Nicholas Picone is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 credential and seven years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at Axa Advisors and the University of Delaware. Outside of financial advising, he is involved as a sales associate with Realty Benefit Services, where he sells tax programs. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management. The firm utilizes a variety of third-party advisory programs and focuses on matching clients to investment models aligned with their risk tolerance.

Matthew Tripodi is a Benefits & Planning Consultant specializing in Executive Services. In this role, he partners with executives to help them understand their employer benefits and co-create financial plans aligned with their goals. He has professional experience as a Workplace Planning Consultant at Fidelity from 2022 to 2026 and served as a High Net Worth Service Associate at Fidelity from 2021 to 2022. Through these roles, he has worked closely with clients to provide personalized financial guidance tailored to their unique situations.

Jacqueline Hettesheimer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015, with a brief tenure at Raymond James & Associates. Outside of finance, she was involved in the restaurant business for ten years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Andrew Katchen is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill and Morgan Stanley Private Bank. His current role at RBC follows his time at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Richard Ray is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mario Milelli is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. He is a qualified Portfolio Manager who provides traditional financial advice and guidance, helping clients pursue their objectives through personalized or defined investment strategies. These strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. In his role, Mario manages strategies on a discretionary basis through the firm's Investment Advisory Program. With over 30 years of experience, Mario offers expertise in college education planning, divorce transition planning, institutional consulting, retirement planning, portfolio management, and investment strategies for both individuals and corporations. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning Institutes Corp. and the Personal Investment Advisor (PIA) designation. Mario earned bachelor's degrees from both the Pennsylvania State University System and the University of Maine System. Mario resides in Denville, New Jersey with his wife and two daughters. He is fluent in English, Italian, and Spanish. Outside of his professional work, he enjoys gardening, music, soccer, spending time with his family, and traveling. He is involved with the Morris County Hispanic Chamber of Commerce.

Courtney Burn is a financial advisor with LPL Financial and holds a Series 66 designation. With 24 years of experience in the industry, Burn has held positions at firms including The Investment Center Inc, Emerson Reid, and Capstone Insurance and Financial Services. Outside of advisory roles, Burn is involved with Bullaro Landscaping LLC as a laborer. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various tools while overseeing significant assets and a large network of professionals.

Glenn Weiss is a financial advisor at Stifel with 34 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Stifel since 2007. Outside of his advisory work, Weiss serves as Financial Secretary for Temple Shalom, a religious nonprofit organization. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipalities. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Jennifer Gethins is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. and several mortgage-related firms. 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 investment strategies.

Erika Evleth is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill in 2022, she worked in media roles including positions at Cheddar News and the MLB/NHL Network. 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, retirement plans, corporations, and charitable organizations.

Madeline Rosa is a financial advisor with Merrill in Florham Park, NJ, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, she teaches yoga classes through her independent consulting business, Pranamami LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cary Fliegler is a financial advisor at Fisher Investments with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2001. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee and combines quantitative and qualitative research to construct globally diversified portfolios while implementing tax-aware risk management strategies.

Jeffrey Peifly is a CFP®-certified financial advisor with 34 years of industry experience. He is currently with RBC Capital Markets and City National Bank, where he has worked since 2017. Prior to that, he held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Morgan Stanley & Co., Incorporated. He serves on the Board of Trustees for the Morris Museum in Morristown, NJ. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a variety of advisory programs with tailored portfolio management strategies implemented through both in-house and third-party investment managers.

Sean Davis is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rochelle Atengco is a financial professional with one year of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has previously worked with KLS Advisors, LLC/SVB Private, a Division of First Citizens Bank for 12 years. Since 2024, she has also been involved with Pascarella Wealth Partners LLC as a financial professional. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with a broad selection of program options.

Stacey Rudbart is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has worked at RBC Capital Markets since 2009 and has been with City National Bank since 2018. Rudbart serves as an advisory board member for Valley National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies and a range of portfolio management, financial planning, custody, and brokerage services.

Paul Brehne is a CFP® with 36 years of experience in the financial services industry. He is currently with Morgan Stanley, having joined its Private Bank and Smith Barney divisions in 2024. Prior to that, he spent 10 years at Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and proprietary tools.

Jack Grondin is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked with M HOLDINGS SECURITIES, Inc. and at Trump National Golf Club Bedminster. Outside of his advisory role, he is involved with Eagle Rock Wealth Management and Greenberg and Rapp Financial Group, supporting financial planning and insurance services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized advisory programs.

Michael Nelson is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles including positions at Door Dash and in landscaping and food service. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Chad Robertson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Automatic Data Processing and Berkshire Hathaway Guard Insurance. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model portfolios to intermediary platforms.