Eric Hado is a financial advisor with Morgan Stanley in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

William Daniel is a financial advisor with Equitable Advisors, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Daniel serves as Chief Ministry Officer for Hospital Ministries International, overseeing charitable work in India. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes client information gathering and risk assessment to match clients with advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.

James Schubert is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and advisory services through its expansive platform.

Jason Mancivalano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and TD Private Client Wealth. Outside of his advisory work, he serves as power of attorney for a family member’s finances. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Nicholas Pontoriero is a financial advisor with LPL Financial based in Edison, NJ, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. His prior work includes four years at Morgan Stanley Dw Inc. before joining Linsco Private Ledger in 2006. Pontoriero also operates under the DBA Liberty Global Wealth Management. 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 financial planning and portfolio management services, utilizing a broad network of investment adviser representatives and multiple investment strategies.

Nicholas Barbato is currently a Market Leader at Fidelity Investments, overseeing a team of leaders who support associates in delivering wealth planning services to clients. He has held his current position since 2022. His experience at Fidelity Investments spans multiple roles since 2006, including VP Market Leader, VP Branch Office Manager, Regional Planning Consultant, Private Client VP Senior Account Executive, Account Executive, Investor Center Financial Planning Consultant, Investment Representative, and Financial Representative. Prior to Fidelity, he worked as a Financial Advisor at Securian Financial Services, Inc and WS Griffith Securities, Inc in 2004. Throughout his career, Nicholas has been involved in various aspects of financial advising and planning, accumulating extensive experience in wealth management and client services within the financial industry.

Brittany Ganter is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 66 licenses and eight years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 2017 and with Wells Fargo Bank, N.A. since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach 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.

John Decotiis is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding a Series 66 credential and 14 years of industry experience. He has been with Wells Fargo Clearing Services, LLC since 2011. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Peter Donchez is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Its advisory process combines quantitative screening and qualitative research to develop model asset allocations, with implementation supported by affiliated investment-management entities.

Dave Lalla is a financial advisor with LPL Financial in Edison, NJ, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked with LPL Financial since 2009, following roles at Chase Investment Services Corp. and Quick & Reilly, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by technology and a wide network of over 22,800 advisors.

Joanna Pellecchia is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked with J.P. Morgan entities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within a broader derivatives and commodities capability.

Mark Wittkamp is a Series 66-licensed advisor at J.P. Morgan Securities with eight years of industry experience. He previously worked at Citigroup and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Yanis Uribe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, N.A. since 2013. Outside of his advisory role, he also works as a part-time Uber driver. 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. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christopher Ashton is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management. He began his financial services career in 2005 and is a third-generation financial advisor. Christopher and his father formed The Ashton Group to offer clients a broader array of services and focused attention. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor designation. Christopher's expertise spans portfolio management, individual and corporate investment strategies, college education planning, divorce transition planning, family wealth management, legacy planning, personal retirement planning, and retirement income. He is a qualified Portfolio Manager capable of managing personalized or defined strategies that may include individual stocks, bonds, Merrill model portfolios, and third-party investment strategies, sometimes on a discretionary basis through the firm's Investment Advisory Program. Christopher holds a Bachelor's Degree from Rutgers University, where he was a four-year letter winner on the Track and Field team. Prior to his financial services career, he obtained property, casualty, life, and health insurance licenses. He lives in Tewksbury, New Jersey, with his wife and two daughters, maintaining a small farm. Christopher is an Eagle Scout and actively participates in local community and philanthropic groups. His personal interests include adventure sports, basketball, boating, camping, fishing, football, hunting, skiing, soccer, and spending time with his family.

Stephen Walker Jr. is a financial advisor at Ameriprise with over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. In addition to his advisory role, he owns WX3 Practice Management, a practice management business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.

Eugenia Grigorian is a financial advisor at Ameriprise with one year of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, she worked in various roles including teaching and coaching at Rising Stars Studio of Dance, where she continues as a dance coach. She also operates a personal online jewelry store on Etsy. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Michael Sayther is a CFP® with 39 years of industry experience, currently an advisor at Wells Fargo Clearing since 2016. He also has been involved with CSC Thoughtbirds since 2002. Outside of his advisory work, he co-owns rental properties with his spouse in Lake Como, New Jersey. 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 combines research from Wells Fargo Investment Institute and third parties to evaluate investment options, while also offering brokerage and advisory solutions.

Jarmila Stehle is a financial advisor with LPL Financial in Basking Ridge, NJ, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked at LPL Financial since 2018 and previously at INVEST Financial Corp for five years. Stehle is also affiliated with Affinity Federal Credit Union, where she has been involved for over two decades. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

Trina Tirpak is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC, RBC Capital Markets Corporation, and J. B. Hanauer & Co. prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios. The firm serves a diverse client base, including registered investment companies and charitable funds, and employs systematic methodologies with oversight controls to address conflicts of interest.

Noah Stancampiano is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and the Federal Deposit Insurance Corporation. Outside of his advisory role, he is a partner in Snowbird Sports, a golf club fitting and building business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision authority.