Christopher Canal is a CFP® with four years of industry experience, currently serving as a financial advisor at RBC Capital Markets. His prior experience includes roles at The Vanguard Group, UBS, and Morgan Stanley. He also has experience working in the hospitality industry at Giumarellos Restaurant and Bar. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Ryan Nason is a financial advisor at Osaic with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, Pinnacle Investments, and Mutual of Omaha Investor Services. Outside of his advisory role, he is involved as an event coordinator for a nonprofit supporting military dependents and coaches in an AAU baseball program. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisers, utilizing a range of portfolio construction tools and third-party managed account solutions.

Nancy Schultz is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for 12 years. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Madelyn Mc Mahon is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Greystar and The Impeccable Pig, as well as time spent as a full-time student. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional fiduciaries.

Gerald O’Connor is a financial advisor with Ameriprise in Woodbury, NJ, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Ameriprise in 2025, he worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. He serves on several local boards, including the Greater Woodbury Chamber of Commerce, the Girl Scouts of Central and Southern Jersey finance committee, and the United Way of Gloucester County, among others. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Earl Crockett is a financial advisor at Morgan Stanley with 15 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he is a partner in Framily Business LLC, a venture involved in recreational rental property management. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and planning services.

Sam Ceniccola is a CFP® and Series 66 credential holder with two years of industry experience. He has worked at RBC Capital Markets since 2021, including roles at RBC Wealth Management and RBC Capital Markets. Prior to his financial services career, he was employed at Penn State University and Lenape High School. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutional clients. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing a blend of in-house and third-party investment managers tailored to each client’s risk profile.

Lucy Johnson is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney LLC since 2022, following a ten-year tenure at UBS Financial Services. Outside of advisory work, Johnson is involved with Advocare, a wholesale distribution business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Steven Borenstein is a financial advisor with Morgan Stanley in Marlton, NJ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at CitiGroup Global Markets Inc. since 2007. Borenstein serves on the Board and the Investment and Finance Committees of Temple Beth Shalom, a nonprofit organization in Cherry Hill, New Jersey. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes the use of firm-approved tools and scenario modeling.

Daniel Baratz is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. His prior experience includes roles at Zenith Financial Group LLC, Sowell Management Services, and American Portfolios Financial Services Inc. Outside of advisory work, he is involved in managing a travel agency, LD Travel LLC, which primarily assists friends and family with travel arrangements. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Stephen Donovan is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 38 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Michele Girgenti is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at several firms, including UBS, Fidelity Investments, Innovative Investment Fiduciaries, and Wells Fargo Advisors. Outside of her advisory role, Michele processes accounts payable on a part-time basis for Baldwin and Obenauf Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Dante Pinckney is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2018. Prior to this, he worked at Enterprise Rent-A-Car and attended Rowan University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Meghan Petaccio is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Her previous roles include positions at Citizens Bank, Cetera Investment Services, Investors Bank, and The Prudential Insurance Company of America. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, offering services primarily in an advisory capacity without individual security recommendations in standalone plans.

Patrick Goodwin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved with Pair of Harts Parking, a business he has been associated with since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Thomas Foy Jr. is a financial advisor at Cambridge Investment Research Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked previously at Lincoln Financial Securities for nine years. In addition to his advisory role, he owns a business focused on insurance, benefits, and human resources services in Marlton, NJ. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides multiple investment solutions, including proprietary and third-party strategies, and features institutional-level resources such as advisor transition support and compliance oversight.

Lisa Bergman is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds a Series 63 designation and has been with Raymond James since 2012. Outside of her advisory role, she has served part-time with the Burlington County Board of Elections, assisting with voter registration and election logistics. Raymond James & Associates provides financial planning and investment consulting to individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal and institutional clients with specialized consulting and public finance capabilities.

David Ostrum is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. Outside of his advisory role, he serves as chair of the finance committee for the Jewish Federation of Southern New Jersey and is a board member of the Jewish Community Foundation, where he also advises the investment committee on endowment fund performance and asset allocation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining wealth management with institutional trading capabilities and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Michael Iaquinto is a financial advisor with Edward Jones in Moorestown, NJ, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Charles Walker is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2016. Prior to that, he worked at Bank of America, N.A. since 2019. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.