Rouba Staufenberger is a financial advisor at Stifel with Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at Real Chemistry, The Planning Shop, Psyma International, and Adelphi Research. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Harrison Bauman is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates for 14 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with banking, lending, trustee services, and affiliated products through a large network of financial advisors.

Michael Ricca is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as a long tenure at Citigroup Global Markets. 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 a structured process and proprietary tools for scenario modeling, managing approximately $2.74 trillion in client assets.

Rohan Walker Jr. is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2022. Outside of his advisory role, he is the sole proprietor of Know Good LLC, a consulting business based in Morristown, New Jersey. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support its financial planning process.

Ava Nelson is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on personal retirement planning, women and wealth, and tax minimization to help clients pursue their financial goals with confidence. Ava holds the Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) professional designations. She earned a Bachelor's Degree as well as a Master of Business Administration (MBA) from William Paterson University. In her role, Ava emphasizes education, thoughtful planning, and personalized strategies tailored to individuals and families. Outside of work, she enjoys cooking, hiking, and soccer.

Denise Petti is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Todd Patton is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity since 2021, transitioning from a Financial Consultant role to his current vice presidential role. Todd has over three decades of experience in the financial services industry, with a career spanning several major firms including UBS Financial Services, Merrill Lynch Global Wealth Management, Bernstein Global Wealth Management, and AllianceBernstein. His roles have included Director of Retirement Plans, Financial Advisor, Senior Retirement Product Manager, and various leadership positions focused on retirement and defined contribution services. Outside of his professional career, Todd has personal interests in golf and military service.

Giovanni Gallo is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and having 14 years of industry experience. His career includes prior roles at GWN Securities, Parsonex Advisory Services, and Parsonex Securities. He also has a long tenure in construction with Arcade Construction. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services with discretionary and non-discretionary management options supported by proprietary and third-party research.

Daniel Fitzgerald is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013, also serving at JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Olga Avdaev is a CFP®-certified financial advisor with 15 years of industry experience, currently practicing at LPL Financial since 2017. Prior to joining LPL, she worked at Summit Risk Management, Inc. and Summit Equities, Inc. from 2016 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with support from internal and third-party research.

Jeffrey Fischman is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on client risk profiles, utilizing a mix of in-house and third-party investment managers and providing a range of portfolio management, financial planning, custody, and brokerage services.

Gregory Caburis is a financial advisor at Merrill with 33 years of industry experience. He has held his current position at Merrill since 1984 and holds Series 63 and Series 65 licenses. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Thomas Charette is a financial advisor at Morgan Stanley in Morristown, NJ, with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and various investment programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory approach.

Kathy Deangelis is a financial advisor at Merrill with 29 years of industry experience, including 18 years at her current firm. She holds Series 63 and Series 65 credentials. Outside of her advisory work, she serves as an administrator of an estate, a family business role. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Carmen Cappadona is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at City National Bank since 2020. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a combination of in-house and third-party investment managers.

Steven Brisgel is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel Nicolaus & Co. since 2013. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that serve as a foundation for client decisions.

Sabino Ruta is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Prior to his financial services career, he held various roles including positions at David's Cookies and Godfather Pizzeria of East Hanover. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and LPL programs. 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.

Neal Gordon is a financial advisor at LPL Financial with 16 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at Lakeland Financial Services Agency, Raymond James Financial Services, and Mass Mutual Investors Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and utilizes both discretionary and non-discretionary management approaches.

Jason Marcantuone is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles in education and landscaping, as well as studies at the University of Delaware. 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 investment strategies for individual and institutional clients.

Mark Baumgarten is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. Baumgarten serves as a trustee and board member for Housing Partnership, a nonprofit focused on education and assistance for first-time homeownership and foreclosure counseling. 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 delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.