Lyle Beck is a financial advisor with Wells Fargo Clearing in Florham Park, NJ, holding a Series 66 designation and 12 years of industry experience. He has worked with Wells Fargo Advisors, LLC from 2013 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he serves as co-trustee and holds power of attorney for his mother. 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 IPS-driven process incorporates modern portfolio theory and includes a range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

Melissa Politi is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2010. 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, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Gregory Calotta is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Cetera and its affiliates since 2005 and previously co-managed Bruno, Calotta & Associates LLP. In addition to his advisory role, he owns Calotta Advisory Services LLC, which provides accounting, tax, and consulting services to small businesses and individuals. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and program structures supported by a large network of over 10,000 advisors.

Alex Kaufman is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Citigroup for seven years. Kaufman is employed by both JPMorgan Securities and JPMorgan Bank, allowing him to offer a range of banking products alongside his advisory services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm utilizes quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Drew Rosenfeld is a Wealth Management Advisor at Merrill Lynch Wealth Management. He assists clients in managing various aspects of their financial lives, from daily transactions to long-term strategies tailored to their defined objectives. His approach incorporates liability management, estate planning, tax minimization, and philanthropic strategies into comprehensive investment advice, creating thoughtful overall financial plans. Drew holds multiple professional designations including the Certified Private Wealth Advisor® (CPWA®), Certified Investment Management Analyst® (CIMA®), and Chartered Retirement Planning Counselor™ (CRPC™). He is a qualified Senior Portfolio Advisor who manages custom investment strategies on a discretionary basis, utilizing Merrill Lynch Wealth Management model portfolios and third-party investment options. Drew earned his bachelor's degree in finance from The College of New Jersey, where he also played basketball for four years prior to joining Merrill Lynch in 2007. Outside of his professional work, Drew is involved in his children's schools and enjoys activities such as basketball, golfing, music, yoga, and spending time with his family.

Peter Christus is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 designations and bringing 46 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Nicholas Conturso is a financial advisor with Morgan Stanley who holds a Series 66 credential and has 24 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Shaun Freeman is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He is also involved in a trust-related business activity based in Brooklyn, New York. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and investment committee models.

Michael Wade is a financial advisor with LPL Financial in Chester, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at 1st Global Advisors, Inc. and 1st Global Capital Corp. Wade is also involved with Caristia Kulsar Wade LLC, a CPA affiliate program offering tax planning and preparation services. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary portfolio management supported by research and multiple investment strategies.

Kurt Kleinle is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with J.P. Morgan Securities LLC since 2013. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Monica Imbriaco is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. 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 advisory options. The firm’s 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 menus.

Michael Healey is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles within Wells Fargo Advisors and Wells Fargo Clearing dating back to 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions, using proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Richard Miktus is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at Merrill Lynch, Bank of America, HSBC Bank, and Amerivest Investment Management. He is also associated with 1792 Wealth Advisors LLC in Morristown, NJ. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, pension plans, and institutions. The firm provides tailored non-discretionary advice using analytical tools and supports municipal and public finance advisory services.

Barry Mendelsohn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing customized financial strategies for high-net-worth individuals, their families, and businesses to help meet both short- and long-term financial objectives. Barry works collaboratively with clients to create tailored investment plans that align with their unique goals, preferences, and risk tolerance. With a career in financial services starting in 1985, Barry is a qualified Portfolio Manager who manages personalized strategies that may include individual securities, Merrill model portfolios, and third-party investment options. He holds FINRA Series 7, 63, and 65 registrations, as well as Life/Health, Annuity, and Long Term Care Insurance licenses. Barry earned his Bachelor of Science degree in Chemistry from The City College of New York and has pursued graduate studies at St. John's University, Adelphi University, and Fairleigh Dickinson University. Barry emphasizes a consultative approach by listening carefully to clients, providing objective advice, and coordinating with other professionals such as attorneys and CPAs when requested. His professional designation includes Personal Investment Advisor (PIA).

Deirdre Hartmann is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. She has previously worked with Avantax Advisory Services and 1st Global Advisors, and has been associated with Nisivoccia LLP since 2006. Hartmann is also a trustee for a family trust and an owner of Wealthspring Financial Partners LLC, a vehicle created for acquiring financial services and tax practices. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Ryan Nees is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and six years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Merrill, Bank of America, and Pruco Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory programs supported by structured discovery processes and firm-approved planning tools.

Charles Meizoso Jr. is a financial advisor with RBC Capital Markets based in Florham Park, NJ, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2016. Outside of his advisory work, he serves as a committee member on the Starlight Ball Committee at the Mayo Performing Arts Center in Morristown, NJ. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations with a variety of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes a combination of in-house and third-party investment managers and model providers.

Samuel Booker is a Series 66 licensed financial advisor with UBS Financial Services in Florham Park, NJ, where he has worked since 2013, accumulating 13 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation and tailored financial planning through its network of advisors.

Frank Taylor is a CFP®-designated financial advisor with 38 years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank, Bank of America, N.A., and Merrill. Outside of his advisory role, he is involved in two family-held businesses. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile using a combination of in-house and third-party investment resources.

Kevin Pierce is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at Accenture and Knowledgent Group Inc. He also held a role at Wake Forest University early in his career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.