Jason Taub is a financial advisor with Ameriprise in Warren, NJ, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Stifel from 2007 to 2018 before joining Ameriprise Financial Services, Inc. and later Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice through a centralized consulting team.

Diane Lopes is a Series 66 licensed financial advisor at UBS Financial Services with 15 years of industry experience. She has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

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.

Marcus Tomaino is a CFP® professional with 11 years of industry experience, currently serving at Raymond James & Associates since 2014. He holds a Series 66 license and is based in Bedminster, NJ. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through various specialized programs.

Brian Sherman is a Certified Financial Planner® with over 30 years of industry experience. He is currently an advisor with LPL Enterprise and has held previous roles at firms including MissionSquare Investment Services, Lorenzo CPA LLC, and Citigroup. Outside of his advisory work, Sherman owns an accounting and tax preparation business. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance product sales.

Christopher Russo is a financial advisor at Osaic Wealth, Inc. He holds a Series 66 designation and has previously worked at Marsh McLennan and Duff & Phelps. Russo has one year of industry experience. Osaic Wealth serves a diverse range of retail and institutional clients through a network of affiliated financial advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and third-party solutions to manage portfolios across various investment types.

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.

Christopher Ridente is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Morgan Stanley since 2016 and has worked at Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he is involved with Seahawk Capital LLC in Stamford, Connecticut. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools such as Monte Carlo simulations and Secular Return Estimates.

Gerald Crum is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services for 11 years before joining Morgan Stanley in 2020. Outside of his advisory role, he is the sole proprietor of Glenson Properties, a construction and engineering business. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and various investment services across multiple client segments.

Wilson Adubasim is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing three years of industry experience. His work history includes roles at JPMorgan Chase Bank, Equitable Financial Life Insurance Co., and Equitable Advisors, as well as involvement with South Valley BBQ & Lounge. He has also held positions at Rutgers University in various capacities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Patricia Petrone is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. 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, managing approximately $2.74 trillion in client assets.

Christopher Larkey is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, providing forward-looking capital market analysis and planning tools to support client decision-making.

Christine Benson is a financial advisor at Merrill with eight years of experience at the firm and a Series 66 designation. Prior to joining Merrill in 2018, she spent fourteen years with Raised Family. Outside of her advisory role, she is a fitness instructor at Hackettstown Dance Fitness. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, and various institutional investors using model-based and discretionary investment strategies developed by internal and third-party managers.

Gregory Burke is a Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management and banking services. He focuses on creating personalized wealth management strategies that align with his clients' financial goals and the dynamic nature of today's market conditions. Greg's client focus includes areas such as college education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, individual and corporate investment strategy, and retirement income. Greg holds a Bachelor's Degree in Economics from Kean University and has earned the Professional Investment Advisor (PIA) designation. He resides in Milltown with his wife, Irma, and daughter, Riley. In addition to his professional pursuits, Greg participates in community volunteer activities in line with Merrill's tradition of community service. His personal interests include basketball, boating, camping, cooking, gardening, hiking, ice hockey, skiing, spending time with his family, and traveling.

John Cusate is a financial advisor at UBS Financial Services in Warren, NJ, with nine years of industry experience. He has been with UBS since 2016 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Michael Coppola is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2015 and previously was affiliated with Axa Advisors, LLC for five years. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Daniel Mc Donald is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at Bank of America and Merrill. Mc Donald currently serves at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and proprietary tools but does not provide individual security recommendations as part of standalone planning services.

Robert Buckman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Securities, LLC. He is also involved in Prudential’s property and casualty investment-related activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by an integrated platform that combines financial planning, model portfolios, third-party asset management, and insurance products through affiliated entities.

Kailey Van Wingerden is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has worked in various roles across education and hospitality prior to joining Ameriprise. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies to provide tailored recommendations delivered through a centralized consulting team.

William Scott is a financial advisor with Stifel based in Morristown, NJ, holding the Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Wells Fargo Advisors LLC for nine years before joining Stifel in 2018. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.