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.

Lawrence Rosati is a financial advisor with Wells Fargo Clearing in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has held roles at Wells Fargo Clearing Services LLC since 2019 and at Morgan Stanley and Morgan Stanley Private Bank since 2014 and 2015, respectively. Outside of his advisory work, he serves as power of attorney for his wife. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

Francis Dunn is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for seven years. Outside of his advisory role, Dunn provides occasional wrestling lessons. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals and supports a broad network of advisors and affiliated firms.

Andrew Lieb is a financial advisor at Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses, which serve as a basis for client decision-making.

Heather Hado is a financial advisor at Morgan Stanley with 21 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2004. Her credentials include the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved tools to model outcomes.

Jason Dacunha is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 17 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank since 2017. Outside of his advisory role, he has interests as a sole proprietor in rental property management in Newark, NJ. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and broad retail and institutional investment capabilities.

Kathleen Miller is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2013. 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.

Stephen Vitale is a CFP® professional with 37 years of industry experience, currently with RBC Capital Markets since 2009. He holds Series 63 and Series 66 licenses and is based in Florham Park, NJ. Outside of his advisory role, he is involved with Market Transfer Facility (Agent) Auto Insurance. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies using both in-house and third-party managers, along with custody and brokerage services.

Kim Stires is a financial advisor with Wells Fargo Advisors based in Warren, NJ, holding Series 63 and Series 65 licenses and possessing 47 years of industry experience. Their career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a current tenure at Wells Fargo Advisors since 2023. Outside of advisory work, Stires has a part ownership in Investment Strategies, an investment-related business in Cedar Knolls, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services that include a broad range of planning areas. The firm offers tailored recommendations supported by proprietary research and planning tools, with optional implementation through various brokerage and advisory programs.

Glenn Schunkewitz is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Chester, New Jersey. In his role, he works closely with clients to identify their financial security needs and develop tailored strategies to help achieve their goals. Glenn focuses on a range of wealth management areas, including estate planning, retirement income, cash flow planning, college education funding, liquidity management, and legacy planning. He prioritizes consistent long-term portfolio performance and draws on over 40 years of experience in the fixed-income markets, with particular expertise in municipal bonds. Since beginning his financial services career in 1982, Glenn has provided guidance to multiple generations of families, assisting with complex wealth management issues. He supports clients in coordinating retirement income streams from Social Security, pensions, and investment rollovers to help maintain their desired lifestyle. Additionally, Glenn acts as a central point of contact to integrate his clients' various financial advisors, promoting a comprehensive approach to wealth management. Glenn holds a bachelor's degree in accounting and business from Albright College and holds the Personal Investment Advisor (PIA) designation. He is actively involved in professional and community organizations including the Bergen County Bicycle Club and the Peapack Gladstone Chamber of Commerce. Outside of work, Glenn enjoys biking, hiking, camping, reading, traveling, and spending time with his family.

Jenilee Hill is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. She has been with RBC Capital Markets LLC since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide tailored portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers.

Sean Donnelly is a financial advisor with J.P. Morgan Securities in Morristown, NJ, holding a Series 66 designation and eight years of industry experience. He previously worked at Morgan Stanley Private Bank and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Outside his advisory role, he is also an employee of JPMorgan Bank, offering certain bank deposit and credit products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis by a select group of Wealth Advisors.

Melissa Norwicke is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Leigh Baldwin & Co., LLC for 10 years and PFS Partners, LLC for 5 years. Norwicke is also commissioned as a notary. 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 range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technologies such as machine learning.

John Regan is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked in the music industry at Downtown Music for six years and at Venue Crawl for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and proprietary financial models.

Stuart Perlmutter is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2018. His other business activities include involvement in tax planning and family limited partnerships. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm utilizes both in-house and third-party managers and offers integrated solutions including alternative investments and lending arrangements.

Suzanne Troiano is a financial advisor with Primerica Advisors in Newton, NJ, holding Series 63 and Series 65 licenses and with 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of her advisory work, she is self-employed as an actor. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.