Christian Cooper is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding a Series 63 designation and bringing 39 years of industry experience. He previously worked at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, Cooper writes children's books through his publishing company, Orange Sunshine Publishing Co. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting net-worth thresholds.

Michael Staufenberger is a financial advisor with Stifel, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he owns and manages Whitetail Ridge Farm in New Jersey, where he is involved in hay and corn farming as well as maintaining food plots for hunting. Stifel serves individuals, including high net worth and non-HNW clients, as well as institutional clients such as pension plans and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Tumminia Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at MetLife Securities Inc. for 12 years before joining Mass Mutual Investors Services in 2017. Tumminia is also a servicing partner specializing in employee group retirement plans at Force Financial. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and provides event-driven planning services including divorce and estate settlement planning.

Lauren Conigliaro is a financial advisor at Morgan Stanley with six years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2020, and previously at BNY Mellon Wealth Management from 2015 to 2020. She holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and research to support its advisory services.

Michael De Nucci is a financial advisor at Merrill in Florham Park, NJ, holding a Series 66 designation. He has been with Merrill and Bank of America, N.A. since 2026. Prior to his advisory role, he was associated with Lehigh University and Pope John XXIII. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

David Drogon is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2022, following six years at Wells Fargo Clearing. His prior experience includes roles at Merrill and Edward Jones. He holds full ownership in Drogon Family Enterprises, an investment-related business. 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 financial planning services supported by proprietary research and planning tools, with options for clients to implement recommendations through various brokerage and advisory programs.

Simran Samra is a financial advisor at Wells Fargo Clearing in New York, NY, holding a Series 66 designation with one year of industry experience. Their work history includes multiple roles at Wells Fargo and Wells Fargo Clearing since 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances. The firm also includes insurance-related investment options and bank deposit sweep programs among its offerings.

Arthur Warden IV is a financial advisor at Equitable Advisors with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Morgan Stanley, and E*TRADE Securities. Outside of his advisory role, he volunteers as a youth lacrosse coach. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and a variety of third-party and firm-sponsored programs.

Steven Strambi is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Wells Fargo Clearing and Merrill. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decisions.

Herbert Bolivar is a financial advisor at Merrill in Madison, NJ, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, NA, as well as a position at Montclair State University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Rouba Staufenberger is a financial advisor at Stifel with Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at Real Chemistry, The Planning Shop, Psyma International, and Adelphi Research. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Carol Armstrong is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She previously worked at Prudential Equity Group, LLC, and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a trustee for family investment trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Harrison Bauman is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates for 14 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with banking, lending, trustee services, and affiliated products through a large network of financial advisors.

Michael Ricca is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and with 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques, such as Monte Carlo simulations, in its planning process.

Rohan Walker Jr. is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2022. Outside of his advisory role, he is the sole proprietor of Know Good LLC, a consulting business based in Morristown, New Jersey. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support its financial planning process.

Ava Nelson is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on personal retirement planning, women and wealth, and tax minimization to help clients pursue their financial goals with confidence. Ava holds the Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) professional designations. She earned a Bachelor's Degree as well as a Master of Business Administration (MBA) from William Paterson University. In her role, Ava emphasizes education, thoughtful planning, and personalized strategies tailored to individuals and families. Outside of work, she enjoys cooking, hiking, and soccer.

Xavier Martinez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. He previously worked at J Kelly and Associates and Fossil Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Denise Petti is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Todd Patton is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity since 2021, transitioning from a Financial Consultant role to his current vice presidential role. Todd has over three decades of experience in the financial services industry, with a career spanning several major firms including UBS Financial Services, Merrill Lynch Global Wealth Management, Bernstein Global Wealth Management, and AllianceBernstein. His roles have included Director of Retirement Plans, Financial Advisor, Senior Retirement Product Manager, and various leadership positions focused on retirement and defined contribution services. Outside of his professional career, Todd has personal interests in golf and military service.

Giovanni Gallo is a financial advisor with LPL Financial in Florham Park, NJ, holding Series 63 and 66 licenses and bringing 14 years of industry experience. His prior roles include positions at GWN Securities, Parsonex Advisory Services, and Parsonex Securities, as well as a long tenure in construction with Arcade Construction. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive resources and technology tools.