Michael Russo is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 credentials and has 35 years of industry experience. He has worked at Wells Fargo Advisors since 2016 and previously at Bank of America and Merrill from 2009 to 2016. Russo also owns the Mike Anthony Group and serves as trustee, executor, and power of attorney for several family members in investment-related matters. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may implement through brokerage or advisory programs.

Brian Norton is a financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at Morgan Stanley since 2020 and was previously with UBS from 2016 to 2020. In addition to his advisory work, he serves as a referee for a recreational sports league in Hoboken, NJ. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools.

Patrick Ryan is a Series 66-licensed financial advisor with UBS Financial Services in Weehawken, NJ, and has three years of industry experience. His prior roles include positions at Bridgeview Execution Services and Highlander Asset Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Vidhi Sonani is a financial advisor at Mass Mutual Investors Services with four years of industry experience. She holds the Series 66 designation and has worked at UBS and Kearfott Corporation. In addition to her advisory role, she is a licensed realtor with United Real Estate North Jersey, assisting clients with buying and selling homes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, goal-oriented financial planning using firm-approved tools and offers event-driven planning programs including divorce and estate settlement services.

Grant Aidner is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. He began his financial services career in 2003 and specializes in helping high-net-worth families simplify complexity through a family office inspired approach. Grant's services integrate investment management, tax-aware planning, credit strategies, and family governance to provide clients with a coordinated partner focused on their goals, risk, and legacy. Grant's expertise includes education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, retirement income, and services for defined benefit plans. He emphasizes a comprehensive approach to managing wealth by understanding clients' life priorities and collaborating to create personalized plans tailored to individuals and their families. Grant holds a Bachelor's Degree from The University of Vermont and possesses multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is actively involved in the Peninsula Soccer Club as a coach and participates in community activities related to the organization. Outside of work, Grant enjoys cooking, golfing, running, skiing, and surfing.

Kirtana Patel is a CFP®-certified financial advisor at UBS Financial Services with 10 years of industry experience. Her prior roles include positions at Bank of America, Merrill, P.J. Robb Variable Corp., and Crump Life Insurance Services. She also took time away from the industry as a stay-at-home mom for three years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and manages both fee-based and discretionary portfolios.

Victoria Cann Kyne is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked within the Wells Fargo organization since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Rochelle Forster is a financial advisor with Equitable Advisors in Edison, NJ, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She has been with Equitable Advisors since 2009 and previously worked at AXA Advisors, LLC. Outside of her advisory role, she is a member of Dergalis Associates, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory programs, including third-party asset managers and firm-offered solutions, focusing on matching clients with appropriate investment models based on personal and plan information.

Kathleen Sheehan is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients by providing a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Justin Alexander serves as a Senior Financial Advisor, Vice President, and Portfolio Manager at Merrill Lynch Wealth Management, a role he has held since joining the firm in October 2018. Prior to this, he gained experience at Pacer Financial (now Pacer ETFs), Terra Capital Partners (now Mavik Capital Management), Horizons ETFs (now Global X ETFs by Mirae Asset), and Alex Brown, a division of Raymond James. His expertise includes providing guidance on Qualified Small Business Stock (QSBS), assisting founders and early-stage equity holders with liquidity event retention, and offering corporate cash management services tailored for early and growth-stage venture and private equity-backed companies. He also delivers high-net worth advisory solutions for professionals such as software engineers, portfolio managers, investment bankers, consultants, hedge fund, private equity, credit, real estate professionals, and attorneys. In his capacity as Portfolio Manager, Justin manages Personalized or Defined Strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Justin holds a Bachelor's degree from Indiana University and the Chartered Alternative Investment Analyst (CAIA) designation, which is recognized globally as a standard for alternative investment analysis encompassing private equity, hedge funds, real assets, private credit, infrastructure, commodities, and complex derivatives.

Reid Papafloratos is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has prior educational experience spanning from 2014 to 2025, including roles at Bronx High School of Science and Cornell University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities, principal trading, and securities-backed lending programs.

Wai Kit Tsin is a financial advisor at Edward Jones in Millburn, NJ, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Societe Generale for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm is known for its extensive advisor and branch network and provides services under a fiduciary standard.

Patrick Sullivan is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in their flagship office in New York City. He is a member of the Private Executive Services team and has been with Merrill Lynch since 2013. In his role, Patrick works closely with a diverse client base that includes corporate executives, financial professionals, and founders of privately held companies and their families, focusing on delivering comprehensive wealth management solutions. Patrick specializes in understanding each client's financial objectives through an in-depth discovery process, managing concentrated positions, and building tailored strategies to achieve financial goals. As a qualified Senior Portfolio Advisor, he provides discretionary management of custom investment strategies and selects from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. His areas of expertise also include executive compensation, equity compensation services, and liquidity management. He holds a bachelor's degree from Hamilton College, where he also served as captain of the basketball team. Patrick has earned his Series 7, 63, and 65 FINRA registrations, along with Insurance and Annuities licenses. Residing in Summit, New Jersey with his wife and three children, Patrick has a background in professional basketball in Europe. His personal interests include golf, traveling, playing basketball, and spending time with his family.

Kevin Riley is a Private Wealth Advisor at Merrill Private Wealth Management, where he is part of the Relationship Management Team within the Private Executive Services group. In this role, he provides wealth management advice to ultra-high-net-worth families, assisting them in developing strategies to meet their overall wealth objectives and personal financial goals. Kevin joined Merrill in 2013. Before that, he was an investment coordinator at Summit Financial Resources and worked on a wealth management team at Morgan Stanley Smith Barney. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification, the Chartered Retirement Planning Counselor (CRPC) designation, and is a Personal Investment Advisor (PIA). Kevin earned a Bachelor of Arts degree in Economics from Dickinson College in 2011, where he was a four-year starter on the men's soccer team and served as team captain in his senior year. Kevin is originally from New Jersey and currently resides in Battery Park, New York City, with his wife, Nina. His personal interests include golf, skiing, reading, philanthropy, and spending time with his family.

Morgan Campbell is a financial advisor at Merrill with three years of industry experience and holds the Series 66 designation. Prior to joining Merrill in 2024, Campbell worked at Columbia Management Investment Distributors, Inc. and held positions outside the financial industry. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nina Derosa is a financial advisor at Morgan Stanley with 14 years of experience in the industry. She holds the Series 66 designation and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Anthony Curcio is a financial advisor with Wells Fargo Advisors in Warren, NJ, holding a Series 63 designation and 32 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also serves as a trustee for APC Capital Corp's 401(k) plan. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that cover retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning. Advisors develop tailored recommendations using firm research and planning tools, with implementation options available through brokerage or advisory programs.

Marshall Roy is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. He has been with Raymond James since 2019 and previously worked at Tulane University, Bacobar, and Bryant Pond. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Lindsey Morris is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley for 13 years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and provides a broad range of capital markets and advisory services.

Christopher Conroy is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2004 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in film production, specifically a Netflix movie project titled "Little Brother." UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work through a network of financial advisors who tailor plans using proprietary research and model-based asset allocations.