Christopher Went is a financial advisor with LPL Financial in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at Envestnet Inc., UBS Financial, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting strategies ranging from discretionary to non-discretionary management with access to various investment options.

Christopher Crosby is a financial advisor with Cetera, holding the Series 66 credential and bringing 21 years of industry experience. His prior experience includes roles at BNY Mellon and various independent advisory practices. He serves as a trustee on the investment committee for Rowan College, reviewing investment advisors and portfolio allocations for the foundation. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management solutions and access to third-party money managers.

Susan Witte is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at Prudential Insurance Company of America, Pruco Securities, Banc of America Investment Services, and BNY Mellon Securities. She serves as Vice President of the Sisterhood membership at Congregation Kol Ami, a nonprofit organization in Cherry Hill, NJ. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and financial planning services.

Craig Schwartz is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as president of the Apple Tree Mews HOA, managing meetings and budgeting for the community. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

Tara Reigel is a financial advisor at Morgan Stanley with 17 years of experience at the firm. She holds a Series 66 designation and is based in Mount Laurel, NJ. 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, including tailored financial planning that uses structured discovery processes and firm-approved tools to model outcomes and support client decision-making.

Gina Lindsey is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. She has 25 years of industry experience, including prior roles at Foresters Equity Services, Inc. and PRUCO Securities, LLC. Outside of her advisory work, she contributes to a lifestyle blog focused on wellness, nutrition, and parenting, aimed at creating a community for women. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and operational support tools.

Jean Paul Brescia is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is involved with Pax Nauticus LLC, a property management business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Heshan Wanigasekera is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan since 2014. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including Project HOME, the Conservation Center for Art & Historic Artifacts, and Fairmount Park Conservancy, with involvement in their finance and investment committees. He is also a director of Orchid Collections (Pvt) Ltd, a textile manufacturing company based in Sri Lanka. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Andrew Eisel is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation and two years of industry experience. His work history includes roles at JPMorgan Chase Bank, JPMorgan Securities, Goldman Sachs, Liberty Mutual Insurance, and Platinum Wealth Strategies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Brian Baskin is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory work, he coaches Jiu Jitsu at the Moorestown Recreational Center. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering a range of financial planning and consulting services supported by various portfolio management styles and in-house research.

Mark Schuehler is a financial advisor at Morgan Stanley with 9 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2015 and 2017, respectively. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning that integrates firm‑approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with a variety of investment and trading activities.

Jonathan Bovit is a financial advisor at Edward Jones in Medford, NJ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles at companies including Miltek USA and Recycle Track Systems. He was previously the president of an inactive software company, Warmsuite LLC, which he plans to dissolve by the end of 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and a fiduciary standard across its programs.

Tracy Caruso is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at Morgan Stanley Smith Barney for nine years and Deutsche Bank Securities for three years. Caruso is based in Philadelphia, PA, and is an employee of both JPMorgan Securities and JPMorgan Bank, enabling her to offer certain banking products alongside investment services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

John Gallagher is a financial advisor at LPL Financial with 46 years of industry experience. He holds the Series 63 designation and has worked at LPL Financial since 2020. Prior to this, he held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2020. Outside of his advisory work, he has involvement with Costa Ventures LLC, a home-based business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a large network of advisors.

Jacob Heyser is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He joined Fidelity in 2020 as an Investment Consultant before advancing to his current position. Prior to Fidelity, Jacob worked as a Private Wealth Advisor at Lincoln Financial from 2017 to 2020. In his role, Jacob partners with clients to understand their immediate and long-term financial goals and helps build tailored financial plans. He focuses on identifying strategies that improve clients' overall financial situations through trust, reliability, and dedication. Outside of his professional responsibilities, Jacob has interests in baseball, beach activities, football, soccer, and yoga.

James Wilson is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. He has worked at firms including Avantax Advisory Services and 1ST Global Advisors. Outside of advising, he is a partner in MacAlpine Carll & Co LLC, a CPA firm that oversees tax, auditing, and accounting functions. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

Douglas Roskos is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2023 after prior roles at Bank of America, N.A. and Merrill. Outside of his advisory work, he is a partner in Uncle Dave's Homemade Ice Cream LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its municipal advisory work through a unique affiliation uncommon among large institutional advisors.

Nick Meyers is a CFP® with 42 years of industry experience. He has been with LPL Financial since 2024 and previously spent 26 years at Lincoln Financial Advisors Corporation. 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 financial planning and investment solutions, including advisory and brokerage services supported by LPL Research model portfolios, third-party subadvisors, and technology tools for operational and research support.

Kevin Gianfortune is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Hornor Townsend And Kent, Inc. Outside of his advisory duties, he is involved in several insurance-related business activities, including non-variable insurance sales and financial planning entities. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Joel Reitzes is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and previously worked at UBS for seven years before joining Morgan Stanley in 2021. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.