Lukasz Syrek is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013, following a one-year tenure at Morgan Stanley. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Larry Gamboa is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at A. G. Edwards & Sons, Inc. and Morgan Stanley DW Inc. Outside of his advisory work, he has ownership interests in several rental properties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics from Wells Fargo Investment Institute and other sources to support its investment approach, offering both brokerage and advisory solutions through a large network of financial advisors.

Adam Gurien is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has more than 30 years of experience in financial advisory roles, having joined Merrill in 2011. Adam leads his team’s goals-based wealth management process and utilizes Merrill’s resources to guide investment portfolios and assist clients across a broad array of financial matters. His expertise encompasses family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, portfolio management services, tax minimization, and retirement income. Adam began his financial services career in 1991 at Shearson-Lehman Brothers and completed the management training program at CitiBank, where he eventually managed retail and mortgage branches in Manhattan. He holds a bachelor’s degree from the University of Vermont and attended the Center of Medieval and Renaissance Studies at Keble College, Oxford University. Adam maintains FINRA Series 4, 7, 24, 31, 53, 63, and 65 registrations and holds the Personal Investment Advisor (PIA) designation. He has been recognized on Forbes’ "Best-in-State Wealth Advisors" list in 2021 and 2022 and Barron’s "Top 1,200 Financial Advisors" list in 2021 and 2022, as well as their "Top 1,000 Financial Advisors" list in 2010 and 2011. In addition to his professional work, Adam has served as a board member of a large non-profit organization and a public purpose organization and has contributed as a recreational youth coach. He resides in Palm Beach Gardens, Florida, with his wife Lynn and their three children. His personal interests include skiing and tennis.

Thomas Gibbons is a Senior Financial Advisor with over 30 years of experience in wealth management at Merrill Lynch. He specializes in delivering personalized investment planning and retirement services tailored to individuals, families, and small businesses. His areas of focus include college education planning, divorce transition planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, women and wealth, tax minimization, and retirement income. Thomas holds Series 7, 63, and 65 FINRA registrations, licenses for Life, Accident, and Health Insurance and Variable Annuities, and is a Certified Divorce Financial Analyst (CDFA). He earned his Bachelor's Degree from Seton Hall University. Outside of his professional role, Thomas is actively involved in his local community. He has served on various non-profit boards and contributed to causes such as community soup kitchens and Habitat for Humanity in Morris County, New Jersey. Thomas also coaches youth sports including baseball, basketball, and softball, and participates in swimming activities through the Morris County Swim League and Somerset Hills YMCA. His community involvement reflects a commitment to service beyond his financial advisory practice.

Michael Tekin is a financial advisor at LPL Financial with 31 years of industry experience. He held a position at FSC Securities Corporation for 23 years prior to joining LPL Financial in 2023. He holds a Series 63 designation and is based in Flemington, NJ. His outside business activity includes 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, with a focus on diversified investment strategies and technology-supported advisor tools.

Hitesh Patel is a financial advisor with LPL Financial in Warren, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Northfield Bank, Cetera Advisor Networks, Summit Financial Group, Summit Brokerage Services, and Wells Fargo Clearing. 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 model portfolio programs, supported by a large network of investment adviser representatives and various institutional platforms.

Nicholas Salamone is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm provides tailored financial planning and a range of investment services supported by firm-approved planning tools and resources.

John Mazza is a CFA® charterholder and holds a Series 63 license with 15 years of industry experience. He has been with Morgan Stanley since 2016, currently serving as a financial advisor at Morgan Stanley Wealth Management. Outside of his advisory role, he is involved in water extraction and mold remediation activities. 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 that incorporates firm-approved tools and modeling techniques.

Pedro Coello is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2009 to 2024. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Carol Alania is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 18 years at Morgan Stanley and 11 years of industry experience overall. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Mark Serby is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Stifel, and Ryan Beck & Co. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Joanne Yanogacio is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 registrations and with 20 years of industry experience. She has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process based on structured discovery and firm-approved tools.

Geoffrey Stubbs is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth planning services that include retirement and education planning. He focuses on assisting clients with investment management as well as related financial concerns such as insurance, tax minimization strategies, and estate planning. His client expertise covers a range of areas including college education planning, family wealth management strategies, employee financial health, personal retirement planning, sports and entertainment finances, and managing new wealth. Geoffrey holds a Bachelor of Science degree from the University of Ottawa and an MBA in finance from Queen's University. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He began his career as an industry analyst in Ottawa before joining Merrill Lynch Canada in 1983, later transferring to the Morristown/Florham Park office in New Jersey. His wealth management approach emphasizes personalized, high-touch service and building long-term client relationships nationwide. Outside of his professional work, Geoffrey is engaged in community volunteerism in line with the Merrill tradition. He enjoys outdoor activities including adventure sports, hiking, and skiing, and values spending time with his family. His personal philosophy centers on collaborating one-on-one with clients to develop tailored financial strategies aimed at helping them achieve their long-term goals.

Bryan Weiner is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies and integrates both in-house and third-party managers to deliver tailored portfolio management and financial planning services.

Giovanni Duran is a financial advisor with Raymond James Financial in Basking Ridge, NJ, holding CFP®, Series 63, and Series 65 designations and bringing 28 years of industry experience. He previously worked at Morgan Stanley for 11 years before joining Raymond James in 2019. Outside of his advisory role, Duran owns two support companies, Duran Wealth Management, LLC and IronRidge Wealth Management Group LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm provides tailored, non-discretionary financial planning and investment consulting supported by analytical tools, with a notable affiliation to a municipal advisor and specialized programs such as SIMPLE IRA employer advisory services.

David Petrie is a CFA® charterholder affiliated with Stifel in Morristown, NJ, with 36 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Michele Hakes is a financial advisor with Mass Mutual Investors Services in Morristown, NJ, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent seven years with MetLife Securities. In addition to her advisory role, she is involved in property and casualty, health, and group health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning supported by firm-approved analytical tools.

Connor O'Reilly is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Connor's educational background includes a Bachelor's Degree from Seton Hall University.

Zhicheng Xin is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018, following six years at the New York Compensation Insurance Rating Board. Xin holds a Series 66 designation. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to support client outcomes.

Harry Harris is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding a Series 66 designation and 25 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance since 2001. Outside of his advisory role, he owns a CPA and tax preparation business and operates a vending machine retail business. 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 financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.