Michael Schwartz is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 59 years of industry experience. He has worked within various Morgan Stanley entities since 2009, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Herbert Rottenberg is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at UBS Financial Services Inc. for 18 years before joining RBC in 2026. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Dalia Bubbico is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Securities, Merrill, Morgan Stanley, and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolios implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Stephen November is a financial advisor with Wells Fargo Clearing in Basking Ridge, NJ. He holds Series 63 and Series 65 designations and has 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Donald Cussen is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and RBC Capital Markets. Outside of his advisory role, he serves as a director for the nonprofit Volunteer Lawyers for Justice. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, including discretionary and non-discretionary strategies, using a combination of in-house and third-party managers.

Christina Knaus is a CFP® and ChFC® with 11 years of experience in the financial services industry. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Gregory Shanaphy is a Senior Vice President-Senior Financial Advisor at Merrill Lynch Wealth Management based in Summit, New Jersey. He also serves as a Portfolio Manager and is a partner in the Hinds Fisher Ahern and Shanaphy Group, a team recognized on the 2026 Forbes Best-in-State Wealth Management Teams list. Greg specializes in family wealth management strategies, institutional investment consulting, retirement planning, portfolio management services, and tax minimization. With nearly 30 years of experience, Greg has supported families, business owners, and executives in navigating complex financial landscapes using a planning-driven approach. His expertise integrates investment management, retirement planning, tax-aware strategies, estate planning, and wealth transfer. Prior to his current role, Greg held senior financial advisory positions at UBS and Merrill Lynch Global Private Client, and has a background as General Counsel in investment banking. Greg holds a Bachelor’s degree from Montclair State University and a Juris Doctorate from Seton Hall University School of Law. He is a Personal Investment Advisor and a Retirement Benefits Consultant and maintains various FINRA securities licenses alongside life and health insurance licenses. Greg is a member of the Montclair State University board of trustees finance committee and the Seton Hall Preparatory Pirate Gridiron Club alumni association and finance committee. He is also involved with The Church of Christ The King. Greg lives in Chatham, New Jersey, with his wife and son.

Gregory Pace is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held positions at LPL Financial, NYLife Securities LLC, Keller North America, and New York Life Insurance Company. He also spent 22 years with Local 825 Operating Engineers. 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 using structured discovery and firm-approved tools.

Stephen Kowalski is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2003 and also has 15 years of experience with Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Philip Confalone is a financial advisor with Ameriprise in Bridgewater, NJ, holding a Series 63 designation and 27 years of industry experience. He has worked with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors and is a past president of Bridgewater Baseball and Softball Inc. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research-driven modeling and tax-efficient strategies to generate personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Jordan Crowley is a CFP® professional affiliated with Raymond James Financial with six years of industry experience. He has held advisory roles at firms including Eagle Rock Wealth Management and Greenberg & Rapp. His prior work includes positions at M Holdings Securities and Maltin Wealth Management. Crowley’s background also includes involvement with several country clubs and golf-related businesses. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm utilizes analytical tools to tailor non-discretionary planning and supports its clients through advisory programs and institutional consulting.

Terence McMahon is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.

Jason Taub is a financial advisor with Ameriprise in Warren, NJ, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Stifel from 2007 to 2018 before joining Ameriprise Financial Services, Inc. and later Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice through a centralized consulting team.

Diane Lopes is a Series 66 licensed financial advisor at UBS Financial Services with 15 years of industry experience. She has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Nicholas DeLouisa is the Vice President and Branch Leader at the Morristown, NJ Investor Center for Fidelity Investments. In this role, he leads a team of Fidelity associates, focusing on cultivating a world-class culture and ensuring high levels of client satisfaction. He engages with clients through in-branch meetings, seminars, and appreciation events to support national initiatives and expand Fidelity's presence in the local community. Nicholas has held various positions at Fidelity Investments since 2018, including Branch Leader, Financial Consultant, Investment Consultant, and Financial Representative II. Prior to joining Fidelity, he worked as a Financial Advisor at National Life Group from 2017 to 2018.

Marcus Tomaino is a CFP® professional with 11 years of industry experience, currently serving at Raymond James & Associates since 2014. He holds a Series 66 license and is based in Bedminster, NJ. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through various specialized programs.

Brian Sherman is a CFP® professional affiliated with LPL Enterprise, LLC, with 31 years of industry experience. His background includes roles at MissionSquare Investment Services, Lorenzo CPA LLC, Avantax, and Merrill, among others. He also owns an accounting and tax preparation business. LPL Enterprise serves a diverse client base—including individuals, high-net-worth investors, retirement plans, and charitable entities—by providing investment advisory and brokerage services through a network of investment adviser representatives, primarily using model-driven investment strategies.

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 with a Series 66 designation. He has experience working at Marsh McLennan and Duff & Phelps prior to joining Osaic Wealth. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

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.