Ashley Locke is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for ten years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, leveraging both in-house and third-party managers.

Robert Ernesto is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he focuses on developing personalized financial strategies tailored to each client's unique goals. He provides access to Merrill’s investment insights along with banking and lending solutions from Bank of America. Robert’s areas of expertise include employee financial health, legacy planning, LGBT wealth planning, managing new wealth, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. He holds the Professional Investment Advisor (PIA) designation and completed his High School Diploma/GED at Xaverian. Committed to community involvement, Robert participates in volunteer activities with local organizations, aligning with Merrill’s tradition of service in the communities it serves.

Patsy Chianca is a CFP® professional affiliated with Charles Schwab, based in Morristown, NJ, with 27 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2002 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and vetted alternative investments.

Joseph Rumore is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and over 22 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning and corporate financial planning arrangements.

Matthew Miller is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and over 25 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, previously working at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Its financial planning process uses structured discovery and firm-approved tools, while the firm maintains a broad offering that includes relationships with investment companies, private funds, and commodity trading operations.

Michael Allison is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2017 and previously at Axa Advisors, LLC and the Hartshorne Group. Outside of advisory work, he is employed as a meat slicer at a local grocery store. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Christopher Purdue is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and previously at Wells Fargo Clearing and Wells Fargo Advisors. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group.

Paul Baker is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

William Logue III is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial. He has held roles at LPL Financial since 2025 and previously worked with IC Advisory Services Inc, The Investment Center Inc, and Invest Financial Corporation. Outside of his advisory work, he is involved in insurance sales and operates Clear Focus, LLC, which provides both securities-related and non-securities consulting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, brokerage services, and utilizes a variety of investment strategies supported by internal and third-party research.

Walter Munoz is a financial advisor with LPL Financial in Green Village, NJ. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to his current role, he worked for Private Advisor Group, LLC from 2011 to 2020. Outside of his advisory duties, Munoz is involved in Medicare benefits sales as an independent sales producer. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, providing discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Margaret Ann Nugent is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2000. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Daniel Macri is a CFP®-designated financial advisor with LPL Financial, bringing 32 years of industry experience. Prior to joining LPL in 2024, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2016 to 2024, and at MetLife Securities Inc. from 2012 to 2017. He also serves as an adjunct professor at Wagner College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Robert Frenkel is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. Prior to joining Wells Fargo, he worked at JP Morgan Chase Bank and JP Morgan Securities Inc. for 16 years. He also serves as a commissioner on the Millburn Short Hills Historic Preservation Commission, focusing on safeguarding the historic character of the Millburn, NJ community. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and utilizes proprietary research and tools to develop tailored recommendations, with clients able to implement strategies through various brokerage or advisory programs.

Jeffrey Jean Baptiste is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2009. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eric B. Soos is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is involved with the Morristown Beard School, providing general oversight for the 7-12 grade school. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

David Haney is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation. Haney has worked at Bank of America N.A. since 2023 and has been with Merrill since 2013. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Alan Perlberg is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2013. Perlberg has served as a notary public and has acted as a financial advisor and executor for a private estate. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management, and utilizing proprietary research and model-based asset allocations to tailor client strategies.

Andrew Kimm is a financial advisor with UBS Financial Services in Chatham, NJ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he pursues photography as a hobby and has attempted to sell his work through a personal website. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Scott Stephen is a financial advisor with Wells Fargo Advisors, holding Series 63 and 65 licenses and bringing 31 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2025. He is also a co-owner of STEPHEN GP, LLC, a merchant partnership based in Iselin, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Andrew Slotnick is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at Goldman Sachs & Co. LLC and JetBlue Airways Corporation. 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.