William Shinners is a financial advisor at Raymond James Financial Services Advisors, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and Montgomery Wealth Management LLC. In addition to his advisory role, he serves as branch manager and business developer for 1792 Wealth Advisors in Morristown, NJ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm employs analytical tools and risk profiling to offer tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Daniel Sullivan is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding CFP®, ChFC®, and Series 66 designations. He has 26 years of industry experience, including roles at Axa Advisors, LLC and Axa Equitable prior to joining RBC Capital Markets in 2017. RBC Wealth Management serves a broad client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies implemented through a combination of in-house and third-party investment managers.

Richard Avdoyan is a financial advisor at Ameriprise in Mendham, NJ, holding a Series 66 designation with 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies, with a focus on algorithmic automation and managed account strategies.

Gregory Carafello is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and First Republic Investment Management. Outside of his advisory role, he is an owner and partner of a privately held ski resort. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Nicholas Denucci serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over three decades of experience to his role since joining Merrill in April 1993. He specializes in a range of client focus areas including college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, personal retirement planning, small business strategies, and both individual and corporate investment strategy. Nicholas works alongside two Registered Wealth Management Client Associates and a network of partners to provide tailored guidance that supports clients’ lifestyles, retirement income needs, and legacy objectives. Nicholas holds a Bachelor's Degree from the Pennsylvania State University System and maintains multiple professional designations such as Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Beyond his client work, he has played an active role in mentoring financial advisors locally and nationally, as well as participating on interview panels for selecting new advisors. His professional philosophy centers on developing personalized financial strategies that pursue clients’ long-term goals. Outside of his professional commitments, Nicholas is engaged in community service in the communities Merrill serves. His personal interests include traveling, fishing, staying physically and mentally fit, billiards, boating, cooking, football, table tennis, spending time with family, and watching movies. He welcomes connections with individuals seeking experienced wealth management support in the greater New York metropolitan area.

William Weiss is a financial advisor with LPL Financial in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 1997. Weiss serves as Vice President on the board of the Morristown Rotary Club. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Ashraf Elghandour is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2012. Outside of advisory work, he is involved in developing and marketing entertainment scripts, is an author of a fiction novel in the process of being published, partners in a health and fitness equipment venture, and teaches finance courses as an adjunct professor at St. Petersburg College. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm integrates wealth management with institutional trading capabilities and provides custody, underwriting, and capital markets services.

Alison Hingle is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at The Falcon Financial Group, Pentalog, and ELX Technologies. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and a hybrid advisory and brokerage model.

Brian Kerwin is a financial advisor at RBC Capital Markets with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank since 2020, RBC Capital Markets since 2018, Wells Fargo Clearing from 2016 to 2018, and Wells Fargo Advisors LLC from 2009 to 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.

Anna Perasso is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 17 years of industry experience. Her prior work includes roles at Avantax, HSBC Securities, JPMorgan Securities, and TIAA. She is also a partner and senior advisor at the Center For Financial Strategies LLC, where she works directly with clients on financial planning and wealth advice. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options, financial planning, and consulting services.

Robert Mandel is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009. Outside of his advisory role, he serves on the Managed Money Institute Institutional Steering Committee and owns a personal recreational aircraft through DiscoFly LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Alyce Hackett is a CFP®-credentialed financial advisor with 39 years of industry experience, currently affiliated with LPL Financial since 2025. She has held roles at IC Advisory Services Inc and The Investment Center Inc since 2017, and previously worked at Summit Financial Resources, Inc. and Summit Equities, Inc. from 2012 to 2017. Hackett serves as the President of the Dorset Hollow HOA board, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by internal research and third-party subadvisors.

Brendan Tighe is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2011 in various roles. He has held positions including Financial Representative, Private Client Specialist, Investment Consultant, and Financial Consultant before becoming Vice President in 2020. Brendan focuses on building strong client relationships by understanding individual client situations and financial goals. He specializes in planning across retirement, investments, income, and college savings, aiming to develop comprehensive wealth strategies tailored to each client's needs. Outside of his professional work, Brendan enjoys camping, gardening, hiking, spending time at the lake, parenthood, and soccer.

Yolanda Hailey is a financial advisor at Merrill with 28 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002 and holds a Series 63 designation. 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 strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Pan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he co-owns and manages a multi-family rental property in Jersey City, NJ. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

David Cromwell is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and having 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as President and Secretary of Hillhouse Advisors, Inc., a company focused on startup ventures run by Yale University students. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and the use of firm-approved tools to model financial outcomes.

Christopher Cook is a financial advisor with Merrill in Florham Park, NJ, holding Series 63 and Series 65 credentials and having 33 years of industry experience. He has been with Merrill since 1992 and concurrently associated with Bank of America since 2010. Outside of advisory work, he advises on investment decisions for his wife's interior design business, T Interiors LLC. 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. The firm offers various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marissa Swan is a financial advisor at RBC Capital Markets with a Series 66 credential and three years of industry experience. Her prior work includes roles at PNC Bank, Metro Fire and Safety Equipment Co., the University of Delaware, and Fox's Designer Off-Price. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs and tailors investment strategies to each client’s risk profile using a combination of in-house and third-party managers.

Mark Kamakaris is a financial advisor at Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is a sole proprietor involved in a rental property business in Bloomfield, NJ. 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 and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Stephen Brady is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 designations and 42 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and was previously with Morgan Stanley Smith Barney LLC starting in 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including customized 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 arrangements.