Dante Pinckney is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill Lynch since 2018. Prior to his current role, he worked at Enterprise Rent-A-Car and attended Rowan University. Merrill, along 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Meghan Petaccio is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Her previous roles include positions at Citizens Bank, Cetera Investment Services, Investors Bank, and The Prudential Insurance Company of America. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, offering services primarily in an advisory capacity without individual security recommendations in standalone plans.

Patrick Goodwin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and is also involved with Pair of Harts Parking, a business he has operated since 2009. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Foy Jr. is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. He holds the Series 63 designation and has worked with Lincoln Financial Securities, LPL Financial, and WS Griffith Securities, Inc. He also owns a business focused on insurance, benefits, and human resources in Marlton, NJ. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Lisa Bergman is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding a Series 63 designation and 25 years of industry experience. She has been with Raymond James & Associates since 2012. Outside of her advisory role, she has participated in local election activities with the Burlington County Board of Elections. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide network of advisors and a range of portfolio management styles.

Charles Walker is a financial advisor with Merrill, holding a Series 66 credential and 10 years of industry experience. He has worked at Merrill since 2016 and at Bank of America, N.A. since 2019. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Walter Eife is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 25 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 13 years with Lincoln Financial Advisors and 5 years with VOYA Financial Advisors. Outside his advisory role, he is involved in local politics as treasurer for a campaign in Haddon Township, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of strategies and operational tools.

Scott Locher is a financial advisor with Morgan Stanley in Marlton, NJ, holding Series 63 and Series 65 licenses and possessing 46 years of industry experience. He has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and modeling techniques.

Mark Anderson is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and AXA Advisors. Outside of finance, he was involved with The Window Place Plus Exteriors for six years. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-backed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Donald Chambers is a financial advisor at LPL Financial with 47 years of industry experience. His previous roles include positions at Lincoln Financial Advisors, MSI Financial Services, and Equitable Advisors. He operates Chambers Wealth Management Services, a non-variable insurance business in New Jersey. 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 wide range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Juan Cuello is a financial advisor at Edward Jones with Series 66 credentials and three years of industry experience. Prior to joining Edward Jones, he held various roles including positions at HireGenics and Premier Research, and served in the New Jersey Army National Guard for 20 years. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of advisory services and investment solutions, supported by a large nationwide network of advisors and branch offices.

Henry Pizoli is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2010, he has built a loyal client base by helping individuals and families plan for meaningful financial goals and providing consistent, attentive service. Henry's approach centers on listening carefully to clients' questions and concerns, offering clear explanations, and developing personalized strategies tailored to each client's needs. He works closely with clients to establish decision-making parameters that suit their preferences and ensures that every plan reflects their objectives. Henry holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®). He earned Bachelor of Science degrees in Finance and Economics from the University of Delaware. Henry serves on the University of Delaware's Financial Planning Advisory Board, where he mentors students pursuing financial planning and wealth management degrees. He also teaches financial literacy courses at Fellowship Alliance Chapel in Medford, NJ, and is a board member of the Medford Arts Center. Beyond investment management, Henry utilizes resources from Merrill, Bank of America Private Bank, and Bank of America to provide comprehensive wealth, trust, estate, and banking services. He coordinates with clients' accountants and attorneys to align tax minimization and estate planning strategies. Additionally, Henry coaches and mentors new advisors within the Merrill Wealth Management training program, sharing best practices for building strong client relationships.

Gary Stiles is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2019 and previously spent over a decade at Securities America Advisors and Securities America, Inc. In addition to his advisory role, he operates Investment and Tax Services, providing tax preparation, accounting, and non-variable insurance services. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Angelo Pinti is a Senior Financial Advisor at Merrill Lynch Wealth Management with over fifteen years of experience in the financial services industry. He specializes in wealth planning and portfolio management, focusing on creating personalized financial strategies that reflect the unique goals and priorities of his clients. Angelo's approach is centered on building genuine, long-lasting relationships based on mutual respect and trust, emphasizing the importance of setting tangible financial objectives and implementing tailored investment strategies to achieve them. Before his career in financial advising, Angelo was a successful small business owner, an experience that informs his commitment to exceptional service and integrity. He serves clients across various focus areas, including college education planning, divorce transition planning, legacy planning, managing new wealth, retirement income, and tax minimization. As a first-generation American, Angelo values diverse perspectives and strives to connect with clients from a wide range of backgrounds. Angelo holds a Bachelor's Degree from Rowan University and is a Personal Investment Advisor (PIA). He is a member of the Beta Gamma Sigma International Business Honor Society and has been involved with his alma mater through roles on the Rohrer College of Business Alumni Advisory Council and the Rowan University Alumni Association Board of Directors. Fluent in English, Italian, and Spanish, Angelo balances his professional commitments with personal interests such as golfing, music, reading, swimming, woodworking, traveling, and spending time with his family.

Courtney Maccarella is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Wells Fargo Clearing since 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.

Nathan Spohn is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with LPL Financial and has held prior roles at Financial Engines Advisors, EF Legacy Securities, Edelman Financial Services, and Fidelity. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and more than $819 billion in discretionary assets.

Audrey Hallman is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 65 designation and has a background that includes six years at Evesham Mortgage Co. and ownership of an accounting practice, Audrey L. Hallman, CPA. 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 range of advisory and brokerage services through a large network of representatives and utilizes various investment strategies including model portfolios and third-party subadvisors.

Daniel Kukainis is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Vicus Capital, Schwartz Financial Associates, Cetera Advisor Networks, and TD Bank. He serves as Vice President of the South Jersey Young Professionals Association, where he is involved in establishing the organization's vision, mission, and strategy. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers access to various advisory programs and third-party asset managers, with a focus on matching clients to models or discretionary managers based on risk tolerance and personal plan information.

Holly Revelas is a CFP®-certified financial advisor with Edward Jones, based in West Deptford, NJ, and has seven years of industry experience. Prior to joining Edward Jones in 2019, she served on the Gloucester Township Board of Education for seven years and worked at Verna and Associates for thirteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs, investment solutions, and affiliated services supported by a large nationwide network of financial advisors and branch offices.

Eric Stephen is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at RBC Capital Markets since 2009, previously spending four years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.