Greg Skoric is a Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he focuses on understanding clients' unique life circumstances and objectives to develop tailored financial plans. He emphasizes an ongoing planning process to adapt to changes in clients' lives. Prior to his current role, Greg worked as a Wealth Planning Specialist at UBS from 2015 to 2020 and as a Wealth Advisor Associate at Morgan Stanley from 2012 to 2015. Through these roles, he gained experience in wealth planning and advisory services. Greg approaches financial consulting by discussing clients' situations in detail and utilizing wealth planning skills along with Fidelity's tools and resources to work toward clients' goals.

Jennifer Hutchison is a financial advisor with Primerica Advisors in Mountain Lakes, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Primerica and affiliated firms since 1998. Outside of advisory work, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven portfolio strategies managed by unaffiliated asset managers and supported by custodial services from Pershing.

Dawn Sakolsky is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at LPL Financial since 2008, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Dawn also serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, and institutions.

Dorothea Accetta is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2008. 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.

Lawrence Rosati is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory role, he serves as power of attorney for his wife. Wells Fargo Advisors is a national securities firm providing investment advisory and financial planning services to individual, corporate, and institutional clients, offering both brokerage and advisory solutions supported by extensive research and analytics.

Francis Dunn is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for seven years. Outside of his advisory role, Dunn provides occasional wrestling lessons. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals and supports a broad network of advisors and affiliated firms.

Andrew Lieb is a financial advisor at Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses, which serve as a basis for client decision-making.

Heather Hado is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 2004 to 2009. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions. The firm’s financial planning process uses structured discovery conversations and firm-approved tools to create tailored plans, managing approximately $2.74 trillion in client assets.

Jason Dacunha is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 17 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank since 2017. Outside of his advisory role, he has interests as a sole proprietor in rental property management in Newark, NJ. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and broad retail and institutional investment capabilities.

Stephen Vitale is a CFP®-certified financial advisor with 38 years of industry experience, currently serving at RBC Capital Markets since 2009. He holds Series 63 and Series 66 licenses. Outside of advising, he is involved as an agent with Market Transfer Facility Auto Insurance. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party managers.

Kim Stires is a financial advisor at Wells Fargo Advisors with 48 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of her advisory role, she has a 33% ownership interest in an investment-related business based in Cedar Knolls, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Glenn Schunkewitz is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Chester, New Jersey. In his role, he works closely with clients to identify their financial security needs and develop tailored strategies to help achieve their goals. Glenn focuses on a range of wealth management areas, including estate planning, retirement income, cash flow planning, college education funding, liquidity management, and legacy planning. He prioritizes consistent long-term portfolio performance and draws on over 40 years of experience in the fixed-income markets, with particular expertise in municipal bonds. Since beginning his financial services career in 1982, Glenn has provided guidance to multiple generations of families, assisting with complex wealth management issues. He supports clients in coordinating retirement income streams from Social Security, pensions, and investment rollovers to help maintain their desired lifestyle. Additionally, Glenn acts as a central point of contact to integrate his clients' various financial advisors, promoting a comprehensive approach to wealth management. Glenn holds a bachelor's degree in accounting and business from Albright College and holds the Personal Investment Advisor (PIA) designation. He is actively involved in professional and community organizations including the Bergen County Bicycle Club and the Peapack Gladstone Chamber of Commerce. Outside of work, Glenn enjoys biking, hiking, camping, reading, traveling, and spending time with his family.

Jenilee Hill is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. She has been with RBC Capital Markets LLC since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide tailored portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers.

Sean Donnelly is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Hobart and William Smith Colleges. Donnelly is also an employee of JPMorgan Bank, where he offers a range of banking products and services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. Their services are delivered on a non-discretionary basis, allowing clients to retain final decision-making authority.

Melissa Norwicke is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. She previously worked at Leigh Baldwin & Co., LLC for ten years and has held other roles at PFS Partners, LLC and 1st Global Advisors Inc. Outside of her advisory work, she is a notary in Stanhope, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its large network of over 22,800 advisors.

John Regan is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked in the music industry at Downtown Music for six years and at Venue Crawl for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and proprietary financial models.

Stuart Perlmutter is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2018. His other business activities include involvement in tax planning and family limited partnerships. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm utilizes both in-house and third-party managers and offers integrated solutions including alternative investments and lending arrangements.

Suzanne Troiano is a financial advisor with Primerica Advisors in Newton, NJ, holding Series 63 and Series 65 licenses and with 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of her advisory work, she is self-employed as an actor. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Kenneth Vostal is a Certified Financial Planner (CFP®) with 31 years of experience in the financial services industry. He has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015, and previously spent seven years at Citigroup Global Markets. He is part of Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

John Penn is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked at Oppenheimer & Co, Inc and Prudential Equity Group, LLC. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and emphasizes diversification and modern portfolio theory in its investment approach.