Alexia Gravvanis is a Financial Advisor with Merrill Lynch Wealth Management in Chicago. She specializes in holistic wealth management, assisting individuals and families in achieving their financial goals. Her expertise encompasses investment and portfolio management, comprehensive wealth planning, retirement analysis and tracking, executive compensation management, tax minimization strategies, and business retirement plans. Alexia holds a Bachelor's Degree from the University of Illinois at Urbana-Champaign and has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is actively involved in professional and community organizations, serving on boards such as the Goodmand Theatre, Josephinum Academy of the Sacred Heart, Lurie Children's Hospital Junior Council, and Merrill's Women's Exchange. Committed to community engagement, she aims to dedicate over 50 volunteer hours annually.

Christine Esposito is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as power of attorney for her parents in investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Frank Vigilante is a financial advisor with Merrill in Bedminster, NJ, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Merrill since 2015 and has worked at Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Schwartz is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 59 years of industry experience. He has worked within various Morgan Stanley entities since 2009, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Herbert Rottenberg is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at UBS Financial Services Inc. for 18 years before joining RBC in 2026. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Dalia Bubbico is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and custody services, utilizing a mix of in-house and third-party investment managers.

Stephen November is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party sources.

Donald Cussen is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and RBC Capital Markets. Outside of his advisory role, he serves as a director for the nonprofit Volunteer Lawyers for Justice. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, including discretionary and non-discretionary strategies, using a combination of in-house and third-party managers.

Christina Knaus is a CFP® and ChFC® with 11 years of experience in the financial services industry. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Gregory Pace is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held positions at LPL Financial, NYLife Securities LLC, Keller North America, and New York Life Insurance Company. He also spent 22 years with Local 825 Operating Engineers. 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 focused on tailored financial planning using structured discovery and firm-approved tools.

Stephen Kowalski is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2003 and also has 15 years of experience with Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Philip Confalone is a financial advisor with Ameriprise in Bridgewater, NJ, holding a Series 63 designation and 27 years of industry experience. He has worked with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors and is a past president of Bridgewater Baseball and Softball Inc. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research-driven modeling and tax-efficient strategies to generate personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Jordan Crowley is a CFP®-credentialed financial advisor with six years of industry experience, currently with Raymond James Financial in Morristown, NJ. He has previously worked with firms including Maltin Wealth Management and Greenberg & Rapp. Crowley has also been affiliated with Eagle Rock Wealth Management and Greenberg & Rapp as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and supports advisory programs with a focus on risk profiling, modeling potential outcomes, and incorporates municipal advisory services and employer plan consulting.

Terence McMahon is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.

Jason Taub is a financial advisor with Ameriprise in Warren, NJ, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Stifel from 2007 to 2018 before joining Ameriprise Financial Services, Inc. and later Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice through a centralized consulting team.

Diane Lopes is a Series 66 licensed financial advisor at UBS Financial Services with 15 years of industry experience. She has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Nicholas DeLouisa is the Vice President and Branch Leader at the Morristown, NJ Investor Center for Fidelity Investments. In this role, he leads a team of Fidelity associates, focusing on cultivating a world-class culture and ensuring high levels of client satisfaction. He engages with clients through in-branch meetings, seminars, and appreciation events to support national initiatives and expand Fidelity's presence in the local community. Nicholas has held various positions at Fidelity Investments since 2018, including Branch Leader, Financial Consultant, Investment Consultant, and Financial Representative II. Prior to joining Fidelity, he worked as a Financial Advisor at National Life Group from 2017 to 2018.

Marcus Tomaino is a CFP® professional with 11 years of industry experience, currently serving at Raymond James & Associates since 2014. He holds a Series 66 license and is based in Bedminster, NJ. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through various specialized programs.

Rodney Mcmillian is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo entities since 2003, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Brian Sherman is a Certified Financial Planner® with over 30 years of industry experience. He is currently an advisor with LPL Enterprise and has held previous roles at firms including MissionSquare Investment Services, Lorenzo CPA LLC, and Citigroup. Outside of his advisory work, Sherman owns an accounting and tax preparation business. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance product sales.