Christina Knaus is a CFP® and ChFC® with 11 years of experience in the financial services industry. She has been with Edward Jones since 2015. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Gregory Shanaphy is a Senior Vice President-Senior Financial Advisor at Merrill Lynch Wealth Management based in Summit, New Jersey. He also serves as a Portfolio Manager and is a partner in the Hinds Fisher Ahern and Shanaphy Group, a team recognized on the 2026 Forbes Best-in-State Wealth Management Teams list. Greg specializes in family wealth management strategies, institutional investment consulting, retirement planning, portfolio management services, and tax minimization. With nearly 30 years of experience, Greg has supported families, business owners, and executives in navigating complex financial landscapes using a planning-driven approach. His expertise integrates investment management, retirement planning, tax-aware strategies, estate planning, and wealth transfer. Prior to his current role, Greg held senior financial advisory positions at UBS and Merrill Lynch Global Private Client, and has a background as General Counsel in investment banking. Greg holds a Bachelor’s degree from Montclair State University and a Juris Doctorate from Seton Hall University School of Law. He is a Personal Investment Advisor and a Retirement Benefits Consultant and maintains various FINRA securities licenses alongside life and health insurance licenses. Greg is a member of the Montclair State University board of trustees finance committee and the Seton Hall Preparatory Pirate Gridiron Club alumni association and finance committee. He is also involved with The Church of Christ The King. Greg lives in Chatham, New Jersey, with his wife and son.

Stephen Kowalski is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2003 and also has 15 years of experience with Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Philip Confalone is a financial advisor with Ameriprise in Bridgewater, NJ, holding a Series 63 designation and 27 years of industry experience. He has worked with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors and is a past president of Bridgewater Baseball and Softball Inc. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research-driven modeling and tax-efficient strategies to generate personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Jordan Crowley is a CFP® professional affiliated with Raymond James Financial with six years of industry experience. He has held advisory roles at firms including Eagle Rock Wealth Management and Greenberg & Rapp. His prior work includes positions at M Holdings Securities and Maltin Wealth Management. Crowley’s background also includes involvement with several country clubs and golf-related businesses. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm utilizes analytical tools to tailor non-discretionary planning and supports its clients through advisory programs and institutional consulting.

Jason Taub is a financial advisor with Ameriprise in Warren, NJ, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Stifel from 2007 to 2018 before joining Ameriprise Financial Services, Inc. and later Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice through a centralized consulting team.

Nicholas DeLouisa is the Vice President and Branch Leader at the Morristown, NJ Investor Center for Fidelity Investments. In this role, he leads a team of Fidelity associates, focusing on cultivating a world-class culture and ensuring high levels of client satisfaction. He engages with clients through in-branch meetings, seminars, and appreciation events to support national initiatives and expand Fidelity's presence in the local community. Nicholas has held various positions at Fidelity Investments since 2018, including Branch Leader, Financial Consultant, Investment Consultant, and Financial Representative II. Prior to joining Fidelity, he worked as a Financial Advisor at National Life Group from 2017 to 2018.

Marcus Tomaino is a CFP® professional with 11 years of industry experience, currently serving at Raymond James & Associates since 2014. He holds a Series 66 license and is based in Bedminster, NJ. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through various specialized programs.

Gregory Hummer is a Series 66–licensed financial advisor with Ameriprise who has 24 years of industry experience. He has worked at Ameriprise Financial Services LLC since 2021 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2021. He serves on the Board of Directors and Finance Committee of the Presbyterian Church in Morristown. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Helfrich is a financial advisor with Cetera, holding a Series 63 license and bringing 33 years of industry experience. His prior roles include positions at Securian Financial Services and Minnesota Life Insurance Company. Outside of finance, he is involved as a coach and referee at Helf's Hitting Academy. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services across various program structures and investment approaches.

Stephen Stemple is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has previous experience at MSI Financial Services, Inc. He is also involved in estate planning and asset protection through ownership of Stemple Family Associated LP. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides a range of planning programs and educational seminars while focusing on collaborative, goal-oriented planning engagements.

Dustin Poretskin is a CFP® professional with 19 years of industry experience, currently affiliated with RBC Capital Markets in Florham Park, NJ. He has worked at RBC Capital Markets since 2008 and concurrently at City National Bank since 2017. Outside of his financial advisory role, he serves on the board of Dandelion Productions, Inc., a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Elizabeth Grinkevich is a Series 66-credentialed financial advisor with Ameriprise in Hillsborough, NJ, and has 11 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Christopher Ridente is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Morgan Stanley since 2016 and has worked at Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he is involved with Seahawk Capital LLC in Stamford, Connecticut. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools such as Monte Carlo simulations and Secular Return Estimates.

Gerald Crum is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services for 11 years before joining Morgan Stanley in 2020. Outside of his advisory role, he is the sole proprietor of Glenson Properties, a construction and engineering business. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and various investment services across multiple client segments.

Wilson Adubasim is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and Equitable Financial Life Insurance Co. He also has experience outside finance, having worked at South Valley BBQ & Lounge and Rutgers University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process incorporates systematic quantitative screens, qualitative research, and an ESG eligibility framework, supported by centralized due diligence.

Matthew Kaiser is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked for over 19 years. He focuses on providing goals-based wealth management to affluent families, accomplished professionals, and successful business owners. Matthew works closely with a team of specialists to offer customized investment advice and portfolio strategies, including concentrated equity and diversified manager selections. He aims to serve as a primary resource for his clients’ comprehensive financial guidance and servicing. Prior to his current role, Matthew held positions in Investment Banking and Compliance at two major Wall Street firms. He earned a Bachelor of Arts in Economics from Providence College and a Master of Business Administration in Finance from the Kenan-Flagler School of Business at the University of North Carolina, where he was awarded the Tiger Fellowship for Finance. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also holds FINRA Series 7 and 66 registrations. Outside of work, Matthew mentors through the Providence College Executive Mentorship Program and volunteers with the St. James Church Men of Charity. He lives in Basking Ridge, NJ, with his wife and three children. His personal interests include coaching youth sports, golfing, running, and skiing.

Patricia Petrone is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. 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, managing approximately $2.74 trillion in client assets.

Jacqueline Bond Lasher is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined the firm in June 2011 and focuses her career on comprehensive wealth planning strategies designed to help clients align their financial lives with their goals, priorities, and risk appetites. Jacqueline’s expertise includes college education planning, legacy planning, retirement income, tax minimization, portfolio management, and socially responsible investing, among other areas. She works one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term objectives. Jacqueline graduated with honors from Randolph-Macon College in Ashland, VA, earning a degree in economics/business and philosophy with a minor in ethics. In 2014, she obtained her CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planning Board of Standards, Inc. Jacqueline combines a long-standing interest in financial markets with a commitment to building enduring client relationships. She has a particular focus on educating women and peers about the benefits of long-range wealth management and simplifying complex wealth management topics. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Residing in Morristown, NJ, Jacqueline is active in her community and serves as a board member of the Madison, NJ Branch of the American Association of University Women (AAUW) and her sorority's alumnae chapter. She participates in community volunteer activities and enjoys spending time with her family, cooking, playing pickleball, practicing yoga, and spending time at the beach.

Christopher Larkey is a financial advisor at Stifel with 34 years of industry experience. He has held his current role since 2007 and previously worked at Ryan Beck & Co. from 2002 to 2007. He holds the Series 63 and Series 65 designations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.