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.

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.

Christine Caporale is a financial advisor with Merrill in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 31 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 in Naples, Florida. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

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® with 35 years of industry experience, currently affiliated with Ameriprise Financial Services. He has worked at Ameriprise since 1992, including 15 years with Ameriprise Financial Services, Inc. Hansen is a co-owner of a financial planning business and a partner managing a non-profit limo service. He also serves on the Board of Trustees for the Boys and Girls Club of Camden County. 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 tailored retirement income planning through a collaborative, non-discretionary approach using proprietary research and third-party data.

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 has worked at LPL Financial since 2024 and previously spent 23 years with Securities America Advisors, Inc. and Securities America, Inc. Doner also operates Innovative Wealth Management Services, a business active since 1991. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools while maintaining discretionary and non-discretionary account management.

James Nocito is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of advising, he is a partner in Integrity Management Partners LLC, which rents office space. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. As a large institutional firm, it also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Julia Marino is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. She previously worked at Equitable Advisors, LLC, and has experience assisting clients as a client service associate with multiple financial firms. Additionally, Marino holds a licensed insurance agent role, where she assesses client needs and recommends appropriate products. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by advanced analytical tools and offers a range of investment strategies through affiliated broker-dealer and RIA relationships.

Daniel Lamb is a financial advisor with Ameriprise who holds the Series 66 designation and has seven years of industry experience. His prior roles include positions at MassMutual of Greater Philadelphia, AXA Advisors, and Temple Resev LLC. He is also co-owner of Phileo Management LLC, a business involved in managing his Ameriprise practice. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Marsico is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. He has worked with Wexco Financial Group since 2008 and has been affiliated with Cetera since 2023. Outside of his advisory work, he is a senior partner and equity owner of Diamond State Financial Group and has ownership interests in several family business and real estate ventures. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Taylor Venanzi is a CFP® professional with nine years of industry experience, currently associated with Cetera. Prior to joining Cetera, Venanzi worked at Schwartz Financial Associates, Inc. and the Office of the Comptroller of Currency. Venanzi also owns Activate Wealth, LLC, a financial planning and investment management firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to multiple program structures and third-party money managers.

David Frank is a financial advisor at Cetera with 28 years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at Alps Fund Services, Inc. and Lincoln Financial Distributors, Inc. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios, with assets under management exceeding $256 billion.

Donna Dickinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

John Dempsey is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 30 years of industry experience. His prior roles include over two decades at American Portfolios Financial Services, Inc., and long-term involvement with Dempsey Weiss and Associates. Outside of advisory work, he is the owner of J. Faith Hair Studio. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Brian Greenberg is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Lincoln Financial Advisors for nine years. He also owns a tax preparation business and is an insurance agent offering various insurance products. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plans, charities, and corporate clients, through a multi-advisor platform that provides both brokerage and advisory services. The firm uses a model-based investment process with portfolio optimization tools and offers discretionary and non-discretionary management options across multiple product programs.

Sandra Strudwick is a financial advisor at Edward Jones with 14 years of experience, holding a Series 66 designation. She has been with Edward Jones since 2012. 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, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Ryan Flynn is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial since 2010. Before joining LPL, he spent six years at Ameriprise. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-facing technology tools.

Matthew Vance is a financial advisor with LPL Financial, holding a Series 66 credential and having one year of industry experience. Prior to his current role, he worked in education at various institutions, including Rutgers University-Camden and Paul VI High School. Outside of advising, he is affiliated with Capri Wealth Management, a DBA related to his LPL business. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Stephen Kain is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on understanding clients' priorities to help develop strategies for pursuing their short-, mid-, and long-term financial goals. His areas of expertise include personal retirement planning, small business strategies, and tax minimization. Stephen holds a Bachelor's Degree from Rutgers University and holds the Personal Investment Advisor (PIA) designation. He provides comprehensive financial guidance, covering general investing, retirement planning, and preparing for unexpected financial needs. Additionally, he connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional role, Stephen enjoys baseball, football, golfing, music, pickleball, soccer, swimming, and spending time with his family.