Shane McMahon is a CFA® charterholder and Series 63 licensed advisor with five years of industry experience. He is currently with Ameriprise and has prior experience at firms including Goldman Sachs, JPMorgan Chase & Co., and Charles Schwab. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

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.

Robert Formisano is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2012 and 2015, respectively. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-based financial planning services.

Grant Holdren is a CFP® with 23 years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Newtown, PA. He has been with Cambridge since 2012 and previously worked at Allied Financial Consultants LLP. Outside of his advisory role, Holdren serves as treasurer and board member for a homeowners association and is involved with an educational scholarship organization. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

David Felker is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Yardley, Pennsylvania. He joined Merrill Lynch in 2009 following 13 years with Smith Barney. David specializes in providing customized wealth management strategies for individuals, affluent families, businesses, and non-profit organizations, focusing on long-term client relationships built through a disciplined, personalized process. David's approach involves personal consultations to identify clients' financial goals and priorities, followed by the development and implementation of tailored strategies utilizing a range of investment tools. He holds the Personal Investment Advisor (PIA) designation and is affiliated with Merrill Lynch. David was born in Bethlehem, Pennsylvania, attended Bethlehem Catholic High School, and studied at Temple University in Philadelphia. Beyond his professional work, David has been actively involved in his community, including roles such as former President of the Council Rock Newtown Athletic Association and current staff member of Pennsylvania District 30 Little League. He participates in several organizations, including the Bethlehem Catholic High School Alumni Association, Temple University Athletic Boosters, and The Hun School of Princeton. David also engages in motorsports as an amateur race car driver and high performance driving instructor, and he enjoys golf, sports, and reading. He lives with his wife, Amy, and their three children.

Richard D. Rogers is a financial advisor with UBS Financial Services in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS Financial Services since 1993. Rogers serves on the Bucks County Free Library Board, overseeing the library system for the county. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

David Woffindin is a financial advisor at Stifel with 50 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Woffindin holds Series 63 and Series 65 credentials. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and governmental entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

Dustin Sullivan is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked in community services and education-related roles before joining OSAIC Wealth / Legacy Financial in 2023. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm utilizes model-based asset allocation and portfolio optimization within a multi-advisor platform offering a range of advisory and brokerage services.

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.

Marc Portnoy is a financial advisor with UBS Financial Services in Ewing, NJ, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with UBS since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Marc Zarro is a financial advisor with Wells Fargo Clearing, holding the CFP® and ChFC® designations and over 26 years of industry experience. His career includes roles at Penn Investment Advisors, Longview Capital Management, VOYA Financial Advisors, and Ameriprise Advisor Services prior to joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets through a network of more than 14,000 advisors and offers both brokerage and advisory solutions.

Michael Leahy is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, MassMutual, and Edward Jones. Outside of his advisory role, he has ownership in a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools to model potential outcomes.

Gersain Alvarado is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Merrill and Bank of America, as well as entrepreneurial experience as a self-employed professional. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Craig Turner is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has previous work experience including roles at Jetty Life LLC and Keller Williams Preferred Properties. Turner also served in Surf City Borough for nine years. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with a variety of portfolio management options and serves over 10,000 advisors and approximately 800,000 clients.

Drake Bayard is a financial advisor with Raymond James & Associates. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining Raymond James, he held positions in education and technology sectors, including roles at The College of New Jersey and Infor. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Matthew Hartman is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses. He has 30 years of industry experience, including nearly three decades at Massachusetts Mutual Life Insurance Company and associated entities. His prior experience includes roles focused on non-variable insurance and investment-related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by machine-learning tools and a diverse platform that includes insurance and banking partnerships.

Stephen Scaccetti is a financial advisor at LPL Enterprise with Series 63 and Series 65 designations and 43 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC from 1976 to 2024. LPL Enterprise serves a wide range of clients including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment programs, operating also as a broker-dealer and facilitating insurance product sales through affiliated entities.

Adam Rosenzweig is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and previously held roles at RBC Capital Markets and Morgan Stanley. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, wrap-fee programs, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a large network of more than 14,000 financial advisors.

Lawrence Cherney is a financial advisor with LPL Financial in Hamilton, NJ, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He previously worked at UBS Financial Services and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to institutional platforms, supported by advanced operational and research tools.

Jack Demouth is a financial advisor at Merrill Lynch Wealth Management. He focuses on delivering personalized financial planning services for individuals, families, and businesses, helping clients prepare for retirement, education, and estate planning. Jack and his experienced team utilize strategic planning to build personalized portfolios around clients' financial goals. Jack earned a Bachelor's degree in Finance from Rowan University. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). With expertise in areas such as college education planning, family wealth management strategies, retirement income, and tax minimization, Jack provides comprehensive advisory services. A native of Princeton Junction, Jack actively participates in his community through volunteering. He has over 10 years of volunteer experience with the West Windsor Little League and the West Windsor Volunteer Fire Company No. 1.