David Turk is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he is the owner of Turk Financial LLC, an insurance-related business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through a variety of third-party programs. The firm uses a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on client goals and risk tolerance.

Christopher Marlar is a financial advisor with Raymond James Financial in Morristown, NJ, holding Series 63 and Series 65 licenses with 27 years of industry experience. He previously worked at Ladenburg Thalmann Asset Management and Ladenburg Thalmann & Co., Inc. Since 2021, he has also been associated with 1792 Wealth Advisors in a non-owner advisor role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Thomas Miller Sr. is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. The firm provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Wells Fargo Clearing’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Thomas Cassiliano is a financial advisor with Merrill in Florham Park, NJ, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill since 2005. 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.

Vincent Wu is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on diversified model portfolios.

Alexia Gravvanis is a Financial Advisor with Merrill Lynch Wealth Management in Chicago. She specializes in holistic wealth management, assisting individuals and families in achieving their financial goals. Her expertise encompasses investment and portfolio management, comprehensive wealth planning, retirement analysis and tracking, executive compensation management, tax minimization strategies, and business retirement plans. Alexia holds a Bachelor's Degree from the University of Illinois at Urbana-Champaign and has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is actively involved in professional and community organizations, serving on boards such as the Goodmand Theatre, Josephinum Academy of the Sacred Heart, Lurie Children's Hospital Junior Council, and Merrill's Women's Exchange. Committed to community engagement, she aims to dedicate over 50 volunteer hours annually.

Christine Esposito is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as power of attorney for her parents in investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Keller is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Coastal Equities, International Assets Investment Management, Cetera Advisors, and operated his own firm, Keller Wealth Management Group. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Michael Schwartz is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 59 years of industry experience. He has worked within various Morgan Stanley entities since 2009, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Herbert Rottenberg is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at UBS Financial Services Inc. for 18 years before joining RBC in 2026. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Dalia Bubbico is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and custody services, utilizing a mix of in-house and third-party investment managers.

Donald Cussen is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and RBC Capital Markets. Outside of his advisory role, he serves as a director for the nonprofit Volunteer Lawyers for Justice. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, including discretionary and non-discretionary strategies, using a combination of in-house and third-party managers.

Christina Knaus is a CFP® and ChFC® with 11 years of experience in the financial services industry. She has been with Edward Jones since 2015. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Stephen Kowalski is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2003 and also has 15 years of experience with Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Philip Confalone is a financial advisor with Ameriprise in Bridgewater, NJ, holding a Series 63 designation and 27 years of industry experience. He has worked with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors and is a past president of Bridgewater Baseball and Softball Inc. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research-driven modeling and tax-efficient strategies to generate personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Jordan Crowley is a CFP®-credentialed financial advisor with six years of industry experience, currently with Raymond James Financial in Morristown, NJ. He has previously worked with firms including Maltin Wealth Management and Greenberg & Rapp. Crowley has also been affiliated with Eagle Rock Wealth Management and Greenberg & Rapp as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and supports advisory programs with a focus on risk profiling, modeling potential outcomes, and incorporates municipal advisory services and employer plan consulting.

Nicholas DeLouisa is the Vice President and Branch Leader at the Morristown, NJ Investor Center for Fidelity Investments. In this role, he leads a team of Fidelity associates, focusing on cultivating a world-class culture and ensuring high levels of client satisfaction. He engages with clients through in-branch meetings, seminars, and appreciation events to support national initiatives and expand Fidelity's presence in the local community. Nicholas has held various positions at Fidelity Investments since 2018, including Branch Leader, Financial Consultant, Investment Consultant, and Financial Representative II. Prior to joining Fidelity, he worked as a Financial Advisor at National Life Group from 2017 to 2018.

David Helfrich is a financial advisor with Cetera, holding a Series 63 license and bringing 33 years of industry experience. His prior roles include positions at Securian Financial Services and Minnesota Life Insurance Company. Outside of finance, he is involved as a coach and referee at Helf's Hitting Academy. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services across various program structures and investment approaches.

Stephen Stemple is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has previous experience at MSI Financial Services, Inc. He is also involved in estate planning and asset protection through ownership of Stemple Family Associated LP. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides a range of planning programs and educational seminars while focusing on collaborative, goal-oriented planning engagements.

Dustin Poretskin is a CFP® professional with 19 years of industry experience, currently affiliated with RBC Capital Markets in Florham Park, NJ. He has worked at RBC Capital Markets since 2008 and concurrently at City National Bank since 2017. Outside of his financial advisory role, he serves on the board of Dandelion Productions, Inc., a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.