James Turner is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for nine years. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that include discretionary and non-discretionary portfolio management and financial planning, tailoring strategies to clients’ Advisory Risk Profiles through a combination of in-house and third-party investment managers.

Donna Magliato is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to Morgan Stanley, she worked at Citigroup Global Markets Inc. from 2013 to 2017. Outside of her advisory role, she teaches yoga classes at various studios, including Bikram Yoga Palisades and Simply Hot Yoga & Fitness. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial plans.

Michael Ragg is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Equitable Advisors and AXA Advisors. Outside of his advisory role, he engages in selling items acquired on clearance and handles related logistics in his free time. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment vehicles and model portfolios.

Robert Browne is a financial advisor with Robert W. Baird & Co. in Florham Park, NJ, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Caitlin Gilligan is a Series 66-licensed financial advisor with Merrill in Florham Park, NJ, and has 22 years of industry experience. She has been with Merrill since 2010. She also holds a fiduciary role as a power of attorney outside of her advisory duties. Merrill, together 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 managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kaden Bernstein is a Series 66-credentialed financial advisor with Morgan Stanley in Morristown, NJ, with seven years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Outside of his advisory role, Bernstein serves as a board member and participates on the finance and investment committees of JBWS, a health and welfare nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support financial decision-making.

David Evans is a financial advisor at Cetera with 24 years of industry experience and holds a Series 66 designation. He previously worked at Avantax Investment Services and 1ST Global Advisors, and maintains a long-standing role with Nisivoccia & Co. LLP. Evans also serves as a referring partner at Nisivoccia Wealth Advisors, a firm providing financial services to clients. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Maria Perez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has been with J.P. Morgan Securities since 2012 and is also involved with GPR Excel, LLC, a holding company for investment properties where she serves as CEO. Perez manages rental properties alongside her advisory work. J.P. Morgan Securities LLC 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 broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team.

Gary Tagliente is a financial advisor at Morgan Stanley with 40 years of industry experience. He has held his current position at Morgan Stanley Smith Barney since 2014. He holds Series 63 and Series 65 securities licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis techniques.

John Deegan is a CFP® with 17 years of experience in financial services, currently serving as an advisor at Morgan Stanley in Morristown, NJ. His prior experience includes seven years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual 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 emphasizes a structured, data-driven financial planning process.

Haig Shahinian is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on assisting clients with a wide range of financial planning needs, including general investing, retirement planning, and preparing for unexpected financial events. He also facilitates access to specialists at Bank of America for services such as banking, credit, home financing, and small business solutions. His areas of expertise encompass executive compensation, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, individual and corporate investment strategy, and tax minimization. Haig holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Haig earned his Bachelor's Degree from Drexel University. Outside of his professional work, he enjoys camping, football, ice hockey, music, and tennis, and remains active in his local community.

Linda Kazyak is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. Her career includes 16 years at Cambridge Investment Research and related entities before joining LPL Financial in 2019. She is also involved with Estate Assist, a business providing estate administration services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using both discretionary and non-discretionary strategies.

Nicholas Price is a financial advisor at Morgan Stanley based in Morristown, NJ, with five years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services Inc. and Eastern Spine. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning using structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Guy Fernald is a financial advisor with Cetera, holding a ChFC® designation and the Series 66 license, and has 19 years of industry experience. He has worked with Avantax and 1st Global prior to joining Cetera in 2025. In addition to his role at Cetera, he serves as a financial advisor with Nisivoccia LLP and Nisivoccia Wealth Advisors, LLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform and supports both discretionary and non-discretionary program structures across various custodial relationships.

Joseph Bartolomeo is a financial advisor at Raymond James Financial Services Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Rockefeller Financial LLC and Stifel, Nicolaus & Company. Outside of his advisory role, he is involved with several nonprofit organizations, serving on the advisory board of NJ Sharing Network and as finance chairman for Scouting America - Monmouth Council, and is a founding board member of Semper Fi Santa. Bartolomeo also owns The Charlotte Group, which focuses on consultation and public speaking related to personal self-help. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports a broad advisor network, with a unique municipal advisor affiliation and specialized programs like SIMPLE IRA Employer Advisory & Consulting Services.

Bruce Baumgarten is a financial advisor at J.P. Morgan Securities with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank since 2010. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jason Hollowell is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2017, following prior roles at PNC Investments LLC and PNC Bank. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Robert Coe is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2020 and previously at UBS Financial Services from 2017 to 2020. He graduated from Bucknell University in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and utilizes structured processes and proprietary tools to support client planning needs.

Andrew Nacht is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he is involved as an author and writer with African World Press, a book publishing company. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. Its investment analysis relies on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning guidance intended as a basis for client decisions.

Edward Cugno is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior experience includes roles at Cetera, The Provident Bank, and PNC Wealth Management. Outside of his advisory duties, he volunteers as a soccer coach in Westfield, NJ, and is a licensed notary in New Jersey. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.