Erol Kececi is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor firm, Axa Advisors, LLC, since 2001. Outside of his advisory role, he is a member of an LLC involved in real estate opportunities. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of investment models and third-party managers, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Douglas Keller is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in delivering personalized wealth management solutions tailored to individuals, families, and businesses. Douglas follows a disciplined approach that begins with understanding each client and their family's financial situation and priorities. With extensive experience in the financial services industry, Douglas focuses on areas such as investment management, retirement planning, estate strategies, college education planning, liquidity management, and family wealth management strategies. He holds professional designations including Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Douglas earned his bachelor's degree from Colgate University. He has personal interests in baseball, cooking, and traveling.

Christopher Jewell is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Wells Fargo in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations across a broad range of vehicles, performance reporting, participant education, and plan benchmarking.

William Shinners is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes nearly two decades at Morgan Stanley and multiple roles at wealth management firms prior to joining Raymond James in 2019. He also serves as Branch Manager and is involved in business development as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals, with specialized municipal advisory services and innovative employer retirement plan consulting.

Daniel Sullivan is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding CFP®, ChFC®, and Series 66 designations. He has 26 years of industry experience, including roles at Axa Advisors, LLC and Axa Equitable prior to joining RBC Capital Markets in 2017. RBC Wealth Management serves a broad client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies implemented through a combination of in-house and third-party investment managers.

Richard Avdoyan is a financial advisor at Ameriprise in Mendham, NJ, holding a Series 66 designation with 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies, with a focus on algorithmic automation and managed account strategies.

Gregory Carafello is a financial advisor with J.P. Morgan Securities in Morristown, NJ. He holds a Series 66 designation and has 14 years of industry experience. His prior work includes roles at First Republic Investment Management, First Republic Securities, and Wells Fargo Clearing. Outside of his advisory work, he is an owner and partner of GNARCO LLC, a privately held ski resort. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Nicholas Denucci serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over three decades of experience to his role since joining Merrill in April 1993. He specializes in a range of client focus areas including college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, personal retirement planning, small business strategies, and both individual and corporate investment strategy. Nicholas works alongside two Registered Wealth Management Client Associates and a network of partners to provide tailored guidance that supports clients’ lifestyles, retirement income needs, and legacy objectives. Nicholas holds a Bachelor's Degree from the Pennsylvania State University System and maintains multiple professional designations such as Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Beyond his client work, he has played an active role in mentoring financial advisors locally and nationally, as well as participating on interview panels for selecting new advisors. His professional philosophy centers on developing personalized financial strategies that pursue clients’ long-term goals. Outside of his professional commitments, Nicholas is engaged in community service in the communities Merrill serves. His personal interests include traveling, fishing, staying physically and mentally fit, billiards, boating, cooking, football, table tennis, spending time with family, and watching movies. He welcomes connections with individuals seeking experienced wealth management support in the greater New York metropolitan area.

William Weiss is a financial advisor with LPL Financial in Morristown, NJ, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1997. Weiss serves as Vice President of the Morristown Rotary Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research tools and a large network of over 22,800 advisors.

Ashraf Elghandour is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2012. Outside of advisory work, he is involved in developing and marketing entertainment scripts, is an author of a fiction novel in the process of being published, partners in a health and fitness equipment venture, and teaches finance courses as an adjunct professor at St. Petersburg College. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm integrates wealth management with institutional trading capabilities and provides custody, underwriting, and capital markets services.

Alison Hingle is a Series 66-credentialed financial advisor with four years of industry experience, currently serving at Equitable Advisors in Morristown, NJ. Her prior roles include positions at The Falcon Financial Group and various technology firms. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching them to suitable investment program models or discretionary managers, utilizing both proprietary and third-party solutions.

Brian Kerwin is a financial advisor at RBC Capital Markets with 45 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at City National Bank, Wells Fargo Clearing, and Prudential Equity Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies, incorporating both in-house and third-party managers, and provides integrated portfolio management, financial planning, custody, and brokerage services.

Anna Perasso is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 17 years of industry experience. Her prior work includes roles at Avantax, HSBC Securities, JPMorgan Securities, and TIAA. She is also a partner and senior advisor at the Center For Financial Strategies LLC, where she works directly with clients on financial planning and wealth advice. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options, financial planning, and consulting services.

Robert Mandel is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009. Outside of his advisory role, he serves on the Managed Money Institute Institutional Steering Committee and owns a personal recreational aircraft through DiscoFly LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Alyce Hackett is a CFP® professional with 39 years of industry experience, currently affiliated with LPL Financial. Her career includes roles at The Investment Center Inc, Ic Advisory Services Inc, Summit Financial Resources, Inc., and Raymond James Financial, among others. She serves as president of the Dorset Hollow Homeowners Association, a nonprofit board position unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management programs, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary portfolios.

Brendan Tighe is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2011 in various roles. He has held positions including Financial Representative, Private Client Specialist, Investment Consultant, and Financial Consultant before becoming Vice President in 2020. Brendan focuses on building strong client relationships by understanding individual client situations and financial goals. He specializes in planning across retirement, investments, income, and college savings, aiming to develop comprehensive wealth strategies tailored to each client's needs. Outside of his professional work, Brendan enjoys camping, gardening, hiking, spending time at the lake, parenthood, and soccer.

Yolanda Hailey is a financial advisor at Merrill in Florham Park, NJ, with 29 years of industry experience. She holds the Series 63 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. Merrill, together 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Pan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he co-owns and manages a multi-family rental property in Jersey City, NJ. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

David Cromwell is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and having 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as President and Secretary of Hillhouse Advisors, Inc., a company focused on startup ventures run by Yale University students. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and the use of firm-approved tools to model financial outcomes.

Christopher Cook is a financial advisor with Merrill in Florham Park, NJ, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Merrill since 1992 and has worked at Bank of America, NA since 2010. Outside of his advisory role, he serves as the financial advisor for his wife's interior design business, T Interiors LLC. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.