Mesmin Pelerin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has previously worked at firms including Waddell & Reed, Ameriprise, Merrill, and PNC Wealth Management. He also served as a FINRA non-public arbitrator in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, managed portfolio programs, third-party asset management access, and institutional platforms, supporting a wide range of investment strategies and technologies.

Nicole Orlowski is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Before joining UBS in 2021, she worked at Digital Dragon and Rat Sound Systems. Outside of her advisory role, she freelances as a live sound engineer for concerts and events in New Mexico. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

Christopher Donisi is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and having eight years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, JPMorgan Securities LLC, JPMorgan Chase Bank, N.A., and TD Bank. Outside of finance, he is involved with Ciconte's Restaurant Group in New Jersey as an employee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Robert Bradley III is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, NYLife Securities, New York Life Insurance Company, and SEI Investments. He is also involved in financial planning through a sole proprietorship, RDB Wealth Advisors. OSAIC serves a diverse client base including individual and institutional investors, offering brokerage, advisory, financial planning, and retirement consulting services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include a variety of investment types, with accounts managed on both discretionary and non-discretionary bases.

Edward Penberthy is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, Penberthy serves on the Harvey Cedars Open Space Committee, advising on the use of property tax assessments to maintain open space in the community. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets and employing firm-approved planning tools and investment estimates without offering individual security recommendations as part of standalone plans.

Jason Lewer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1997 as a Financial Advisor and has developed expertise in providing investment advice and financial services to individuals and families. His areas of focus include income replacement, transition planning, portfolio risk management, and guidance for families with special needs members. Jason holds a Bachelor's Degree from Villanova and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is a member of the International Association of Approved Basketball Officials. His community involvement includes participation with Decoding Dyslexia, NJ, English in Mind, and the North Yonkers Scholarship Foundation.

Alexander Boory is a financial advisor at Morgan Stanley in Marlton, NJ, holding a Series 66 designation. He has one year of experience in the industry, joining Morgan Stanley in 2025. Prior to his current role, he worked in various positions including at Tiqets and with several sports organizations from 2014 to 2024. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and uses firm‑approved tools to model outcomes, serving clients through a broad range of retail and institutional services.

Steven Goldman is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Cynthia Astorga is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 18 years of experience at the firm. She has been with Morgan Stanley since 2008. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Lori Jarema is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of advisory and discretionary options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

Ray Diao is a financial advisor with Merrill, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at Bank of America, Wells Fargo, J.P. Morgan Securities, and Prudential Insurance. He has also worked at Amazon Logistics and held a role at The College of New Jersey. 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. The firm offers model-based and discretionary investment strategies managed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Slattery is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Matthew Boynton is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2005. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Boynton manages an investment property business. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, combining proprietary research and model-based asset allocation with comprehensive capital markets capabilities.

Shawn Senior is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Morgan Stanley in various roles between 2012 and 2021. Outside of his advisory career, he is involved with the Philadelphia Phillies, assisting by throwing batting practice. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, utilizing model-based asset allocations, proprietary research, and discretionary portfolio management to align with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and banking products.

Nicholas Iocco is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as president of the Southpointe Harbour Club in Somers Point, NJ, where he participates in meetings regarding property maintenance and expenditures. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Scott Parker is a financial advisor with Wells Fargo Advisors in Medford, NJ, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has been with Wells Fargo Advisors and its related clearing firms since 2009. Outside of his advisory role, he manages Parker Asset Management, LLC, and serves as an executor for a family friend's estate. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, risk, and wealth-transfer planning. The firm’s approach integrates research, planning tools, and multiple financial product channels to deliver tailored client recommendations.

Roy Hansen III is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Equitable Advisors, Axa Advisors, McKinsey and Company, and Ameriprise Financial. He also worked at Rollins College for four years. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Michael Francisco is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is a board member and secretary of Patriot Fund, a nonprofit organization he helped found. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Cameron Jacoby is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Schwab, he spent time at Equitable Advisors LLC and has experience in education and local government. Jacoby serves as Treasurer for the Phi Mu Delta Fraternity Alumni Association. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary financial planning and discretionary separately managed accounts supported by multi-asset model portfolios and alternative investment due diligence.

Harry Buzzerd III is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2008. He holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, investment models, and a broad range of capital markets solutions.