Scott Buchanan is a Series 66-licensed financial advisor at Stifel with four years of industry experience. His prior work includes serving in the United States Army on active duty from 2014 to 2022 and a brief tenure at Summit Financial LLC in 2022. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Matthew Langan is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process uses structured discovery conversations and firm-approved tools to model outcomes, serving clients primarily in an advisory capacity.

Douglas Sheroff is a Wealth Management Advisor at Merrill Lynch Wealth Management. He applies a client-focused approach to help individuals and families understand their current financial situation, define their future goals, and develop efficient strategies to achieve those objectives. His practice emphasizes the importance of personalized financial planning tailored to each client's unique needs and aspirations. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Douglas earned his Bachelor's degree from Quinnipiac University, where he studied Entrepreneurship and Small Business Management. His expertise includes family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, sports and entertainment, tax minimization, and retirement income. Outside of his professional life, Douglas is active in his local community, participating in the Chamber of Commerce and supporting organizations such as the Intrepid Fallen Heroes Fund and Musconetcong Lodge #42 F&AM. His personal interests include adventure sports, boating, cooking, golfing, skiing, and traveling.

Howard Parker is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following seven years with Citigroup Global Markets. Outside of his advisory role, he is a singer and songwriter, performing regularly and managing his own music publishing and recording companies, with plans to donate proceeds from a forthcoming album to medical research through a nonprofit he helped found. Morgan Stanley Wealth Management serves both individual and institutional clients, 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.

Gregory Milazzo is a financial advisor with Raymond James & Associates in Florham Park, NJ, holding a Series 66 designation and 28 years of industry experience. His prior firms include Wells Fargo Clearing and Merrill. He serves as acting trustee for a family trust. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipalities, providing financial planning and advisory services with a range of portfolio management styles and affiliated research.

Thomas Bonito is a financial advisor with OSAIC in Essex Fells, NJ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at OSAIC since 2023 and was previously with Sagepoint Financial, Inc. for 18 years. Outside of advisory work, he operates an independent insurance sales practice and provides tax preparation services through his sole proprietorships. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporations through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization tools and manages accounts across various programs including Unified Managed Accounts and third-party manager platforms.

Steven Abbruzzese is a financial advisor at OSAIC with 46 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Royal Alliance Associates in 2018, he worked for Signator Investors, Inc. for 38 years. Outside his advisory role, he is involved in insurance brokerage and serves as Senior Vice President for Sales and Development at Acorn Financial Services. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and managed portfolios. The firm’s investment approach is model-based with portfolio optimization tools and supports discretionary strategies, third-party managers, and alternative investments.

Melissa Anton is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 21 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she serves as a gymnastics official for the New Jersey High School Association during the fall high school sports season. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based financial planning agreements.

Sungmin Park is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing more than 30 years of experience in the financial services industry. He works with affluent families, accomplished professionals, corporate executives, and successful business owners. Sungmin focuses on delivering personalized wealth management strategies tailored to each client's unique financial situation and goals, incorporating planning-based approaches, asset allocation, risk management, and ongoing portfolio reviews. His areas of expertise include college education planning, family wealth management strategies, corporate executive services, personal retirement planning, portfolio management, small business strategies, investment strategy for individuals and corporations, tax minimization, and services for endowments, foundations, and non-profits. Sungmin holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Johns Hopkins University. He is committed to building long-term client relationships grounded in trust, integrity, and quality service. Outside of his professional work, Sungmin enjoys fishing, football, golfing, music, spending time with his family, and traveling. He emphasizes accessibility, knowledge, and experience as core to his client relationships and strives to help clients make informed financial decisions throughout their lives.

Robert Petrocine is an advisor at LPL Enterprise with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors, Morgan Stanley, and Ameriprise Financial Services. He serves on the membership committee of Glenridge Country Club and acts as an independent agent for fixed insurance products. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, and charitable entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers and financial planning services.

Joseph Modero is a Series 66 licensed financial advisor at Wells Fargo Advisors with 19 years of industry experience. He previously worked at UBS Financial Services and served as a self-employed consultant before joining Wells Fargo Clearing Services LLC, where he worked for six years. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, delivering services through discrete planning engagements.

Raywattie Persaud is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and forward-looking capital market analysis.

Amy Herrera is currently a Planning Consultant at Fidelity Investments, where she assists clients using comprehensive planning tools to support them through various life events. She focuses on understanding what is important to her clients and their families to provide tailored support. Her professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as serving as a Relationship Banker and Brokerage Associate, and previously as a Personal Banker at Wells Fargo Bank. These positions have contributed to her expertise in financial planning and client relationship management. Outside of her professional work, Amy enjoys family activities, exploring food, social events with friends, movies, spending time with pets, and reading.

Jacob Giannelli is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Cheetah Clean and Dunham's Sporting Goods. Prior to his advisory career, he spent six years at Western Kentucky University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial and capital markets solutions.

Chad Cohen is a CFP® with 12 years of industry experience currently serving at J.P. Morgan Securities. His prior experience includes roles at First Republic Investment Management, Wells Fargo Clearing, and Credit Suisse Securities. Outside of his advisory work, he is involved with TC Executive Search LLC, a boutique real estate recruiting firm, where he assists with financial operations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

William Narduzzi is a financial advisor with Cetera, holding the ChFC® designation and over 38 years of industry experience. His career includes roles at Metlife Securities, Mass Mutual Investors Services, and Securian Financial Services. Outside of his advisory work, he serves as a trustee volunteer for St. Johns Roman Catholic Church. Cetera Investment Advisers LLC supports a nationwide network of independent advisors and serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Thomas Thives is a financial advisor at Stifel with 42 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decisions.

Brandon Pergola is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His career includes roles at First Allied Securities, EP Wealth Management, and Guardian Life Insurance. He serves as managing member of MAKE IT HAPPEN VENTURES LLC and is involved with a nonprofit as Alumni Class President for Passaic Valley. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment advisory services through a nationwide network of independent advisors. The firm serves individual investors, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management options and access to various third-party money managers.

Lily Domanski is a financial advisor at Morgan Stanley in Morristown, NJ, with 16 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at PNC Wealth Management and PRUCO Securities, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Cristian Sierra is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Fidelity Investments and HSBC Securities. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.