Laura Strubel is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 1993 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to deliver tailored financial solutions.

Francis Ahmed is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes seven years at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., along with two years at The Boston Consulting Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocation with proprietary research to tailor financial plans. The firm blends institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Denise Li Brizzi is a financial advisor with Morgan Stanley in Warren, NJ, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. Her career includes tenures at Merrill and Bank of America before joining Morgan Stanley in 2021. She is involved in a family-held business, Libbys Kids LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Eric Levine is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has worked at UBS Financial Services since 2023 and previously spent six years each at Newton Investment Management and Lord Abbett. Outside of advisory work, Levine serves as an executor of an estate trust in accordance with family directives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and capital market assumptions to tailor client portfolios. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial solutions including fee-based planning, portfolio management, and market-making activities.

George Tackett is a financial advisor at Stifel with Series 63 and Series 65 licenses and 57 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously held positions at Wells Fargo Clearing and UBS Financial Services. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Francis Carroll is a financial advisor with Wells Fargo Advisors in Florham Park, NJ, holding Series 63 and Series 66 licenses and possessing 44 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Gruntal & Co., L.L.C. Outside of his advisory work, he is involved in property maintenance related to a rental property he owns. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique needs. The firm combines its advisory services with banking and lending products and uses proprietary research and planning tools to develop tailored client recommendations.

Martin Welzmuller is a CFP®-certified financial advisor with 30 years of industry experience, currently with Stifel since 2023. His prior roles include positions at Wells Fargo Clearing, RBC Capital Markets, J. B. Hanauer & Co., and Ryan Beck & Co. He serves as Vice-Chairman of Beyond Baptism Charitable Fund, is a board member of Theta Zeta Corporation fraternity, and holds several elected and leadership roles in local Republican organizations in Mount Olive, NJ. Stifel serves a diverse client base, including individual, institutional, and municipal clients, offering brokerage and investment advisory services based on a proprietary investment strategy methodology developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning and maintains a broad range of affiliated financial services.

Christopher Baker is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Macquarie Capital Inc. and AXA Advisors, LLC. Outside of his advisory work, he is involved with PGP Benefits, a general agency specializing in health insurance. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of third-party asset managers and advisory programs, focusing on risk assessment and customized investment model matching.

Thomas Madaras is a financial advisor with Morgan Stanley in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and previously spent 16 years at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services based on structured discovery processes and firm‑approved tools.

Sandra Swain is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney since 2020, following a 14-year tenure at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through Corporate Financial Planning agreements with employers.

Alan Morales Toledano is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Amazon.com Services LLC and Rutgers, State University of NJ. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation supported by affiliated investment-management entities.

Daniel Carollo is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles through both in-house and third-party managers.

Jared Cook is a Financial Consultant at Fidelity, where he applies a holistic planning approach to assist clients in understanding how different aspects of their financial lives work together to achieve their goals. He utilizes the resources available at Fidelity to address client questions, concerns, and objectives. Jared has held several financial advisory roles since 2007, including positions at TD Ameritrade, Mass Mutual, Prudential Advisors, Allied Wealth Partners, AXA Advisors, PFS Investments, Merrill Lynch, and West Rock Advisors. His experience spans over a decade in financial consulting and advisory services. Outside of his professional work, Jared engages in family activities, fitness, football, sailing, traveling, and volunteering.

Rakema White is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 66 designations and previously worked for Stifel Nicolaus & Co Inc for nine years before joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Ramin Saeedian is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2003 to 2009. He serves as a finance committee member at Crestmont Country Club in West Orange, NJ. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets.

Alexander Palazzo is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America Corp, JW Construction Group, and UpCycle USA. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Crozier is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63, Series 65, and Series 66 licenses and has 16 years of industry experience. Jonathan previously worked at M HOLDINGS SECURITIES, Inc. for 14 years before joining Raymond James in 2025. He is also active as a financial advisor at Eagle Rock Wealth Management and Greenberg and Rapp Financial Group, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs and institutional consulting.

Roberto Ticzon is a financial advisor with LPL Enterprise. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities. The firm’s approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.

Maklof Hoshan is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Victoria Gurney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has also worked with Wells Fargo Bank, N.A. since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.