David Glennon is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the CFA® designation as well as Series 63, 65, and 66 licenses. Prior to joining Morgan Stanley, he worked at Bank of America for 16 years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by approved tools and offers access to broad retail and institutional investment options.

Scott Torseth is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He brings a comprehensive background in financial services, having worked as a Financial Consultant at Fidelity from 2020 to 2025, and as a Financial Advisor at Merrill Wealth Management between 2018 and 2020. Earlier in his career, he served as a Financial Advisor at Edward Jones in 2017. Before focusing on financial advisory roles, Scott held strategic positions including Strategy Director for the Affluent Segment at MUFG from 2013 to 2015, and Vice President of Affluent Segment Strategy at U.S. Bank from 2005 to 2013. His experience spans various aspects of wealth management and financial planning. Scott emphasizes applying Fidelity's established planning process and resources to assist clients in simplifying their financial decisions and working toward their goals.

Jennifer Blair is a Series 66-registered financial advisor at J.P. Morgan Securities with 22 years of industry experience. She previously worked for The PNC Financial Services Group, Inc. for 23 years before joining J.P. Morgan Securities in 2026. 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.

Gian Paolella is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials, and has 12 years of industry experience. He previously worked at Raymond James Financial Services and New York Life Investments, and he is also affiliated with Morristown Wealth Management LLP. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and technology-driven solutions.

Jason Beswick is a financial advisor with Edward Jones in Morristown, NJ, holding Series 63, 65, and 66 licenses and has 27 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as the varsity ice hockey coach at Northern Highlands High School in Allendale, NY. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Rebecca Leite is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2018 and Morgan Stanley Smith Barney since 2014. Outside of her advisory role, she is a sole proprietor involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning supported by the firm's structured discovery process and advanced modeling tools.

Arjan Kolic is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with nine years of industry experience. His prior roles include six years at UBS Financial Services and involvement in background acting and restaurant work during career breaks. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Hedy Zahran is a Financial Consultant at Fidelity Investments, a position she has held since 2019. In this role, she focuses on understanding clients' goals and helping them navigate options to work towards achieving those objectives. She collaborates with clients to examine their financial plans, define their destinations, and identify appropriate paths, utilizing Fidelity's range of offerings to support meaningful progress. Prior to joining Fidelity, Hedy accumulated extensive experience in the financial sector, including roles such as Vice President at MSCI from 2011 to 2016 and at Pershing from 2008 to 2009. Earlier in her career, she held positions at Goldman Sachs, Credit Suisse, Scudder Kemper Investments, and BEA Associates, gaining a broad foundation in financial services. Hedy holds a California Insurance License, which complements her expertise in financial consulting.

Brett Fortune is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and bringing seven years of industry experience. He has been with MML Investors Services LLC since 2019 and MassMutual Life Insurance Company since 2018. Outside of his advisory role, he works as an independent insurance agent specializing in life, disability, long-term care, and health insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships that use firm-approved tools to analyze goals and provide written recommendations.

Elizabeth McNeilly is a financial advisor with Morgan Stanley who holds a Series 66 credential and has eight years of industry experience. She previously worked at BNY Mellon before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020. Outside of her advisory role, she serves as president of Wealth Wise Strategies, Inc., and holds board positions including Vice Chair of the Rutgers University Foundation and membership on the advisory board of Tech Council Ventures. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and employer-sponsored financial planning arrangements.

Dennis Quinn is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding a Series 63 designation and 24 years of industry experience. He has worked at MassMutual Life Insurance Company since 2016 and previously at Metlife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is the owner of Creative Risk Management LLC and operates as an independent insurance agent specializing in disability, fixed annuities, and life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships that use firm-approved tools to analyze client goals and provide written recommendations.

Colin Sullivan is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch since 2013, including tenure at Bank of America, N.A. since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams, with various features including strategic asset allocation and tax-aware options.

Monica Trinidad Lui is a Series 66-licensed financial advisor with Morgan Stanley, based in Morristown, NJ. She has 24 years of industry experience and has worked at Morgan Stanley and Merrill during her career, returning to Morgan Stanley in 2021 after a previous four-year tenure. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial and estate planning. The firm employs a structured planning process that uses firm-approved tools and models to help clients develop financial strategies.

Greg Skoric is a Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he focuses on understanding clients' unique life circumstances and objectives to develop tailored financial plans. He emphasizes an ongoing planning process to adapt to changes in clients' lives. Prior to his current role, Greg worked as a Wealth Planning Specialist at UBS from 2015 to 2020 and as a Wealth Advisor Associate at Morgan Stanley from 2012 to 2015. Through these roles, he gained experience in wealth planning and advisory services. Greg approaches financial consulting by discussing clients' situations in detail and utilizing wealth planning skills along with Fidelity's tools and resources to work toward clients' goals.

Jennifer Hutchison is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Primerica and affiliated firms since 1998. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Dawn Sakolsky is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with LPL Financial since 2008. In addition to her advisory role, she is a notary public in Denville, NJ. 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 broad range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios, research, and various management approaches.

Dorothea Accetta is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2008. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

James Leuenberger is a financial advisor with LPL Enterprise who holds the Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at Prudential Insurance Company of America since 2012 and joined LPL Enterprise in 2024. He is also involved in the sale and service of Prudential-sponsored property and casualty insurance. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, providing financial planning, advisory services, and brokerage products through an integrated platform that combines adviser programs with insurance and lending services.

Alyse Iachio is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and beginning her industry experience in 2025. Prior to joining Equitable Advisors, she worked at Anderson & Company from 2019 to 2021. In addition to her advisory role, she is self-employed as an accountant providing accounting and bookkeeping services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels tailored to client goals and risk tolerance.

N Sean Longo is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner of The Morrison, Longo & De Stefano Group. Since beginning his career at Merrill in 2005, he has focused on helping clients develop personalized wealth management strategies that address their unique financial objectives and concerns. Sean leads the group's investment committee, collaborating with colleagues and clients to implement customized investment plans that consider risk tolerance, investment timeline, liquidity needs, and both short- and long-term goals. His expertise includes executive compensation, family wealth management strategies, liquidity management, philanthropic planning, portfolio management, socially responsible and ESG investing, individual and corporate investment strategy, and tax minimization. Sean holds a Bachelor of Science degree from Montclair State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA™), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has also been recognized on Forbes' "Best-in-State Next Gen Advisors" list in 2019. Sean resides in Scotch Plains, New Jersey, with his wife Alicia and their three children. Outside of work, he enjoys mountain biking, cooking, playing the guitar, and running.