John Mccormick is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding the ChFC® designation and Series 66 license. He has 25 years of industry experience, including over two decades with Equitable Advisors and its predecessor, Axa Advisors. Outside of his advisory role, he serves as a board member of the Georgetown University Gridiron Club, where he participates in mentoring student athletes. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage channels.

Albert Kim is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2009 as an intern and, after graduating from the University of Pittsburgh, gained additional experience at Edward Jones and JPMorgan Chase before returning to Merrill in 2014. Since 2015, Albert has worked with the Barnett-Roskos Wealth Management Group. Albert's expertise includes college education planning, divorce transition planning, employee benefits planning, institutional and corporate benefit services, legacy planning, liquidity management, individual and corporate investment strategy, tax minimization, and retirement income. He holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Albert grew up in Villanova, Pennsylvania and resides in New Jersey with his wife and their dog. He is passionate about martial arts, holding black belts in Tae Kwon Do and Kumdo, and continues training in kickboxing. Albert is also active in his community, serving as a board member for several nonprofits.

Tanner Guynes is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Saxbys, Amazon, and DoorDash. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning through structured processes and firm-approved tools.

David Farina is a financial advisor with Stifel in Yardley, PA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves as Lead Pastor at Calvary Full Gospel Church, where he preaches, teaches, and oversees church operations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing clients with asset allocation and planning analyses to support their investment decisions.

Robert Tomasulo is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 49 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Tomasulo is involved with a business called Power for Mother, based in Yardley, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and includes a range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Scott Levy is a CFP® certificant and holds a Series 66 license with 12 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and previously worked at Securian Financial Services, Minnesota Life Insurance Company, and Allied Wealth Partners. Outside of his advisory role, he serves as Membership Chairperson for Buxmont LETIP and is active as a sports card collector. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a broad client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a variety of portfolio management options and proprietary and third-party model strategies tailored to client objectives.

Leon Hart is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2002 and was employed by FedEx Home Delivery from 2006 to 2025. Outside of his advisory role, he is involved in home health care services as a home health aide on a part-time basis. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm employs third-party asset managers and offers a tiered wrap-fee structure, focusing on curated portfolio models rather than institutional or pension plan management.

Patricia Trapp is a Series 66-licensed financial advisor with 25 years of industry experience. She has worked at UBS Financial Services since 2001 and joined OSAIC in 2024. Outside of her advisory role, she is involved in selling annuities and life insurance through various vendors. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes firm-provided asset allocation tools and supports both discretionary and non-discretionary portfolio management.

Jeffrey Ferry is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Pruco Securities, LLC from 2000 to 2025. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and brokerage products, utilizing model portfolios and third-party asset managers within an integrated platform.

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.

Michi Chin is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2021, with prior roles at Citizens Securities and Citizens Bank. Outside of her advisory work, she is an owner and partner of Higharchi LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Michael Wiley is a financial advisor at Raymond James & Associates with 29 years of industry experience. He previously worked for Morgan Stanley Smith Barney for 17 years before joining his current firm. He holds the Series 63 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Christian Issa is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he held roles at Estee Lauder, KBRA Holdings Inc, Drexel University, Evergreen Senior Management, and Council Rock High School North. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Shelley Mau is a CFP® professional with 31 years of experience in the financial services industry. She has been with Ameriprise since 2005, currently serving as an advisor at their Langhorne, PA office. Outside of her advisory role, she serves on the Board of Directors for Divine Grace Condominium and works as an independent consultant through Generational Partners, LLC. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a notable retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team that uses research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

Philip Calandra is a financial advisor with Merrill in Columbus, NJ, holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at Merrill from 2006 to 2022 and at Mershon Concrete LLC from 2022 to 2025 before rejoining Merrill and Bank of America in 2025. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Smith is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2019 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services including wrap programs, private funds, and principal trading activities.

Allison Faust is a financial advisor at Morgan Stanley with 20 years of industry experience. She has worked at Morgan Stanley and its affiliated firms since 2007. Outside of her advisory role, she is involved in customer service for a restaurant and nightlife business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Pine is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

John Scott is a financial advisor with OSAIC, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 39 years of industry experience, including 25 years at Signator Investors, Inc. before joining OSAIC in 2018. Scott serves as a board member of Hope Community Church, a non-denominational church in Moorestown, NJ. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services featuring diverse investment options, model portfolios, and third-party management platforms.