Sean Davis is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. 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.

Rochelle Atengco is a financial professional with one year of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has previously worked with KLS Advisors, LLC/SVB Private, a Division of First Citizens Bank for 12 years. Since 2024, she has also been involved with Pascarella Wealth Partners LLC as a financial professional. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with a broad selection of program options.

Stacey Rudbart is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has worked at RBC Capital Markets since 2009 and has been with City National Bank since 2018. Rudbart serves as an advisory board member for Valley National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies and a range of portfolio management, financial planning, custody, and brokerage services.

Paul Brehne is a CFP® with 36 years of experience in the financial services industry. He is currently with Morgan Stanley, having joined its Private Bank and Smith Barney divisions in 2024. Prior to that, he spent 10 years at Wells Fargo Advisors. 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 supported by structured processes and proprietary tools.

Jack Grondin is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked with M HOLDINGS SECURITIES, Inc. and at Trump National Golf Club Bedminster. Outside of his advisory role, he is involved with Eagle Rock Wealth Management and Greenberg and Rapp Financial Group, supporting financial planning and insurance services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized advisory programs.

Michael Nelson is a financial advisor at Equitable Advisors in Morristown, NJ, holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has prior work experience in various industries including food service and landscaping. Outside of advising, he has been involved in roles at Door Dash and Brook's Landscaping. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, and access to third-party asset management programs. The firm operates as both a registered investment adviser and broker-dealer and collaborates extensively with program sponsors and third-party managers to offer advisory and brokerage solutions.

Chad Robertson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Automatic Data Processing and Berkshire Hathaway Guard Insurance. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model portfolios to intermediary platforms.

Piotr Galus is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in property management through Tatra Properties, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, offering tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

John Infante is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad array of capital markets and investment products.

Jordon Havens II serves as a Senior Resident Director at Merrill Lynch, leading the Sparta, NJ complex and heading the HBM Group, a planning team dedicated to servicing wealth management clients. With 25 years of experience in the financial industry, Jordon's expertise spans managing individual wealth through complex market cycles, constructing comprehensive financial and estate plans, and focusing on client segments including small business owners, executives, healthcare professionals, and retirees seeking income planning. Before joining Merrill Lynch Wealth Management in 2006, Jordon managed high-net-worth fixed income portfolios and worked in various roles including wholesaling for Oppenheimer and advising retail and institutional clients in New York City. He began his career at The Vanguard Group in Scottsdale, Arizona. Jordon holds a Bachelor's Degree in Finance from Arizona State University and has earned the Personal Investment Advisor (PIA) designation. Originally from Fishkill, NY, Jordon lives in Randolph, NJ with his wife, three children, and three Labrador retrievers. Outside of his professional commitments, he participates in activities such as golf, competitive fishing, cooking, and dog training. He is involved with organizations including ASPCA, the NRA, 11th Hour Dog Rescue, Camp Bow Wow Foundation, and serves as a softball coach for Girls Town Rec & Travel.

Karen Stark is a Wealth Management Advisor at Merrill Lynch Wealth Management in Chester, NJ. She works with individuals, families, women, and business owners to develop personalized financial strategies that align with their short-term and long-term goals. Karen’s approach emphasizes understanding each client's unique circumstances and priorities to create cohesive wealth management plans. Her focus areas include family wealth management strategies, legacy planning, portfolio management services, tax minimization, retirement income, and supporting women in wealth. Karen holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned an MBA in Finance from St. John's University and a Bachelor's degree from Syracuse University. Karen is involved in her community through the Rockaway Valley Garden Club and St. Cecilia Church. Outside of work, she enjoys gardening, reading, and practicing yoga.

Nicola De Pinto is a CFP®-designated financial advisor with 19 years of industry experience, currently with Charles Schwab in Morristown, NJ since 2019. Prior to Schwab, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of finance, he co-invented a pool product that is sold wholesale and online through Amazon. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment recommendations and access to affiliated discretionary separately managed accounts. The firm is noted for its large client base and integrated service model, combining advisory, brokerage, custody, and cash-sweep services.

Paul Mandel is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include financial planning, investment management, and various specialized strategies.

Maria Powers is a financial advisor at RBC Capital Markets with 17 years of industry experience. She has been with RBC Capital Markets, LLC since 2017. Powers holds Series 63, Series 65, and Series 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

William Ward is a financial advisor with Fidelity, holding the CFP® designation and Series 65 and 63 licenses. He has 27 years of industry experience, including roles at UBS FS and Tapfin/EY prior to joining Fidelity. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios and fund advisory services.

Jill Hiat is a financial advisor with Merrill in Florham Park, NJ, holding a Series 66 designation and with 41 years of industry experience. She has been with Merrill since 1983. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Graham is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 14 years of industry experience. He has been with Morgan Stanley since 2015, including three years at Morgan Stanley Services Group, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s advisory approach incorporates structured discovery conversations and firm-approved planning tools without providing individual security recommendations as part of standalone planning.

Michael Bostedo is a financial advisor with Cetera holding a Series 66 designation and four years of industry experience. He has worked at Raymond James Financial Services and Provident Bank prior to his current roles. Outside of advising, he is a partner and co-owner of Bostedo Construction, LLC, where he manages financial aspects of the business with his father. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options and access to both affiliated and third-party money managers.

Erol Kececi is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 2001 and was previously associated with Axa Advisors, LLC from 2001 to 2020. Outside of his advisory role, he is a member of an LLC involved in real estate opportunities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels tailored through a detailed client intake process.

Christopher Jewell is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Wells Fargo in 2020. 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 advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations across a broad range of vehicles, performance reporting, participant education, and plan benchmarking.