Dustin Poretskin is a CFP® professional with 19 years of industry experience, currently affiliated with RBC Capital Markets in Florham Park, NJ. He has worked at RBC Capital Markets since 2008 and concurrently at City National Bank since 2017. Outside of his financial advisory role, he serves on the board of Dandelion Productions, Inc., a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Elizabeth Grinkevich is a Series 66-credentialed financial advisor with Ameriprise in Hillsborough, NJ, and has 11 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Christopher Ridente is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Morgan Stanley since 2016 and has worked at Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he is involved with Seahawk Capital LLC in Stamford, Connecticut. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, 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 planning process that incorporates tools such as Monte Carlo simulations and Secular Return Estimates.

Gerald Crum is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services for 11 years before joining Morgan Stanley in 2020. Outside of his advisory role, he is the sole proprietor of Glenson Properties, a construction and engineering business. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and various investment services across multiple client segments.

Wilson Adubasim is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and Equitable Financial Life Insurance Co. He also has experience outside finance, having worked at South Valley BBQ & Lounge and Rutgers University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process incorporates systematic quantitative screens, qualitative research, and an ESG eligibility framework, supported by centralized due diligence.

Matthew Kaiser is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked for over 19 years. He focuses on providing goals-based wealth management to affluent families, accomplished professionals, and successful business owners. Matthew works closely with a team of specialists to offer customized investment advice and portfolio strategies, including concentrated equity and diversified manager selections. He aims to serve as a primary resource for his clients’ comprehensive financial guidance and servicing. Prior to his current role, Matthew held positions in Investment Banking and Compliance at two major Wall Street firms. He earned a Bachelor of Arts in Economics from Providence College and a Master of Business Administration in Finance from the Kenan-Flagler School of Business at the University of North Carolina, where he was awarded the Tiger Fellowship for Finance. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also holds FINRA Series 7 and 66 registrations. Outside of work, Matthew mentors through the Providence College Executive Mentorship Program and volunteers with the St. James Church Men of Charity. He lives in Basking Ridge, NJ, with his wife and three children. His personal interests include coaching youth sports, golfing, running, and skiing.

Patricia Petrone is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Jacqueline Bond Lasher is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined the firm in June 2011 and focuses her career on comprehensive wealth planning strategies designed to help clients align their financial lives with their goals, priorities, and risk appetites. Jacqueline’s expertise includes college education planning, legacy planning, retirement income, tax minimization, portfolio management, and socially responsible investing, among other areas. She works one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term objectives. Jacqueline graduated with honors from Randolph-Macon College in Ashland, VA, earning a degree in economics/business and philosophy with a minor in ethics. In 2014, she obtained her CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planning Board of Standards, Inc. Jacqueline combines a long-standing interest in financial markets with a commitment to building enduring client relationships. She has a particular focus on educating women and peers about the benefits of long-range wealth management and simplifying complex wealth management topics. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Residing in Morristown, NJ, Jacqueline is active in her community and serves as a board member of the Madison, NJ Branch of the American Association of University Women (AAUW) and her sorority's alumnae chapter. She participates in community volunteer activities and enjoys spending time with her family, cooking, playing pickleball, practicing yoga, and spending time at the beach.

Christopher Larkey is a financial advisor at Stifel with 34 years of industry experience. He has held his current role since 2007 and previously worked at Ryan Beck & Co. from 2002 to 2007. He holds the Series 63 and Series 65 designations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Dipti Rath is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LPL Financial and Securian Financial Services. Rath is also an agent/broker engaged in fixed insurance sales through Allied Wealth Partners. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Jake Del Greco is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2018. Prior to that, he held positions at Private Wealth Management Group, Quick Chek Corporation, and Wake Forest University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Moore is a CFP® designated financial advisor at Robert W. Baird & Co. in Florham Park, NJ, with 28 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with Robert W. Baird & Co. since 2017. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and unified fee arrangements.

Robert Perrone is a financial advisor at Merrill in Florham Park, NJ, holding a Series 66 designation with six years of industry experience. He previously worked at National Financial Services LLC and Fidelity Investments before joining Merrill in 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

John Cusate is a financial advisor at UBS Financial Services in Warren, NJ, with nine years of industry experience. He has been with UBS since 2016 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Matthew Rottenberg is a financial advisor at RBC Capital Markets with 12 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining RBC in 2026. He holds Series 63 and Series 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Michael Coppola is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2015, including time at its predecessor, Axa Advisors. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a combination of in-house and third-party advisory models, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Daniel Mc Donald is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at Bank of America and Merrill. Mc Donald currently serves at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and proprietary tools but does not provide individual security recommendations as part of standalone planning services.

Robert Buckman is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and has 32 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Securities, LLC. He also has a part-time involvement with Prudential’s Property and Casualty division in Basking Ridge, NJ. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program.

Nicholas Malcolm is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on delivering personalized wealth management strategies tailored to each client's unique financial situation and goals. His expertise includes portfolio management services, tax minimization, retirement income, family wealth management strategies, and specialized areas such as college education planning and executive compensation. Nick holds a Bachelor's Degree from Kean University and has earned professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). The CPWA designation reflects his commitment to ongoing credentialing and expertise in wealth advisory services, awarded in conjunction with the Investments & Wealth Institute and The Yale School of Management. Outside of his professional role, Nick is involved in community volunteer activities in line with Merrill's tradition of service. He enjoys spending time with his wife and daughters and has personal interests in basketball, boxing, football, and golfing.

Linda Bentley is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 35 years of industry experience. She has worked with Cetera Advisors LLC since 2013 and is also associated with Pascarella Wealth Partners LLC, a financial services firm she has been involved with since 2000. In addition to her advisory role, she is a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.