Jeffrey Berns is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by proprietary tools and a structured process, managing approximately $2.74 trillion in client assets.

Daniel Pilone is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Pilone is also involved in health and property & casualty insurance sales. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.

Armando Dirienzo is a financial advisor with Ameriprise in Florham Park, NJ, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2016. Outside of his advisory work, he is a partner and co-owner of entertainment-related businesses, including a franchise called Stumpys Hatchet House and an entertainment venue in Fairfield, NJ. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, using a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations.

Aaron Fant is a Series 66-registered financial advisor with UBS Financial Services in Westfield, NJ, where he has worked since 2015. He has 11 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Zachary Hayn is a financial advisor at UBS Financial Services with two years of industry experience. He previously worked at Grow America for one year and has a decade of experience managing Salty Dog Bar & Grill. He holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a range of products supported by proprietary research and capital markets expertise.

Joseph Reilly is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 15 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2022 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, offering advice without individual security recommendations as part of standalone plans.

Richard Jambrina is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs supported by firm-approved tools and investment models, managing approximately $2.74 trillion in client assets.

David Mera Hernandez is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes positions at Bank of America, N.A., and Merrill, as well as roles outside finance at Planet Honda, Fastenal Company, BJ’s Wholesale, and Rutgers University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

James Hofmann is a CFP® professional with 14 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at WELLS FARGO Advisors and has been involved with Information Technology Recycling, LLC since 2011. Outside of his advisory role, Hofmann is a committee member of the Sussex County GOP Republican Committee in Byram Township, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach is based on modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Sean Stevens is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and nine years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured discovery conversations and proprietary planning tools to develop financial plans and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Michael Taggart is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at JPMorgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations with a variety of advisory programs and customized portfolio management strategies incorporating both in-house and third-party investment managers.

Roderick Arias is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Russell Smith is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Outside of advising, he owns The RCS Group, LLC, a financial planning business, and serves on the investment committee for Safe & Sound Somerset. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Lauren Schneider is a financial advisor with Merrill and holds a Series 66 designation. She has eight years of industry experience, including roles at Bank of America and Merrill since 2018, as well as prior experience with Fox News Channel/Newscorp. Before entering finance, she worked for Ninety Acres at Natirar. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm integrates investment strategies constructed by its Chief Investment Office with services offered through the broader Bank of America platform.

Mark Reisman is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Edward Jones, Equitable Advisors LLC, Bank of America, and Merrill. He serves as Vice President of the Board of Trustees for a nonprofit home care accreditation organization. Mass Mutual Investors Services is a broker‑dealer and SEC‑registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Stacey Roman is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

John Legband is a financial advisor at Morgan Stanley with nine years of industry experience. His prior roles include positions at E*Trade Securities LLC, JPMorgan Chase Bank, and Bank of America. He holds Series 66 and Series 63 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Ryan Conklin is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated from 2014 to 2020 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individuals and institutional clients by offering 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 employs structured planning processes supported by firm-approved tools and modeling techniques.

Christopher Stapleton is a CFP® with two years of industry experience, currently advising at Raymond James Financial Services Advisors, Inc. His prior roles include positions at Guideline Financial Strategies, GWN Securities, and Academic Analytics, as well as teaching at Seton Hall University. Outside of financial advising, he has worked with the New Jersey National Golf Course for three years. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and state and municipal entities. The firm offers tailored, typically non-discretionary advisory solutions and maintains a notable presence in municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Kathleen Boyle is a Series 66-licensed financial advisor with Edward Jones, based in Flemington, NJ. She has been with Edward Jones in various roles since 2012. Outside of her advisory work, she holds a notary public commission which she utilizes for both clients and non-clients as needed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporates, and nonprofits. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,000 financial advisors.