Matthew Miller is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley and its affiliates since 2002, as well as at Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and investment committee estimates in its structured financial planning process.

Michael Allison is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 11 years of industry experience. He previously worked at AXA Advisors, LLC, Hartshorne Group, and BCG Securities, Inc. Outside of his advisory role, he is employed part-time as a meat slicer at Stop and Shop. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party partnerships.

Dean Slader is a financial advisor with Wells Fargo Advisors based in Parsippany, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Christopher Purdue is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and previously at Wells Fargo Clearing and Wells Fargo Advisors. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group.

Paul Baker is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Scott Taylor Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior experience includes 18 years at Northwestern Mutual and roles at MassMutual and MML Investors Services. 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 wide range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of advisors and advanced operational tools.

Michael Harvey is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Fidelity Investments and Northwestern Mutual. Outside of his advisory role, he is involved with Fit Wealth Management as an employee model brand. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad range of non-advisory financial services.

Walter Munoz is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Advisor Group, LLC, TD Wealth Management Services Inc., Cetera Investment Services LLC, and Merrill. Outside of his advisory work, he is involved as an independent sales producer selling Medicare benefits in New Jersey. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Judy Wolk is a Financial Consultant currently with Fidelity Investments, a position she has held since 2018. She has a comprehensive background in financial services, having held roles such as Relationship Manager and Financial Representative at Fidelity Investments. Prior to joining Fidelity, she held senior positions including Director and Senior Fixed Income Portfolio Manager at Bank of America Capital Management, and Director and Fixed Income Portfolio Manager at US Trust Company. Her expertise encompasses college saving strategies, financial and investment guidance, retirement planning, income strategies, and estate planning considerations. Her career has been focused on understanding clients' situations and needs to help them work toward their financial goals. Judy holds a California Insurance License.

Eric B. Soos is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is involved with the Morristown Beard School, providing general oversight for the 7-12 grade school. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Stephen Cassidy is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has prior experience with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options, with financial planning structured as annual collaborative relationships that utilize firm-approved analytical tools.

Alan Perlberg is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2013. Perlberg has served as a notary public and has acted as a financial advisor and executor for a private estate. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management, and utilizing proprietary research and model-based asset allocations to tailor client strategies.

Andrew Kimm is a financial advisor with UBS Financial Services in Chatham, NJ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he pursues photography as a hobby and has attempted to sell his work through a personal website. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Andrew Slotnick is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at Goldman Sachs & Co. LLC and JetBlue Airways Corporation. 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 brokerage, distribution, and investment management capabilities.

Scott Tolochko is an Investment Consultant at Fidelity Investments since 2025. In this role, he focuses on financial planning, working closely with clients to develop personalized strategies that address their unique financial situations and goals. Scott's professional experience includes positions as a Financial Representative at Fidelity Investments from 2024 to 2025, a Wealth Advisor at Money at Work, LLC from 2023 to 2024, and a Financial Advisor Intern at Campania Wealth Management in 2022. His background reflects a progression of roles in financial advisory and investment consulting. Outside of his professional work, Scott has interests in fitness, golf, and soccer.

Stephen Murray is a financial advisor at Morgan Stanley with 13 years of industry experience. He has worked at Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, N.A. since 2016. Outside of his financial career, he plays guitar and sings. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

Anthony Lewis is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. His prior positions include roles at Morgan Stanley and Stifel. Outside of finance, he has been involved with the Manhattan Exercise Company, LLC for eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Gerald Dowling is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, personal retirement planning, and retirement income. With a career spanning over 45 years, he works primarily with self-employed business owners and professionals to help them achieve their investment goals through retirement. Gerald’s expertise includes the selection of individual equities, municipal bonds, mutual funds, and ETFs. He entered the securities industry in 1979 and joined Merrill Lynch Wealth Management in 2005 following the acquisition of his previous firm. He holds multiple FINRA registrations, including Series 3, 7, 8, 63, and 65, as well as the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from Fairleigh Dickinson University and an MBA from Seton Hall University. Gerald resides in Madison, NJ with his wife, Dori, and they have three grown children. Outside of work, he enjoys traveling, watching movies, and writing.

Lindsey Kohler is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 10 years of industry experience. She has worked at Morgan Stanley since 2019 and held prior positions at Summit Financial, Purshe Kaplan Sterling Investments, and several Summit-affiliated firms from 2016 to 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and advanced planning tools, supporting clients with both direct and corporate financial planning services.

Ellen Ficacci is a financial advisor at Morgan Stanley with 39 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2020 and previously worked at RBC Capital Markets for 11 years. She holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.