Thomas Mc Laughlin is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in small business operations and education, including roles at Aria Exterior Cleaning, Frank and Danny's Pizzeria, and The College of Staten Island. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Robert Hikes is a CFP®-certified financial advisor with 20 years of industry experience, currently associated with LPL Financial since 2018. Prior to joining LPL, he worked at Invest Financial Corporation for five years and has been involved with Affinity Federal Credit Union since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 alongside model portfolios and research support.

Amy Sorge is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at PFS Investments Inc and Primerica Financial Services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Mark Lebida is a CFA® charterholder with 18 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Purshe Kaplan Sterling Investments, Journey Strategic Wealth LLC, Avestar Capital, LLC, and Moody's Analytics. 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.

Jonathan Cooke is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Fidelity Brokerage Services LLC for 10 years before joining Charles Schwab and Charles Schwab Bank in 2024. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Kyle Smith is a CFP® with 16 years of experience in the financial services industry. He is currently with Wells Fargo Clearing and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Renee Morgan is a Series 66-licensed financial advisor with Morgan Stanley in Morristown, NJ, and has 17 years of industry experience, all with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Shaun Leonard is a CFP® and Series 66-registered financial advisor with three years of industry experience. He currently serves as a Wealth Advisor at Glassner Carlton Financial and OSAIC, having previously worked as a financial paraplanner at Glassner Carlton Financial. Outside of his advisory role, Leonard has worked as a contractor for DoorDash. OSAIC serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing a variety of asset-allocation tools and third-party platforms to manage diversified portfolios across multiple investment vehicles.

Anna Marie Stotka is a financial advisor with OSAIC, holding a Series 63 designation and bringing 40 years of industry experience. She was previously affiliated with Lincoln Financial Securities Corp for 16 years before joining OSAIC in 2025. Outside of advising, she works as an insurance agent offering accident, health, disability, and property and casualty insurance, and is also involved in real estate sales on a limited basis through a sole proprietorship. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and offers integrated brokerage, advisory, and financial planning services. The firm employs various asset-allocation tools and provides access to multiple investment platforms, including third-party money managers and unified managed accounts.

Michael Metzger is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he is involved in entrepreneurial ventures including indoor laser tag and hatchet throwing entertainment facilities in New Jersey. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with its financial advisors.

David Wurst is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He also serves as an executor for estate administration matters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and models.

Michael Pfenninger is a financial advisor with Raymond James Financial Services, Inc. in Morristown, NJ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at M Holdings Securities, Mass Mutual Investors Services, Mass Mutual Life Insurance Co, and Merrill. He is also involved as a financial advisor and independent contractor in non-variable insurance sales with local firms in Morristown. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm is notable for its emphasis on non-discretionary advisory services and a broad affiliate network that supports municipal and institutional clients.

Justin Raho is a financial advisor with UBS Financial Services in Florham Park, NJ, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he serves on the board of directors and finance committee for Summit Speech School, which provides educational services to children who are hearing impaired. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Andrea O'Donnell is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and having seven years of industry experience. Her career includes roles at Morgan Stanley Private Bank, N.A., JPMorgan Securities, LLC, and JP Morgan. Prior to her financial services career, she was associated with Playa Bowls and Boston College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and informed market estimates to support its financial planning services.

Nathan Smith is a financial advisor with Merrill in Jersey City, NJ, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Morgan Stanley, Briad Restaurant Group, Certified Financial Services, Columbia Bank, and Fairleigh Dickinson University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration with Bank of America to provide access to a broad set of products and services.

Bonnie Park is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 25 years of industry experience. She has worked at UBS Financial Services for 23 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

James Figurelli is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 license and one year of industry experience. His prior work includes roles outside finance, such as positions at Tac Ops Laser Tag and Spring Brook Country Club. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Theodore Fiolek III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked with LPL Financial since 2025 and previously with IC Advisory Services Inc. and The Investment Center, Inc. Mr. Fiolek is also the sole proprietor of a tax preparation and financial services business and is a self-published novelist. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs, retirement consulting, and brokerage services, utilizing research, model portfolios, and advanced investment technologies.

Eric Eng is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2018. He focuses on developing strong client relationships by understanding clients' personal perspectives and priorities to create tailored financial strategies. Eric works to help clients pursue goals such as retirement planning, funding education, managing wealth transfers, and addressing potential health care costs. His approach emphasizes regular communication and adjustments to strategies, aiming to bring clarity and simplicity to complex financial planning. Eric’s expertise includes corporate executive services, divorce transition planning, employee benefits planning, executive compensation, and portfolio management services, among other areas. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Eric graduated from Rutgers University with a bachelor’s degree in economics. He lives in Mountain Lakes, New Jersey with his wife and two sons. Outside of work, Eric participates in community volunteering and enjoys personal interests such as biking, camping, chess, cooking, fishing, football, golfing, photography, and volleyball.

James Dellavecchia is a financial advisor with Equitable Advisors in Cranford, NJ, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. Prior to joining Equitable Advisors in 2023, he worked for nine years at LPL Financial. He serves as president of the Cranford Business Alliance. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed third-party managers, with a regulatory asset base managed across discretionary and non-discretionary platforms.