Adam Rosenzweig is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and previously held roles at RBC Capital Markets and Morgan Stanley. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, wrap-fee programs, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a large network of more than 14,000 financial advisors.

Lawrence Cherney is a financial advisor with LPL Financial in Hamilton, NJ, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He previously worked at UBS Financial Services and Morgan Stanley. 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 and access to institutional platforms, supported by advanced operational and research tools.

Jack Demouth is a financial advisor at Merrill Lynch Wealth Management. He focuses on delivering personalized financial planning services for individuals, families, and businesses, helping clients prepare for retirement, education, and estate planning. Jack and his experienced team utilize strategic planning to build personalized portfolios around clients' financial goals. Jack earned a Bachelor's degree in Finance from Rowan University. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). With expertise in areas such as college education planning, family wealth management strategies, retirement income, and tax minimization, Jack provides comprehensive advisory services. A native of Princeton Junction, Jack actively participates in his community through volunteering. He has over 10 years of volunteer experience with the West Windsor Little League and the West Windsor Volunteer Fire Company No. 1.

David Frank is a financial advisor at Cetera with 28 years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at Alps Fund Services, Inc. and Lincoln Financial Distributors, Inc. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios, with assets under management exceeding $256 billion.

Kyle Braender is a financial professional with 13 years of industry experience, currently associated with Cetera. He holds the Series 66 designation and has worked at various firms including Grove Point Investments, H. Beck, and Northwestern Mutual. In addition to his advisory role, he is involved with RMB Wealth Advisors, LLC, providing financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors, employing a multi-manager platform with various program structures and investment options.

Ian Dougherty is a financial advisor with LPL Financial, holding five years of industry experience. He has worked at LPL Financial since 2021 and has operated I M Dougherty & Company, PC since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Sherwin Forde is a financial advisor with Primerica Advisors in Norristown, PA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of his advisory role, he is involved in tax preparation and accounting through his own CPA practice and owns a separate business, The Logos, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and delegates trading responsibilities to third-party managers while maintaining oversight of model selection and portfolio management.

John Uehling is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Carolyn Sanderson is a Certified Financial Planner (CFP®) with 23 years of industry experience. She has worked at Morgan Stanley since 2014 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she serves on the boards of The Watershed Institute, an environmental organization, and CIEE, an education nonprofit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

Christopher Zappy is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he serves as a volunteer on the District Fee Arbitration Committee in New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, utilizing a structured planning process supported by firm-approved tools and research.

Brian Lucas is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2006. He serves on the Board of Directors for Camp Discovery in Langhorne, PA. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Gallagher is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He focuses on guiding clients through various financial challenges and life milestones by developing personalized wealth management strategies. His approach integrates investment portfolio management, estate planning services, and wealth transfer techniques to address a wide range of client needs. Gallagher’s expertise encompasses college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing including ESG, and retirement income planning. He combines the resources of a major financial services firm with his team’s capabilities to deliver customized solutions. He holds a Bachelor’s Degree from The College of New Jersey and maintains professional designations including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Gallagher is active in community organizations such as the Girl Scouts of Eastern Pennsylvania, Boy Scouts of America, and Habitat For Humanity. Outside of work, his interests include baseball, basketball, cooking, fishing, football, gardening, golfing, music, traveling, and spending time with his family.

Pryia Roy is a financial advisor with Raymond James & Associates in Newtown, PA, holding a Series 63 designation and having five years of industry experience. Prior to joining Raymond James & Associates in 2020, she worked for the Department of Homeland Security for 21 years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Gregory Roberts is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Theodore Lesko is a CFP®-designated financial advisor with 37 years of industry experience. He has been with Osaic since 2025, following a 27-year tenure at Lincoln Financial Advisors Corporation. In addition to his advisory role, he holds a licensed insurance agent position offering accident, health, disability, fixed, and traditional insurance products as well as indexed annuities. Osaic Wealth serves a diverse client base including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services across financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers a broad range of investment programs through affiliated entities.

Stacey Heikkila is a financial advisor with Ameriprise in Phoenixville, PA, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise since 2010. Outside of her advisory role, she manages an advisory business through RXG Management LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Daniel Griffin is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Outside of his advisory work, he teaches fitness and cycling classes and works as a ski instructor. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

Lynn Sandt is a financial advisor at Charles Schwab with 17 years of industry experience. She holds the Series 66 designation and previously worked at Lear Investment Management and Phlox Capital Management, among other roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational and custody arrangements.

John Molinelli is a CFP®-designated financial advisor with LPL Financial in Hamilton, NJ, bringing 15 years of industry experience. He worked at Merrill from 2011 to 2013 before joining LPL Financial, where he has been since 2013. Molinelli co-manages Sheehy & Molinelli, an advisory business operating under LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various platforms.

Jordan Teichman is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at UBS since 2016 and previously at Morgan Stanley from 2014 to 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor investment plans to clients’ goals and risk tolerances.