Thomas Morrissey Jr. is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Outside of his advisory role, he operates a furniture business and works as a greeter at Whiteface Mountain in New York, providing information to skiers about conditions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes use of firm-approved tools and market simulations.

Zachary Stabile is a financial advisor with Equitable Advisors holding a Series 66 designation. He has not yet accumulated industry experience but has been involved in various roles outside finance, including working with Ultimate Ripz and eBay. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Jeffrey Cristadoro is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked with B. Riley Wealth Management, B. Riley Wealth Advisors, and National Securities Corp. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Audra Lisoski is a financial advisor at LPL Enterprise with 23 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Pruco Securities, LLC and Prudential Insurance Company of America for a decade. Lisoski is also a New Jersey Notary Public. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs through an integrated platform.

Bradford Bonner is a Senior Financial Advisor at Merrill Lynch Wealth Management in the Short Hills, New Jersey office. He has 20 years of experience working with high net-worth individuals and institutional investors, developing investment strategies aimed at meeting both short-term needs and long-term financial goals. His approach includes using in-depth personal profiles to understand clients' financial objectives and priorities, offering advice on a range of asset classes including alternative investments. Brad graduated from Lafayette College with a bachelor's degree in Economics and a minor in English. He is a Personal Investment Advisor (PIA) and began his career in the institutional equity sales and trading training program at Merrill Lynch before spending six years with Oppenheimer & Co. He serves in several community roles including Chair of the Scholarship Committee for The College Men's Club of Westfield, Executive Board Member of The Pingry School Alumni Board, Ice Hockey Trustee of the Beacon Hill Club, and is active with Camp Dudley. Outside of his professional work, Bradford enjoys golfing, playing adult ice hockey, boating, fishing, hiking, tennis, traveling, and spending time with his family. He lives in Westfield, New Jersey with his wife, Alexandra, and their three children.

Michael Dunleavy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Santander Securities, LLC and Santander Bank, NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Murray Bell is a financial advisor with Morgan Stanley Wealth Management in Short Hills, NJ, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been associated with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates proprietary tools and market outcome simulations.

Michael Hurley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Wells Fargo Clearing since 2019 and has concurrently been involved with Tracy Pearce Interior Design since the same year. Prior to his current role, he has worked at Wells Fargo Bank, NA since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Levine is a CFP® with 30 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Shivani Desai is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked in various roles within JPMorgan Chase and other organizations since 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Julian Corralizza is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Equitable Advisors since 2016, previously associated with AXA Advisors LLC. Outside of advisory services, he is involved in health insurance-related business activities. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing extensive third-party programs and emphasizing a mix of discretionary and non-discretionary asset management.

Linda Yu is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked previously at Forester Financial, The Investment Center Inc, and IC Advisory Services Inc. Outside of her advisory role, she owns and operates Yu's Black Belt Institute, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research and model portfolios from multiple sources.

Christopher Hodge is a CFP®-designated financial advisor at Fidelity with 26 years of industry experience. He has worked within various divisions of Fidelity since 2000, including Fidelity Brokerage Services Inc., Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and provides model portfolios and fund advisory services.

Frank Belfiore Loconte is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2021, following seven years at TDAmeritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Alfred Marciano is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds the Series 63 designation and has been with Cambridge since 2012. Outside of his advisory role, he is also an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and custody options tailored to client objectives.

Inderjit Singh is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in helping clients structure customized financial strategies and investment programs designed to achieve retirement, college, and estate planning goals. Inderjit has extensive experience assisting individuals during periods of financial transition, particularly those who are retiring or changing jobs, by outlining available options and developing strategies consistent with their personal financial goals. Since joining Merrill Lynch in 2006, Inderjit utilizes the firm's resources to work with clients on personalized wealth strategies emphasizing asset allocation and diversification. He also supports small businesses and business owners with retirement planning, financing, and cash management. Inderjit holds a Certified Financial Planner (CFP) certification awarded by the Certified Financial Planner Board of Standards Inc. and a Certified Investment Management Analyst (CIMA) designation. He earned both his Bachelor's and Master's degrees in Finance from California State University East Bay. Inderjit resides with his family in Princeton, New Jersey. Outside of work, he enjoys listening to podcasts and audiobooks, and maintaining physical fitness through activities such as CrossFit. He has been involved in the CrossFit community for over eight years. Inderjit's interests also include hiking with his family, and sports such as baseball, chess, football, golfing, music, reading, running, soccer, tennis, and yoga.

Keith Langworthy is a financial advisor at Morgan Stanley with 22 years of industry experience. He has held positions at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Langworthy holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients with a focus on tailored financial planning and a comprehensive suite of investment services. The firm manages approximately $2.74 trillion in assets and uses structured planning processes supported by advanced analytical tools.

Peter Gelwarg is a financial advisor with Morgan Stanley in Basking Ridge, NJ, holding a Series 66 designation and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs. The firm provides tailored financial planning supported by structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Christopher Rubano is a CFP® certificant with 37 years of experience in the financial industry. He is currently with Cetera and has worked previously at First Allied Advisory Services and First Allied Securities. Outside of his advisory role, he serves as a board member for Meals on Wheels of Staten Island and holds leadership roles in community organizations including the Kiwanis Club of South Shore, Staten Island. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors and employs a multi-manager platform with various program structures and custodial relationships.

Jessica Granier is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2020, with prior roles at Sanctuary Securities, Sanctuary Advisors, and Ameriprise Financial Services. Earlier in her career, she was employed at The Marina at Oceanport and Monmouth Rubber and Plastics Corporation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.