William Ford is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory work, he serves as treasurer for a high school basketball club and a high school reunion committee, and he is a member of the Elks Organization. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers and offers ERISA fiduciary services through credentialed representatives.

Dorothy Tagliente is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2009, following a year at J. B. Hanauer & Co. She serves as a trustee for the Kromko Family Trust, which is being replaced by the Kromko Family LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and tailors portfolio strategies based on client risk profiles using a combination of in-house and third-party investment managers.

Rachel Peddle is a Vice President, Financial Consultant at Fidelity Investments, a position she has held since 2024. She brings 24 years of industry experience to her role, where she applies a consultative approach to help clients understand their financial health and work toward their individual goals. Prior to her current position, Rachel served as a Financial Consultant at Fidelity from 2018 to 2023. She also held roles as Vice President at Capital Markets Orinda Funds and Senior Advisor Consultant at Oppenheimer Funds, as well as a Registered Representative at Charles Schwab. Rachel's professional background spans various facets of financial consulting and investment management, providing her with a broad perspective on client needs and market dynamics. She utilizes Fidelity's tools and resources to assist clients in becoming better investors and striving for financial success. Outside of her professional work, Rachel is interested in family activities, fitness, hiking, outdoor adventures, parenthood, and traveling.

Paul Lupo is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been with City National Bank since 2021. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Damien Caillault is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience. He is currently with Raymond James & Associates and previously worked for nine years at Stifel Nicolaus & Co Inc. Outside of his advisory role, he manages a leisure equipment rental business in New Jersey. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various programs and draws on multiple portfolio management styles and affiliated research.

Steven Goldstein is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He serves as an executor for an estate in Springfield, New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm provides advisory programs and tailored financial planning services to individuals and institutional clients, utilizing structured planning tools and a variety of investment offerings.

Nicholas Picone is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously at Axa Advisors, LLC. Outside of his advisory role, he works part-time as a sales associate selling a tax program. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm delivers advice through Investment Adviser Representatives and utilizes both proprietary and third-party asset management solutions.

Matthew Tripodi is a Benefits & Planning Consultant specializing in Executive Services. In this role, he partners with executives to help them understand their employer benefits and co-create financial plans aligned with their goals. He has professional experience as a Workplace Planning Consultant at Fidelity from 2022 to 2026 and served as a High Net Worth Service Associate at Fidelity from 2021 to 2022. Through these roles, he has worked closely with clients to provide personalized financial guidance tailored to their unique situations.

Jacqueline Hettesheimer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015, with a brief tenure at Raymond James & Associates. Outside of finance, she was involved in the restaurant business for ten years. 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, distribution, and investment management capabilities.

Andrew Katchen is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill and Morgan Stanley Private Bank. His current role at RBC follows his time at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Richard Ray is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mario Milelli is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. He is a qualified Portfolio Manager who provides traditional financial advice and guidance, helping clients pursue their objectives through personalized or defined investment strategies. These strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. In his role, Mario manages strategies on a discretionary basis through the firm's Investment Advisory Program. With over 30 years of experience, Mario offers expertise in college education planning, divorce transition planning, institutional consulting, retirement planning, portfolio management, and investment strategies for both individuals and corporations. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning Institutes Corp. and the Personal Investment Advisor (PIA) designation. Mario earned bachelor's degrees from both the Pennsylvania State University System and the University of Maine System. Mario resides in Denville, New Jersey with his wife and two daughters. He is fluent in English, Italian, and Spanish. Outside of his professional work, he enjoys gardening, music, soccer, spending time with his family, and traveling. He is involved with the Morris County Hispanic Chamber of Commerce.

Courtney Burn is a financial advisor with LPL Financial and holds a Series 66 designation. With 24 years of experience in the industry, Burn has held positions at firms including The Investment Center Inc, Emerson Reid, and Capstone Insurance and Financial Services. Outside of advisory roles, Burn is involved with Bullaro Landscaping LLC as a laborer. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various tools while overseeing significant assets and a large network of professionals.

Glenn Weiss is a financial advisor at Stifel with 34 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Stifel since 2007. Outside of his advisory work, Weiss serves as Financial Secretary for Temple Shalom, a religious nonprofit organization. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipalities. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Jennifer Gethins is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and three years of industry experience. Her work history includes roles at JPMorgan Chase Bank, Loandepot, Quintessential Mortgage Group LLC, and Macy's. 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 in its investment approach.

Erika Evleth is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill in 2022, she worked in media roles including positions at Cheddar News and the MLB/NHL Network. 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, retirement plans, corporations, and charitable organizations.

Madeline Rosa is a financial advisor with Merrill in Florham Park, NJ, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, she teaches yoga classes through her independent consulting business, Pranamami LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cary Fliegler is a financial advisor at Fisher Investments with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2001. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee and combines quantitative and qualitative research to construct globally diversified portfolios while implementing tax-aware risk management strategies.

Jeffrey Peifly is a CFP®-certified financial advisor with 34 years of industry experience. He is currently with RBC Capital Markets and City National Bank, where he has worked since 2017. Prior to that, he held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Morgan Stanley & Co., Incorporated. He serves on the Board of Trustees for the Morris Museum in Morristown, NJ. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a variety of advisory programs with tailored portfolio management strategies implemented through both in-house and third-party investment managers.

Sean Davis is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.