Scott Parker is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Advisors since 2021, following prior roles within Wells Fargo Clearing. Outside of his advisory role, Parker serves as an executor for a family friend’s estate. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning including retirement, education, risk, and wealth-transfer strategies. The firm integrates advisory services with various financial products and referral channels to deliver tailored recommendations based on proprietary research and planning tools.

Roy Hansen III is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Equitable Advisors, Axa Advisors, McKinsey and Company, and Ameriprise Financial. He also worked at Rollins College for four years. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Michael Francisco is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is a board member and secretary of Patriot Fund, a nonprofit organization he helped found. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Cameron Jacoby is a financial advisor with Charles Schwab, holding a Series 66 license and one year of industry experience. Prior to joining Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB in 2026, Jacoby worked at Equitable Advisors LLC. He serves as Treasurer for the Phi Mu Delta Fraternity Alumni Association. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment guidance with multi-asset model portfolios, alternative investment options, and integrated brokerage and custody services.

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 Michaleski is a financial advisor with Wells Fargo Clearing in Marlton, NJ, holding Series 63 and Series 65 designations and 23 years of industry experience. He worked at PNC Wealth Management from 2004 to 2013 before joining Wells Fargo Clearing in 2016. 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 offers both brokerage and advisory solutions.

Connor Iarussi is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at METLIFE Securities Inc from 2015 to 2017. His credentials include Series 63 and Series 65 licenses. Mass Mutual Investors Services 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 firm-approved software to analyze client goals and deliver written recommendations.

Ian Gallagher is a Series 66 licensed financial advisor with 18 years of industry experience, currently affiliated with Ameriprise in Marlton, NJ. He has been with Ameriprise and its affiliates since 2008. Gallagher is also the owner and operator of Grove Street Operations, LLC, a financial planning business based in Voorhees, NJ. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with advisors to produce tailored Recommendation Reports using proprietary research and algorithmic tools.

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.

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.

Heather Yearly is a Planning Consultant at Fidelity Investments, where she collaborates with clients and Financial Consultants to develop and maintain comprehensive financial plans tailored to individual and family needs. She has been in this role since 2019. Prior to her current position, Heather gained experience as a Wealth Advisor at Truist Bank from 2017 to 2019. Earlier in her career, she held roles at Vanguard, serving as a Flagship Select Services Senior Relationship Consultant from 2011 to 2016, and as a Flagship Services Relationship Consultant from 2006 to 2010.

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.

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.

Edward Ellis is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following seven years at Bank of America, N.A. Outside of his advisory role, Ellis serves on the board of directors for The Tender Inc., an adult day center providing caregiver support services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Joseph Demarco is a financial advisor with Ameriprise in Marlton, NJ, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Scott Wight is a CFP® professional with 36 years of industry experience, currently with Cetera since 2013. His prior experience includes roles at Masland & Barrick Advisory, Walnut Street Securities, and Nathan & Lewis Securities. Outside of advisory work, he serves as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care coverage. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party managers through a multi-manager platform with discretionary and non-discretionary options.