Arielle Thompson is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014, following a year at Citigroup Global Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager research, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, with an emphasis on eligible strategies and ESG considerations.

Julia Bishop is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management. She has over 41 years of experience in the financial services industry and joined Merrill in 1987. Julia holds several professional designations, including CERTIFIED FINANCIAL PLANNER4CFP4, Certified Private Wealth Advisor4 (CPWA4), and Chartered Retirement Planning Counselor4 (CRPC4). She earned a Bachelor of Science degree in Biology from Fairleigh Dickinson University. Julia focuses on providing clients with strategic financial planning, investment guidance, and retirement planning solutions. Her expertise covers areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Julia also serves as a Portfolio Manager, managing discretionary personalized or defined strategies on behalf of clients. Outside of her professional commitments, Julia enjoys biking, cooking, gardening, hiking, ice skating, running, skiing, and spending time with her family.

David Sharpe is a financial advisor with Mass Mutual Investors Services in Fairfield, NJ, holding a Series 66 designation and over 24 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been with CitiStreet since 2004. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, annual planning engagements.

Marc Coopersmith is a CFP®-designated financial advisor with RBC Capital Markets, bringing 40 years of industry experience. He has been with RBC Capital Markets since 2009 and also has a decade of experience at City National Bank. Outside his financial career, he is involved with SROVIC LLC, a travel and recreation business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with customized advisory programs that include portfolio management, financial planning, and brokerage services. The firm uses a variety of investment managers and strategies tailored to clients' risk profiles, offering a comprehensive range of financial solutions.

Todd Stanard is a financial advisor with LPL Financial, holding Series 63 and 65 credentials and bringing 32 years of industry experience. His prior career includes 18 years at Lincoln Financial Advisors Corp and 10 years at Aspire Performance, LLC. Outside of his advisory role, he is involved in entrepreneurial activities through FHC Real Estate LLC. 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.

Edmund Tschopp is a CFP® and ChFC® with 32 years of experience in financial advising. He has worked at OSAIC since 2024 and previously spent eight years with American Portfolios Financial Services, Inc., as well as over 19 years with Kempson & Tschopp, LLC. He volunteers as a financial course facilitator at his church, where he leads discussions on budgeting, debt, and investment planning using Dave Ramsey materials. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a large multi-advisor platform. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and access to various managed portfolio strategies and third-party managers.

Robert Foley is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked with Cambridge since 2016, following prior roles at OSAIC and Signator Investors. Foley is also active as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and proprietary model strategies.

Sunil Joshi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to clients' individual financial goals and changing market conditions. Sunil incorporates insights from Merrill and solutions from Bank of America to support comprehensive financial planning. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Sunil earned a Bachelor's Degree from the Indian Institute of Technology and a Master's Degree from Stevens Institute of Technology. Committed to community involvement, he dedicates time to volunteering with local organizations.

Joseph Grippo Jr. is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families navigate the complexities of personal finance with personalized guidance tailored to each client's unique financial goals. Joseph joined Merrill and the JS Group in May 2024 after completing his education at Stevens Institute of Technology. Joseph holds both a Bachelor's Degree in Business and Technology and a Master's Degree in Finance with a concentration in Financial Planning, both from Stevens Institute of Technology. He earned his Master's degree in December 2025. He has also attained professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside his professional work, Joseph resides in Florham Park, New Jersey. He is actively involved in his community as Co-President of the Joseph S. Grippo Memorial Foundation, a charitable organization dedicated to supporting children and families battling cancer. His personal interests include baseball, basketball, football, golfing, pickleball, running, and spending time with his family.

Michael James is a financial advisor with UBS Financial Services in Franklin Lakes, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform that includes custody, underwriting, and capital markets solutions.

Danielle Scepkowski is a financial advisor with Cetera possessing 14 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Allied Wealth Partners and Securian Financial Services. Danielle has been with Cetera and its affiliated entities since 2023. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets through a network of more than 10,000 advisors.

Nolan Orr is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and J.P. Morgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory program.

Susan Rios is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Clearing for nine years before joining RBC Capital Markets in 2025. 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 range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by integrated capital markets and affiliated asset management capabilities.

Joseph Luongo is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at Barclays Investment Bank and Hapag-Lloyd AG. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor client strategies.

Christopher Kuber is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Ameriprise Financial Services, Northwestern Mutual, and State Farm. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs supported by firm-approved planning tools and investment research.

Diane Woods is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2020, following a 31-year tenure at Merrill. 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 and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Claudia Mundahl is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. She previously held an inactive real estate license and was involved in a realty referral network. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and proprietary tools, offering a broad range of retail and institutional investment options.

Debra Barnes is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2019, previously spending 20 years at Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles with a range of investment management options.

Lindsey Galanti is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, focusing on tailored financial planning and utilizing firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Krzysztof Pulawski is a financial advisor at Morgan Stanley with 25 years of industry experience. He previously worked at Neuberger Berman for 17 years and has held roles at UBS Financial Services and Morgan Stanley in prior periods. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through both direct and employer-based arrangements.