Leonard Arabia Jr. is a Private Wealth Advisor at Merrill Private Wealth Management in Boston. He is a member of an industry-recognized Private Wealth team that focuses on providing integrated solutions, creative and efficient planning, and balance sheet optimization within a client-centered "listen first" framework. Leonard and his team specialize in designing, developing, and implementing bespoke wealth strategies for select affluent families. Their expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, small business strategies, and tax minimization. They take a long-term and risk-aware approach to preserving and investing assets, with an emphasis on multigenerational planning. He holds a Bachelor's degree from Boston College and has earned the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Leonard is also involved with the Big Brothers Big Sisters of Eastern Massachusetts and is an active member of Merrill Private Wealth Management.

Derrick Wilson is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Gusto, Equity Services Inc, National Life Group, and The Vanguard Group. Outside of his advisory role, he is CEO of Selective Financial Solutions LLC, a business involved in insurance and tax preparation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions focused on diversified portfolios and long-term strategies.

Sara Porter is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Fidelity Investments since 2012. Outside of her advisory role, she provides therapeutic group and individual activities for patients at Virtua Mount Holly Hospital. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

David Way is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2010. Outside of his advisory role, he operates a business under the name Ahrens Sura Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Andrey Letushko is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Prior to joining LPL Financial in 2025, he spent nine years at Sorrento Pacific Financial, LLC. Outside of his advisory role, he is the owner of Auto Vendors LLC, a direct sales business. 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, combining discretionary and non-discretionary management with extensive research and diverse investment strategies.

Peter Blagojevic is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Prestige Subaru and Citizens Securities, Inc. Outside of advising, he has earned residual commissions from Aflac and occasionally works with delivery services. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment advisory programs and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Gregory Klipstein is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2025. He previously worked at CCG Wealth Management LLC, JFS Wealth Advisors, LLC, and TD Private Client Wealth LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

John Roeckel Sr. is a financial professional with 34 years of experience, currently associated with Cetera. He holds Series 63 and Series 65 licenses and has worked at firms including Western International Securities, Inc. and Fuhrman Management Associates, Inc. Since 2023, he has been involved with Pinnacle Wealth Advisors, LLC and acts as a youth baseball umpire. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Michael Newman is a financial advisor with Ameriprise in Sicklerville, NJ, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of advising, he is involved in real estate development and provides educational workshops at Rutgers University and Rowan University. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored income strategies, supported by a centralized consulting team and algorithmic tools.

Evan Mcginnis is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has been affiliated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles with multiple registered investment companies, and use of advanced methodologies such as AI and systematic portfolio construction.

Brian Macdonald is a financial advisor with Raymond James Financial in Galloway, NJ, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His prior roles include positions at ALPS Distributors, Arcview Capital, and DWS/DEAWM Distributors. He is also associated with Fulton Financial Advisors, where he is involved in investment sales and service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports clients through advisory programs while maintaining a unique municipal advisory affiliation.

Kyle Stokley is a financial advisor at Fidelity with three years of industry experience. He has worked at Fidelity Investments since 2023 and was previously employed by The Vanguard Group, Inc. Outside of finance, his background includes roles in education and community organizations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Stuart Cohen is a CFP®-certified financial advisor with Ameriprise in Vineland, NJ, and has 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he rents office space from his wife, who is also a client. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Maneck Shroff is a financial advisor at Fidelity with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Merrill, and American Income Life Insurance Company. Outside of finance, he worked part-time at Hand & Stone Spa as a front desk receptionist and sales clerk. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

William Thesing Jr. is a CFP®-certified financial advisor with 26 years of industry experience. He has been with Ameriprise since 2005, currently serving in Sicklerville, NJ. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Michael Tierney is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His career background includes roles at Allied Wealth Partners, Minnesota Life Insurance Co, and the Philadelphia Police Department. Outside of finance, he creates and sells digital content on Etsy. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs.

Dustin Pfaff is a financial advisor with Merrill in Williamstown, NJ, holding a Series 66 designation and eight years of industry experience. He has been associated with Merrill and Bank of America since 2014. Outside of his advisory role, he is the owner of Guardian Angel Gutters LLC, a business specializing in home gutter cleaning and maintenance. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Demaria Jr. is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Securities America and Securities Service Network, Inc. Since 2001, he has owned Wealth Capital Group and 401K Planners, which focus on financial services and company retirement plans. He also works as an insurance agent selling life insurance, annuities, and long-term care products. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform combining affiliated and unaffiliated strategies.

James Siwek Jr. is a CFP® and Series 66 credentialed financial advisor with Edward Jones, where he has worked since 2014. He has 11 years of industry experience and is based in Hammonton, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Vincent Ferrigno is a CFP® professional with 20 years of experience in the financial services industry. He currently works at LPL Enterprise and has held prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in selling workers' compensation and commercial lines insurance. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a broad range of brokerage and insurance products via an integrated platform.