Robert Casey is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, philanthropic planning, small business strategies, socially responsible and values-based investing, women and wealth, sports and entertainment, and tax minimization. Robert holds the professional designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He earned a High School Diploma from Hopatcong High School and attended Ramapo College and County College of Morris without obtaining a degree. He is involved in his community through organizations such as Habitat for Humanity and Pass it Along. His personal interests include basketball, boating, cooking, football, golfing, spending time with his family, volleyball, and yoga.

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.

Joseph Plourde is a financial advisor with Equitable Advisors in Verona, NJ, holding a Series 66 designation and possessing 25 years of industry experience. He has worked at Equitable Advisors since 2000 and previously at Axa Advisors LLC for 20 years. Outside of his advisory role, he is involved part-time in an insurance brokerage business. 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 a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

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.

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.

Azam Chaudry is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Merrill and Sunbird Software Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management, fund advisory, and model portfolio delivery, with noted use of systematic methodologies and regulatory oversight.

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.

V Kempson III is a CFP® professional with over 41 years of industry experience. He currently works at OSAIC and has previous experience at American Portfolios Financial Services, Inc. and Kempson & Tschopp, LLC, where he is a 50% partner of a wealth strategies group focused on insurance, financial, and estate planning. Outside of finance, he is also a musician. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple advisory platforms and legacy programs.

Thomas Fusco is a financial advisor at Robert W. Baird & Co. with Series 63 and Series 66 designations. He joined Baird in 2025 after five years at Essentia Analytics, Inc., and has additional work experience at Mindbody, Inc. and Fairfield University. Fusco is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed accounts, supported by home-office investment professionals and proprietary research.

Graham Starr is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns a rental property in Bolton Landing, New York. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Michael Natale III is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors LLC since 2007. Natale also engages in outside insurance activities. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

James Hundley is a financial advisor with LPL Financial, holding PFS™ and Series 63 designations and bringing 32 years of industry experience. His prior work includes roles at Ic Advisory Services Inc, The Investment Center Inc, and HD Vest Insurance Agency Inc. Hundley is also a CPA with over 30 years in accounting and tax preparation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs supported by model portfolios and research, combining discretionary and non-discretionary management approaches.

Austin Hynes is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Janine Mccoy is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools.

Gwendolyn Garibaldi is a financial advisor at Morgan Stanley Wealth Management with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, following five years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to 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 uses structured planning tools and modeling techniques in its financial planning process.

Paul Devera is a financial advisor with Cetera who holds a Series 66 designation and has 26 years of industry experience. He has worked with Cetera and its affiliates since 2005 and has operated Devera And Co. since 1994. In addition to his advisory role, he owns a CPA business specializing in tax preparation, planning, and consulting. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a variety of portfolio management and retirement services, supporting over 10,000 advisors and approximately $256 billion in assets under management.

Zachary Scott is a CFP® with 11 years of industry experience, currently affiliated with OSAIC since 2022. He previously worked at Securian Capital of the Chesapeake, Minnesota Life Insurance Company, Securian Financial Services Inc, Kestra Financial Services, Inc., and Brotman Financial Group. Scott is also president and financial planner of Castellan Financial Group, LLC, an independent financial planning firm, and serves as an independent insurance agent focusing on disability, fixed annuities, and life insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory, and financial planning services. The firm utilizes a variety of asset-allocation tools and third-party platforms to provide portfolio management that includes stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Bruce Crepea is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies using a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Richard Tierney is a CFP®-certified financial advisor with 17 years of experience, all of which have been with Edward Jones. He holds the Series 66 designation and is based in Florham Park, NJ. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.