Kien Truong is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations. He began his career in 2025 with experience at several firms, including Tristate Financial Advisors, BleuVesti, and LPL Financial/Capri Wealth Management. Truong also worked at JPMorgan Chase Bank, N.A. and Rutgers University Camden. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a team of Wealth Advisors. The firm focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by quantitative and qualitative research to develop model asset allocations.

Robert Mason Sr. is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Turnersville, NJ. He has 17 years of industry experience and has been with Edward Jones since 2008. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Kevin Kolmer Jr. serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2004 and joined his current team in 2007. In his role, he supports clients ranging from those in the early stages of their careers to individuals nearing retirement, assisting them with disciplined, risk-managed strategies tailored to their financial goals and helping them navigate complex financial decisions. Kevin holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree in Business Management from Gettysburg College, where he was actively involved in tutoring and community service activities. In addition to his professional work, Kevin is engaged in his community through coaching in the Berwyn Paoli Area Little League and serving on the finance committee at The Benchmark School. He resides in Berwyn, Pennsylvania with his wife, two children, and their dog. His personal interests include golf, running, paddle tennis, and spending time with his family.

Sharon Williams is a financial advisor at LPL Financial with three years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining LPL Financial, Williams worked at FS Investments and The Vanguard Group. She has also been involved in various roles at Haverford College and community organizations, including Special Olympics Delaware and the Boys and Girls Club of Delaware. 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 institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, and third-party asset management, supported by technology tools and a large network of advisors.

Stephen Leightman is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at RBC Capital Markets since 2008 and is currently also associated with City National Bank. Leightman serves as secretary of the Marlton Lions Club and holds leadership roles on the finance committee and executive board of the Prader-Willi Syndrome Association USA. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on client risk profiles and utilizing both in-house and third-party managers.

Debra Costanzo Cline is a financial advisor with Wells Fargo Clearing who holds a Series 63 designation and has 22 years of industry experience. She has previously worked at Stifel, Morgan Stanley, and UBS Financial Services. Outside of her advisory work, she is an independent consultant for a skin care and beauty product company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Gerald Hewitt is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Freedom Mortgage and Wawa. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance supported by a large, integrated operational platform.

Andrew Mineo is a financial advisor with Edward Jones based in Voorhees, NJ. He holds Series 63 and Series 66 designations and has 30 years of industry experience, including longstanding roles at Edward Jones since 1999 and prior service at United Jersey Bank and Lincoln Benefit Life Co. His career also includes extensive involvement with B.G. Balmer & Co., The Concord Equity Group, and Eastern Agency. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional sectors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Mammarella Jr. is a CFP® professional with 34 years of industry experience, currently serving as an advisor at OSAIC since 2023. Prior to joining OSAIC, he worked at FSC Securities Corporation for 16 years. Outside of his advisory role, he owns Wealth Efficiency Strategies, a firm focused on evaluating insurance needs. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, consolidation activity, and complex affiliate network.

Richard Bonnette is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. for nine years before joining Stifel Nicolaus & Co. Inc. He serves on the Board of Trustees for the Haddonfield Educational Trust, which supports educational excellence in local public schools. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Christopher Zardus is a financial advisor at Ameriprise with six years of industry experience. Prior to joining Ameriprise in 2020, he held roles at Twentieth Century Fox and Fox US Productions 27, Inc. Outside of his advisory work, he maintains ownership of Summit View Enterprises, LLC, a business involved in managing financial and legal files. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines algorithmic tools, investment research, and third-party data to provide tailored, non-discretionary recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Russell Johnson III is a financial advisor with LPL Financial in Pitman, NJ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial and its predecessor since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Cody Mcbride is a financial advisor at Osaic with one year of industry experience. He holds the Series 66 designation and has previously worked at Strategic Financial. Cody also assists as a registered representative and insurance agent, providing support with client meetings and offering fixed annuities and life insurance products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach with portfolio optimization tools and offers a range of advisory and brokerage services through a multi-advisor platform.

Chayse Primeau is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining LPL Financial in 2023, he worked in various roles including positions at the University of Notre Dame and Rebox Packaging. 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 range of financial planning and asset management services through a large network of advisors, with options that include strategic, tactical, and alternative investment strategies.

Zach Inglis is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop customized financial plans aimed at achieving both short-term and long-term financial goals. He maintains ongoing meetings with clients to ensure their plans remain aligned with their objectives throughout different life stages. Zach has been with Fidelity Investments since 2016, serving in various roles including Analyst, Planning Consultant, Investment Consultant, and currently as a Financial Consultant. Prior to joining Fidelity, he worked as a Financial Professional at Equitable Advisors from 2019 to 2021.

James Snyder is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has worked at TD Ameritrade, Inc. for 14 years before joining Charles Schwab and Co., Inc. and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary buy/sell recommendations and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Richard Bonnette is a financial advisor at Stifel with 40 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Stifel in 2020, he worked at Bank of America for nine years. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses as a basis for client decisions.

David Maxwell is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and over 31 years of industry experience. His prior experience includes roles at LPL Financial, Edward D. Jones & Co., and Royal Maccabees Life Insurance Company. He is also involved in educational services through a nonprofit food services organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies. The firm’s approach combines proprietary investment research, third-party data, and algorithmic tools to deliver tailored retirement recommendations.

Michael Defoney Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 31 years of industry experience, including roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he has operated a lawn service business and owns a tax preparation practice. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships and offering various specialized planning services.

Corey Mulholland is a Wealth Management Advisor and Vice President with Beckett George Wealth Management, operating within Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) and CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA) designations, indicating his expertise in comprehensive financial planning and qualified retirement plan advisory. Corey focuses on developing financial strategies tailored to clients' short and long-term goals, including financial strategy, investment management, estate planning, and wealth transfer planning. Before joining the financial services sector, Corey served eight years in the United States Marine Corps Special Operations Command, including deployment during Operation Iraqi Freedom in 2005. He is a graduate of Rutgers University with a Bachelor's degree in Management, concentrating on Entrepreneurship, Strategy, and International Business. Corey's professional credentials also include Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) designations, and he completed an Accredited Certificate Program at the United States Marine Corps University. Corey resides in Sicklerville with his wife, Courtney. He is involved with veteran-focused non-profit organizations, notably Operation Homefront, and participates in local sportsmen's clubs, reflecting his ongoing community engagement and support for veterans.