David Helfrich is a financial advisor with Cetera, holding a Series 63 license and bringing 33 years of industry experience. His prior roles include positions at Securian Financial Services and Minnesota Life Insurance Company. Outside of finance, he is involved as a coach and referee at Helf's Hitting Academy. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services across various program structures and investment approaches.

Christopher Russo is a financial advisor at Osaic Wealth, Inc. He holds a Series 66 designation and has previously worked at Marsh McLennan and Duff & Phelps. Russo has one year of industry experience. Osaic Wealth serves a diverse range of retail and institutional clients through a network of affiliated financial advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and third-party solutions to manage portfolios across various investment types.

Stephen Stemple is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has previous experience at MSI Financial Services, Inc. He is also involved in estate planning and asset protection through ownership of Stemple Family Associated LP. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides a range of planning programs and educational seminars while focusing on collaborative, goal-oriented planning engagements.

Dustin Poretskin is a CFP® professional with 19 years of industry experience, currently affiliated with RBC Capital Markets in Florham Park, NJ. He has worked at RBC Capital Markets since 2008 and concurrently at City National Bank since 2017. Outside of his financial advisory role, he serves on the board of Dandelion Productions, Inc., a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, 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.

Elizabeth Grinkevich is a Series 66-credentialed financial advisor with Ameriprise in Hillsborough, NJ, and has 11 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Christopher Ridente is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Morgan Stanley since 2016 and has worked at Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he is involved with Seahawk Capital LLC in Stamford, Connecticut. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools such as Monte Carlo simulations and Secular Return Estimates.

Gerald Crum is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services for 11 years before joining Morgan Stanley in 2020. Outside of his advisory role, he is the sole proprietor of Glenson Properties, a construction and engineering business. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and various investment services across multiple client segments.

Wilson Adubasim is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing three years of industry experience. His work history includes roles at JPMorgan Chase Bank, Equitable Financial Life Insurance Co., and Equitable Advisors, as well as involvement with South Valley BBQ & Lounge. He has also held positions at Rutgers University in various capacities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Patricia Petrone is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. 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, managing approximately $2.74 trillion in client assets.

Christopher Larkey is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, providing forward-looking capital market analysis and planning tools to support client decision-making.

Dipti Rath is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LPL Financial and Securian Financial Services. Rath is also an agent/broker engaged in fixed insurance sales through Allied Wealth Partners. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Jake Del Greco is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2018. Prior to that, he held positions at Private Wealth Management Group, Quick Chek Corporation, and Wake Forest University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 Moore is a CFP® with 28 years of industry experience, currently serving at Robert W. Baird & Co. since 2017. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. The DDK Group at Robert W. Baird & Co., where Moore is based, serves individuals, corporate clients, pensions, and charitable organizations with financial planning, portfolio management, and custody services. The firm employs a range of investment strategies including separately managed accounts and tax-management techniques, supported by internal research and use of artificial intelligence in client advice.

Robert Perrone is a Series 66-registered financial advisor with Merrill, based in Florham Park, NJ, and has five years of industry experience. He has worked at Merrill since 2021 and previously held positions at National Financial Services LLC and Fidelity Investments. Merrill, along 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.

John Cusate is a financial advisor at UBS Financial Services in Warren, NJ, with nine years of industry experience. He has been with UBS since 2016 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Matthew Rottenberg is a financial advisor at RBC Capital Markets with 12 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining RBC in 2026. He holds Series 63 and Series 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Michael Coppola is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2015 and previously was affiliated with Axa Advisors, LLC for five years. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Daniel Mc Donald is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at Bank of America and Merrill. Mc Donald currently serves at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and proprietary tools but does not provide individual security recommendations as part of standalone planning services.

Robert Buckman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Securities, LLC. He is also involved in Prudential’s property and casualty investment-related activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by an integrated platform that combines financial planning, model portfolios, third-party asset management, and insurance products through affiliated entities.

Nicholas Malcolm is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies to help clients pursue their long-term financial goals. His client focus areas include college education planning, corporate executive services, executive compensation, family wealth management strategies, portfolio management, tax minimization, and retirement income. Nick holds the Certified Private Wealth Advisor (CPWA) designation awarded by the Investments & Wealth Institute in conjunction with The Yale School of Management, as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Kean University. Outside of work, Nick enjoys basketball, boxing, football, and golfing. He places importance on community involvement and participates in volunteering with organizations in the communities he serves. Nick emphasizes the importance of financial planning as a means to create stability and peace of mind for clients and their families.