Kevin Mccauley is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Cambridge since 2008. Outside of his advisory role, he serves as treasurer for the West Collingswood Extension Civic Association and works as a tax preparer and notary public. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and platform arrangements.

Patricia Villano is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Advisors, LLC from 2008 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Adam Zielinski is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including prior roles at Commonwealth Financial Network and Axa Advisors. Zielinski is also the owner of Millstone River Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing both proprietary and third-party strategies across various platform arrangements.

Brian Altmann is a financial advisor with Ameriprise, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2004 and previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Altmann is involved in managing and training staff through several business ownerships, including Generational Partners LLC and Quintet Collective LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement income plans within a large institutional framework that includes advisory, brokerage, and insurance solutions.

Corinna Bohley is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work experience includes roles at ABCO FCU, American Heritage FCU, and Amtrak. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios. The firm also maintains a regulatory role as a commodity pool operator and advises multiple registered investment companies.

Christopher Ochlan is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and 29 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. for 15 years. Outside of his advisory role, he serves as CFO of a software company and an air traffic control company. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and advisory platforms. The firm employs a variety of portfolio construction tools and third-party services to offer integrated brokerage, advisory, and managed account solutions.

Christopher Meloro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Emil Rotaeche is a financial advisor with Edward Jones in Haddon Township, NJ, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Outside of advising, he is involved in managing a rental property in Merchantville, NJ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient overlay services. The firm supports a large national network of advisors and branches, managing over $1 trillion in assets.

Michael Tash is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera and Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he owns an interest in a racehorse through MyRaceHorse. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers.

Joseph Johnson is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2004. Outside of his advisory role, he is involved with an insurance agency offering Universal, Whole, Term, and LTC insurance. 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 provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Carmen Pontelandolfo is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. Prior to joining LPL in 2023, she worked at Morgan Stanley and its affiliated entities from 2013 to 2023, Wells Fargo Clearing from 2006 to 2013, and Merrill from 1999 to 2006. 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. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies with a focus on both discretionary and non-discretionary account management.

Michael Bookman is a financial advisor with Ameriprise in Cherry Hill, NJ, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its related entities since 2012. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Frances Larosa is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services through a centralized consulting team, while also offering a broad range of advisory, brokerage, and insurance solutions.

Robert Philpott is a financial advisor with LPL Financial in Mt Ephraim, NJ, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Valic Financial Advisors and Agia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a broad advisory platform offering financial planning, model portfolios, third-party asset management, and institutional services.

Anthony Galati is a CFP® professional with 12 years of industry experience, currently serving at Raymond James Financial Services Advisors Inc. since 2014. He holds the Series 66 designation and is based in Marlton, NJ. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary advisory services using risk profiling and analytical tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Steven White is a CFP® and holds a Series 66 designation, with 12 years of experience in the financial industry. He is currently with Fisher Investments and has held prior roles at Fidelity Brokerage Services LLC, Bank of America, Merrill, and Morgan Stanley. Fisher Investments provides discretionary portfolio management and advisory services to a global mix of institutional and private clients, utilizing a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios.

Caitlin Boshnack is a financial advisor with LPL Financial holding a Series 66 designation and eight years of industry experience. She has previously worked at Ameriprise Financial Services, Morgan Stanley, and the Garces Group. Her outside business activities include managing a non-variable insurance service. 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 broad range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

James Siwek Jr. is a CFP® and Series 66 credentialed financial advisor with Edward Jones, where he has worked since 2014. He has 11 years of industry experience and is based in Hammonton, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Laurence Cooper is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked with Cetera Investment Advisers since 2020 and previously was with Summit Financial Group. Outside of advising, he has served as a Vice President of Investments for Capital Wealth Advisors and has sold fixed insurance products including life insurance and annuities. Cetera Investment Advisers is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services and oversees more than $256 billion in assets.

Melinda Corbley is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, including a notable range of insurance-related and bank deposit sweep investment options.