Connie Gois is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1995. 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 a range of clients including individuals, high-net-worth investors, and institutional entities.

James Mckeon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Connor Geary is a financial advisor with LPL Financial who holds a Series 66 designation and has been in the industry since 2026. His prior work experience includes positions at Wintrust Life Finance and Albertsons Companies. Outside of finance, he has participated in community activities such as the Lavallette Beach Patrol. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mary Morse is a Series 66-licensed financial advisor with 28 years of industry experience. She has worked at LPL Financial and Heritage Investment Partners, LLP since 2008 and previously spent six years at Citigroup Global Markets. In addition to her advisory work, she dedicates a portion of her time to providing non-variable insurance solutions tailored to client needs. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions supported by a broad platform and advanced operational tools.

Eric Pascarella is a financial advisor with Cetera, holding CFP®, PFS™, and Series 66 credentials and 13 years of industry experience. He has been with Cetera Advisors LLC since 2013 and operates Pascarella Wealth Partners LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Joseph Moschella is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He 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 with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis.

Thomas Colombaris is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at RBC Wealth Management and the University of Delaware. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm’s approach involves matching clients to program models or discretionary managers, utilizing a range of investment options and offering ERISA fiduciary services to qualified plans.

Thomas Feely is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, investment strategies, and affiliated products, supported by a large nationwide network of financial advisors and branch offices.

Steven Di Palma is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

David Henderson is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2019 and previously spent a decade at 1st Global Advisors, Inc. and 1st Global Capital Corp. Henderson is also a member of Caristia, Kulsar & Wade LLC, a CPA affiliate program he has been involved with since 1991. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of strategic and tactical investment approaches.

David Ames is a Series 63 licensed financial advisor with 32 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005, including six years at the current Ameriprise entity in Sparta, NJ. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Darren Hugo is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Morristown, NJ. His previous roles include positions at UBS Financial Services from 2009 to 2020 and at Morgan Stanley Private Bank, N.A. since 2020. Outside of his advisory work, he is involved with a trust-related business activity in Las Vegas, Nevada. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering customized financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Man Lee is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked with Nisivoccia LLP since 2020 and is a partner there, providing audit and consulting services for local governmental entities. Lee is also the owner of Wealthspring Financial Partners LLC, a vehicle created to operate acquired financial services and tax practices separately from the Nisivoccia LLP brand. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and consulting services through a multi-manager platform, providing access to affiliated and third-party money managers with a range of program options.

Allyson Milon is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2019, serving in various roles including Investment Consultant from 2022 to 2024, Relationship Manager from 2020 to 2022, and Financial Representative from 2019 to 2020. Allyson focuses on partnering with clients to develop personalized financial plans tailored to their unique situations and goals. She works closely with clients to create clear and actionable strategies that help them progress in their financial journeys with confidence. Outside of her professional work, Allyson enjoys hiking and traveling.

William Moynihan is a financial advisor at Stifel with 28 years of industry experience and holds a Series 66 designation. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside his advisory role, he is a member of the New Jersey Army National Guard and participates in community outreach with Project Self Sufficiency of Sussex County. He also assists in supervising a family contracting business during snow plow operations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses that guide client decisions.

Alex Trajkovic is a financial advisor with J.P. Morgan Securities in Madison, NJ, holding Series 63 and Series 66 licenses and having five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021, he worked at Lakeland Bank Inc. from 2017 to 2021 and taught at County College of Morris from 2017 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Robert D'amato is a Certified Financial Planner (CFP®) with 30 years of industry experience. He is currently with Morgan Stanley, having previously worked at UBS Financial Services for nine years. His current roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Peter Lease is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Morgan Stanley entities since 2002. Outside of his advisory role, he manages a real estate rental business as a sole proprietor in Nantucket, Massachusetts. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Yamei Chang is a financial advisor with RBC Capital Markets in Hackettstown, NJ, holding a Series 66 designation and having 24 years of industry experience. She previously worked at Merrill for 11 years before joining RBC Capital Markets in 2020. 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 various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

David Pires is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 18 years of industry experience. He worked at Merrill from 2007 to 2021 before joining Equitable Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations through a network of Investment Adviser Representatives, offering a range of firm-offered and third-party advisory programs.