Brendan Lefanto is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop personalized holistic plans aimed at helping them and their families achieve their financial goals. He has been with Fidelity Investments since 2021, serving in various roles including Planning Consultant and Financial Representative before his current position in 2024. Prior to joining Fidelity Investments, Brendan worked as a Quality Control Analyst at SEI Investments from 2019 to 2021. His professional experience reflects a progression within the financial services industry, focusing on investment consulting and financial planning. Outside of his professional role, Brendan has personal interests that include baseball, beach activities, social events with friends, golf, hiking, and snowboarding.

Joseph Filipone is a financial advisor with OSAIC, holding the ChFC® and Series 63 designations and bringing 19 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 13 years. He is also the sole owner of Freedom Financial Group LLC, a business offering fixed annuities, fixed indexed annuities, long-term care insurance, and traditional life insurance. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, providing integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios on either a discretionary or non-discretionary basis.

Eric Allen is a CFP® professional with 12 years of experience in the financial advisory industry. He is currently affiliated with LPL Financial and has held various roles at several firms, including Generation Capital Group LLC and Regional Investment Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

Rohi Batra is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2025. Prior to this, he held roles at various affiliated firms, including Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management services.

Patrick Duffield is a financial advisor with Ameriprise in Mount Laurel, NJ, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of advising, he is involved in a business ownership role through Voorhees Management Group, LLC. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets clients with significant investable assets, providing written recommendations that incorporate tax-efficient strategies and advanced modeling techniques.

Dominic Galati is a CFP® with 15 years of industry experience, currently affiliated with Charles Schwab. His prior work includes roles at TD Ameritrade from 2013 to 2022 before joining Charles Schwab and Charles Schwab Bank. Outside of his advisory work, he is the host and curator of a streaming platform called The Smashing Grounds. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment onboarding process.

Randy Sinnott is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their personal perspectives and priorities, helping them develop strategies to pursue their financial goals. He specializes in areas including divorce transition planning, education planning, equity compensation services, investment consulting for defined contribution plans, legacy planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Randy holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Rutgers. Beyond his professional endeavors, Randy has personal interests that include baseball, boating, fishing, football, golfing, hunting, running, and tennis.

Rodney Riso is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He serves on the finance committee of the Wanamaker Institute of Industries in Haddonfield, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Jamison Licausi is a financial advisor with UBS Financial Services, holding a Series 66 designation and over 21 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Mark Barron is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. His prior firms include Merrill and Bank of America, where he worked for a decade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm advises multiple registered investment companies and employs systematic methodologies and AI-driven research in its model portfolio development.

Charles Seibold is a financial advisor at LPL Financial with 49 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL Financial in 2024, he was with Royal Alliance Associates for 18 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Nathaniel Johnson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2020, and previously spent six years with Fcg Advisors, LLC. Outside of his advisory role, he owns Ned Johnson Financial, a separate investment-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a variety of financial planning and investment management services through a network of independent financial professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Albert Kim is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his association with Merrill Lynch in 2009 as an intern and joined the Barnett-Roskos Wealth Management Group in 2015. Albert provides personalized financial services aimed at helping clients achieve their financial goals through thoughtful strategy and attentive service. He graduated from the University of Pittsburgh and has accumulated experience in investment, banking, and credit through prior roles at Edward Jones and JPMorgan Chase. Albert holds several professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Albert is fluent in Korean and English. He grew up in Villanova, Pennsylvania, and currently resides in New Jersey with his wife and their dog. Outside of work, he is passionate about martial arts and holds black belts in Tae Kwon Do and Kumdo while also training in kickboxing. He serves as a board member on several nonprofit organizations in his community.

John Somers is a financial advisor with RBC Capital Markets in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Robert Minor Jr. is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2012, previously associated with Axa Advisors LLC. Outside of his advisory role, he serves as a board member for the nonprofit organization For Pete's Sake and is president of the Moorestown Business Networkers. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Tyler Richards is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Bank, The Assurance Group, Fulton Bank, and TD Bank. Outside of his advisory role, he works as a driver for Uber and Lyft. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Pojawis Jr. is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Sagepoint Financial, Inc. and American General Securities Incorporated. Outside of advising, he serves as an officer for the Knights of Columbus and is a board trustee for The Friends of the Ocean City Pops, a nonprofit organization. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services across various platforms and strategies.

Kristy Connor is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2018 and offers a holistic approach to wealth management, providing services such as retirement planning, personalized investment strategies, and additional financial solutions including banking and lending through the support of Bank of America. Her practice focuses on helping clients achieve their financial goals by equipping them with knowledge, power, and confidence. Kristy specializes in areas including college education planning, family wealth management strategies, liquidity management, retirement income, tax minimization, and portfolio management services. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Kristy earned her Bachelor's Degree from the University of Delaware, graduating with honors in three years and was a member of the National Society of Collegiate Scholars. A South Jersey native currently residing in Medford, NJ, Kristy serves as an Ambassador to the National Association of Women Business Owners. Outside of work, she enjoys basketball, football, golfing, pickleball, reading, traveling, yoga, watching movies, and spending time with her family and friends.

Dawn Stil is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds the Series 66 and Series 63 licenses and previously worked at Morgan Stanley Smith Barney for nine years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes proprietary research through a network of financial advisors who tailor plans based on capital market assumptions and client goals.

Stephen Melchiorre is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Equitable Advisors, Axa Advisors, and New York Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.