James Dolan is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and offering access to diverse investment and retirement planning resources.

James Blalock is a financial advisor with Morgan Stanley in Red Bank, NJ, holding a Series 66 designation and 22 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a minority partner in two youth lacrosse websites, The Club Sports Organization, LLC and LaxRanx LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Marc Sheridan is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2008. He has 18 years of industry experience, including tenure at AXA Advisors from 2008 to 2020. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Sergio Pessoa is a financial advisor with Mass Mutual Investors Services in Monmouth Beach, New Jersey, holding CFP® and ChFC® designations and over 23 years of industry experience. He has been with Mass Mutual and its affiliated firms since 2002. Outside of his advisory role, Sergio is involved in several entrepreneurial ventures, including co-owning a family coffee retail business and managing third-party administration services for qualified retirement plans. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented client relationships.

Michele McMahon is a CFP® certificant with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Prudential Equity Group, LLC for one year. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a diverse client base, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute alongside third-party data to support its investment approach.

Anna Jasicki is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011, following a brief tenure at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market-based modeling techniques.

Anthony Porchetta is a financial advisor with Mass Mutual Investors Services in Iselin, NJ. He holds Series 63 and Series 66 credentials and has 33 years of industry experience. Prior to his current role since 2017, he worked at Metlife Securities, Inc. from 2014 to 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs using firm-approved analytical tools and structured, ongoing client relationships.

Roy Schoenfeld is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 14 years of industry experience, having previously worked at Merrill, Bank of America, and OSAIC. Outside of advising, he offers disability insurance and fixed annuities and works as a delivery driver. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements with clients.

Anthony Mancino Jr. is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Schwab since 2022, following prior roles at TD Ameritrade and Scottrade. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers investment guidance through multi-asset model portfolios and alternative investment programs.

Richard Wilson is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009, also working with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Shannon Schiavo is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. She has worked with Ameriprise Financial Services, Inc. and Ameriprise Financial Service, LLC since 2009. Outside of her advisory role, Schiavo is involved in beekeeping as a non-investment-related business activity. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Stephen Scanapicco is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior experience with Citigroup Global Markets and Wells Fargo Clearing. Outside of his advisory work, he is involved with Jellie Belle Holdings LLC, a company engaged in movie productions. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a range of services including estate planning and broad retail and institutional investment solutions.

Jarrell Legagneur is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He previously worked at Edward Jones and has a varied professional background including roles at Amazon and Sprint. Legagneur is the founder of PostEden LLC, though the business is currently inactive. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and an affiliated insurance agency.

Thomas Armitage is a Private Wealth Advisor within Merrill's Private Wealth Management division. He joined Merrill in 2002 and brings over 30 years of financial industry experience. In his role, he designs integrated wealth management strategies tailored to the needs and priorities of ultra-high-net-worth clients. Thomas develops customized portfolios aligned with clients' long-term goals and incorporates both strategic and tactical elements to help clients navigate changing economic conditions while maintaining a focus on market fundamentals. Thomas is actively engaged with private and public companies preparing for mergers and acquisitions, facilitating access to Bank of America's Commercial and Investment Banking divisions to provide financial solutions. Before joining Merrill, he held roles at J.P. Morgan's Private Bank, Hambrecht & Quist, and Cowen & Co., focusing on Corporate Executive Services. At Hambrecht & Quist, he co-founded and led the Investment Management Consulting Division, which offered access to third-party money managers for both retail and institutional sales forces. Thomas earned a Bachelor's degree from Colorado State University and holds the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute. He is affiliated with professional organizations including ACG New Jersey, Colorado Companies to Watch as a former board advisor, and the Vistage CEO Forum.

Vimal Shah serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces them to financial solutions available through Merrill and Bank of America. His responsibilities include supporting clients as their financial needs evolve and helping them choose appropriate platforms to manage their finances. Shah's expertise includes assisting clients with a range of financial matters such as investing, retirement planning, and saving for unforeseen expenses. He emphasizes understanding what matters to each client and their family, aiming to develop strategies to pursue their financial goals. Shah holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from The Maharaja Sayajirao University.

Lori Curley is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Ameriprise and Merrill. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and planning tools, offering advisory support without individual security recommendations as part of standalone plans.

Vibha Patel is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Bank of America, N.A. and Merrill since 2014. 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.

Lucille Cilento is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo since 2016. Prior to that, she worked at Prudential Equity Group, LLC for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Angela Dipalermo is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at UBS since 2022 and previously spent six years at Wells Fargo Clearing. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Ian Lynch is an International Wealth Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1997, providing financial advice to individuals, families, and businesses. Ian employs a disciplined process focused on understanding each client’s specific needs, concerns, and priorities, and works collaboratively to develop comprehensive plans aimed at achieving their financial goals. Ian's expertise includes financial and investment advisory services, retirement planning, insurance solutions, wealth transfer strategies, and portfolio management. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). As a qualified Portfolio Manager, Ian manages personalized or defined investment strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies, often on a discretionary basis. He earned a bachelor's degree in finance from Rutgers University and resides in Warren County, New Jersey, with his wife, Christine.