Hardy Hodges III is a Series 66-registered financial advisor with Fidelity in Trenton, NJ, bringing 18 years of industry experience. His career includes 15 years at Merrill, along with roles at Bank of America and Fidelity Investments. Outside of finance, he operates small businesses selling flavored green teas and engages in affiliate marketing. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.

Jeffrey Strasburg is a Series 66-credentialed advisor with LPL Financial, based in Hamilton, NJ, and has 8 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies and advisor support tools.

Joseph Haas III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked with Royal Alliance Associates, Inc. for six years and Signator Investors, Inc. for 21 years. Outside of advisory services, he is involved in life coaching and e-commerce activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Robert Gorman Jr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Gorman serves as treasurer on a nonprofit board and also holds a board chair position at another organization outside the investment industry. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement income planning through non-discretionary recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Harry Buzzerd III is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2008. He holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, investment models, and a broad range of capital markets solutions.

Michael Dichristofaro is a financial advisor with Cambridge Investment Research Advisors in Bristol, PA. He holds the ChFC® and Series 63 designations and has 20 years of industry experience. Prior to his current role, he worked at LPL Financial and Mountain View Financial Advisory Services. He is also the owner of tax and insurance-related businesses. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides services through multiple platforms, proprietary model strategies, and access to third-party advisers.

Matthew Falsetti is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2007 and Bank of America, N.A., since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Joshua Stecker is a financial advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, and businesses to develop personalized wealth management strategies aimed at achieving their financial goals. His areas of expertise include retirement income planning, education planning, family wealth management strategies, liquidity management, and small business strategies, among others. Joshua holds a Bachelor's Degree from Rowan University and is a Personal Investment Advisor (PIA). He focuses on creating transparent, tailored financial plans that reflect each client’s unique priorities. Outside of work, Joshua enjoys basketball, football, golfing, rock climbing, and spending time with his family.

Jillian Greene is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a tenure at UBS Financial Services from 2017 to 2021. Prior to her financial services career, she was employed in education from 2014 to 2018. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Michal Plonski is a financial advisor with Morgan Stanley in Yardley, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Sun Roofing and Lifetime Fitness. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning processes and a range of investment offerings.

Jennifer Williamson is a financial advisor with LPL Financial, holding a Series 66 license and 11 years of industry experience. Her prior work includes roles at Waddell & Reed, INC. and various insurance carriers within W&R Insurance Agencies, spanning six years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad range of advisory tools and services.

Rachael Di Lunardi is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked in various roles within Morgan Stanley since 2018, including time at Morgan Stanley Private Bank N.A. Outside of her advisory work, she has experience with organizations such as the U.S. Green Building Council and Volo Sports. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

John Napolitano is a Series 66-licensed financial advisor with Equitable Advisors in Cherry Hill, NJ, with four years of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Seven Star Diner and Boscov's. Outside of financial advising, he is engaged in sales activities related to tax account programs and ancillary insurance products. Equitable Advisors serves a broad client base ranging from individual investors to institutional clients, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party and proprietary advisory programs and emphasizes matching clients with appropriate investment models and discretionary managers.

Murray Fox is a financial advisor with Cetera, holding a Series 63 designation and over 26 years of industry experience. He has been with Cetera and its affiliated entities since 2004 and has operated Creative Financial Services Inc. since 2000. Fox is also a CPA and president of Fox & Company PC CPA’s, a firm providing accounting and tax services since 1983. He serves as president and board member of Rachels Helping Hands Cancer Foundation, a nonprofit organization focused on fundraising and administration. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through multiple program structures and utilizes both affiliated and unaffiliated third-party managers.

Mark Spina is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2010. Outside of traditional advisory roles, Spina is the owner and president of Focused on Integrity Inc., a business related to Primerica's operations. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies supported by third-party asset managers and custodians.

Elizabeth Luckenbill is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for Ross Stores Inc for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Timothy Kinley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2015 and has developed expertise in various areas including education planning, executive compensation, equity compensation services, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Tim holds a Bachelor's Degree from Pennsylvania State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He believes that managing wealth involves collaborating with clients to define what matters most as they prepare for the next stage of life, focusing on key life priorities such as family, finances, health, home, leisure, work, and giving. Outside of his professional role, Tim enjoys trail running and spending time with his family.

Shane McMahon is a CFA® charterholder and Series 63 licensed advisor with five years of industry experience. He is currently with Ameriprise and has prior experience at firms including Goldman Sachs, JPMorgan Chase & Co., and Charles Schwab. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Douglas Jones is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses his professional efforts on retirement planning, estate and legacy planning strategies, investment advice, tax-efficient strategies, and overall guidance in managing clients' finances. Since joining Merrill in 2015, Doug has built experience in retirement planning by developing tailored strategies that address the unique needs and goals of individual clients and families. Doug holds a Bachelor of Science degree from Ursinus College. He has earned the professional designations of Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His educational background and credentials support his expertise in complex financial situations, retirement accounts, investment options, and income distribution strategies. A South Jersey native residing in Tabernacle, NJ, Doug enjoys baseball, basketball, cooking, football, hunting, music, swimming, traveling, and watching movies. He values trust and communication in relationships, paralleling his professional approach to client partnerships with the importance he places on family and community.

Robert Formisano is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2012 and 2015, respectively. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-based financial planning services.