Ryan Peters is a financial advisor with LPL Financial based in Mendham, NJ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior experience includes roles at Royal Alliance, Bank of America, Merrill, and Morgan Stanley. 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 broad range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Richard Rosati is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 29 years of industry experience. His career includes roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of finance, he has passive ownership interests in several Easton, PA businesses, including a Brazilian Jiu Jitsu school and restaurant ventures. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs research-driven investment strategies and offers both brokerage and advisory solutions.

Matthew Coughlin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at PNC Investments, Santander Bank, Santander Securities, and TD Ameritrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and offers broader derivatives and commodities capabilities through unique regulatory registrations.

Elizabeth McKenna is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 29 years of experience in the financial services industry. She has been practicing as a financial advisor since 2000 and holds the CERTIFIED FINANCIAL PLANNER® certification earned in 2008, as well as the Chartered Special Needs Consultant® designation. As a Portfolio Manager, Elizabeth manages her own Personalized or Defined Strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies to help clients pursue their financial objectives. Elizabeth focuses on collaborating with clients to develop personalized financial plans that address specific goals. While she serves a broad client base, she emphasizes working with professional women, families of individuals with special needs, and older clients with unique financial challenges. She offers guidance on investment portfolios, liquidity issues, risk tolerance, concentrated stock and restricted stock management, retirement transition, and wealth transfer strategies. Elizabeth holds a Bachelor's Degree from Rutgers University School of Business and a high school diploma from North Hunterdon High School. Outside of her professional work, she is involved in the Rotary Club of Summit/New Providence and The Rose House.

Jean Muhuza is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He previously worked at Morgan Stanley for nine years and has experience at JPMorgan Chase Bank and Stony Brook University. He holds the Series 66 designation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and offering broader derivatives and commodities capabilities.

Vincent Dipaola is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he works with clients to develop personalized wealth management strategies that align with their life priorities and adapt to changing market conditions. He provides access to Merrill's investment insights as well as the banking and lending solutions available through Bank of America. Vincent holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from South Side Senior High School. He follows the Merrill tradition of community participation and volunteers with organizations such as The Gideons International. His approach focuses on understanding what matters most to clients to help them pursue their financial goals.

Mark Leonhard is a CFP® professional with 41 years of experience in the financial industry. He has been with Raymond James & Associates since 2018, following prior roles at Wells Fargo Clearing and Merrill. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services supported by a range of portfolio management strategies and affiliated research.

Gregory Meehan Sr. is a CFP® with 31 years of industry experience, currently affiliated with LPL Financial since 1998. He holds a Certified Divorce Financial Analyst (CDFA) credential and dedicates part of his practice to divorce financial planning and tax preparation services. Meehan also conducts federal and state income tax returns independently of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm provides a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Alexander Joyce is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch Wealth Management in 2011, initially working in the operations department in the Morristown, New Jersey branch. In December 2013, he joined The Harbor Group as a Registered Client Associate, where he focuses on providing wealth planning services to clients. Alexander's areas of expertise include college education planning, equity compensation services, family wealth management strategies, liquidity management, retirement income, and tax minimization, among others. He supports a client base comprising hedge fund and private equity principals, Big Four accounting firm partners, as well as Wall Street and corporate executives, offering client-focused advice and guidance. He holds the CERTIFIED FINANCIAL PLANNER (CFP) credential and is a Personal Investment Advisor (PIA). Alexander earned a bachelor's degree from Washington College in 2011. Outside of his professional work, his personal interests include football, golfing, reading, and spending time with his family.

Glenn Shapiro is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. 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 financial planning supported by firm-approved tools and strategies developed by its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Jan Sedlacek is a financial advisor at OSAIC with 51 years of industry experience. He holds the ChFC® designation, along with Series 63 and Series 65 licenses. His work history includes long tenures at Penn Mutual, Securities America, and Cornerstone Financial Group, where he also serves as president engaged in insurance sales. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization techniques and is notable for its scale, complex affiliate network, and recent consolidation activity.

Kyle Stevens is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019. Prior to his financial services career, he was employed at Baltusrol Golf Club and Temple University. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Pamela Both is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services, Inc. for nine years before joining RBC in 2021. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Glenn Krause is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise Financial Services since 2011, following prior roles at Charles Schwab and UBS Financial Services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Kevin Mack is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Connie Gois is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1995. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

James Mckeon is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo 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.

Connor Geary is a financial advisor with LPL Financial who holds a Series 66 designation and has been in the industry since 2026. His prior work experience includes positions at Wintrust Life Finance and Albertsons Companies. Outside of finance, he has participated in community activities such as the Lavallette Beach Patrol. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mary Morse is a financial advisor with LPL Financial in Florham Park, NJ, holding a Series 66 designation and 28 years of industry experience. Her work history includes positions at Heritage Investment Partners, LLP and Citigroup Global Markets. She is involved in non-variable insurance activities for clients, dedicating a portion of her time to this area. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various portfolio strategies and technology tools to support advisors in managing over $819 billion in discretionary assets.

Eric Pascarella is a CFP® and PFS™ credentialed financial advisor with 14 years of industry experience. He has been with Cetera since 2013 and also leads Pascarella Wealth Partners LLC, a financial services firm he has operated since 2012. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms and third-party managers.