Robert Lamperti is a financial advisor with LPL Financial in Chester, NJ, holding a Series 66 designation and 11 years of industry experience. He previously worked at Allied Wealth Partners, Securian Financial Services, Inc., and Minnesota Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

David Nader is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Osaic since 2025. Prior to joining Osaic, he worked for Lincoln Financial Advisors Corp. for 22 years. Outside of his advisory work, he co-owns ASDN Ent., LLC, which provides marketing and brand-building services to martial arts athletes. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors and advisory platforms. The firm employs a range of asset-allocation tools and portfolio management strategies, offering integrated brokerage and advisory services supported by various third-party platforms.

Anthony Castracucco is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with seven years of industry experience. Prior to Morgan Stanley, he worked for Eagle Sports Promotions for three years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides plans directly and through Corporate Financial Planning agreements.

Nicholas Charette is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and having 20 years of industry experience. He has been with Morgan Stanley since 2016 and is also associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs for individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by proprietary tools and analysis.

Michael Campione is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. His background also includes roles at ConMed Corporation and Surgical Motion Technologies. 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. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with broker-dealer and investment adviser registrations.

Colton Helbig is a financial advisor with UBS Financial Services in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets, custody, and research resources.

Michael Stein is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, he is active as a sports referee for basketball, lacrosse, baseball, and football. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology and forward-looking capital market assumptions developed by its Investment Strategy Group.

Daisy Pearson is a Series 66-credentialed financial advisor with seven years of industry experience. She currently works at Charles Schwab & Co., Inc. and Charles Schwab Bank, having joined in 2024. Her prior experience includes roles at Bank of America and Merrill from 2019 to 2024 and earlier positions in the retail and fashion sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Paul Fosmire is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, along with diverse positions outside finance at UPS and Rowan University. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products.

Anne Blaine is a financial advisor at LPL Enterprise with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including The Prudential Insurance Company of America, Cambridge Investment Research, and ADP Broker-Dealer. Outside of her advisory role, she volunteers as a childcare associate at Westbridge Community Church and serves as Membership Director on the board of the nonprofit BWNice. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm’s integrated platform combines adviser programs with brokerage and insurance products and includes a collateralized lending program.

Kenneth Villano is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial since 2009. Villano is also the sole member and branch manager of Ridge Wealth Advisors LLC, an independent contractor role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm emphasizes non-discretionary planning and investment consulting tailored to client goals and supports institutional consulting and portfolio management through a large advisor network.

Ling Yang is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving high-net-worth individuals, families, and private business owners. She manages wealth to help clients achieve their investment, wealth transfer, and philanthropic objectives. Ling focuses on providing comprehensive investment management and wealth planning services, including handling complex financial needs such as retirement planning, tax minimization, and corporate executive services. She also offers credit and lending solutions through Bank of America, N.A. Before joining Merrill Lynch, Ling gained experience as a senior financial analyst at the Los Angeles Times and worked in consulting roles with SAP and Alcatel. She has broad expertise in consulting, financial planning and forecasting, financial modeling, business analysis, and operations optimization. Ling earned her MBA with a concentration in Finance from the University of Southern California. Fluent in multiple languages including English, Chinese, Mandarin, Taiwanese, Wu, and Japanese, Ling works closely with diverse clients, including first-generation Chinese Americans, to address their unique financial goals. In her personal time, she enjoys cooking, hiking, traveling, and practicing yoga.

Michael Pagan is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Charles Schwab and has prior experience at UBS Financial Services and Automatic Data Processing Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

Theodore Kowalchyn is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Vanderbilt Financial Group, Vanderbilt Securities, Triad Advisors Inc, and Gitterman Wealth Management. He is also involved with Net Worth Management Group as an independent agent for fixed insurance products. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Brinia Garcia is a financial advisor with Morgan Stanley in Warren, NJ, holding a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide array of advisory programs for individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Marielle Cassubhai is a Wealth Management Planning Consultant at Fidelity Investments, where she partners with Wealth Management Advisors and ultra high net worth clients to develop and refine strategies for wealth growth, preservation, and transfer. She leverages Fidelity's resources and insights to support collaborative financial planning. She has been with Fidelity Investments since 2013, holding roles including Senior Relationship Manager, Wealth Management Senior Services Specialist II, and currently as a Wealth Management Planning Consultant. Her experience spans various aspects of wealth management and client relationship management within the firm.

Sharif Marzouk is a financial advisor with Equitable Advisors in Morris Plains, NJ, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he owns and operates a property and casualty insurance agency and is involved in a car trading hobby through a separate business entity. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a network of third-party asset managers and LPL programs. The firm utilizes a hybrid referral and implementation model combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Judith Lee is the Senior Resident Director at Merrill, where she leads a comprehensive wealth management practice. She has been recognized multiple times by Forbes, including listings as a Best-in-State Wealth Advisor from 2019 through 2026 and America's Top Women Wealth Advisors in recent years. Judith's work focuses on collaborating with clients to develop tailored financial strategies that address wealth growth, retirement income, mortgage and lending needs, and estate planning. She has a particular interest in supporting women navigating life transitions such as retirement, divorce, caregiving, widowhood, and inheritance. Judith holds a Bachelor of Business Administration degree from Hofstra University and has earned several professional certifications, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She serves as the National Chair of the Merrill Women's Exchange and is active in community organizations such as the Greater Somerset YMCA and the New Jersey Orators, where she formerly coached the New Brunswick chapter. Outside of her professional activities, Judith enjoys cooking, dancing, golfing, swimming, and traveling. She values learning about different cultures, cuisines, and customs through her travels. Judith resides in New Jersey.

Salvatore Longo Jr. is a CFP®-designated financial advisor with 28 years of industry experience. He is currently affiliated with Cetera and has held roles at Allied Wealth Partners, Minnesota Life Insurance Company, and Hilb, Rogal & Hobbs. Outside of advising, he is active as a licensed realtor and fixed insurance salesperson. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

Joshua Cohen is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Bridgewater, New Jersey branch office. He has been with Merrill Lynch since 2005 and has more than a decade of experience providing tailored investment guidance. In his role, Joshua serves as a qualified Portfolio Manager, offering both traditional advice and actively managing personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He is also involved in managing clients’ portfolios on a discretionary basis through the Firm's Investment Advisory Program. Joshua’s expertise spans a variety of client focus areas including college education planning, executive compensation, family wealth management, legacy planning, retirement income, socially responsible and ESG investing, tax minimization, and investment consulting for defined contribution plans. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor’s degree from Muhlenberg College, graduating with honors. In addition to his professional responsibilities, Joshua is a member of the Jewish Community Center Board. He resides in Bridgewater, NJ with his wife and three children. Outside of work, he enjoys adventure sports, biking, chess, gardening, hiking, ice skating, skiing, traveling, watching movies, and spending time with his family.