Daniel Flynn is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC for 18 years. Flynn also operates a separate business under the name Diligence Financial Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing 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 that combines client referrals, handoff arrangements, and discretionary portfolio advisory services.

Paul Hansen is a financial advisor with Morgan Stanley in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in instruction and maintains an interest in dog-related recreational activities. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and market modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize a structured discovery process without delivering individual security recommendations as part of standalone plans.

Salvatore Rosamilia is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that address a broad range of client needs, including college education planning, divorce transition planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, sports and entertainment, and retirement income. Salvatore emphasizes developing financial strategies tailored to each client's individual goals and adapting to evolving market conditions. Salvatore holds an Associate's Degree from Columbia University and maintains the Personal Investment Advisor (PIA) designation. He has a long-standing commitment to the community, demonstrated by 15 years of volunteer work with the Ironbound Soccer Club and the Salvation Army Boys & Girls Club. Outside of his professional activities, Salvatore enjoys baseball, golfing, music, refereeing, soccer, and spending time with his family.

Nicole Mochnal is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She has worked with Wells Fargo and its affiliated entities since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She holds a Series 63 designation and is based in Westfield, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with planning engagements typically structured as discrete projects.

Joram Manyatta is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Douglas Roberts is a financial advisor at Edward Jones with 32 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Frank Vigilante is a financial advisor with Merrill in Bedminster, NJ, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Merrill since 2015 and has worked at Bank of America, N.A. since 2016. 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 offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Haight is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2009. Prior to joining Merrill Lynch, David spent two decades working in the nonprofit sector, holding roles such as Camp Director, Environmental Education Program Coordinator, and various development positions including Associate Director of Annual Giving and Regional Development Officer for a national foundation. His extensive experience includes advising nonprofit organizations on endowments and planned giving, as well as developing personalized financial strategies that align with individual client goals. David holds a Bachelor's degree in history from Muhlenberg College and a Master of Public Administration in Nonprofit and Public Administration from New York University. He is also certified as a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA). His client focus areas include education planning, family wealth management, legacy and philanthropic planning, and socially responsible investing. In addition to his financial advisory work, David has been actively involved in volunteer fire service for over thirty years and currently serves as the Fire Marshal for the Lower Macungie Fire Department.

John Henry Hug is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. 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 provides a wide range of capital markets solutions.

Lauren Gaylord is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and 14 years of industry experience. She has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Stephen November is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party sources.

Mykhaylo Stetsun is a CFP®-certified financial advisor with 18 years of industry experience, currently with Wells Fargo Clearing since 2016. Prior to this, he worked at WELLS FARGO Advisors, LLC from 2012 to 2016. In addition to his advisory role, he serves in the Army Reserve. 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 investment approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Gregory Shanaphy is a Senior Vice President, Senior Financial Advisor, and Portfolio Manager at Merrill Lynch Wealth Management in Summit, New Jersey. He recently became a partner in the Hinds Fisher Ahern and Shanaphy Group, a twelve-member team that combines diverse expertise in wealth management. Greg oversees portfolio management and financial planning services tailored to individual clients. He holds FINRA Series 7, 24, 31, 63, and 65 registrations, along with life and health insurance licenses. Greg has over 27 years of experience in financial services. Before joining Merrill Lynch Wealth Management, he was a Senior Vice President and Wealth Advisor at UBS-The Poppo Group for 17 years, where he designed and implemented wealth management strategies and participated in their Portfolio Management Program. He also served as Vice President, Private Wealth Manager at Merrill Lynch Global Private Client for three years and as Vice President at AXA Advisors for two years, focusing on advanced financial and estate planning. Greg holds a Juris Doctorate degree from Seton Hall University School of Law and a Bachelor's degree from Montclair State University, where he majored in Political Science with a minor in Economics, and completed a study abroad program at the University of Siena in Tuscany, Italy. He previously practiced law, serving as General Counsel in investment banking, working in private practice, and in the District Attorney's Office. Greg is a member of the American Bar Association and is admitted to practice law in New Jersey and the United States District Court. He serves on the board and finance committee of Montclair State University and is a founding member and board member of the Seton Hall Prep Pirate Gridiron Club. Greg is also involved with The Church of Christ The King. He lives in Chatham, New Jersey, with his wife and son.

Gregory Pace is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held positions at LPL Financial, NYLife Securities LLC, Keller North America, and New York Life Insurance Company. He also spent 22 years with Local 825 Operating Engineers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning using structured discovery and firm-approved tools.

Christopher O'Grady is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2015 in various capacities and assumed his current role in 2023. He partners with individuals and families to create financial strategies aimed at avoiding common pitfalls before and throughout retirement. Prior to his tenure at Fidelity Investments, Christopher held positions as a Financial Advisor at Morgan Stanley and held senior roles in equity derivatives at NYC X-Change Financial Access LLC and Elevation LLC. He holds a California Insurance License.

Jed Goldberg is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Co, and The Ayco Company, L.P. He is based in Summit, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Terence McMahon is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.

Jason Taub is a financial advisor with Ameriprise in Warren, NJ, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Stifel from 2007 to 2018 before joining Ameriprise Financial Services, Inc. and later Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice through a centralized consulting team.

Diane Lopes is a Series 66 licensed financial advisor at UBS Financial Services with 15 years of industry experience. She has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and 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 investment strategies.

Marcus Tomaino is a CFP® professional with 11 years of industry experience, currently serving at Raymond James & Associates since 2014. He holds a Series 66 license and is based in Bedminster, NJ. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through various specialized programs.