Elizabeth Camp is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 22 years of industry experience. She has worked at Morgan Stanley since 2009 and within Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 employs a structured financial planning process using firm-approved tools and modeling techniques.

Katelyn Koumbem is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, N.A. since 2015. Outside of her advisory role, she owns C Tech Computing LLC, a business that sources electronic devices for educational institutions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Gilbert Blitz is a CFP® professional with 39 years of industry experience, currently serving at UBS Financial Services since 1986. He is based in Warren, NJ, and holds Series 63 and Series 66 licenses. Outside of his financial advisory work, Blitz serves on several nonprofit boards, including Young Audiences New Jersey and Robert Wood Johnson University Hospital. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored investment plans supported by proprietary research and model-based asset allocations.

Dorana Brunhammer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with Primerica Advisors since 2011 and also operates Handmade Events, LLC, a company that provides handmade decorations and premium gifts for large events. Additionally, she has been involved with the American Red Cross since 2001. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Lukasz Syrek is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013, following a one-year tenure at Morgan Stanley. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Larry Gamboa is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Adam Gurien is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has more than 30 years of experience in financial advisory roles, having joined Merrill in 2011. Adam leads his team’s goals-based wealth management process and utilizes Merrill’s resources to guide investment portfolios and assist clients across a broad array of financial matters. His expertise encompasses family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, portfolio management services, tax minimization, and retirement income. Adam began his financial services career in 1991 at Shearson-Lehman Brothers and completed the management training program at CitiBank, where he eventually managed retail and mortgage branches in Manhattan. He holds a bachelor’s degree from the University of Vermont and attended the Center of Medieval and Renaissance Studies at Keble College, Oxford University. Adam maintains FINRA Series 4, 7, 24, 31, 53, 63, and 65 registrations and holds the Personal Investment Advisor (PIA) designation. He has been recognized on Forbes’ "Best-in-State Wealth Advisors" list in 2021 and 2022 and Barron’s "Top 1,200 Financial Advisors" list in 2021 and 2022, as well as their "Top 1,000 Financial Advisors" list in 2010 and 2011. In addition to his professional work, Adam has served as a board member of a large non-profit organization and a public purpose organization and has contributed as a recreational youth coach. He resides in Palm Beach Gardens, Florida, with his wife Lynn and their three children. His personal interests include skiing and tennis.

Thomas Gibbons is a Senior Financial Advisor with over 30 years of experience in wealth management. He works with Merrill Lynch Wealth Management, providing integrated wealth management, planning, and retirement services tailored to successful individuals, families, and small businesses. His areas of expertise include college education planning, divorce transition planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, women and wealth, tax minimization, and retirement income. He holds Series 7, 63, and 65 FINRA registrations, licenses for Life, Accident, and Health Insurance and Variable Annuities, and is a Certified Divorce Financial Analyst (CDFA) Practitioner. Mr. Gibbons earned a Bachelor's Degree from Seton Hall University and is recognized as a Personal Investment Advisor (PIA). He emphasizes integrity, objective advice, attention to detail, and concern for clients' wellbeing in his client service model. His professional philosophy focuses on working one-on-one with clients to develop personalized financial strategies aimed at long-term goals. Outside of his professional role, Mr. Gibbons is actively involved in his local community. He has served on various non-profit boards and participated in causes such as community soup kitchens and Habitat for Humanity in Morris County, New Jersey. He also coaches youth baseball, basketball, and softball, and volunteers as a swim meet official and starter. His community memberships include the Hillsborough Over-30 Basketball League, Northern NJ Over-50 Basketball League, and service as a YMCA of New Jersey Level 2 Swim Official. He shares a commitment to athletics and physical fitness with his wife and two children.

Michael Tekin is a financial advisor at LPL Financial with 31 years of industry experience. He held a position at FSC Securities Corporation for 23 years prior to joining LPL Financial in 2023. He holds a Series 63 designation and is based in Flemington, NJ. His outside business activity includes insurance sales. 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, including financial planning, model portfolio programs, and institutional platforms, with a focus on diversified investment strategies and technology-supported advisor tools.

Hitesh Patel is a financial advisor with LPL Financial in Warren, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Northfield Bank, Cetera Advisor Networks, Summit Financial Group, Summit Brokerage Services, and Wells Fargo Clearing. 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, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and various institutional platforms.

Nicholas Salamone is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm provides tailored financial planning and a range of investment services supported by firm-approved planning tools and resources.

John Mazza is a CFA® charterholder and holds a Series 63 license with 15 years of industry experience. He has been with Morgan Stanley since 2016, currently serving as a financial advisor at Morgan Stanley Wealth Management. Outside of his advisory role, he is involved in water extraction and mold remediation activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Brian Irving is a financial advisor at OSAIC with 48 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked for 16 years at Triad Advisors, Inc. He is also the owner of Brybeck Financial, a financial planning and investment advising business he founded in 1985, and provides life insurance settlement services through Highland Brokerage. OSAIC serves a diverse range of clients including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to provide tailored portfolio management solutions.

Pedro Coello is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2009 to 2024. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Carol Alania is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 18 years at Morgan Stanley and 11 years of industry experience overall. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Mark Serby is a financial advisor at RBC Capital Markets with 37 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Serby holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and integrates both in-house and third-party managers to implement portfolios.

Joanne Yanogacio is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 registrations and with 20 years of industry experience. She has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process based on structured discovery and firm-approved tools.

Geoffrey Stubbs is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth planning services that include retirement and education planning. He focuses on assisting clients with investment management as well as related financial concerns such as insurance, tax minimization strategies, and estate planning. His client expertise covers a range of areas including college education planning, family wealth management strategies, employee financial health, personal retirement planning, sports and entertainment finances, and managing new wealth. Geoffrey holds a Bachelor of Science degree from the University of Ottawa and an MBA in finance from Queen's University. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He began his career as an industry analyst in Ottawa before joining Merrill Lynch Canada in 1983, later transferring to the Morristown/Florham Park office in New Jersey. His wealth management approach emphasizes personalized, high-touch service and building long-term client relationships nationwide. Outside of his professional work, Geoffrey is engaged in community volunteerism in line with the Merrill tradition. He enjoys outdoor activities including adventure sports, hiking, and skiing, and values spending time with his family. His personal philosophy centers on collaborating one-on-one with clients to develop tailored financial strategies aimed at helping them achieve their long-term goals.

Bryan Weiner is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008. 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 a range of advisory programs with customizable investment strategies and integrates both in-house and third-party managers to deliver tailored portfolio management and financial planning services.

Giovanni Duran is a financial advisor with Raymond James Financial in Basking Ridge, NJ, holding CFP®, Series 63, and Series 65 designations and bringing 28 years of industry experience. He previously worked at Morgan Stanley for 11 years before joining Raymond James in 2019. Outside of his advisory role, Duran owns two support companies, Duran Wealth Management, LLC and IronRidge Wealth Management Group LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm provides tailored, non-discretionary financial planning and investment consulting supported by analytical tools, with a notable affiliation to a municipal advisor and specialized programs such as SIMPLE IRA employer advisory services.