Patrick Duffield ; Ameriprise
Financial Services, Inc.
Robert Dunn ; Private Wealth
Management Group
Lawrence Durso ; Morgan Stanley
Page 15
James E. Dy ; Main Street Wealth
Management
Mark Dzamba ; Ameriprise Financial
Services, Inc.
Frank Eberhart ; Eberhart Financial
Services Group
John M. Egan ; J.M. Egan Wealth
Advisors Page 7
Jason Ellis ; Vision Retirement
Gregory Emr ; LPL Financial
Mary E. Emson ; Morgan Stanley
George Joseph Ernst, Jr. ; Morgan
Stanley
Thomas Farrell ; RegentAtlantic
Michael Fasano ; Oppenheimer &
Company
Ian Ferrato ; Garden State Securities
Robert Finan ; Morgan Stanley
Nancy M. Findlay ; Ameriprise
Financial Services, Inc.
Richard Fitsimmons ; Merrill Lynch
J. Fitzgerald ; Ameriprise Financial
Services, Inc.
Matthew Fleissig ; Pathstone Family
Office
Ryan Edward Flynn ; Flynn Wealth
Management
Richard A. Fontana ; Raymond
James & Associates Page 27
Dan Foran ; Foran Financial Group
Page 28
John Foran ; Foran Financial Group
Page 28
Roger Michael Francis ; Ameriprise
Financial Services, Inc.
Christine Frole ; Ameriprise Financial
Services, Inc.
Lynn Fryckberg ; Morgan Stanley
Ian Gallagher ; Ameriprise Financial
Services, Inc.
Michael Gee ; Merrill Lynch
Jonathan Geisler ; McLaughlin Asset
Management
Ronald A. Gelok ; Ronald Gelok &
Associates Page 34
Jeffrey George ; Merrill Lynch
Brian Ginty ; LPL Financial
Steven Gochman ; Creative Financial
Group of New Jersey
Hal Goldberg ; RBC Capital Markets
Zachary Goldberg ; Morgan
Stanley Page 29
Rebecca Golembiski ; Ameriprise
Financial Services, Inc.
Gregory Goodman ; Merrill Lynch
Kevin Grauer ; Ameriprise Financial
Services, Inc.
Robert Greenwood ; Ameriprise
Financial Services, Inc.
Anita D. Grossman ; Grossman
Financial Planning Group
Eric Guggenheim ; Ameriprise
Financial Services, Inc.
Carl Hanks ; Morgan Stanley
Michelle Lynn Heide ; Ameriprise
Financial Services, Inc.
Christopher J. Heiser ; Ameriprise
Financial Services, Inc.
Daniel Hernandez ; Lincoln
Investment Page 36
Robert Herold ; Family Wealth Care
Constance Herrstrom ; Premier
Financial Planning
Lawrence A. Hess ; Ameriprise
Financial Services, Inc.
Howard Hook ; EKS Associates
Page 23
Rick Hughes ; Morgan Stanley
Joseph Adam Hutchinson ; Morgan
Stanley
Ronald Jaeger ; Jaeger Wealth
Management
James Joseph Jaghab ; Ameriprise
Financial Services, Inc.
Daniel Jago ; Main Street Wealth
Management
Josh Jalinski ; Jalinski Advisory
Group
Javid Jaraiedi ; Jaraiedi Financial
Group
Paul Jetter ; Insight Private Advisors
Randall Jones ; Morgan Stanley
Trevor Jones ; Ameriprise Financial
Services, Inc.
Evan Kahn ; Morgan Stanley
Eric Justin Kalma ; Ameriprise
Financial Services, Inc.
Michael Adam Kaup ; New England
Securities
Steven W. Kaye ; AEPG Wealth
Strategies
Brian R. Kayhart ; Tupler Financial
Asghar Kazim ; United Wealth Group
Brett Keener ; Proviser Financial
Brian J. Kelly, Jr. ; Morgan Stanley
William Kennedy III ; Kennedy
Investment Group
Donald Kostka ; Kostka Taylor, CPAs
Kyle Kranzley ; LPL Financial
Karl Kreshpane ; Morgan Stanley
Page 25
Kevin Kruse ; MetLife
Salvatore LaFonte ; Morgan Stanley
Gerald LaMalfa ; MACRO Consulting
Group
Charles A. Lambert ; Creative
Financial Group of New Jersey
Edward J. Lang ; Ameriprise
Financial Services, Inc.
Keith Langworthy ; Morgan Stanley
Page 30
David Scott Larkin ; Merrill Lynch
Diahann Wyke Lassus ; Lassus
Wherley
Jason LaVigne ; Freedom Financial
Group Associates
Paul Leesman ; Ameriprise Financial
Services, Inc.
Andrew J. Leicht ; Leicht
Financial Planning and Wealth
Management Page 12
Lance Leimberg ; Integrated
Financial Partners
Adam Leone ; Modera Wealth
Management
John J. Leroy ; Summit Financial
Resources
George Fred Leupold ; Leupold
Financial Planning Associates
Henry C. Liao ; Ameriprise Financial
Services, Inc.
Lynn Liaskos ; Ameriprise Financial
Services, Inc.
Steven Lieberman ; Summit
Financial Resources
Marco Lima ; Ameriprise Financial
Services, Inc. Page 25
Steven Linden ; Prestige Wealth
Management Group
Bruce Linger ; Lincoln Financial
Advisors
Brian Lynch ; Morgan Stanley
Jerry Lynch ; JFL Total Wealth
Management
John Lynde ; LPL Financial
Edward Macauley ; Merrill Lynch
David MacKinnon ; Morgan Stanley
Susan G. Macy ; Ameriprise Financial
Services, Inc.
Chet Makuch ; Ameriprise Financial
Services, Inc.
Clark Mangan ; Janney Montgomery
Scott
Rocco Manochio ; RM Financial
Management/Ameriprise Financial
Services, Inc.
James Manuola ; Merrill Lynch
Michael Marchiano ; Morgan Stanley
Christopher Masso ; Masso Torrence
Wealth Management
Robert Mastrandrea ; East Coast
Wealth Management
Camillo Matteucci ; Ameriprise
Financial Services, Inc.
Mark Mauro ; Mark J. Mauro, CPA
Frank Mazza ; Morgan Stanley
James McCarthy ; McCarthy Wealth
Solutions
Edward McCay III ; Ameriprise
Financial Services, Inc.
Daniel McElwee ; Ventura Wealth
Management
Lance McGinnis ; Oppenheimer &
Company
Frank McKinley ; Nationwide
Planning Associates
William J. McLeer ; Ameriprise
Financial Services, Inc.
Robert McNeill ; AXA Advisors
Neil P. McNulty ; RBC Capital Markets
Glenn Mellin ; MetLife
Gregory Merlino ; Ameriway
Financial Services
Paul Edward Metcalfe ; Lincoln
Financial Advisors
Matthew Miller ; Morgan Stanley
Trevor Miller ; Ameriprise Financial
Services, Inc.
Sergio Modernel ; Ameriprise
Financial Services, Inc.
Stephen Molinelli ; Insight Financial
Services
W. David Moore ; Moore Wealth
Management
Donald Scott Moser ; Woloshin
Investment Management
Paul Muller ; Vision Retirement
William Munn ; Ameriprise Financial
Services, Inc.
Miguel Munoz ; Merrill Lynch
Lawrence Murphy ; MetLife
Beverly A. Neal ; Ameriprise
Financial Services, Inc.
Peter Needham ; AEPG Wealth
Strategies
Marc Neumann ; Lighthouse
Planning Consultants
Randy Neumann ; Randy Neumann
Wealth Management Page 35
Nicholas A. Nicolette ; Sterling
Financial Planning Page 16
Aaron David Niederman ; Mid
Atlantic Resource Group
James Nocito ; Ameriprise Financial
Services, Inc.
Joseph Spencer Norris ; J. Spencer &
Company
Thomas O’Connell ; International
Financial Advisory Group
William O’Doherty ; Thrivent
Financial
Thomas Orecchio ; Modera Wealth
Management
Jack D. Oujo ; Jack Oujo, CPA
Page 31
Walter Francisco Pardo ; Wealth
Financial Partners
Vincent Alan Parisi ; Summit
Financial Resources
James Parks ; Parks Wealth
Management
Nicholas A. Pascarella ; Nicholas
Pascarella & Company Page 4 & 5
Joseph Patton ; Ameriprise Financial
Services, Inc.
Kenneth Paul ; Prestige Wealth
Management Group
Bernie Petit ; Beacon Financial
Solutions
Stephanie A. Petrosini ; Morgan
Stanley
Anthony Pio Costa IV ; Ameriprise
Financial Services, Inc.
Michael M. Pirrello ; Ameriprise
Financial Services, Inc.
George Pittaoulis ; Ameriprise
Financial Services, Inc.
