Brian Hale is a financial advisor at Merrill in Florham Park, NJ, holding a Series 66 designation with four years of industry experience. Prior to joining Merrill in 2026, he worked at Buckman, Buckman & Reid, Inc. for four years and has held various roles in other firms and organizations. His background includes engagements outside finance, such as work with political campaigns and consulting. 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 both model-based and discretionary strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Gregory Tripold is a CFP® professional with seven years of industry experience, currently affiliated with LPL Financial since 2021. Prior to joining LPL, he worked at Bank of America, Merrill, Paylocity, and ADP. He is also involved with Tripold Enterprises LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and offering access to various model portfolios and research resources.

Robert Brueggeman Jr. is a financial advisor at Equitable Advisors with 25 years of industry experience. He has previously worked at Wells Fargo Clearing and J.P. Morgan Securities. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer and leverages various program sponsors and endorsed third-party managers to deliver its advisory and brokerage solutions.

Zhigang Shen is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and applies a structured financial planning process supported by proprietary tools and modeling techniques.

Pamela Sutton is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. She is also associated with JIA, LLC, a tax and bookkeeping business entity. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that includes financial planning, model portfolios, and third-party asset management.

Lawrence Frydman is a CFP® professional affiliated with LPL Enterprise, holding Series 63 and Series 66 licenses, with 11 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he has an investment-related involvement with Plymouth Rock Property and Casualty. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Steven Jones is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he serves as a tennis official for the New Jersey State Interscholastic Athletic Authority. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Patrick Cassidy is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with clients to address areas such as executive compensation, family wealth management strategies, and retirement income. His approach focuses on connecting all aspects of a client’s financial life to prioritize and pursue their most important goals. Patrick holds the Personal Investment Advisor (PIA) designation. He completed his high school education at Carteret High School and attended Seton Hall University. Outside of his professional role, he enjoys golfing, spending time with his family, and traveling.

Mary Ann Giaimo is a financial advisor with Ameriprise in Warren, NJ, holding a Series 66 designation and 23 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she participates as a judge for a student presentation panel at Seton Hall University. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency strategies to produce annual, non-discretionary recommendations in partnership with advisors like Mary Ann.

Andrew Manganiello is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has worked with Ameriprise Financial Services since 2016, including both the LLC and Inc. entities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Diane Rothberg is a financial advisor with Stifel in Morristown, NJ, holding the CFP® designation and Series 63 and 66 licenses. She has 35 years of industry experience, including 11 years with Stifel Nicolaus & Co Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Debra Spiesman is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Glenn Schwier is a financial advisor with Cetera, holding a Series 66 license and four years of industry experience. He has previously worked at Avantax Insurance Services and Nisivoccia Wealth Advisors and is a partner in the accounting firm Nisivoccia LLP, where he focuses on tax advisory and complex tax research. Schwier is also the owner of Wealthspring Financial Partners LLC, which serves as an acquisition vehicle for various financial and tax practices. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and works with over 10,000 advisors managing more than $256 billion in assets.

Darren Amerkanian is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding a Series 63 designation and 34 years of industry experience. He has worked at RBC Capital Markets since 2014 and previously at City National Bank starting in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

John Cusate is a financial advisor with UBS Financial Services in Warren, NJ, holding Series 63 and Series 66 licenses and having 37 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm provides a broad range of services including fee-based financial planning, discretionary portfolio management, and capital markets activities.

Mark Singh is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., AXA Advisors, LLC, and GWN Securities, Inc. Outside of finance, he has been involved with 1st Class Entertainment & Productions LLC as an artist and musician since 1999. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Lauren Chanley is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and over 19 years of industry experience. She worked at Goldman Sachs & Co. LLC from 2004 to 2023 and joined Equitable Advisors in 2024. Outside of her advisory role, she serves as a trustee for a family trust. 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 uses a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Barry Guariglia is a financial advisor at Morgan Stanley with 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Michael Castracucco is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Wells Fargo Clearing and B Adams Holdings, as well as employment at the University of Scranton. He also has work history with Sywanoy Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a comprehensive range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis techniques.

Joe Lentine is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans aimed at achieving their long-term goals. He focuses on understanding the individual needs and objectives of each client to build tailored plans that support their financial well-being. Joe has been with Fidelity Investments since 2021, progressing from Financial Representative to Investment Consultant, and currently serving as a Financial Consultant. Prior to joining Fidelity, he worked as a Registered Representative at New York Life from 2019 to 2021. Outside of his professional role, Joe enjoys fishing, golf, horseback riding, and soccer.