Connor Iarussi is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at METLIFE Securities Inc from 2015 to 2017. His credentials include Series 63 and Series 65 licenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Ian Gallagher is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2008. Outside of his advisory role, he is the owner and operator of Grove Street Operations, LLC, a financial planning business based in Voorhees, NJ. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset thresholds. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, employing a combination of research, modeling, and tax-efficiency analysis in its retirement income recommendations.

Joshua Stecker is a financial advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, and businesses to develop personalized wealth management strategies aimed at achieving their financial goals. His areas of expertise include retirement income planning, education planning, family wealth management strategies, liquidity management, and small business strategies, among others. Joshua holds a Bachelor's Degree from Rowan University and is a Personal Investment Advisor (PIA). He focuses on creating transparent, tailored financial plans that reflect each client’s unique priorities. Outside of work, Joshua enjoys basketball, football, golfing, rock climbing, and spending time with his family.

Jillian Greene is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a tenure at UBS Financial Services from 2017 to 2021. Prior to her financial services career, she was employed in education from 2014 to 2018. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Rachael Di Lunardi is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has worked in various roles across Morgan Stanley since 2018. Her prior experience includes positions with the U.S. Green Building Council and involvement with sports and hospitality organizations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis from its Global Investment Committee as part of its financial planning process.

Heather Yearly is a Planning Consultant at Fidelity Investments, where she collaborates with clients and Financial Consultants to develop and maintain comprehensive financial plans tailored to individual and family needs. She has been in this role since 2019. Prior to her current position, Heather gained experience as a Wealth Advisor at Truist Bank from 2017 to 2019. Earlier in her career, she held roles at Vanguard, serving as a Flagship Select Services Senior Relationship Consultant from 2011 to 2016, and as a Flagship Services Relationship Consultant from 2006 to 2010.

John Napolitano is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2022. Prior to his financial advisory role, he held positions in various service and retail industries. Outside of advisory work, he is involved in sales activities for ancillary financial products and tax account programs. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on client goals and risk tolerance.

Douglas Jones is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses his professional efforts on retirement planning, estate and legacy planning strategies, investment advice, tax-efficient strategies, and overall guidance in managing clients' finances. Since joining Merrill in 2015, Doug has built experience in retirement planning by developing tailored strategies that address the unique needs and goals of individual clients and families. Doug holds a Bachelor of Science degree from Ursinus College. He has earned the professional designations of Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His educational background and credentials support his expertise in complex financial situations, retirement accounts, investment options, and income distribution strategies. A South Jersey native residing in Tabernacle, NJ, Doug enjoys baseball, basketball, cooking, football, hunting, music, swimming, traveling, and watching movies. He values trust and communication in relationships, paralleling his professional approach to client partnerships with the importance he places on family and community.

Joseph Demarco is a financial advisor with Ameriprise in Marlton, NJ, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Eugene Cho is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2019, following a year at Merrill and five years at Rutgers University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party databases.

Jeremy Kuptsow is a CFP® with five years of industry experience currently serving as a financial advisor at Osaic Wealth, Inc. He previously worked at The Vanguard Group, Inc. for four years and has held various roles involving financial planning and client services. Kuptsow also acts as an insurance agent offering annuities, health, life, employee benefits, and long-term care insurance. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities through a large network of affiliated advisors and multiple advisory platforms. The firm employs a combination of asset-allocation tools, risk assessment methods, and automated rebalancing to construct portfolios that may include various securities and alternative investments.

Ronald Zeitz is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he is involved in several real estate partnerships and is a passive partner in an automobile investment venture. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary research and institutional trading capabilities to tailor solutions to clients' goals and risk tolerances.

Francis Rudisill is a CFP® with 36 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. Prior to this, he worked for Metlife Securities Inc. for 28 years and has been affiliated with MassMutual Life Insurance Company since 2016. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as an annual, collaborative process using firm-approved analytical tools, focusing on recommending investment categories and strategies without discretionary authority.

Vincent Primavera is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Principal Life Insurance Company, Principal Securities Inc, and Scottrade. Primavera is also active as a non-variable insurance agent. 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 provides a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management.

Bradley Saler is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc for 16 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options that include a broader range of financial products than many large institutional advisers.

Christine Caporale is a financial advisor with Merrill in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 30 years of industry experience. She has been with Merrill since 1998. Outside of her advisory role, she serves as a Power of Attorney for a nonprofit entity. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, combining internal and third-party portfolio management with various asset allocation approaches.

Albert Brocious Jr. is a CFP®-certified financial advisor with Ameriprise, bringing 27 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he owns and operates Grove Street Operations, LLC, which provides financial planning services. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, primarily focusing on clients with significant assets in Ameriprise-managed accounts.

Roy Hansen Jr. is a CFP®-certified financial advisor with Ameriprise, based in Tequesta, FL, and has 34 years of industry experience. He has worked with Ameriprise Financial Service, LLC since 1992 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of financial advising, Hansen is a partner in a limousine management business and serves on the Board of Trustees for the Boys and Girls Club of Camden County. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Maria Tsakiris is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2015 and 2016, respectively. She also serves as a trustee and co-trustee for a trust based in Cherry Hill, New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling.

Bruce Doner is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. He previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 23 years and has been involved with Innovative Wealth Management Services since 1991. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and advanced technologies.