Eli Saline is a CFP® and ChFC® with 17 years of industry experience. He is currently with LPL Financial and previously worked at Next Financial Group Inc and Saline Financial Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Donisi is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and having eight years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, JPMorgan Securities LLC, JPMorgan Chase Bank, N.A., and TD Bank. Outside of finance, he is involved with Ciconte's Restaurant Group in New Jersey as an employee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

James Belz is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Capital Analysts and Lincoln Investment. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers personalized retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Robert Bradley III is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, New York Life Securities, SEI Investments, and Canal Wines Unlimited. He operates a financial planning sole proprietorship, RDB Wealth Advisors, alongside his insurance agency activities. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization strategies supported by a range of program options and maintains multiple custodial and legacy arrangements.

Edward Penberthy is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, Penberthy serves on the Harvey Cedars Open Space Committee, advising on the use of property tax assessments to maintain open space in the community. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets and employing firm-approved planning tools and investment estimates without offering individual security recommendations as part of standalone plans.

Barrett Boychuck Quigley is a financial advisor at Osaic Wealth Inc. with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Osaic since 2018, following three years at Sii. In addition to her advisory role, she is a partner in Benefit Concepts, conducting securities and non-investment related activities under the trade name Bencpts, Inc., and is involved in the sale of group insurance and qualified retirement plans. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, retirement plan consulting, and third-party manager programs. The firm employs a model-based investment process with tools for asset allocation, optimization, and rebalancing, and is notable for its scale, affiliate network, and recent consolidation activity.

Jason Lewer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1997 as a Financial Advisor and has developed expertise in providing investment advice and financial services to individuals and families. His areas of focus include income replacement, transition planning, portfolio risk management, and guidance for families with special needs members. Jason holds a Bachelor's Degree from Villanova and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is a member of the International Association of Approved Basketball Officials. His community involvement includes participation with Decoding Dyslexia, NJ, English in Mind, and the North Yonkers Scholarship Foundation.

Alexander Boory is a financial advisor at Morgan Stanley in Marlton, NJ, holding a Series 66 designation. He has one year of experience in the industry, joining Morgan Stanley in 2025. Prior to his current role, he worked in various positions including at Tiqets and with several sports organizations from 2014 to 2024. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and uses firm‑approved tools to model outcomes, serving clients through a broad range of retail and institutional services.

Andrew Cohen is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Questar Asset Management, LPL Financial, and Prudential Equity Group. Cohen is president of the Marjorie B Cohen Foundation, which focuses on fundraising and awareness for cancer genetics related to the BRAC gene, and serves on the board of the Abramson Cancer Center. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. Its investment approach uses model-based asset allocation and portfolio optimization, and the firm is notable for its scale, recent consolidation activity, and complex affiliate network.

Steven Goldman is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Cynthia Astorga is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 18 years of experience at the firm. She has been with Morgan Stanley since 2008. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Lori Jarema is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has worked with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by extensive research and analytics.

Ray Diao is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His work focuses on empowering clients with the knowledge and tools to manage their financial lives effectively. Ray holds a Bachelor's Degree from The College of New Jersey. He has earned several professional designations, including Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). These credentials reflect his commitment to providing informed financial guidance. His approach involves helping clients uncover what matters to them and their families to develop strategies aimed at pursuing their financial goals.

Tuan Wreh Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on income sources and tax-aware withdrawal strategies.

Nicholas Fish is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he consults and mentors junior advisors through Eunoia Management Group LLC, focusing on training, marketing, and event planning. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Slattery is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Matthew Boynton is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2005. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Boynton manages an investment property business. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, combining proprietary research and model-based asset allocation with comprehensive capital markets capabilities.

Shawn Senior is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Morgan Stanley in various roles between 2012 and 2021. Outside of his advisory career, he is involved with the Philadelphia Phillies, assisting by throwing batting practice. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, utilizing model-based asset allocations, proprietary research, and discretionary portfolio management to align with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and banking products.

Nicholas Iocco is a financial advisor with Wells Fargo Clearing in Marlton, NJ, holding a Series 63 designation and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at A. G. Edwards & Sons, Inc. Outside of his advisory role, he serves as president of the Southpointe Harbour Club in Somers Point, NJ. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Nicholas Fresolone is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial from 2011 to 2023. Outside of his advisory role, he serves as Vice President and Chief Compliance Officer at Plan One Financial Group and is also an insurance agent. OSAIC Wealth serves a broad range of clients, including individual investors, retirement plan sponsors, 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 with options for discretionary management and third-party strategies.