of St. Christopher's Inn, a nonprofit organization. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs, utilizing firm-provided portfolio construction tools and multiple advisory platforms.

Beth Wilhelms is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a trustee for a related investment entity in Kenilworth, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Daniel Rodgers is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, Metlife Securities, Merrill, and OSAIC. Outside of advisory services, he is involved in selling home and auto insurance related to his work at Prudential. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm uses a model-driven investment approach with access to third-party asset managers, financial planning, and a range of affiliated services including trust and insurance products.

William Taylor is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently with RBC Capital Markets and has prior experience at City National Bank, Bank of America, N.A., and Merrill. Outside of his advisory role, he maintains a social media presence focused on general finance topics unrelated to his firm. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, featuring options for tax management and responsible investing.

Christine Ostapiak is a CFA® charterholder with 25 years of industry experience. She is currently affiliated with Cetera and Pascarella Wealth Partners LLC, where she serves as a financial professional. Ostapiak has been associated with Cetera Advisors LLC and Pascarella Wealth Partners since 2013. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Matthew Coe is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1995 to 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process incorporating approved tools and modeling techniques.

Cynthia Branca is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera. She has worked with Cetera Wealth Services, LLC since 2013 and holds leadership roles in several community organizations, including serving as president of the Edward Hopper House Museum board and as immediate past president of the Rockland Business Woman’s Network. Branca is also involved in mentoring students pursuing financial careers and participates in nonprofit and networking groups. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Kitty Kong is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 designations and having 29 years of industry experience. She has worked at Morgan Stanley & Co., Incorporated since 2007 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and Corporate Financial Planning agreements.