Brunilda Fullowan is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for 12 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

Derek Popp is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and JPMorgan Chase Bank. He is also the founder of Parker Lawrence LLC, a business consulting firm that he maintains but does not actively manage. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Stephan Rothe is a CFP® professional with 28 years of industry experience, currently serving at J.P. Morgan Securities since 2013. Prior to that, he worked at Merrill from 2005 to 2013. He is also employed by JPMorgan Chase Bank, which allows him to offer a range of bank products including deposit and credit services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG criteria and broader derivatives capabilities through various affiliations.

Anisha Mahajan is a financial advisor at Edward Jones in Warren, NJ, holding a Series 66 designation with five years of industry experience. Her career includes roles at Allianz Global Investors and MetLife Investment Management before joining Edward Jones. Outside of advising, she is involved in venture capital and healthcare technology initiatives, including investments in early-stage healthcare companies and women's health ventures, as well as participation in a South Asian movie production company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large nationwide presence of financial advisors and branch offices.

John Benton Jr. is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has worked with Prudential Insurance Company of America since 1986 and was affiliated with Pruco Securities, LLC. from 1986 to 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach primarily involves model-driven portfolios developed by internal and third-party strategists and offers a range of financial planning and consulting services.

Catherine D'agati is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2020, following a 27-year tenure at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Robert Curtis is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Curtis serves as board president for Literacy Volunteers of Somerset County, an organization that promotes adult literacy through tutoring and community programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based analyses and written recommendations on topics such as retirement and estate planning. The firm offers planning and managed-account services separately, with a consolidated billing option, and does not provide discretionary portfolio management for institutional clients.

Michelle May is a Certified Financial Planner (CFP®) with 26 years of industry experience. She has been with Ameriprise since 1999, currently serving as a financial advisor in Lebanon, NJ. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis.

Lindsey Healy is a Financial Advisor at Merrill Lynch Wealth Management who joined The Heim Group in 2022. She has a background in operations, having worked as a Merrill Operations Analyst where she was responsible for approving and monitoring money movement requests, coordinating with advisors and clients, and training new team members. Lindsey focuses on working directly with clients and their families, assisting with transactional, administrative, and account needs while serving as a liaison with specialists throughout the firm. She specializes in areas including family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, and retirement income. Lindsey holds a Bachelor's Degree in Finance from Manhattan College and has earned professional designations such as Certified Financial Planner (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of her professional role, Lindsey's interests include adventure sports, cooking, football, golfing, skiing, soccer, spending time with her family, traveling, watching movies, and yoga. She resides in Vernon, New Jersey.

Michael Tormey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior firms include Santander Securities, Guardian Life, Equitable Advisors, and Raymond James Financial Services. Outside of his advisory role, he works as a driver for both Lyft and Uber. 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 financial planning and investment management services, utilizing various portfolio strategies and technology tools to support its extensive network of over 22,800 advisors.

Christopher Lutz is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley and its affiliates since 2008. Outside of his advisory role, he serves as a board member of the Madison Recreation Advisory Committee in Madison, New Jersey. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning tools and modeling techniques while offering various investment products and strategies.

Anthony Farina is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Justin Steele is a financial advisor with LPL Financial, holding Series 65 and 66 credentials and having 17 years of industry experience. His prior roles include positions at Janus Management Holdings Corp and Merrill. He is also the principal of Paradigm Wealth Advisory LLC, an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

Dominick Scavelli is a CFP® with 14 years of experience in the financial services industry. He is currently with Morgan Stanley and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved in property management through a real estate partnership in New Jersey. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Wayne Chernin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he sells Medicare supplement insurance with Aetna as a referral agent. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, employer-sponsored retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it also offers services such as financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.

Andrew Mercuri is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and eight years of industry experience. Prior to joining Morgan Stanley in 2017, he worked in new media at DNAinfo from 2014 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Eileen Monahan is a Series 66-licensed financial advisor with Morgan Stanley in Warren, NJ, with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is the sole proprietor of a family real estate business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by advanced modeling tools and serves clients through multiple financial planning and investment strategies.

Robert Lucente is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. His objective is to provide clients with the knowledge and tools necessary to manage their financial lives effectively and select the platforms that align with their needs. Robert holds the designation of Personal Investment Advisor (PIA) and earned his bachelor's degree from Moravian College. His approach centers on helping clients identify what matters most to them and their families, enabling the creation of strategies to pursue their financial goals.

Steven Williams is a financial advisor with UBS Financial Services in Florham Park, NJ, holding a Series 66 designation and eight years of industry experience. He previously worked at Neuberger Berman for nine years before joining UBS in 2022. UBS Financial Services Inc. 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Jose Martin is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 65 and Series 66 designations and has worked at firms including JP Morgan Chase, UBS Securities LLC, and Macquarie Capital (USA) Inc. Martin has no reported outside business activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.