Jody D'Agostini is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Equitable Advisors since 2005, following prior experience at Axa Advisors and a lengthy tenure associated with Robert J. D'Agostini, Jr., M.D. Outside of her advisory role, she is involved in nonprofit leadership, including serving as President and Chairman of the Board for Community in Crisis and the Somerset Hills YMCA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through a range of third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services with a focus on tailored client plans and both discretionary and non-discretionary asset management.

Jason Brelinsky is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. He also serves as a soccer coach for the West Orange United Soccer Club during non-securities hours for part of the year. Morgan Stanley Wealth Management offers a range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning programs supported by firm-approved tools and research.

Aaron Freedman is a Series 66-licensed financial advisor with 16 years of industry experience. He currently works at RBC Capital Markets and previously spent eight years at Janney Montgomery Scott. Outside of his advisory role, he assists with management tasks for rental properties owned with his spouse. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of wrap fee advisory programs and tailors investment strategies to clients’ risk profiles, utilizing both in-house and third-party managers.

Craig Eckenthal is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he is affiliated with CE STRAND LLC, a company formed to manage his interest in a previously disclosed real estate partnership. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Donnamarie Pecora is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and five years of industry experience. Before joining Morgan Stanley in 2019, she worked at Integrated Planning Group and has previous experience with Coldwell Banker and the West Orange Board of Education. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Stella Dunn is a financial advisor at Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 credentials with 26 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

David Jozefek is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked with IC Advisory Services, Inc. and The Investment Center Inc. since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

John Kelly is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Franco Piarulli is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2016, including roles at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Howard Horowitz is a financial advisor with J.P. Morgan Securities in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as First Republic Investment Management. Outside of finance, he serves as a director of a laundromat business in Morristown. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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, distribution, and investment management capabilities.

Patrick Maguire is a financial advisor at Raymond James Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 20 years at M Holdings Securities, Inc. Outside of his advisory work, he serves on the advisory board of AtiDot Software Ltd, providing business consulting. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals and maintains specialized offerings in municipal advisory and SIMPLE IRA consulting.

Peter Carollo Jr. is a CFP® with 40 years of industry experience. He is currently with OSAIC and previously worked for Lincoln Financial Securities Corporation for 17 years. In addition to his advisory role, he is an insurance agent offering accident, health, disability, long-term care, life insurance, and annuities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm provides brokerage and advisory services with access to multiple platforms, employing various asset allocation tools and third-party solutions to construct and manage portfolios.

Gary Wayne is a CFP® professional with 30 years of experience in the financial industry. He has been with Wells Fargo Advisors since 2022 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside his advisory role, he is involved with several private investment entities and holds ownership interests in multiple investment-related ventures. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, utilizing Wells Fargo’s research and tools to develop tailored recommendations for its clients.

Christopher Kete is a financial advisor at Cetera with 50 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera since 2023, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Kete is also involved in a financial services business under the name Private Client Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

David Samuel is a financial advisor with Primerica Advisors, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. His prior experience includes roles at Solix Inc and J Knipper & Co. He also engages in part-time sales of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients, offering model-driven investment strategies supported by third-party managers and custodial services.

Omer Sander is a financial advisor at Stifel with eight years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at JPMorgan Securities LLC for seven years. Outside of his advisory role, he is a general partner and equal owner of a commercial real estate LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Olivia Jung is a CFP® with 8 years of industry experience currently affiliated with Equitable Advisors. Her career includes roles at Fidelity Investments, WisdomTree Asset Management, and Foreside Fund Services. She serves as Finance and Sponsorship Chair on the board of ACE NextGen, an Asian/Pacific Islander American Chamber of Commerce nonprofit, and coaches figure skating at South Mountain Arena. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a combination of advisory and brokerage solutions, utilizing LPL-sponsored programs and third-party managers.

Susan Walker Gomez is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2019, following roles at PFS Partners and PNC Investments. J.P. Morgan Securities LLC 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.

Peter Scocca III is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2022. Prior to this, he held positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 broader set of financial product offerings than is typical for large institutional advisers.

Keith Smith is a CFP® with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. He previously worked at Ameriprise Financial Services, Inc. for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.