Mark Reisman is a financial advisor at Mass Mutual Investors Services with 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Edward Jones, Equitable Advisors, Bank of America, and Merrill. Reisman serves as Vice President of the Board of Trustees for the Commission on Accreditation for Home Care, a nonprofit organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning relationships supported by firm-approved analytical tools and a range of specialized planning programs.

Stacey Roman is a Series 66-licensed financial advisor with 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has held roles at Wachovia Bank, N.A., Banc of America Investment Services, Inc., Quick & Reilly, Inc., and Morgan Stanley DW Inc. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research-driven investment strategies with a broad range of financial products and operates with over 14,000 financial advisors managing approximately $671 billion in assets.

Evan Dankner is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Dankner owns and manages Lexty Holdings LLC, an advisory business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Ryan Hodgins is a financial advisor with Equitable Advisors holding a Series 66 designation and four years of industry experience. His prior roles include positions at Celebrate the Children and the University of New Haven. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm emphasizes matching clients to program models or discretionary managers, utilizing a range of investment products and offering ERISA fiduciary services through its network of Investment Adviser Representatives.

John Legband is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior roles include positions at E*Trade Securities LLC, JPMorgan Chase Bank, and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and the Estate Planning Strategies Group.

Ryan Conklin is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated from 2014 to 2020 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

Christopher Stapleton is a CFP® with two years of industry experience, currently serving as a financial advisor at Raymond James Financial in Westfield, NJ. His prior roles include positions at Guideline Financial Strategies, GWN Securities, and Academic Analytics, as well as experience in education and community organizations. Outside of his advisory work, he is involved with Rabadeau Wealth Group in a client service capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning supported by analytical modeling and maintains unique municipal advisory capabilities alongside customized employer advisory services.

Hal Smolanoff is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 2014. Outside of his advisory role, he serves as President of ZJH Legacy, LLC, an investment-related business based in Cranford, NJ. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm curates third-party asset managers and operates a tiered wrap-fee structure for its services.

Gandolfo Taravella is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He has held prior positions at Morgan Stanley and Merrill. Outside of his advisory work, he is involved in managing family-owned rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Michael Eisenbraun is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Ameriprise since 2016. Outside of his advisory role, he serves on the Board of Directors for the Institute for Basic Research, is treasurer of the New Jersey State Society of Physician Assistants, and volunteers as an Emergency Medical Responder with the Little Silver EMS. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice.

Meredith D'Ovidio is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with one year of industry experience. Her career includes multiple roles at Morgan Stanley since 2021 and prior work at Waterlily and Loyola University Maryland. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and advanced planning tools to develop tailored financial plans.

Jinesh Shah is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing customized wealth strategies tailored to each client’s evolving needs. As a Merrill Wealth Management Advisor, he focuses on structuring and aligning broader financial strategies encompassing investment management, tax efficiency, retirement planning, and risk considerations. He works with a select group of business owners and high-earning professionals to address complex financial decisions requiring coordination, clarity, and a long-term perspective. His work particularly centers on clients navigating key financial inflection points, such as liquidity events, concentrated positions, and peak earning years. Jinesh serves as a strategic advisor, collaborating with clients’ CPAs and attorneys to ensure financial decisions are coordinated across investment, tax, and estate considerations. His professional credentials include Chartered Retirement Planning Counselor (CRPC), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). Jinesh holds a Bachelor's Degree from Drexel University and is proficient in English, Hindi, and Gujarati. Outside of his professional role, he enjoys hiking, music, photography, pickleball, reading, swimming, tennis, traveling, watching movies, and yoga.

Joseph Falbo is a financial advisor with LPL Financial, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 31 years of industry experience, having previously worked at National Planning Corporation, Cetera, and Wells Fargo Clearing. He is also an author through Falbo Education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party management, and institutional platforms.

James Hunt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has previously worked at firms including APW Capital, Aurora Private Wealth Management, Purshe Kaplan Sterling Investments, and Northwestern Mutual. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Lori Villatoro is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools.

Stephen Smoragiewicz is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has more than 20 years of experience advising leading hedge funds and asset managers in the finance industry before focusing on wealth management for individuals and families. Based in Summit, New Jersey, Stephen works with clients who have achieved considerable success, providing customized and comprehensive financial strategies that include asset and liability management to help clients reach their financial goals. Stephen graduated from Providence College with a Bachelor's degree in Business Management and holds the designation of Personal Investment Advisor (PIA). He leverages his extensive background in capital markets to create differentiated wealth management experiences, assisting clients with areas such as retirement income, legacy planning, tax minimization, and family wealth management strategies. Outside of his professional work, Stephen is active in several community organizations including the Summit Soccer Club, Summit Youth Basketball, Summit Youth Lacrosse, and The Benevolent and Protective Order of Elks. He resides in Summit, NJ with his wife and three children.

Joseph Alamo is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes long-term roles at Avantax Advisory Services and related entities, as well as over three decades at the Office of Court Administration. In addition to advisory work, he maintains an accounting and tax practice focused on financial planning and investments. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, charities, and institutions. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports multiple program structures and custodial relationships.

Kristopher Taubald is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors. Outside of his advisory work, he serves as a vice president for Track Group Stats, assisting with membership processes in a volunteer capacity. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and a range of asset-management programs. The firm utilizes both proprietary and third-party advisory models, including services delivered by credentialed Investment Adviser Representatives and third-party asset managers.

Sophia Genna is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles including positions at the New Jersey Innovation Institute, Forest Hill Field Club, and Rutgers University. Equitable Advisors serves individual clients across wealth spectrums, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment programs.

Robyn Tumminia is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 24 years of industry experience. She previously spent 26 years at Merrill Lynch, Pierce, Fenner & Smith, Inc. There are no notable outside business activities reported. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations, offering financial planning, asset management, and educational seminars. The firm structures financial planning as annual, collaborative engagements using firm-approved software to analyze client goals and recommend investment strategies.