Sydney Davis is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, Davis worked at Enfusion and attended the University of Michigan. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Renee O Connor is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior work includes roles at Equitable and JPMorgan Chase Bank, N.A. 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 advisory registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team.

Kenneth Freelund is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He has held roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.

Laura Sullivan is a financial advisor with Merrill in Short Hills, NJ, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Merrill since 2013. 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 and profit-sharing plans, corporations, and charitable organizations.

Dennis Mojares is a financial advisor with Raymond James Financial in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at M Holdings Securities, Inc. for nine years prior to joining Raymond James in 2025. Mojares is also an associate and financial advisor at Eagle Rock Wealth and Greenberg & Rapp. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network with specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Susan Landry is a financial advisor with Charles Schwab in Morristown, NJ, holding Series 63, 65, and 66 designations and bringing 24 years of industry experience. She has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2017, and previously worked at ProUnlimited. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Brian Keating is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets LLC since 2008 and City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Chien Liang Lin is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Lin is involved with organizations including NYCTCM, Nemacolin Holistic Healing Center, and Lotus Professional College. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers ongoing retirement planning advice through a written Recommendation Report focused on income sources and tax-aware withdrawal strategies.

Rohini Raghubans is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank NA. Wells Fargo Clearing provides retirement plan consulting 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 includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Richard Dimitrakis is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. Prior to joining LPL, he spent 15 years at Equitable Advisors and 13 years at AXA Advisors. Outside of his advisory work, he owns and operates several small businesses, including a bookkeeping and delivery service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party research, and various portfolio management technologies.

Lauren Hickey is a Series 66 credentialed financial advisor with Morgan Stanley in Morristown, NJ, where she has worked since 2018. She has four years of industry experience. Outside of her advisory role, she is an Activities Team Leader at Morris Animal Inn, a pet resort, where she provides weekend and holiday care for animals. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services.

Robert Milligan Jr. is a CFP® professional with 28 years of industry experience, currently serving at Raymond James Financial. His prior roles include positions at Morgan Stanley and Concurrent Advisors. Outside of his advisory work, he owns Milligan Auction Company and acts as an auctioneer for nonprofit benefits. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports a broad advisor network with specialized municipal and retirement plan consulting services.

Kareena Gupta is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has held roles at JPMorgan Chase Bank, N.A. and The George Washington University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jerrold Bertner is a financial advisor with UBS Financial Services in Short Hills, NJ. He holds Series 63 and Series 65 designations and has 39 years of industry experience, including 24 years at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Todd Kohlhepp is a financial advisor at Wells Fargo Advisors in Short Hills, NJ, holding a Series 66 designation. He has been working in the financial industry since 2026, with prior experience at LPL Enterprise LLC and a diverse background including roles at DoorDash and Mathematica. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations, with implementation options through multiple brokerage and advisory programs.

Richard Scialabba is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he co-owns a summer rental property in Long Beach Township, New Jersey. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Joseph Kay is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a blend of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Kathleen Hunt is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions, with specialized activities including commodity pool operation and advisory roles for multiple registered investment companies.

Ethan Hundley is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Ic Advisory Services Inc, The Investment Center Inc, and H.D. Vest Investment Services. Beyond his advisory role, Hundley is involved in health and wellness product distribution, insurance sales, and serves as president of the Small Business Wellness Foundation, a nonprofit focused on supporting small businesses through education and grants. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of advisors. The firm offers integrated brokerage and advisory services with portfolio construction tools and supports a range of account management options and third-party solutions.

Jeremy Westaway is a financial advisor at Ameriprise in Morristown, NJ, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, he worked at Arthurs Tavern and Scimedx Corporation, and has experience in academic and agricultural roles. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, with a focus on assets managed within Ameriprise.