Robert Milligan Jr. is a CFP® professional with 28 years of industry experience, currently serving at Raymond James Financial. His prior roles include positions at Morgan Stanley and Concurrent Advisors. Outside of his advisory work, he owns Milligan Auction Company and acts as an auctioneer for nonprofit benefits. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports a broad advisor network with specialized municipal and retirement plan consulting services.

Kareena Gupta is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has held roles at JPMorgan Chase Bank, N.A. and The George Washington University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jerrold Bertner is a financial advisor with UBS Financial Services in Short Hills, NJ. He holds Series 63 and Series 65 designations and has 39 years of industry experience, including 24 years at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Todd Kohlhepp is a financial advisor at Wells Fargo Advisors in Short Hills, NJ, holding a Series 66 designation. He has been working in the financial industry since 2026, with prior experience at LPL Enterprise LLC and a diverse background including roles at DoorDash and Mathematica. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations, with implementation options through multiple brokerage and advisory programs.

Richard Scialabba is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he co-owns a summer rental property in Long Beach Township, New Jersey. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Joseph Kay is a financial advisor with RBC Capital Markets in Florham Park, NJ. He holds Series 63 and Series 66 designations and has 29 years of industry experience. His work history includes roles at City National Bank and RBC Capital Markets LLC, where he has been employed since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring investment strategies to each client’s risk profile using both in-house and third-party managers.

Kathleen Hunt is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Fidelity personal and workplace advisory services and brokerage services since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic construction, and serves as a commodity pool operator with formal advisory roles for multiple registered investment companies.

Ethan Hundley is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Ic Advisory Services Inc, The Investment Center Inc, and H.D. Vest Investment Services. Beyond his advisory role, Hundley is involved in health and wellness product distribution, insurance sales, and serves as president of the Small Business Wellness Foundation, a nonprofit focused on supporting small businesses through education and grants. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of advisors. The firm offers integrated brokerage and advisory services with portfolio construction tools and supports a range of account management options and third-party solutions.

Jeremy Westaway is a financial advisor at Ameriprise in Morristown, NJ, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, he worked at Arthurs Tavern and Scimedx Corporation, and has experience in academic and agricultural roles. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, with a focus on assets managed within Ameriprise.

Lisa Vizzone is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with eight years of industry experience. She has been with Morgan Stanley 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 focused on tailored financial planning supported by the Global Investment Committee’s research and firm‑approved tools.

Connor Darville is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank and Broadridge, as well as a period of study at Cornell University. 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 applying an ESG eligibility framework in its investment recommendations.

Richard Osuji is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Morgan Stanley. Outside of his advisory role, he is involved with 1792 Wealth Advisors, a non-investment business based in Morristown, NJ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is notable for its municipal advisory affiliation and tailored SIMPLE IRA Employer Advisory program.

Antonina Hodges is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Robert Green is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Wells Fargo Advisors and its affiliates in various roles since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory recommendations with other financial products and referral channels.

Daniel Epps is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2012. 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 process is IPS-driven and based on modern portfolio theory, incorporating a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Todd Eosso is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 16 years of industry experience. He worked at Stifel Nicolaus & Co Inc from 2015 to 2024 before joining Wells Fargo Advisors. Eosso is also involved in Gravity Management Group Inc., a business he wholly owns and actively manages. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting specific net-worth criteria, utilizing proprietary research and tools to develop personalized recommendations.

Thomas Regan is a financial advisor at Morgan Stanley with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, currently working in Morristown, NJ. Outside of his advisory role, he owns a rental property in Beach Haven, NJ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and proprietary investment modeling.

Ting Yeung is a financial advisor at Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Equitable Advisors, and previously AXA Advisors LLC, since 2016. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party partnerships. The firm emphasizes matching clients to program models or discretionary managers and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Laura Agard is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities and Prudential Insurance Company of America. Outside of her advisory role, she is president of The Black Steep LLC, a tea and beverage company. 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 management grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anthony Rispoli is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. He previously worked at Avantax Investment Services, Inc. and Avantax Advisory Services, among other firms. Outside of his advisory role, he is involved with Nisivoccia LLP and is the owner of Wealthspring Financial Partners LLC, a vehicle for acquiring financial services and tax practices. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.