Christopher Puscian is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for 17 years before joining Raymond James in 2022. 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, institutional and pension plans, and charitable organizations—offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alex Shirley is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2026, Shirley worked at AGIA, Valic Financial Advisors, and MarketKeep. Outside of financial advising, Shirley has served as an agent selling non-securities insurance products. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with tax-aware withdrawal strategies and dependable income sources.

Joseph Durso is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Durso serves as a board member and finance committee member for the Ronald McDonald House of Southern New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and investment research.

Kyle Katz is a financial advisor at UBS Financial Services with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Pacer Financial, Inc., The Vanguard Group, Inc., and Coastal Ridge Real Estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Christopher M. Criswell is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Criswell is a partner at CDJ Partners LLC, a general partnership involved in creating and patenting a new delivery system for non-alcoholic and alcoholic beverages. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings. The firm utilizes proprietary capital market assumptions and research to tailor investment strategies and provides a broad range of services including wealth management, institutional trading, and capital markets solutions.

Robert Rogers Jr. is a CFP®-credentialed financial advisor with 17 years of industry experience, currently with LPL Financial since 2023. His prior experience includes ten years at Cetera Advisor Networks and earlier roles at Walnut Street Securities and MSI Financial Services. 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 range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools and a large network of over 22,800 advisors.

Scott Koehler is a financial advisor with Morgan Stanley in Marlton, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Morris Rich is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Amazon.com, Inc., Minnesota Life, and ALDI, Inc. Outside of his advisory role, he is involved with Magical Pursuits, a travel planning business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary research and third-party subadvisors, supported by technology tools for operational and research purposes.

Joseph Galati is a financial advisor with Raymond James Financial in Marlton, NJ, holding Series 63 and Series 65 credentials and totaling 26 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2003. Outside of his advisory role, he manages a rental office space used by branch associates and partners on accounts with another advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized program offerings and partnerships that distinguish its service model.

Michael Colacci is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services for ten years. Outside of his advisory role, he is a partner in MDR Real Estate LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques.

Glenn Dydak is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Private Advisor Group, PNC Wealth Management, and Uvest Financial Services Group. He is based in Bensalem, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Anthony Capri is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, leveraging model portfolios, third-party subadvisors, and a variety of strategic and tactical investment options.

Stanley Cooper is a CFP® professional with 45 years of industry experience, currently serving at Cetera. He has held roles at various firms, including Summit Financial Group and Capital Wealth Advisors, where he is a partner. Outside of his advisory work, Cooper volunteers on the investment committee for a local Jewish Community Center and serves as co-chair of the Jewish Community Foundation. Cetera Investment Advisers LLC is a large SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm operates a multi-manager platform offering a range of investment strategies and manages over $256 billion in assets through a network of more than 10,000 advisors.

John Holston III is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, MassMutual, and Merrill. 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 broad range of services including financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, with advice and account management provided primarily by investment adviser representatives using customized strategies.

Linnea Iovanisci is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analytics.

David Rosengard is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Mass Mutual Investors Services, MassMutual, and Metlife Securities Inc. Outside of his advisory role, he is a notary public in New Jersey and is involved with R4 Risk and Wealth Solutions in multiple capacities, including as a non-variable insurance agent. 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 range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms, supporting investment strategies through a large network of advisors.

Michael Quinn is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of his advisory role, he has interests in real estate ownership. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing tailored, research-driven recommendations that integrate tax strategies and income sources.

Tyler Franco is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 credential and previously worked at Equitable Advisors and Samson Funding. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Mark Andrews is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, he is involved in several business and community activities, including ownership of a franchise of The Little Gym, participation on the board of directors for Devereux, and serving as treasurer for the Voorhees Business Association. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining proprietary research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Eric Hansen is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has eight years of industry experience. Before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021, he worked at Wells Fargo Clearing and Wells Fargo Bank. His prior experience includes founding Hansen Coffee Roasters LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.