Elizabeth Camp is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 22 years of industry experience. She has worked at Morgan Stanley since 2009 and within Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Katelyn Koumbem is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, N.A. since 2015. Outside of her advisory role, she owns C Tech Computing LLC, a business that sources electronic devices for educational institutions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

George Castellano is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2000. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dorana Brunhammer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with Primerica Advisors since 2011 and also operates Handmade Events, LLC, a company that provides handmade decorations and premium gifts for large events. Additionally, she has been involved with the American Red Cross since 2001. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Larry Gamboa is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 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 Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Taha Laique is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including First Citizens BancShares and Mercer/Marsh & McLennan Companies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Adam Gurien is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has more than 30 years of experience in financial advisory roles, having joined Merrill in 2011. Adam leads his team’s goals-based wealth management process and utilizes Merrill’s resources to guide investment portfolios and assist clients across a broad array of financial matters. His expertise encompasses family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, portfolio management services, tax minimization, and retirement income. Adam began his financial services career in 1991 at Shearson-Lehman Brothers and completed the management training program at CitiBank, where he eventually managed retail and mortgage branches in Manhattan. He holds a bachelor’s degree from the University of Vermont and attended the Center of Medieval and Renaissance Studies at Keble College, Oxford University. Adam maintains FINRA Series 4, 7, 24, 31, 53, 63, and 65 registrations and holds the Personal Investment Advisor (PIA) designation. He has been recognized on Forbes’ "Best-in-State Wealth Advisors" list in 2021 and 2022 and Barron’s "Top 1,200 Financial Advisors" list in 2021 and 2022, as well as their "Top 1,000 Financial Advisors" list in 2010 and 2011. In addition to his professional work, Adam has served as a board member of a large non-profit organization and a public purpose organization and has contributed as a recreational youth coach. He resides in Palm Beach Gardens, Florida, with his wife Lynn and their three children. His personal interests include skiing and tennis.

Thomas Gibbons is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in personalized investment planning and retirement services. He holds FINRA Series 7, 63, and 65 registrations, licenses for Life, Accident, and Health Insurance and Variable Annuities, and is a Certified Divorce Financial Analyst (CDFA) Practitioner. His expertise includes college education planning, divorce transition planning, personal retirement planning, portfolio management, small business strategies, women and wealth, tax minimization, and retirement income strategies. Thomas earned a Bachelor's Degree from Seton Hall University and has developed a client service model based on integrity, objective advice, attention to detail, and a strong focus on each client's unique financial needs. He provides integrated wealth management, planning, and retirement services to individuals, families, and small businesses, helping clients pursue their long-term financial goals through personalized strategies. Outside of his professional role, Thomas is actively involved in his local community. He has served on various non-profit boards and volunteered in activities including coaching youth sports such as baseball, basketball, and softball, participating in community soup kitchens, Habitat for Humanity, and serving as a swim team parent and league official. He shares an interest in athletics and physical fitness with his wife and two children, strengthening family bonds through regular exercise together.

Theodore Fleming is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds the Series 63, 65, and 66 designations. His prior roles include positions at BNY Mellon Wealth Management and RJ & Makay. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm’s financial planning process uses structured discovery conversations and firm-approved tools to develop tailored plans, serving clients through a variety of advisory and estate planning services.

Kenneth Levene is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He serves as a board member of the Federal Drug Agents Foundation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs structured planning tools and various investment strategies while managing approximately $2.74 trillion in client assets.

Nicholas Salamone is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm provides tailored financial planning and a range of investment services supported by firm-approved planning tools and resources.

John Mazza is a CFA® charterholder and holds a Series 63 license with 15 years of industry experience. He has been with Morgan Stanley since 2016, currently serving as a financial advisor at Morgan Stanley Wealth Management. Outside of his advisory role, he is involved in water extraction and mold remediation activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Brian Irving is a financial advisor at OSAIC with 48 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked for 16 years at Triad Advisors, Inc. He is also the owner of Brybeck Financial, a financial planning and investment advising business he founded in 1985, and provides life insurance settlement services through Highland Brokerage. OSAIC serves a diverse range of clients including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to provide tailored portfolio management solutions.

Pedro Coello is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill for 15 years. 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 services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Carol Alania is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 18 years at Morgan Stanley and 11 years of industry experience overall. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Mark Serby is a financial advisor at RBC Capital Markets with 37 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Serby holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and integrates both in-house and third-party managers to implement portfolios.

Joanne Yanogacio is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 registrations and with 20 years of industry experience. She has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. 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 tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process based on structured discovery and firm-approved tools.

Donna Brower is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. Her prior experience includes roles at Allied Wealth Partners and Minnesota Life Insurance Company. She volunteers with the Parkinson Disease Foundation and is a member of the Parsippany Chamber of Commerce, serving on its membership committee. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Geoffrey Stubbs is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth planning services that include retirement and education planning. He focuses on assisting clients with investment management as well as related financial concerns such as insurance, tax minimization strategies, and estate planning. His client expertise covers a range of areas including college education planning, family wealth management strategies, employee financial health, personal retirement planning, sports and entertainment finances, and managing new wealth. Geoffrey holds a Bachelor of Science degree from the University of Ottawa and an MBA in finance from Queen's University. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He began his career as an industry analyst in Ottawa before joining Merrill Lynch Canada in 1983, later transferring to the Morristown/Florham Park office in New Jersey. His wealth management approach emphasizes personalized, high-touch service and building long-term client relationships nationwide. Outside of his professional work, Geoffrey is engaged in community volunteerism in line with the Merrill tradition. He enjoys outdoor activities including adventure sports, hiking, and skiing, and values spending time with his family. His personal philosophy centers on collaborating one-on-one with clients to develop tailored financial strategies aimed at helping them achieve their long-term goals.

Bryan Weiner is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.