Sharon Schoenherr is a financial advisor at Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses with 10 years of industry experience. She previously worked at BNY Mellon from 2007 to 2018 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Alfred Anke Jr. is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 40 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. and Metropolitan Life Insurance Company for 33 years. He is a partner at Fortune Wealth Financial Group, LLC, and also works as an insurance broker specializing in life, health, disability, long-term care, and fixed annuities. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, annual financial planning engagements using firm-approved analysis tools.

Christal Generoso is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and 12 years of industry experience. She previously worked at Stifel Nicolaus for seven years and served at New Jersey City University for nine years. Since 2020, she has been with Ameriprise in Colonia, NJ. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports through a centralized consulting team, supporting clients primarily within Ameriprise-managed accounts.

Melvin Taylor is a financial advisor with Wells Fargo Advisors in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory work, Taylor is the author of several science fiction books and is involved in promoting his publications through related business ventures. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, sports and entertainment, special needs, and divorce, utilizing Wells Fargo research and planning tools.

Owen Zukovich is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley since 2014, including his current role starting in 2022. Prior to that, he was also associated with UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Harry Neufeld is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and RBC Capital Markets Corporation. He also serves as a power of attorney for his parents in investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Giselle Cantada is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 licenses. 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.

Jung M Kim is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Chase Bank and J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Chang Lee is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has previously worked with firms including IC Advisory Services Inc., The Investment Center Inc., Mass Mutual Investors Services, and Raymond James Financial Services Advisors Inc. Lee also operates a tax preparation and accounting service in addition to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, retirement plan consulting, and brokerage services supported by model portfolios, research, and advanced technology solutions.

Lauren Lamartine is a Series 66-licensed financial advisor with Raymond James Financial, based in Basking Ridge, NJ, and has 15 years of industry experience. She previously worked at Morgan Stanley from 2004 to 2019 before joining Raymond James Financial in 2019. Outside of advisory services, she is involved with Iron Ridge Wealth Management, where she supports day-to-day operations and client issue resolution. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools including probability modeling to guide client decisions.

Viviana Santiago is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank. She also owns St James Wealth Management, a financial practice based in West Caldwell, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Brent Weinmann is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he owns and operates Weinmann's Antiques and Collectibles as a hobby. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, serving clients through various programs including corporate financial planning agreements.

Carlos Del Rio Madero is a Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2025 after working for two years at Prudential Advisors, where he obtained his financial licenses and gained industry experience. Prior to his career in financial advising, Carlos worked for one of eBay's top consignors, assisting clients with million-dollar portfolios during significant liquidation events. Carlos's expertise includes divorce transition planning, employee financial health, legacy planning, liquidity management, managing new wealth, and personal retirement planning. He holds the Personal Investment Advisor (PIA) designation and is fluent in English, Spanish, and Hindi. Carlos earned his high school diploma from Passaic Valley Regional High School. In addition to his professional work, Carlos is involved in the Hispanic/Latino Organization for Leadership and Advancement and the Parents and Caregivers Network. His personal interests include dancing, football, music, reading, and tennis.

Matthew Nitto is a financial advisor at Edward Jones with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Edward Jones, he held positions at Campbell Lutyens, Levelup HCS LLC, Jefferies, Morgan Stanley, and other firms. He also worked as a self-employed fitness coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Matthew Barkauskas is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and having four years of industry experience. His career includes roles at JPMorgan Chase Bank, SidelineSwap, Proficio Capital Partners, and Tradition. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using quantitative asset-allocation modeling and centralized due diligence to guide investment recommendations.

Irina Lovelace is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Her prior work includes roles at Webster Bank, Israel Discount Bank, and TIAA. Outside of her advisory work, she manages a residential rental property. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Andrew Fuentes is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and several other financial services firms. Outside of finance, he has experience working with Primitive Axe and Il Forno A Legna. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Vito Manno is a Planning Consultant at Fidelity, a role he has held since 2024. He has been a financial professional for over two decades, accumulating extensive experience across various roles in the financial services industry. Prior to his current position, he served as a Financial Consultant at Fidelity Investments from 2020 to 2024. His earlier positions include Retirement Education Specialist at Principal Financial Group from 2014 to 2020, Financial Advisor at Cambridge Investment Research, Inc. in 2014, Financial Advisor at NFP Advisor Services from 2006 to 2014, and Financial Consultant at AXA Advisors from 2003 to 2006. Vito holds a degree in Finance and maintains a California Insurance License. Throughout his career, he has focused on building trusting relationships with clients by listening carefully to their needs, concerns, and goals. He aims to be a financial confidant who partners closely with clients and their families. Vito and his team are committed to earning trust and fostering collaboration with those they advise.

John Nasisi is a financial advisor with Ameriprise in Hackettstown, NJ, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides a retirement-income planning service designed for individuals near or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic and research-driven approaches to offer advisory, brokerage, and insurance solutions through its extensive institutional platform.

Kevin Conwell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Citizens Securities, INC. Outside of finance, he is a minority owner in Novele Inc., a company that designs and manufactures energy storage devices. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.