Daniel Greenwood is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at OSAIC, American Portfolios Financial Services, and Equitable Advisors. Greenwood has also worked in education and corporate roles prior to his financial services career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Carmel Mcpartland is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 16 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through various advisory arrangements and affiliated entities.

Steven Tirpak is a Series 66-licensed financial advisor with Equitable Advisors in Morristown, NJ, where he has worked since 2002. He has 24 years of industry experience and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved in an outside insurance business with The Hartford. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Jayashree Balasubramanian is a Series 66-registered advisor at J.P. Morgan Securities with three years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2023 and previously held roles at Carecentrix and 24/7 Real Media. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward-looking market assumptions and ESG criteria.

Gerard Scorziello is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He has held positions at A. G. Edwards & Sons, Inc., Morgan Stanley DW Inc., and Wells Fargo Clearing prior to his current role. Outside of his advisory work, he serves as a board member on the City of Clifton Board of Adjustment and works as a wine consultant for the Flow Wine Group. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm integrates advisory services with other financial products and referral channels.

Judith Kaufman is a Series 66-licensed financial advisor with 20 years of industry experience. She is currently with Merrill and Bank of America, where she has worked since 2022. Her prior experience includes roles at Morgan Stanley, UBS Financial Services, and Morgan Stanley Smith Barney. Outside of her professional work, she serves as Treasurer for the Parent Teacher Organization at Calvin Coolidge Elementary School. Merrill, along 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 using model-based and discretionary investment strategies.

Stephanie Maione is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. Her work history includes roles at Prudential Insurance Company of America, Pruco Securities, and Fidelity Investments. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Patricia Muha is a financial advisor with Wells Fargo Advisors in Warren, NJ, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Wells Fargo Advisors since 2018 and previously spent 12 years with Ameriprise Financial Services, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm’s services include a broad range of planning options tailored to clients meeting certain net-worth thresholds, supported by proprietary research and planning tools.

Dennis Profaca is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. His prior roles include positions at Morristown Financial Group, Linsco Private Ledger, Securian Financial Services, and WS Griffith Securities. In addition to advisory work, he acts as a health insurance broker for small businesses in New Jersey. 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 both proprietary and third-party strategies, supported by advanced advisor tools and a broad network of over 22,800 advisors.

Mary Guza is a financial advisor at Morgan Stanley in Morristown, NJ, with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Previously, she was with Citigroup Global Markets from 2007 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

Matthew Brehne is a financial advisor at Morgan Stanley in Morristown, NJ, with two years of industry experience. He holds a Series 66 designation and previously worked at monday.com, Better.com, and ADP. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

David Margolies is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2018. Outside of his advisory role, he volunteers with The Katelyn Morales Foundation, a nonprofit organization that provides scholarships in memory of a deceased friend's daughter. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs and portfolio management services tailored to clients’ advisory risk profiles, utilizing both in-house and third-party investment managers.

Thomas Collins III is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds a Series 66 designation and has been with RBC since 2012. Outside of his advisory role, he is a passive owner and partner in Paradigm Hotel Group, LLC, involved in hotel property ownership, operation, and leasing. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and corporations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers tailored to client risk profiles.

Scott Anderson is a CFP® with 37 years of experience in the financial services industry. He has been with LPL Financial since 2004 and previously worked at WS Griffith Securities, Inc. from 2002 to 2004. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Zachary Seigal is a Series 66 licensed advisor at Fidelity with one year of industry experience. His prior roles include positions at Management Planning Inc and various customer service jobs. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using a broad range of mutual funds, ETFs, and ETPs and serves in advisory roles for registered investment companies and fund‑of‑funds.

Gilbert Moscatello Jr. is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with Cetera and has held roles at Allied Wealth Partners and Securian Financial Services, among others. Moscatello is involved in community outreach as an officer of the College of NJ Wrestling Endowment Committee and owns an independent business called Independent Wealth Strategies. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors nationwide.

Alex Pritsker is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors and PRUCO Securities, LLC. Outside of his advisory role, he is active as an insurance agent offering various insurance products including disability, long-term care, and fixed life insurance. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a range of discretionary and third-party management options.

Samuel Stroud III is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and bringing five years of industry experience. Prior to joining Cambridge, he worked at SEI Investments for five years and has experience at several other financial firms. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals and multiple investment platforms.

Ryan Mcginn is a CFP® with 12 years of industry experience who currently serves as a financial advisor at Cambridge Investment Research Advisors. His prior experience includes roles at Cohen & Steers Securities and Brinker Capital. He is also the owner of McGinn Financial Services and serves as Treasurer for the Main Line Central Virtual BNI Chapter. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and manages a multi-billion dollar asset base.

Michelle Madsen is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and over 20 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets from 2005 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages significant client assets and employs a structured planning process using firm-approved tools and market modeling techniques.