James Kiely is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management for high-net-worth clients. With a career in the financial industry beginning in 1983, he focuses on managing risk across investments, retirement, and wealth transfer while coordinating closely with clients' legal and tax advisors. James serves a select group of affluent individuals, including business owners, entrepreneurs, and professionals, providing strategies that address succession, liquidity events, and intergenerational wealth transfer. James holds a Bachelor’s degree in Economics from Rutgers University and has earned multiple professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is committed to a disciplined, risk-managed approach to financial planning that supports clients' long-term goals such as retirement income, tax minimization, legacy planning, and family wealth management. Residing in Mountain Lakes with his wife and three daughters, James is involved in his community through his role on the Board of Governors of the Lakeland Hills YMCA. His personal interests include boating, football, hiking, scuba diving, traveling, and spending time with his family.

Thomas Cifelli is a financial advisor at Morgan Stanley with 39 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Outside of his advisory role, he is a part owner of a real estate business in New Jersey. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

Babajide Oluyemi is a financial advisor with LPL Financial in Whippany, NJ, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2010 and previously spent three years with Cetera Wealth Services, LLC. Outside of advising, he is involved with Overcomers Wealth Management LLC, a business entity for tax and investment purposes. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research tools and a broad network of over 22,800 advisors.

Panagiotis Tsilios is a financial advisor at Primerica Advisors with nine years of industry experience. His background includes roles at Color Street, LLC, PFS Investments Inc., Primerica Financial Services, and Thomas and Betts. He also owns a tax preparation business called Mail In My Return. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through nearly 3,700 advisors and employs model-driven investment strategies supported by third-party managers and custodians.

Robert Giordano is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011 and also operates Financial Principles, LLC. Outside of his advisory work, Giordano is an author of mystery novels. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual and institutional clients with a range of financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers various investment solutions, including proprietary and third-party model strategies, delivered through a network of independent financial professionals tailored to client objectives.

Bruce Barth is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1973. He holds professional designations including Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC). Bruce focuses on various client needs such as college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Throughout his career, Bruce has been recognized in multiple industry rankings, including Barron's Top 1,000 and Top 1,500 Financial Advisors from 2009 through 2026, as well as Forbes Best-In-State Wealth Advisors from 2018 to 2026. He holds a bachelor's degree from West Virginia Wesleyan College and participates actively in his community as a member of the 200 Club of Union County, NJ. Bruce emphasizes client education as a key component of his practice, aiming to keep clients informed about events affecting their finances and ensuring they are comfortable with their decisions. A lifelong resident of the Short Hills area, Bruce's personal interests include baseball, fishing, football, gardening, golfing, horseback riding, reading, skiing, and watching movies. He also serves on the boards of several local organizations.

David Glennon is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the CFA® designation as well as Series 63, 65, and 66 licenses. Prior to joining Morgan Stanley, he worked at Bank of America for 16 years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by approved tools and offers access to broad retail and institutional investment options.

Scott Torseth is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He brings a comprehensive background in financial services, having worked as a Financial Consultant at Fidelity from 2020 to 2025, and as a Financial Advisor at Merrill Wealth Management between 2018 and 2020. Earlier in his career, he served as a Financial Advisor at Edward Jones in 2017. Before focusing on financial advisory roles, Scott held strategic positions including Strategy Director for the Affluent Segment at MUFG from 2013 to 2015, and Vice President of Affluent Segment Strategy at U.S. Bank from 2005 to 2013. His experience spans various aspects of wealth management and financial planning. Scott emphasizes applying Fidelity's established planning process and resources to assist clients in simplifying their financial decisions and working toward their goals.

Iorwuese Ifan is a financial advisor at OSAIC with 21 years of industry experience and holds a Series 66 designation. His prior roles include positions at Securities America Advisors, Allied Wealth Partners, New York Life, and J.P. Morgan Securities. Outside of advising, he serves as a board member for the Adopt a Village Foundation, writes self-published books, leads financial literacy workshops, pastors at a church in Hawthorne, NJ, and composes music. OSAIC serves a mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, using tools such as asset-allocation models and automated rebalancing to construct diversified portfolios.

Jennifer Blair is a Series 66-registered financial advisor at J.P. Morgan Securities with 22 years of industry experience. She previously worked for The PNC Financial Services Group, Inc. for 23 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Gian Paolella is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining LPL Financial in 2024, he worked at Raymond James Financial Services Advisors Inc. and New York Life Investments, among others. Paolella is also involved with Morristown Wealth Management LLP, an entity through which he conducts 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jason Beswick is a financial advisor at Edward Jones with 28 years of industry experience. He has held his current role since 2006 and previously worked at BNY Mellon Securities Corporation for two years. Outside of his advisory work, Beswick serves as the varsity ice hockey coach at Northern Highlands High School in Allendale, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Timothy Mehaffey is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Advisory Services and 1st Global Advisors. Mehaffey also serves as a trustee for the Robert and Jane Malavarca Family Trust, managing life insurance trust activities. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual investors, retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors, employing a multi-manager platform with various investment program options.

Rebecca Leite is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2018 and Morgan Stanley Smith Barney since 2014. Outside of her advisory role, she is a sole proprietor involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning supported by the firm's structured discovery process and advanced modeling tools.

Arjan Kolic is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with nine years of industry experience. His prior roles include six years at UBS Financial Services and involvement in background acting and restaurant work during career breaks. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Robert Clear is a financial advisor at RBC Capital Markets with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2020. His prior roles include positions at Bank of America and Merrill Lynch. Outside of his advisory work, he and his wife jointly own a vacation property in Isle of Palms, South Carolina. 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. The firm customizes strategies based on client risk profiles and offers access to in-house and third-party investment managers and alternative investments.

Timothy Irving is a financial advisor with RBC Capital Markets LLC in Florham Park, NJ, holding a Series 66 designation and 13 years of industry experience. He has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Matthew Kroll is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. His career includes positions at Novartis Federal Credit Union and CUNA Mutual Group. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

John Lederer is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Oppenheimer, Morgan Stanley, UBS Financial Services, Citigroup Global Markets, and Citicorp Investment Services. 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 advisory and brokerage services through a broad network, using various investment strategies and platforms tailored to client needs.

Philip Ortolani is a Senior Financial Advisor with Merrill Lynch Wealth Management. He also serves as a Managing Partner of Ortolani, Wong and Associates. Mr. Ortolani has been in the financial services industry since 1985, focusing on developing strategies for high-net-worth individuals, their families, and their businesses to meet both short- and long-term financial goals. Mr. Ortolani holds a Bachelor of Science in Business Administration from Villanova University and earned a Master of Business Administration in Finance from Fairleigh Dickinson University. His areas of expertise include personal retirement planning, legacy planning, portfolio management services, and retirement income. He holds the designation of Personal Investment Advisor (PIA). Residing in Chatham, New Jersey with his wife and three grown children, Mr. Ortolani participates in community activities including the Corpus Christi Parish Community Soup Kitchen and Habitat for Humanity. He is also a member of the Villanova University North Jersey Alumni Association. In his personal time, he enjoys golfing, hiking, skiing, traveling, and watching movies.