Joseph Colaiacovo is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He has held positions at J.P. Morgan Securities since 2012 and previously worked at Chase Investment Services Corp. from 2008 to 2012. Colaiacovo holds Series 63 and Series 65 licenses and is based in Morristown, NJ. 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 asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a framework that may incorporate ESG criteria.

Christopher Gaglione is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009. Gaglione is also a commissioned notary public in New Jersey and provides notary services to clients at his branch upon request. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Joshua Leon is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Prudential Investment Management Services LLC, PGIM Investments, Bank of America, Merrill, and Wells Fargo. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Jennifer Rullis is a financial advisor with Merrill in Florham Park, NJ, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has been with Merrill and Merrill Lynch since 1997. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rene Delgrosso is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Primerica Financial Services since 1991 and Primerica Advisors since 1989. Outside of his advisory role, he is involved with Pushing Up People, Inc., a business formed for Primerica purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Susan Dente is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2020, following four years at Insight Private Advisors. Ameriprise offers a retirement-income planning service for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a centralized consulting team and delivers a broad range of advisory, brokerage, and insurance solutions.

Michael Persche is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Morgan Stanley since 2014 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to support its financial planning services.

Jonathan Posner is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including 11 years with Morgan Stanley Private Bank. Prior to that, he was with Citigroup Global Markets for 14 years. He serves as an executor and co-executor for estates in Livingston, New Jersey. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and asset management through a structured process that incorporates firm-approved planning tools and portfolio modeling.

Ananda Smith is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has previously worked at Soul Cycle and studied at George Washington University and Marymount High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm’s financial planning process uses structured discovery and proprietary tools to develop tailored plans, managing approximately $2.74 trillion in client assets.

Christian Abboud is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a team of five professionals dedicated to helping clients manage and achieve their financial objectives. Christian's expertise focuses on financial strategies, estate and tax planning services for high net worth families. He works closely with clients and their existing advisors to coordinate wealth management, estate, and tax planning processes. Christian has over 25 years of experience in the industry. He specializes in family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. His professional designations include Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He is a member of the Investment and Wealth Institute and the Minnesota Society of Certified Public Accountants. He holds a Bachelor's Degree from the University of Minnesota System and a Master's Degree from the Minnesota State College & University System. Christian lives in Morristown, NJ with his wife and two children. He is involved in various volunteering engagements at Newark Academy in Livingston, NJ. Christian is bilingual in Arabic and English. He has been recognized on Forbes' "Best-in-State Wealth Advisors" list from 2018 through 2026 and was named to Barron's "Top 1,500 Financial Advisors" list in 2026.

Michael Burns is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 2013. Outside of his advisory work, he holds ownership interests in two bars located in North Carolina. 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 and financial planning services that utilize firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Jordan Roberts is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. His prior roles include positions at Garnett Station Partners, Mobilize Capital Partners, Ardian US, and Deloitte & Touche. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools, with a focus on advising rather than implementing client plans.

Michael Pirrello is a CFP® with 32 years of industry experience, currently affiliated with Raymond James Financial in Morristown, NJ. He has worked at firms including Ameriprise Financial Services and Concurrent Advisors, and he is a 50% partner in Mill Ridge Wealth Management, LLP. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad range of clients, including individuals, high-net-worth clients, and institutional investors, using tailored planning tools and non-discretionary advisory programs.

Thomas Zinckgraf is a financial advisor at LPL Financial with 45 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked with Wells Fargo Advisors Financial Network LLC and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Laura Ingraffea is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and bringing 30 years of industry experience. She has worked at Cetera and its related entities since 2005 and also operates as a CPA with over 40 years in accounting and tax services. Outside of her financial career, she serves as a volunteer emergency medical technician and treasurer for an EMS organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, supported by a nationwide network of over 10,000 advisors.

Robin Catanio is a financial advisor with Ameriprise in Flemington, NJ, holding a Series 66 designation and having 21 years of industry experience. His career includes six years at Merrill and multiple roles within Ameriprise since 2018. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support client planning within a large institutional framework that also offers advisory, brokerage, and insurance solutions.

Aradhana Dhakal is a Series 66-credentialed financial advisor at Edward Jones with seven years of industry experience. She previously worked at Goldman Sachs Group, Inc. for two years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Michael Ganley is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2015. 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 customized financial planning supported by structured discovery conversations and firm-approved planning tools.

Andrew Roettger is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide 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 both direct and corporate financial planning services.

Michael Graziano is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, he worked for UBS Financial Services for 12 years. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process with firm-approved tools and modeling techniques.