Christopher Conroy is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2004 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in film production, specifically a Netflix movie project titled "Little Brother." 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 delivers advisory work through a network of financial advisors who tailor plans using proprietary research and model-based asset allocations.

Christopher Colvin is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at HSBC Securities and Axa Advisors, as well as self-employment as a trader. Colvin serves as volunteer treasurer for a local Girl Scouts troop, performing bookkeeping duties. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver investment solutions, serving both non-high-net-worth and high-net-worth clients.

Michael Rose is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 22 years with Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. Rose is also a registered representative with Acorn Financial Services, where he provides financial consulting involving life insurance, variable products, and securities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Christopher Gribble is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with J.P. Morgan Securities since 2010 and Jpmorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Aidan Mc Kenna is a financial advisor at J.P. Morgan Securities with a Series 66 designation. He has one year of industry experience, including positions at Clearbridge Investments and American Portfolios Financial Services, Inc. Outside of finance, he worked at Port Jefferson Country Club for several years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm focuses on asset-allocation advice, investment manager searches, and customized performance reporting, combining quantitative modeling and centralized due diligence with an ESG eligibility framework.

Joseph De Marzo is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career with Merrill in 2006, initially working in the Operations area where he developed an understanding of the firm's resources and how to leverage them for client service before transitioning to a Financial Advisor role. Joseph works with families, individuals, and business owners to address the complexities of financial planning. He collaborates with a team of specialists to provide solutions in long-term financial strategies, trust and estate services, insurance, retirement planning, as well as wealth management banking, mortgage, and credit services through Bank of America. His client focus areas include college education planning, divorce transition planning, equity compensation services, family wealth management strategies, and small business strategies. He holds a Bachelor of Science degree from Fairfield University and a Master of Business Administration from Seton Hall University. Joseph is a CERTIFIED FINANCIAL PLANNER (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is actively involved in his community as an Auxiliary Officer for the Madison Police Department and coaches Madison Junior Football. Joseph resides in Madison, New Jersey, where he is a fourth-generation resident, with his family.

Brian Sweatt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes previous roles at Raymond James Financial Services and the firm SWEATT & WALTERS ASSOC LLC, which he has been involved with since 1985. 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 offers comprehensive advisory and brokerage services through a large network of investment adviser representatives, utilizing various portfolio strategies and advanced operational tools.

Antonia Arena is a Financial Advisor based in Morristown and Short Hills, serving individuals, families, and business owners. She began her career in wealth management in 2020 and established her own practice in 2023 after gaining experience supporting a team at Merrill Lynch Wealth Management. Antonia specializes in investment management, retirement planning, and estate planning services, focusing on aligning financial decisions with clients' long-term objectives. She holds a Bachelor's degree in Finance from Ramapo College, where she was actively involved in the Investment Club and continues her engagement as a member of the Ramapo Alumni Business Board. Antonia has attained the Certified Plan Fiduciary Advisor® (CPFA®) designation and holds credentials as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). She is a member of Merrill's Christian Advisor Group and the Financial Women's Association. In addition to her advisory work, Antonia operates a high-end clothing resale business on Poshmark. Raised in Holmdel, New Jersey, she attributes her strong work ethic and entrepreneurial spirit to her upbringing. Antonia is also involved in community initiatives such as Hope For Children.

Debra Downs is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has a longstanding career that includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, she is involved in quoting, selling, and servicing property and casualty insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a range of insurance and trust services.

Thomas Sullivan III is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at firms including B. Riley Wealth Management, National Asset Management, Bank of America, Merrill, and PNC Wealth Management. 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 offers a range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and extensive non-advisory financial activities.

Stephen Bernstein is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Bobby Belvin Jr. is a financial advisor with Primerica Advisors in Edison, NJ, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Primerica Advisors since 2022 and Primerica Financial Services since 2018. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees and ongoing oversight of its investment offerings.

Eugene Bozzo Jr. is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera and Foresters Advisory Services. Outside of his advisory role, he is also a commissioned notary. 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 services including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

Stefan Papoutsoglou is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Cetera and its affiliated entities since 2005. In addition to his advisory role, he is a certified public accountant and proprietor at Omega Wealth Management, providing tax preparation and financial services. He also works as a tax accountant for Merck & Co. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Alex Furlong is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Megan Pagliaro is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2022, with prior experience at Hughes Klaiber LLC and periods focused on homemaking. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Frank Yany Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 30 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 both discretionary and non-discretionary services. The firm’s advisory 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.

Jose Monroy Jr. is a CFP®-certified financial advisor with Edward Jones, bringing 19 years of industry experience. He previously worked at Capital One Investing before joining Edward Jones in 2017. Outside of his advisory role, Monroy serves as a youth soccer referee for the United States Soccer Federation in New Jersey. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sadiera Crawford is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Footlocker Inc. prior to her current role. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to tailor recommendations.

Kyle Reinson is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments since 2023, initially serving as an Investment Consultant before his current role. Prior to joining Fidelity Investments, Kyle worked at Merrill Lynch as an Assistant Vice President and Financial Solutions Advisor from 2019 to 2023. In these roles, he has focused on creating personalized financial plans and providing guidance to clients throughout their financial planning process. Kyle is committed to collaborating with clients to develop financial strategies that align with their individual goals and to supporting them in navigating their financial journeys.