Ochir Shurugcheev is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2019. Starting in May 2024, he will also be associated with Andreanidis Financial Group LLC in an investment-related role. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored retirement income recommendations.

Michael Fehrenback is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1999 and joined Merrill in 2017 after experience at Smith Barney and Morgan Stanley. Michael serves a multi-generational client base that includes active and retired executives at power and public companies, attorneys, and others residing in more than a dozen states. Michael focuses on building strong relationships with clients, emphasizing frequent communication to understand their long-term goals, financial concerns, and preferences. He specializes in areas such as executive compensation, family wealth management, legacy planning, liquidity management, tax minimization, and retirement income. His approach includes developing customized strategies that enhance both assets and liabilities, coordinating with clients’ CPAs and attorneys on tax and wealth transfer matters, and incorporating Merrill’s research and vetted investment managers into portfolio construction. Michael holds a Bachelor of Science degree in Economics from Rutgers University and has earned the Personal Investment Advisor (PIA) designation. Outside of work, he spends time with his wife, Renee, and their three children, and enjoys golfing, reading, running, traveling, and watching movies.

Michael Balkey is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Merrill and Bank of America prior to joining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Molly Babcock is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Qurate Retail Group for six years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

John Heigl Jr. is a financial advisor with LPL Financial in Marlton, NJ. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including 22 years with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.). LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Denise Mclaughlin is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Howard Mattson is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has previously worked with Sagepoint Financial, Inc. and American General Securities Incorporated. Mattson serves as a board member of the South Harrison Board of Education, participating in local elementary school policy discussions. OSAIC Wealth serves a diverse clientele including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and the use of numerous program options including Unified Managed Accounts and third-party money manager programs.

Thomas Olbrich is a financial advisor with Cetera, holding the ChFC® designation and the Series 63 license, and brings 39 years of industry experience. His prior work includes roles at LPL Financial and INVEST Financial Corp. Outside of his advisory work, he serves as a board member for the Moorestown Lacrosse Club and is involved with the Foxtail Homeowners Association architecture committee. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and consulting services through a multi-manager platform with options ranging from model portfolios to customized strategies.

Christopher Reber is a financial advisor with Merrill in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, he is the owner of Reber Capital Group LLC, a for-profit business engaged in passive real estate investing. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

Kevin Sporer is a financial advisor with Ameriprise in Marlton, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Sporer serves on the board of the Peggy Spiegler Melanoma Research Foundation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides retirement income planning through written reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Americo Santella is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of finance, he owns and operates a dog grooming business, POSH PETS LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Craig Yates is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he is listed as president of a health club business and is associated with a television pilot project involving his spouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Brendan Lefanto is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop personalized holistic plans aimed at helping them and their families achieve their financial goals. He has been with Fidelity Investments since 2021, serving in various roles including Planning Consultant and Financial Representative before his current position in 2024. Prior to joining Fidelity Investments, Brendan worked as a Quality Control Analyst at SEI Investments from 2019 to 2021. His professional experience reflects a progression within the financial services industry, focusing on investment consulting and financial planning. Outside of his professional role, Brendan has personal interests that include baseball, beach activities, social events with friends, golf, hiking, and snowboarding.

Joseph Filipone is a ChFC® credentialed financial advisor with 19 years of industry experience, currently with OSAIC since 2025. Prior to joining OSAIC, he worked for Lincoln Financial Advisors Corporation for 13 years. He is the sole owner of Freedom Financial Group LLC, which offers fixed annuities, fixed indexed annuities, long-term care insurance, and traditional life insurance. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party managers across its complex affiliate network.

Eric Allen is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Generation Capital Group LLC, Regional Investment Advisors, and Minnesota Life Insurance Company. 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 financial planning and portfolio management services through a large network of advisors, supported by proprietary research and technology tools.

Rohi Batra is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2025. Prior to this, he held roles at various affiliated firms, including Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management services.

Patrick Duffield is a financial advisor with Ameriprise in Mount Laurel, NJ, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of advising, he is involved in a business ownership role through Voorhees Management Group, LLC. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets clients with significant investable assets, providing written recommendations that incorporate tax-efficient strategies and advanced modeling techniques.

John Costello is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with MetLife Securities from 2006 to 2017. Outside of his advisory role, Costello serves as president of the Moorestown Breakfast Rotary, where he oversees community giving projects and leads weekly reports. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management to individuals, business owners, trusts, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through annual collaborative engagements.

Dominic Galati is a CFP® with 15 years of industry experience, currently affiliated with Charles Schwab. His prior work includes roles at TD Ameritrade from 2013 to 2022 before joining Charles Schwab and Charles Schwab Bank. Outside of his advisory work, he is the host and curator of a streaming platform called The Smashing Grounds. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment onboarding process.

Daniel Huse is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and United Brokerage Services, Inc. Outside of his advisory role, he serves as a registered client service associate with Roskos Wealth Management in Moorestown, NJ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains notable programs for municipal advisory and SIMPLE IRA plan consulting.