Macklin Micera is a financial advisor at RBC Capital Markets with four years of industry experience and holds the Series 66 designation. His work history includes roles at City National Bank, SSA and Co, and General Electric. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Eric Mattessich is a Financial Consultant at Fidelity Investments as of 2024. He is a CFP professional with nearly 15 years of experience providing financial guidance. He focuses on working collaboratively with families in the Morristown area to develop and implement financial plans that align with their goals. Prior to his current role, Eric held positions as Vice President at J.P. Morgan Private Bank from 2021 to 2024 and at Ayco Goldman Sachs from 2010 to 2021. His professional experience encompasses wealth maximization and financial planning for individuals and organizations. Outside of his professional work, Eric has interests in baseball, fitness, food, football, and pets.

David Brask is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Anthony Martino is a CFP® with six years of industry experience, currently affiliated with Cetera. He has worked at several firms including Nicholas Pascarella & Co., Allied Wealth Partners, and Minnesota Life Insurance Co. Martino is also a financial professional at Pascarella Wealth Partners LLC. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering various portfolio management and retirement services through a network of over 10,000 advisors.

Matthew Giordano is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and 20 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Todd Smith is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Smith is also involved in an outside insurance 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Michael Stickler is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he also performs notary services as an independent contractor. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning arrangements.

Michael Bianco is a financial advisor at Edward Jones in Chatham, NJ, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. 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 solutions supported by a large nationwide network of advisors and branch offices.

Stephen Ponichtera Jr. is a financial advisor at Morgan Stanley with 54 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a prior tenure at Citigroup Global Markets beginning in 1993. He holds a Series 63 designation and is based in Morristown, NJ. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs 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 financial planning process supported by firm-approved tools and modeling techniques.

Renee Wainberg is a financial advisor with Morgan Stanley in Short Hills, NJ, holding Series 63 and Series 66 licenses with 13 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney since 2014. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques such as Monte Carlo simulations in its financial planning process.

Michael Rosenberg is a financial advisor with LPL Financial in Florham Park, NJ, holding a Series 63 designation and having 43 years of industry experience. He has been with LPL Financial and its predecessor firm since 2004. He is also involved in selling life and health insurance as part of his business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from proprietary and third-party sources.

Mark Franciotti Jr. is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 12 years before joining Wells Fargo in 2022. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Barrett is a financial advisor with Raymond James Financial in Morristown, NJ, holding Series 63 and Series 66 credentials and 28 years of industry experience. Prior to joining Raymond James in 2022, he worked at UBS Financial Services for 11 years. He is also employed as a financial advisor at 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance work through unique affiliations.

Arielle Thompson is a Series 66-licensed financial advisor with J.P. Morgan Securities in Morristown, NJ, where she has worked for 12 years. She has 19 years of industry experience and has been with JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Julia Bishop is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management. She has over 41 years of experience in the financial services industry and joined Merrill in 1987. Julia holds several professional designations, including CERTIFIED FINANCIAL PLANNER4CFP4, Certified Private Wealth Advisor4 (CPWA4), and Chartered Retirement Planning Counselor4 (CRPC4). She earned a Bachelor of Science degree in Biology from Fairleigh Dickinson University. Julia focuses on providing clients with strategic financial planning, investment guidance, and retirement planning solutions. Her expertise covers areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Julia also serves as a Portfolio Manager, managing discretionary personalized or defined strategies on behalf of clients. Outside of her professional commitments, Julia enjoys biking, cooking, gardening, hiking, ice skating, running, skiing, and spending time with her family.

Silvio Marin is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following roles at Wells Fargo Advisors, LLC and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Karen Fernandini is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. She has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically delivered as discrete projects rather than ongoing advice.

Christopher Martino is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes roles at Citizens Securities, Cetera, INVEST Financial Corporation, and Investor's Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy preparation, performance reporting, participant education, and discretionary investment management. 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.

Marc Coopersmith is a CFP® professional with 39 years of industry experience, currently affiliated with RBC Capital Markets in Florham Park, NJ. He has worked at RBC Capital Markets since 2009 and City National Bank since 2016. Outside his advisory role, he is involved with SROVIC LLC, a travel and recreation business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs featuring tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Todd Stanard is a financial advisor with LPL Financial in Morristown, NJ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior experience includes 18 years at Lincoln Financial Advisors Corp and leadership roles in Aspire Performance, LLC and FHC Real Estate LLC. He is also involved with FHC Wealth Advisors, LLC and OmniGrowth Wealth Partners in business capacities related to tax and investment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.