Laura Marzano is a financial advisor with LPL Financial in Sewell, NJ, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has worked at LPL Financial since 2014 and previously was with VOYA Financial Advisors, Inc. from 2009 to 2014. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment options and operational tools.

Alfred Biggio Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he serves as a board member for the Waterford Township Athletic Association, a nonprofit athletics organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

James Flanagan is a financial advisor at Cetera with 26 years of industry experience and holds the CFP® and Series 66 designations. He previously worked at Avantax Advisory Services and 1st Global Advisors and is also the president of James Flanagan & Associates, CPAs. Flanagan serves on the board of directors for Eagles Fly for Leukemia, a charitable organization. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Christine Oliver is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2014, initially in other capacities before becoming an advisor in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Ian Spradling is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 66 designation and has previously worked at PNC Investments LLC, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Leonard Lewis Jr. is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He is a partner at Rafter, Lewis & Paolino Financial Advisors and also operates Rafter, Lewis & Associates, an accounting and tax services firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Kevin Ryan is a financial advisor with Raymond James & Associates in Greenville, DE, holding a Series 63 designation and 42 years of industry experience. He has been with Raymond James & Associates since 1989. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional entities, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Matthew Gaiser is a CFP® with nine years of industry experience, currently affiliated with Cetera. His prior work includes roles at Merrill, Macquarie Investment Management, and The Vanguard Group. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Joseph Garagozzo is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Cetera and its affiliates since 2019 and previously spent 13 years at Royal Alliance Associates. Outside of advisory work, he owns and operates a CPA firm providing tax and consulting services, as well as a life insurance company. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that supports discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Sarah Henderson is a financial advisor with Ameriprise in Claymont, DE, holding a Series 66 designation and one year of industry experience. She previously worked at State Farm for nine years. Henderson is also a registered team member at TrueCore, LLC, where she manages an advisory business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Ellen Powers is a financial advisor with Grey Fox Wealth Advisors, LLC and holds 25 years of industry experience. She has worked at Grey Fox Wealth Advisors since 2022 and has been with Ascend Investment Management, Inc. since 2006. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm employs a long-term oriented investment approach combining fundamental and technical analysis to create diversified, customized portfolios primarily using low-cost mutual funds and ETFs.

Xinyan Yi is a financial advisor at New Green Capital, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked as a full-time controller for ASPIRA Inc. of Pennsylvania since 2016. She also has prior experience with CrestalGene LLC from 2015 to 2021. New Green Capital provides fee-for-service asset management and financial planning to private individuals, high-net-worth clients, companies, and non-profit organizations. The firm manages discretionary accounts, primarily using stocks, ETFs, and mutual funds, and emphasizes asset-class analysis and international securities, serving a limited and partly non-U.S. client base.