Thomas Tishman is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. In October 2024, he co-founded the Tishman-Dunst Wealth Management Group with Bryan Dunst. Tom supports clients by developing personalized financial approaches, focusing on family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. He incorporates alternative investments alongside traditional stock and bond portfolios to help clients pursue their financial goals. Tom has more than 40 years of experience on Wall Street, including roles as a financial forecaster, government bond trader, and financial advisor. He joined Merrill Lynch Wealth Management in May 2005 and has earned several professional designations, such as Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA). He holds FINRA securities registrations, CFTC commodities licenses, and life and health insurance licenses. He attained the Wealth Management Advisor functional title in 2012, was promoted to Vice President in 2013, earned his Portfolio Manager designation in 2017, and became First Vice President in 2023. His background includes an MBA in Finance and a Bachelor of Arts in Economics, Computer Science, and Mathematics from New York University’s Stern School of Business. Beyond his professional career, Tom is bilingual in English and Spanish. He has contributed to the community by serving as Head Fencing Coach at Mendham High School from 2007 to 2011 and as Volunteer Chairman of USA Fencing’s New Jersey Division from 2010 to 2016. He resides in Mendham with his wife, a residential real estate broker, and has three children pursuing careers in fields including robotics sales, urban planning, and metal sculpture. Tom's personal interests include genealogy, soccer, and yoga.

Diane Woods is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2020, following a 31-year tenure at Merrill. 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 and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Claudia Mundahl is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. She previously held an inactive real estate license and was involved in a realty referral network. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and proprietary tools, offering a broad range of retail and institutional investment options.

Justin Anuario is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and previously worked at Ic Advisory Services, Inc. and The Investment Center. He also serves as a FINRA arbitrator, participating on arbitration panels related to investment disputes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of representatives, offering a variety of financial planning and asset management solutions alongside non-advisory financial services.

Eric Carlson is a CFP® and holds a Series 66 license with Ameriprise Financial Services, where he has worked since 2005, accumulating 21 years of industry experience. He is based in Bernardsville, NJ. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning, delivering tailored Recommendation Reports and ongoing advice centered on dependable income and tax-aware withdrawal strategies.

Debra Barnes is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2019, previously spending 20 years at Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles with a range of investment management options.

Lindsey Galanti is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, focusing on tailored financial planning and utilizing firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Robert Jacobs is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and eight years of industry experience. His prior roles include positions at BlackRock and Voyant before joining MassMutual Life Insurance Company and MML Investor Services, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual engagements to develop written recommendations tailored to client goals.

Krista Li is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with one year of industry experience. She previously worked at Goldman Sachs Ayco, Advantage Xpo, and several accounting firms including KPMG LLP, Ernst & Young, and Deloitte. 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 with a focus on tailored financial planning supported by structured processes and firm-approved tools.

David Light is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Ameriprise and its related entities since 2007. Outside of his advisory role, he serves as a trustee on the board of Katies House, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jacob Greenberg is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at PwC for seven years. Outside of his advisory role, he serves as Vice President for two companies offering sales and advisory services as well as insurance products in Morristown, NJ. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique advisory affiliation.

Chelsea Chiswick is a financial advisor with Equitable Advisors, holding a Series 66 designation and 10 years of industry experience. She has worked at Equitable Advisors since 2016, previously affiliated with AXA Advisors, LLC. Outside of her advisory role, she has experience working at the Flemington-Raritan Diner. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management. The firm delivers services through a network of Investment Adviser Representatives using a variety of third-party asset management programs and fiduciary services.

Daniel Bierals is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Osaic Wealth, Inc. since 2023, following prior roles at World Equity Group and New England Securities. He is also president of Bierals Wealth Management, LLC and is involved in insurance sales as an independent contractor. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by technology and maintains a complex affiliate network.

Matthew Tomko is a financial advisor at Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses with two years of industry experience. His work background includes roles at Morgan Stanley since 2022 and prior positions at Premini Events, Hollywood Golf Club, and Fairmount Country Club. He has also held teaching roles at Fairleigh Dickinson University and Lyndhurst High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Alexandra Goldenberg is a financial advisor at Merrill with seven years of industry experience and a Series 66 designation. She previously worked with the Hopatcong Board of Education and TGI Fridays. Merrill, along 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 investment strategies for a range of clients including individuals, pension plans, corporations, and charitable organizations.

Parth Patel is a financial advisor with LPL Enterprise in Bedminster, NJ, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors and Nova Capital Partners. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and corporate entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and a wrap program, along with affiliated insurance and trust services.

Frank Fischer is a CFP® with over 20 years of experience in the financial services industry. He has been with Raymond James Financial and its affiliated entities since 2006. Outside of his advisory role, he leases part of his farm property for a large-scale solar power facility and owns a small apartment house on the same property. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses various analytical tools to support client goals, while also maintaining unique municipal advisory services and specialized retirement plan consulting programs.

Sara Kazarian is a financial advisor with Robert W. Baird & Co. and holds Series 63 and Series 66 registrations. She has 27 years of industry experience, having previously worked at Stifel, Nicolaus & Company, Wells Fargo Clearing, and Morgan Stanley. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, supported by internal research and manager oversight.

Connor Brady is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Eaton Vance Management, Eaton Vance Distributors, Cantor Fitzgerald, and Morgan Stanley Smith Barney. Outside of his advisory work, he is employed as a caddie at Somerset Hills Country Club. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, utilizing proprietary modeling techniques without providing individual security recommendations as part of standalone plans.

Jeffrey Valle is a financial advisor at Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 1999. He is the sole owner and managing partner of The Falcon Financial Group LLC, an outside insurance business. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management programs, utilizing a network of Investment Adviser Representatives and a variety of third-party advisory models.