Walter Scott is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 29 years of industry experience, including 14 years at Signator Investors, Inc., and has operated a law office since 2003. In addition to his advisory role, he provides legal services as an attorney. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Vincent Siracusa is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo since 2016, following prior work at Wachovia Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. 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 providers.

Allan Samilow is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Merrill since 2009 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a consultant and independent contractor for Dream Vacations/World Travel Holdings, where he has access to travel agent pricing on cruises, hotels, and airfare. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicole Rosa is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, N.A. since 2020 and prior experience at HSBC and Fairleigh Dickinson University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of standalone planning.

Gregory Larson is a financial advisor at Ameriprise with 24 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement income planning through detailed recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Armando Michelangelo is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds the Series 63 designation and has been with UBS since 2013. 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 uses proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Mostafa Aamer is a financial advisor with Merrill, holding a Series 66 license and 16 years of industry experience. He has worked at Merrill since 2010 and concurrently at Bank of America, N.A. since 2011. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cassandra Mascera is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2017, and previously was with PNC Investments and PNC Bank. She receives residual payments from prior insurance sales, although she is no longer contracted with that company. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and access to alternative investments through a centralized and integrated operational structure.

Sean Conley is a financial advisor at Morgan Stanley with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize structured discovery processes and firm-approved tools.

Josef Stark is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He previously worked at Wells Fargo Clearing for seven years and Merrill for five years. 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, supporting a large network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Katie Killeen is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked at Wells Fargo's Watchung Wealth Management. Outside of finance, she has experience working at Driftwood Coffee Shop and in educational roles at Ridge High School and William Annin Middle School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides a range of retail and institutional investment services.

Patrick Brutzman is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Northfield Country Club and Popolari. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party advisory models and discretionary management services, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Kelly is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His career includes prior roles at Morgan Stanley and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining model-based asset allocations and proprietary research to tailor strategies to client goals. The firm integrates institutional trading capabilities with wealth management services, offering unique market-making and underwriting activities alongside comprehensive financial planning.

Thomas Forde is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing eight years of industry experience. His work history includes roles at Wells Fargo Clearing and Wells Fargo Bank prior to joining J.P. Morgan Securities in 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Lawrence Hau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 registrations and bringing 29 years of industry experience. He previously worked at J.P. Morgan Securities for eight years before joining Wells Fargo in 2022. Outside of his advisory work, Hau manages investment-related rental properties and serves as a power of attorney for investment matters. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines in-house research and external analytics to support diversified portfolio construction and offers a broad range of brokerage and advisory solutions.

Michael Scaraggi is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and employs a broad investment platform including relationships with private funds and structured-product activities.

Allen Wilson is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Wells Fargo Clearing, STIFEL, Ryan Beck & Co., and J. B. Hanauer & Co. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party managers to provide comprehensive portfolio management and financial planning services.

Francis Newman is a financial advisor with Edward Jones in Florham Park, NJ, holding a CFA® designation and a Series 65 license. He has eight years of industry experience, including previous roles at Ally Invest Advisors and TD Ameritrade. He joined Edward Jones in 2026. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Darraugh Valli is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2024 and has owned Family Investors Company since 2000. Valli serves as a board member of the Silver Beach Association and is also an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals managing a multi-billion dollar asset base.

Robert Muhleisen is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Prudential Equity Group, LLC and Wells Fargo Clearing before joining Wells Fargo Advisors. Muhleisen is also involved with RJM Investment Management and Planning LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by Wells Fargo research and planning tools. The firm serves clients who meet a net-worth threshold with a broad planning menu that includes specialized services such as business-owner transition and special-needs planning.