Thomas Colombaris is a financial advisor at Equitable Advisors with a Series 66 license and less than one year of industry experience. His prior roles include positions at RBC Wealth Management and various other organizations, alongside his academic tenure at the University of Delaware. 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 multiple third-party programs. The firm employs a hybrid referral and implementation model, combining advisory, brokerage, and insurance services tailored to client goals and risk tolerance.

Neil Altshuler is a CFP®-designated financial advisor with 26 years of industry experience, currently affiliated with LPL Financial since 2022. His prior roles include positions at Securities America Advisors and National Planning Corporation. He is also involved in tax preparation and accounting through his work with BKC CPAs, PC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by various model portfolios, research resources, and technology integration.

Steven Di Palma is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Darren Hugo is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Morristown, NJ. His previous roles include positions at UBS Financial Services from 2009 to 2020 and at Morgan Stanley Private Bank, N.A. since 2020. Outside of his advisory work, he is involved with a trust-related business activity in Las Vegas, Nevada. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering customized financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Allyson Milon is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2019, serving in various roles including Investment Consultant from 2022 to 2024, Relationship Manager from 2020 to 2022, and Financial Representative from 2019 to 2020. Allyson focuses on partnering with clients to develop personalized financial plans tailored to their unique situations and goals. She works closely with clients to create clear and actionable strategies that help them progress in their financial journeys with confidence. Outside of her professional work, Allyson enjoys hiking and traveling.

William Moynihan is a financial advisor at Stifel with 28 years of industry experience and holds a Series 66 designation. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside his advisory role, he is a member of the New Jersey Army National Guard and participates in community outreach with Project Self Sufficiency of Sussex County. He also assists in supervising a family contracting business during snow plow operations. 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 relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses that guide client decisions.

Robert D'amato is a Certified Financial Planner (CFP®) with 30 years of industry experience. He is currently with Morgan Stanley, having previously worked at UBS Financial Services for nine years. His current roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

James Buehler is a financial advisor at Wells Fargo Clearing with 47 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. 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 approach 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.

Peter Lease is a financial advisor at Morgan Stanley in Morristown, NJ, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he manages a real estate property rental business as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and investment modeling.

Marissa Greco is a financial advisor with Osaic Wealth, Inc. in Branchburg, NJ, holding a Series 66 designation and having 10 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 10 years. Outside of her advisory role, she is involved in retail operations as an operations buyer and has authored a financial education book titled "Bottom Up Wealth." She also provides consulting services related to divorce financial analysis and marketing strategy. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk assessments, and portfolio management strategies that incorporate various investment types and third-party solutions.

Yamei Chang is a financial advisor with RBC Capital Markets in Hackettstown, NJ, holding a Series 66 designation and having 24 years of industry experience. She previously worked at Merrill for 11 years before joining RBC Capital Markets in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

David Pires is a financial advisor with Equitable Advisors in Colonia, NJ, holding a Series 66 designation and 18 years of industry experience. He worked at Merrill from 2007 to 2021 before joining Equitable Advisors in 2021. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored financial solutions.

Ronald Guenther is a Series 65-licensed financial advisor with six years of experience at Cetera and ten years at Haber & Guenther LLC. He is based in Hackettstown, NJ. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services, with access to multiple program structures, third-party money managers, and a diverse range of investment strategies.

Steven Hadley is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 29 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Hadley serves on the advisory board for the Walker Pond Conservation Committee. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process and offers a broad range of retail and institutional investment products.

Chester Geveda III is a financial advisor at Stifel with 25 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s proprietary investment methodology combines forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Noah Jacobson is a financial advisor at Stifel with 32 years of industry experience. He previously worked at RBC Capital Markets for 14 years before joining Stifel in 2023. His credentials include the Series 63 and Series 66 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and public entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Matthew Korongy is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop simple and effective strategies aimed at achieving their financial goals. He takes a comprehensive and holistic approach to financial planning and guidance. With over 30 years of experience in the financial services industry, Matthew's career includes roles such as Financial Consultant at ETRADE Morgan Stanley from 2019 to 2024, Director positions at Citigroup from 2002 to 2018 and at M.S. Farrell & Company from 1996 to 2002, as well as Fixed Income Sales Associate at Lebenthal and Co. from 1991 to 1996. Outside of his professional work, Matthew enjoys activities such as cooking and baking, spending time with family, football, golf, hiking, and caring for pets.

Frank Ward is a CFP® with six years of industry experience, currently advising clients at LPL Financial in Morristown, NJ. Prior to joining LPL Financial in 2021, he held positions at Merrill and several other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Yuma Morita is a financial advisor with Edward Jones in Denville, NJ, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Morita worked at H&R Block and Lvly and has maintained ownership of Longface Productions LLC since 2002, although the company is currently dormant. Morita is also listed as an IRS Income Tax Preparer, having completed the 2025 Annual Filing Season Program for personal development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Harrison Hoyes is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with UBS Financial Services in Warren, NJ since 2013. Outside of his advisory role, he serves as treasurer on the board of the Academy for Certification of Vision Rehabilitation Education Professionals and is a partner at AccessAbility Officer, a digital accessibility firm supporting government clients, where he assists with strategic direction. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.