Robert D'amato is a Certified Financial Planner (CFP®) with 30 years of industry experience. He is currently with Morgan Stanley, having previously worked at UBS Financial Services for nine years. His current roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Peter Lease is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Morgan Stanley entities since 2002. Outside of his advisory role, he manages a real estate rental business as a sole proprietor in Nantucket, Massachusetts. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Yamei Chang is a financial advisor with RBC Capital Markets in Hackettstown, NJ, holding a Series 66 designation and having 24 years of industry experience. She previously worked at Merrill for 11 years before joining RBC Capital Markets in 2020. 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 various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

David Pires is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 18 years of industry experience. He worked at Merrill from 2007 to 2021 before joining Equitable Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations through a network of Investment Adviser Representatives, offering a range of firm-offered and third-party advisory programs.

Jason Goldberg is a Series 66 licensed financial advisor with 15 years of industry experience, currently with Wells Fargo Advisors since 2025. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 15 years. Goldberg serves as a board member of the Long Branch NJ Arts Council. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options tailored to clients meeting net-worth thresholds. The firm combines advisory services with various financial products and referral channels, supporting discrete planning engagements and optional implementation through its brokerage or advisory programs.

Nancy Seus is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on helping individuals and couples fulfill their financial potential by working collaboratively to strengthen their preparedness for the future while addressing their current needs and goals. Nancy emphasizes understanding each client's unique priorities and creating personalized plans tailored to their family, goals, and aspirations. Her expertise includes areas such as divorce transition planning, executive compensation, LGBT wealth planning, personal retirement planning, philanthropic planning, socially responsible and values-based investing, and women and wealth. Nancy holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from Carnegie Mellon University. Nancy is involved in her community through organizations such as NORWESCAP, where she serves on the Board of Trustees, the American Association of University Women - Mountain Lakes, and Beacon UU Summit. Her personal interests include boating, gardening, golfing, reading, and traveling.

Chester Makuch Jr. is a CFP® professional with over 31 years of industry experience, currently affiliated with Ameriprise since 2009. Prior to the current firm structure, he worked at Ameriprise Financial Services, Inc. He is also a co-owner of a retail business, Leonard's Kielbasi Market, in Wilkes-Barre, PA. Ameriprise provides specialized retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Dominick Sarinelli is a Series 66 licensed financial advisor with 19 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors. Outside of his advisory work, he serves as Treasurer for The 200 Club of Morris County, a nonprofit supporting local public safety members who die in the line of duty. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services and access to third-party managers and model portfolios.

Ronald Guenther is a Series 65-licensed financial advisor with six years of experience at Cetera and ten years at Haber & Guenther LLC. He is based in Hackettstown, NJ. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services, with access to multiple program structures, third-party money managers, and a diverse range of investment strategies.

Steven Hadley is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 29 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Hadley serves on the advisory board for the Walker Pond Conservation Committee. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process and offers a broad range of retail and institutional investment products.

Chester Geveda III is a financial advisor at Stifel with 25 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s proprietary investment methodology combines forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Michael Campbell is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing investment strategies that analyze clients’ current financial positions and identify their short- and long-term needs. Working closely with the Merrill Global Institutional Consulting Group and the Merrill Lynch Wealth Management platform, he provides guidance to a diverse client base including endowments, charitable organizations, C-suite executives, family trusts, and individual investors. His approach focuses on designing holistic investment strategies tailored to meet the comprehensive needs of his clients. With a career spanning over three decades, Michael has held roles such as Portfolio Analyst and Director of Merrill's Global Equity Sales and Trading. He also served as a senior member of the Global Relationship Management team, managing relationships with major global sovereign wealth funds, mutual funds, hedge funds, pension funds, and multinational investment banks. His professional expertise is complemented by his registrations in FINRA Series 7, 9, 10, 55, 63, 66, as well as a New Jersey Insurance License, and the Personal Investment Advisor (PIA) designation. Michael earned a bachelor's degree in Accounting from Iona College and holds an MBA in International Business from Seton Hall University. He is active in community and philanthropic activities and participates in organizations including Saint Patrick’s Cathedral in New York City, the Delbarton School Brotherhood Committee, Friendly Sons of Saint Patrick NYC, Summit Elks Lodge, National and New York State Traders Associations, and the Hedge Fund Roundtable. Michael and his wife reside in Chatham, New Jersey, where they have raised their four children.

Noah Jacobson is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at RBC Capital Markets and J. B. Hanauer & Co. He has been with Stifel since 2023. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

George Carter is a financial advisor at Cetera with 27 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Allied Wealth Partners and Securian Financial Services, among others. Outside of advising, he is involved in fixed insurance sales through Allied Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting multiple program structures and custodial relationships.

Matthew Korongy is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop simple and effective strategies aimed at achieving their financial goals. He takes a comprehensive and holistic approach to financial planning and guidance. With over 30 years of experience in the financial services industry, Matthew's career includes roles such as Financial Consultant at ETRADE Morgan Stanley from 2019 to 2024, Director positions at Citigroup from 2002 to 2018 and at M.S. Farrell & Company from 1996 to 2002, as well as Fixed Income Sales Associate at Lebenthal and Co. from 1991 to 1996. Outside of his professional work, Matthew enjoys activities such as cooking and baking, spending time with family, football, golf, hiking, and caring for pets.

Frank Ward is a CFP® with six years of industry experience, currently serving as a financial advisor at LPL Financial in Morristown, NJ since 2021. His prior experience includes roles at Merrill and several other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning, model portfolios, third-party asset management, and institutional platforms to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of over 22,800 investment adviser representatives.

Annette Mavropoulos is a financial advisor with Merrill, holding a Series 66 designation and bringing 40 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Yuma Morita is a financial advisor with Edward Jones in Denville, NJ, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, Morita worked at H&R Block and Lvly. He is also the owner of Longface Productions LLC, a media production company that is currently dormant. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates under a fiduciary standard.

Steven Hynson is a financial advisor at Cetera with a Series 66 designation and 12 years of industry experience. Prior to joining Cetera and Wealthspring Financial Partners in 2025, he held positions at Bank of America, Merrill, and Hennion & Walsh Asset Management. He is also involved with Wealthspring Financial Partners, where he provides comprehensive financial planning and investment advice to clients. 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 investment management and financial planning services, including access to third-party money managers and multiple program structures, managing over $256 billion in assets.

Laura Hingle is a Series 66-registered financial advisor with Equitable Advisors in Morristown, NJ, with 21 years of industry experience. She has been with Equitable Advisors since 2013 and previously worked at Axa Advisors. In addition to her advisory role, she owns Black Diamond Solutions, an employee benefits advisory firm, and serves as an administrator and executor of a family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.