Brian Kaplan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2011, serving in various roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Brian worked as Vice President Financial Advisor at Chase Investments Services Corp. and as a Municipal Bond Specialist at Hennion and Walsh, Inc. With over 17 years of experience in the financial industry, Brian focuses on helping clients develop straightforward financial plans tailored to their individual goals. He collaborates with clients to educate them on financial concepts and create efficient, structured plans aimed at achieving both long and short term financial objectives. Brian holds a California Insurance License.

Marc Coopersmith is a CFP® professional with 39 years of industry experience, currently affiliated with RBC Capital Markets in Florham Park, NJ. He has worked at RBC Capital Markets since 2009 and City National Bank since 2016. Outside his advisory role, he is involved with SROVIC LLC, a travel and recreation business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs featuring tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Thomas Cooper is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including KPMG, Joe Pops, and Barclays. Outside of his advisory role, Cooper is employed by KPMG in a non-investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Todd Stanard is a financial advisor with LPL Financial in Morristown, NJ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior experience includes 18 years at Lincoln Financial Advisors Corp and leadership roles in Aspire Performance, LLC and FHC Real Estate LLC. He is also involved with FHC Wealth Advisors, LLC and OmniGrowth Wealth Partners in business capacities related to tax and investment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.

Robert Foley is a financial advisor with Cambridge Investment Research Advisors in Madison, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. In addition to his advisory role, Foley is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and custody arrangements tailored to client objectives.

Sunil Joshi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to clients' individual financial goals and changing market conditions. Sunil incorporates insights from Merrill and solutions from Bank of America to support comprehensive financial planning. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Sunil earned a Bachelor's Degree from the Indian Institute of Technology and a Master's Degree from Stevens Institute of Technology. Committed to community involvement, he dedicates time to volunteering with local organizations.

Earl Mckenzie is a CFP® with 43 years of industry experience, currently serving at Cetera since 2023. He previously worked at Cetera Wealth Services, LLC beginning in 2013. Outside of his advisory role, Mckenzie acts as an insurance agent offering fixed life, health, disability, annuities, and long-term care products, and serves as a volunteer member on the Monmouth County District Fee Arbitration Committee reviewing legal fee arbitration complaints. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Joseph Grippo Jr. is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients navigate complex financial decisions, offering personalized guidance in investment management, retirement planning, college education planning, family wealth management strategies, and sports and entertainment financial services. His approach emphasizes building lasting relationships and understanding each client's unique financial goals. Joseph grew up in Kinnelon, New Jersey, and attended Kinnelon High School. He pursued higher education at Stevens Institute of Technology in Hoboken, New Jersey, where he was a five-year member of the men's lacrosse team. He earned a Bachelor's Degree in Business and Technology and a Master's Degree in Finance with a concentration in Financial Planning. He holds the Professional Investment Advisor (PIA) designation. He currently resides in Florham Park, New Jersey. Outside of his professional role, Joseph enjoys baseball, basketball, football, golfing, pickleball, running, and spending time with his family. He is actively involved in the community as Co-President of the Joseph S. Grippo Memorial Foundation, a charitable organization dedicated to supporting children and families battling cancer.

Nolan Orr is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A. and Equitable Advisors. Prior to his financial services career, he was employed at Bottle King. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the larger J.P. Morgan broker-dealer and banking organization.

Susan Rios is a financial advisor at RBC Capital Markets with 26 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, serving clients for a combined total of 13 years before joining RBC in 2025. She holds a Series 63 designation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on clients’ risk profiles, utilizing a mix of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Marc Ferrari is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Bridgewater, New Jersey. He is a member of Cohen Howard Ferrari & Associates, a team specializing in personalized wealth management solutions for individuals, families, and business owners. Since joining Merrill in 2005 and Cohen Howard Ferrari in 2016, Marc has focused on wealth planning, asset management, and helping clients pursue their targeted financial goals through planning and risk management strategies. Marc's expertise includes asset allocation, investment selection, and developing customized financial plans. He collaborates closely with colleagues Josh Cohen and Dan Howard to provide comprehensive services such as tax-efficient strategies, education funding, insurance planning, trust and estate considerations, retirement readiness, and special needs support. He places importance on understanding each client’s life priorities to create strategies that align with their unique situations, goals, and values. Marc earned a High School Diploma from Westfield High School and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he lives in Richboro, Pennsylvania with his wife and son. Marc’s personal interests include photography, swimming, traveling, watching movies, and spending time with his family. He also participates in community activities and volunteers with local organizations.

Joseph Luongo is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at Barclays Investment Bank and Hapag-Lloyd AG. 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 provides fee-based financial planning, portfolio management, and access to proprietary research to tailor client strategies.

Carmela Carfora is a financial advisor with Morgan Stanley in Warren, NJ, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through employer partnerships.

Thomas Tishman is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. In October 2024, he co-founded the Tishman-Dunst Wealth Management Group with Bryan Dunst. Tom supports clients by developing personalized financial approaches, focusing on family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. He incorporates alternative investments alongside traditional stock and bond portfolios to help clients pursue their financial goals. Tom has more than 40 years of experience on Wall Street, including roles as a financial forecaster, government bond trader, and financial advisor. He joined Merrill Lynch Wealth Management in May 2005 and has earned several professional designations, such as Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA). He holds FINRA securities registrations, CFTC commodities licenses, and life and health insurance licenses. He attained the Wealth Management Advisor functional title in 2012, was promoted to Vice President in 2013, earned his Portfolio Manager designation in 2017, and became First Vice President in 2023. His background includes an MBA in Finance and a Bachelor of Arts in Economics, Computer Science, and Mathematics from New York University’s Stern School of Business. Beyond his professional career, Tom is bilingual in English and Spanish. He has contributed to the community by serving as Head Fencing Coach at Mendham High School from 2007 to 2011 and as Volunteer Chairman of USA Fencing’s New Jersey Division from 2010 to 2016. He resides in Mendham with his wife, a residential real estate broker, and has three children pursuing careers in fields including robotics sales, urban planning, and metal sculpture. Tom's personal interests include genealogy, soccer, and yoga.

Diane Woods is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2020, following a 31-year tenure at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Claudia Mundahl is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. She previously held an inactive real estate license and was involved in a realty referral network. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and proprietary tools, offering a broad range of retail and institutional investment options.

Justin Anuario is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at LPL Financial since 2025 and previously spent 19 years at Ic Advisory Services, Inc. and 23 years at The Investment Center. Outside of his advisory work, he serves as a FINRA arbitration panelist for investment-related cases. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Eric Carlson is a CFP® and holds a Series 66 license with Ameriprise Financial Services, where he has worked since 2005, accumulating 21 years of industry experience. He is based in Bernardsville, NJ. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning, delivering tailored Recommendation Reports and ongoing advice centered on dependable income and tax-aware withdrawal strategies.

Debra Barnes is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2019, previously spending 20 years at Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles with a range of investment management options.

Lindsey Galanti is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, focusing on tailored financial planning and utilizing firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.