Philip Kimmel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Luigi Muccitelli is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with firms including Ameriprise Financial Services, Inc. and Boston Harbor Wealth Advisors. He is also the CEO and President of Fondi Wealth Management, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its unique affiliations.

Francisco Grether is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation. He began his career in the financial industry in 2026 and has experience at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Prior to his current role, he attended Villanova University and worked briefly at the Millbrook Club. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Matthew Brogan is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Merrill and its parent Bank of America since 2013. Outside of his advisory role, he holds a power of attorney position for an entity named F A B based in Beach Haven, New Jersey. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brooke Thalacker is a financial advisor at Morgan Stanley in Greenwich, CT, holding a Series 66 designation. Brooke joined Morgan Stanley in 2025 after prior experience at the University of Oregon and New Canaan Public Schools. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Michael Szalkiewicz is a financial advisor with Ameriprise in Rutherford, NJ, holding a Series 66 designation and 23 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves on the Board of Directors for the Rutherford Futbol Club. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with specific asset criteria, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic automation and research-driven modeling to deliver tailored, non-discretionary advice through a centralized consulting team.

Aidan Tessler is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at Family Management Corporation and Fitzsimmons Abrams LLP, and he has academic experience from the University of Florida. Outside of his advisory work, he was involved with Camp Chen-A-Wanda. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery processes and proprietary planning tools.

Robert Grillo is a CFP® professional with 30 years of industry experience, currently serving at Raymond James Financial since 2009. He has worked at Raymond James Financial Services, Inc. since 2001. Outside of his advisory role, he is a partner in Noble Property Management, LLC, a family-owned real estate business. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual and institutional clients, employing tailored, non-discretionary strategies that incorporate risk profiling and scenario modeling. The firm also provides specialized municipal advisory services and customized retirement plan consulting.

Glenn Cohen is a financial advisor with LPL Financial in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Edward Jones and Wells Fargo Clearing. Outside of his advisory duties, he is involved with Lifepolicy Pros, focusing on non-variable insurance sales. 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 portfolio programs, and institutional platforms, supported by technology tools for research and operations.

Christopher Busch is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 licenses. 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 supported by firm-approved tools and market scenario modeling.

Kenneth Helman is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He has been with Wells Fargo Advisors since 2016 and holds Series 63 and Series 65 credentials. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and planning tools.

Mary Jo Kerrigan is a financial advisor at LPL Financial with five years of industry experience. She previously worked for Merrill Lynch, Pierce, Fenner & Smith Inc./Bank of America for ten years and spent one year at Equitable Advisors. Kerrigan serves as a board member of the Rensselaer Newman Foundation and is Co-President of the Washington Elementary Home School Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.

James Dimitriou is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at LPL Financial since 2011 and previously held positions at Raymond James Financial and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lilly Heller is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at End Point Corp. and attended the University of Wisconsin-Madison. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Evan Ross is a financial advisor with LPL Financial in White Plains, NY, holding a Series 63 designation and bringing 20 years of industry experience. Prior to joining LPL Financial in 2017, he worked at NFP Securities, Inc. for five years. Ross is involved in related business activities including The Ross Company and Asterion Wealth Advisory Group, which operate as DBAs for his LPL business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a wide range of investment strategies and operational tools.

Paul Randazzo is a Financial Advisor at Merrill Lynch Wealth Management specializing in serving service-based business owners. He focuses on aligning business and personal finances into coordinated plans aimed at simplifying complex financial situations, protecting assets, and creating strategies for business continuity and legacy. Paul works with clients to develop tailored solutions that include continuity and succession planning, wealth optimization, asset protection, and legacy planning. His approach aims to reduce reliance on the business owner, enabling clients to achieve more time and freedom while providing a clear roadmap for long-term confidence. He holds a Bachelor's Degree from Rowan University and is a Personal Investment Advisor (PIA). Outside of his professional work, Paul enjoys activities such as boxing, fishing, football, pickleball, traveling, and watching movies.

Sevdi Dauti is a CFP® professional with 26 years of industry experience, currently serving at Morgan Stanley. Prior to joining Morgan Stanley in 2025, she spent 15 years at UBS Financial Services. Outside of her advisory role, she is a partner in SD Consulting LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates structured discovery and firm-approved planning tools in its financial planning process.

Matthew Kraft is a financial advisor with UBS Financial Services in Paramus, NJ, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He worked at Bank of America, NA for 18 years before joining UBS in 2017. He has a role with City Coast Trust with no expected duties unless specific conditions occur. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Donald Rifkin is a CFP® professional affiliated with LPL Financial, with 27 years of industry experience. His prior roles include 15 years at Cadaret, Grant & Co., Inc., and he has operated his own CPA and financial planning practice since 1989. Rifkin also serves in fiduciary capacities outside of his advisory work. 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 and access to third-party asset management, supported by technology tools and a broad platform of investment options.

Sarah Ricca is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Ricca serves as a trustee and partner in investment-related businesses outside of her advisory role. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and a range of advisory programs.