Karlyn Wright is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocation to tailor investment strategies to clients’ goals and risk tolerances.

Thomas Marino is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 credential and has worked previously at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, Marino is involved in community activities including serving on the Appalachian Mountain Club steering committee, chairing a municipal parks and recreation board, and participating in nonprofit organizations such as the Knights of Columbus. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with access to multiple investment platforms and third-party managers.

Robert Greenwood is a Series 63–registered financial advisor with Ameriprise in Medford, NJ, with 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he is involved in independent insurance brokering specializing in disability income. Ameriprise is a large institutional firm serving clients primarily through retirement-income planning services tailored to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered in partnership with clients' financial advisors.

Jennifer Schimanski is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 1998. Outside of her advisory role, she is involved with H, H & W LLC, an investment-related outside business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate modeling and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Anthony Arot is a Senior Financial Advisor at Merrill Lynch Wealth Management's Nash Wealth Management Group, a family-run practice focused on helping clients build, preserve, and transfer wealth. He brings over a decade of experience in wealth management, working closely with retirees, business owners, and high-net-worth individuals. Anthony provides tailored financial strategies in areas including divorce transition planning, education planning, family wealth management, legacy planning, retirement planning, portfolio management, and tax minimization. Anthony holds a Bachelor's Degree from Stockton University and has earned the Personal Investment Advisor (PIA) designation. He is involved in his community through organizations such as Haddonfield United Methodist Church, the American Red Cross, the Colorectal Cancer Alliance, Marlton Recreational Council, and the Society for American Baseball Research (SABR). Outside of his professional work, Anthony enjoys spending time with his family and engaging in activities such as baseball, basketball, fishing, football, music, running marathons, and soccer.

Scott Seligman is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 33 years of industry experience, including previous roles at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. He is also the managing member of Seligman Financial Group LLC, operating as United Financial Solutions. Cambridge Investment Research Advisors serves a wide range of clients including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers diverse investment solutions across multiple platforms and includes proprietary model strategies alongside access to unaffiliated third-party managers.

Tony Lu is a Wealth Management Planning Consultant at Fidelity Investments, currently working to develop and implement comprehensive financial plans that are designed to build and preserve wealth for clients and their future generations. In this role, he collaborates closely with clients and Wealth Management Advisors to craft strategies that align with individual financial goals and legacy planning needs. Tony's career spans over fifteen years in the financial services industry, featuring a progression of roles at Fidelity Investments since 2008, including Senior Relationship Manager and Planning Consultant positions. Prior to joining Fidelity, he served as a Financial Advisor at Ameriprise Financial and worked as a Participant Service Representative at Merrill Lynch, providing him with a broad base of experience in wealth management and client advisory services.

William Sabia is a financial advisor with Morgan Stanley in Mount Laurel, NJ. He holds a Series 66 designation and has been with Morgan Stanley since 2026. Prior to joining the firm, he worked at True Search and spent time in education. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by a structured planning process and a broad range of investment services.

Mesmin Pelerin is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Waddell & Reed, Inc. and various insurance carriers. He also served as a FINRA non-public arbitrator. 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, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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.

Spencer Markoe is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. He also has experience outside finance, having worked in catering for one year. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary investment research and algorithmic tools to provide ongoing, tax-aware withdrawal strategies.

Eli Saline is a financial advisor with LPL Financial in Cherry Hill, NJ, holding the CFP® and ChFC® designations along with a Series 66 license. He has 16 years of industry experience, including 16 years at Next Financial Group Inc and Saline Financial Solutions prior to joining LPL Financial in 2025. Outside of his advisory role, Saline is also a licensed insurance agent and a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

James Belz is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Capital Analysts and Lincoln Investment. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers personalized retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

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.

Andrew Cohen is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. Cohen is involved in nonprofit work as president of the Marjorie B Cohen Foundation, which focuses on fundraising and raising awareness for cancer genetics, and serves on the board of the Abramson Cancer Center. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of advisors. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, and alternative investments.

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.