David Jack is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 63 designation and over 32 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, offering financial planning and estate strategies supported by firm-approved tools and processes.

Jessie Slavin is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2011 and Bank of America, N.A. since 2018. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Frank Gaetano is a financial advisor with Wells Fargo Clearing located in Paramus, NJ. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Wells Fargo Clearing, he worked at Morgan Stanley Private Bank, N.A. for 11 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party databases.

Basil Benny is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients to develop comprehensive plans that align with their values, priorities, and long-term objectives. Prior to this, Basil gained experience at Fidelity Investments as a Relationship Manager from 2025 to 2026 and as a Financial Representative from 2024 to 2025. He also worked as a Relationship Banker at JPMorgan Chase & Co. from 2023 to 2024 and completed a Private Equity Internship at Mioym Equity in 2021. Outside of his professional career, Basil enjoys engaging in family activities, social events with friends, golf, music, and outdoor adventures.

Charles Bowman is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has worked previously at JP Morgan Securities, Morgan Stanley, and UBS Financial Services. Outside of his advisory role, Bowman is also a musician and composer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with technology and operational tools.

Jonathan Magotch is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Hennion & Walsh, Inc. and JM Detailing. Before entering the financial industry, he was employed at Joseph A. Magotch DDS. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and serving clients through both direct and employer-sponsored agreements.

Anjed Eloued is a financial advisor with Mass Mutual Investors Services in Saddle Brook, NJ, holding Series 63 and Series 65 credentials and four years of industry experience. His previous work includes roles at TD Bank N.A., TD Private Client Wealth LLC, Sterling National Bank, and Ritecheck Cashing. Outside of finance, he is the owner and clothing designer of SITR & SILK COLLECTIONS LLC. 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 provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools for goal analysis and delivering written recommendations.

Matthew Clement is a CFP® certificant with 22 years of industry experience. He is currently affiliated with Cetera and has prior experience at Cantella and Co., Inc. Clement serves as owner and president of Emerald Retirement Planning Group, Inc., and holds board positions with Helen Hayes Hospital Foundation and Rockland Recovery Homes, Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and $256 billion in assets under management.

Lynn Liaskos is a financial advisor at LPL Financial with 24 years of industry experience and holds the Series 66 designation. Her prior roles include positions at Ameriprise Financial Services, PNC Wealth Management, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lance Millman is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has held roles at Millman and Rosenberg Associates, Ltd, Mulligan Security Corp, and his own CPA firm. He serves as mayor of the Village of Montebello and is involved in several business activities, including tax consulting and business management. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with various investment program options and over $256 billion in assets under management.

Arthur Sisco is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked at Securities America Advisors and National Planning Corp and maintains an active CPA practice providing tax return preparation and consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad range of investment approaches and operational tools while overseeing over $819 billion in discretionary assets through a large network of advisors.

Tyler Palumbo is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He currently works at Ameriprise Financial Services LLC, where he has been since 2021, following six years at Bruderman Brothers LLC and Bruderman Asset Management, LLC. In addition to his advisory role, he is involved in independent insurance brokering focused on fixed annuities with AIG. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sustainability and tax-aware strategies.

Esther Fishman is a Certified Financial Planner (CFP®) with 20 years of industry experience. She has worked at Morgan Stanley since 2009, including over a decade with Morgan Stanley Private Bank, N.A., and previously spent three years at Citigroup Global Markets. She serves as a committee member for Fair Lawn Access for All, a municipal accessibility initiative. She is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured, tools-based planning process incorporating global investment insights.

Franco Alfieri is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2012, progressing through various positions including Branch Leader from 2023 to 2025, and Vice President, Financial Consultant from 2018 to 2023. Prior to joining Fidelity, he worked as a Financial Advisor at Metlife from 2011 to 2012. Franco focuses on building relationships founded on trust and education, aiming to empower clients to make informed decisions about their financial planning. He emphasizes helping clients understand their options and considerations to feel confident and prepared for important financial moments. Outside of his professional work, Franco enjoys concerts, family activities, football, outdoor adventures, soccer, and traveling.

Robert Ehinger Jr. is a CFP® and ChFC® with 42 years of experience, currently serving at Mass Mutual Investors Services. He has worked with Massachusetts Mutual Life Insurance Company since 1995 and MML Investors Services, Inc. since 1985. Ehinger is also active as a life and health insurance sales agent and serves as an insurance broker specializing in life settlements. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Todd Lapinson is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Wells Fargo Advisors in 2025, he worked within related Wells Fargo entities since 2009. He has an ownership interest in Pronomic Wealth Management, LLC, which he manages alongside another related entity, Jaz Holdings, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a comprehensive range of financial planning and investment services, utilizing proprietary research and tools to develop tailored recommendations for clients who meet net-worth thresholds.

Walter Holmes is the Wealth Management Planning Consultant at Fidelity Private Wealth Management in Paramus, NJ. In this role, he assists families in building, preserving, and transferring their wealth according to their wishes. He has been with Fidelity Private Wealth Management since 2015. Prior to this, he held positions as Vice President-Financial Consultant and Financial Consultant at Fidelity Investments from 2007 to 2015. His earlier experience includes financial consulting roles at JPMorgan Chase, Morgan Stanley, and Olde Discount Corp from 1995 to 2006. Outside of his professional work, Walter enjoys spending time at the beach, attending concerts, engaging in family activities, hiking, skiing, and traveling.

Katherine Ferriter is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She has been with Morgan Stanley since 2020 and previously worked as a consultant for ICON Consultants–Deutsch Bank in 2018. Outside of her advisory role, she serves as a board member for the Central Park Place at Ramsey Condominium Association in New Jersey. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies, including global investment estimates and scenario modeling. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Zachary Tanis is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Primerica Financial Services and Primerica Advisors, as well as positions with Kalish Law Group, Tanis Greens LLC, and educational institutions such as William Paterson University and the Netherlands Reformed Christian School. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-based investment strategies managed by third-party asset managers.

Sergio Piccinich Jr. is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he held positions at Citigroup Global Markets Inc and A. G. Edwards & Sons, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary investment research in its financial planning process.