Thomas Stinson is a financial advisor with LPL Financial in Parsippany, NJ. He holds a Series 66 designation and has been with LPL Financial since 2026. His prior work experience includes roles at several firms as well as positions outside the financial industry, such as Harry's Chocolate Shop and Marra's Italian Deli. Additionally, he has involvement with DST Basketball dating back to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Jeffrey Mc Aleney is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and concurrently at JPMorgan Chase Bank since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, offering certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Allison Walsh is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2008. In addition to her advisory role, she is involved in a retail and online store business called The Garden Cottage in Morristown, New Jersey. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its services.

Robert Griener is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and over 26 years of industry experience. His career includes roles at Fidelity, Transamerica Financial Advisors, World Financial Group, and Celadon Financial Group, as well as a period of self-employment. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Sarah Pittman is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients. The firm delivers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.