Jamison Licausi is a financial advisor with UBS Financial Services, holding a Series 66 designation and over 21 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Mark Barron is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity in 2025, he worked at Merrill and Bank of America, N.A., each for 10 years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Charles Seibold is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations, with 49 years of industry experience. He previously worked at Royal Alliance Associates for 18 years and Investment Advisors Asset Management, LLC for 15 years. He is also involved in non-variable insurance activities, offering products such as life, health, disability, long-term care, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nathaniel Johnson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2020, and previously spent six years with Fcg Advisors, LLC. Outside of his advisory role, he owns Ned Johnson Financial, a separate investment-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a variety of financial planning and investment management services through a network of independent financial professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

John Mccormick is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Equitable Advisors since 2000. He previously worked at Axa Advisors, LLC from 2000 to 2020. Outside of his advisory work, Mccormick serves as a board member of the Georgetown University Gridiron Club, where he participates in events and mentors student athletes. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching clients with program models or discretionary managers, often utilizing third-party asset managers and LPL-sponsored advisory programs.

Albert Kim is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch as an intern in 2009 and, after graduating from the University of Pittsburgh, gained investment, banking, and credit experience at Edward Jones and JPMorgan Chase. Albert returned to Merrill Lynch in 2014 and has been a member of the Barnett-Roskos Wealth Management Group since 2015. Albert's professional expertise encompasses a range of areas including college education planning, divorce transition planning, employee benefits planning, institutional and corporate benefit services, legacy planning, liquidity management, individual and corporate investment strategy, tax minimization, and retirement income. He holds several professional designations such as Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Albert earned his bachelor's degree from the University of Pittsburgh. He is fluent in Korean and English. Residing in New Jersey with his wife and their dog, Albert dedicates time to his personal interests including boxing, golfing, hiking, tennis, watching movies, and yoga.

Tanner Guynes is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Saxbys, Amazon, and DoorDash. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning through structured processes and firm-approved tools.

John Somers is a financial advisor with RBC Capital Markets in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Robert Minor Jr. is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2012. Outside of his advisory work, he serves as president of the Moorestown Business Networkers and is a board member of the nonprofit organization For Pete's Sake. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes matching clients to program models or discretionary managers through a network of Investment Adviser Representatives, utilizing a range of investment options and ERISA fiduciary services.

John Pojawis Jr. is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Sagepoint Financial, Inc. and American General Securities Incorporated. Outside of advising, he serves as an officer for the Knights of Columbus and is a board trustee for The Friends of the Ocean City Pops, a nonprofit organization. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services across various platforms and strategies.

Kristy Connor is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2018 and offers a holistic approach to wealth management, providing services such as retirement planning, personalized investment strategies, and additional financial solutions including banking and lending through the support of Bank of America. Her practice focuses on helping clients achieve their financial goals by equipping them with knowledge, power, and confidence. Kristy specializes in areas including college education planning, family wealth management strategies, liquidity management, retirement income, tax minimization, and portfolio management services. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Kristy earned her Bachelor's Degree from the University of Delaware, graduating with honors in three years and was a member of the National Society of Collegiate Scholars. A South Jersey native currently residing in Medford, NJ, Kristy serves as an Ambassador to the National Association of Women Business Owners. Outside of work, she enjoys basketball, football, golfing, pickleball, reading, traveling, yoga, watching movies, and spending time with her family and friends.

Dawn Stil is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds the Series 66 and Series 63 licenses and previously worked at Morgan Stanley Smith Barney for nine years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes proprietary research through a network of financial advisors who tailor plans based on capital market assumptions and client goals.

Stephen Melchiorre is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Equitable Advisors, AXA Advisors, NYLIFE Securities, and New York Life Insurance. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Paul Tropea is a CFP® professional with 29 years of industry experience, currently serving at RBC Capital Markets since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an elected official on the South Harrison Board of Education, where he oversees education matters for the township. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Robert Smith is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2019 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services including wrap programs, private funds, and principal trading activities.

Brandon Martin is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has nine years of industry experience and has worked at MML Investors Services, LLC since 2017. Outside of his financial advisory work, he serves as a Master of Ceremonies and event coordinator for Encore Entertainment and Ultrax Disc Jockeys. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using detailed client information and firm-approved software to deliver written recommendations.

John Scott is a financial advisor with OSAIC, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 39 years of industry experience, including 25 years at Signator Investors, Inc. before joining OSAIC in 2018. Scott serves as a board member of Hope Community Church, a non-denominational church in Moorestown, NJ. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services featuring diverse investment options, model portfolios, and third-party management platforms.

Paul Halbkram is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2020, and previously was with TIAA and Lifetime Athletics from 2016 to 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Doreen Dixon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked previously with Avantax Investment Services, H.D. Vest Advisory Services, and the New Jersey Division of Gaming Enforcement. Outside of advising, she owns a personal income tax preparation service and is involved with Delta Sigma Theta Sorority, where she promotes financial literacy among members. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that supports both discretionary and non-discretionary investment strategies.

Victor Garrido Pollan is a financial advisor with OSAIC, holding a Series 66 designation and seven years of industry experience. He previously worked at Lincoln Financial Advisors for six years and has also been affiliated with Brian C Greenberg & Associates since 2016. Outside of his advisory role, he owns a CPA and tax services firm and serves as president of a financial literacy education entity. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing a range of asset-allocation tools and third-party platforms to construct and manage portfolios on both discretionary and non-discretionary bases.