James Notarianni is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Ameriprise in Philadelphia, PA. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he owns and manages Noto Financial Services LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

John Clark is a CFP® with 27 years of experience in the financial services industry. He is currently with Cetera and previously spent over a decade at Concourse Financial Group Securities Inc. In addition to his advisory work, Clark conducts educational workshops on financial topics, cyber-security, and life coaching, and provides coaching to job seekers and other advisors. He also serves as guardian for his mentally disabled adult brother. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm provides various portfolio management and financial planning services, allowing advisors to implement model portfolios, select third-party managers, or create customized strategies across multiple program structures.

Kevin Barnes is a financial advisor with Ameriprise in Marlton, NJ, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2023 before joining Ameriprise in 2023. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and annual advice. The firm's approach includes a collaborative service team, algorithmic analysis, and specific enrollment criteria that integrate managed account assets within its investment platform.

Matthew Tolentino is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and the Global Investment Committee’s secular return estimates.

James Morris is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and five years of industry experience. His work history includes roles at Elwyn Inc. and Primerica Financial Services. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and selectively managed accounts primarily to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and uses a tiered percentage-based fee model for its services.

Christopher Puscian is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for 17 years before joining Raymond James in 2022. Raymond James & Associates 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, institutional and pension plans, and charitable organizations—offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alex Shirley is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2026, Shirley worked at AGIA, Valic Financial Advisors, and MarketKeep. Outside of financial advising, Shirley has served as an agent selling non-securities insurance products. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with tax-aware withdrawal strategies and dependable income sources.

Kyle Katz is a financial advisor with UBS Financial Services in Mt. Laurel, NJ. He holds Series 66 and Series 63 licenses and has two years of industry experience. His prior work includes positions at Pacer Financial, The Vanguard Group, and Coastal Ridge Real Estate, as well as a period at Syracuse University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Christopher M. Criswell is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Criswell is a partner at CDJ Partners LLC, a general partnership involved in creating and patenting a new delivery system for non-alcoholic and alcoholic beverages. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings. The firm utilizes proprietary capital market assumptions and research to tailor investment strategies and provides a broad range of services including wealth management, institutional trading, and capital markets solutions.

Robert Rogers Jr. is a CFP®-credentialed financial advisor with 17 years of industry experience, currently with LPL Financial since 2023. His prior experience includes ten years at Cetera Advisor Networks and earlier roles at Walnut Street Securities and MSI Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools and a large network of over 22,800 advisors.

Maximilian Chisick is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, USAA, and various educational institutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Scott Koehler is a financial advisor with Morgan Stanley in Marlton, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Joseph Galati is a financial advisor with Raymond James Financial in Marlton, NJ, holding Series 63 and Series 65 credentials and totaling 26 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2003. Outside of his advisory role, he manages a rental office space used by branch associates and partners on accounts with another advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized program offerings and partnerships that distinguish its service model.

Emily Bonnette is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020. Prior to that, she was affiliated with Bank of America and Merrill from 2016 to 2020. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

John Aromando is a financial advisor with LPL Financial based in Cherry Hill, NJ, holding a Series 63 designation and possessing 30 years of industry experience. His career includes prior roles at Commonwealth Financial Network and WS Griffith Securities, and he has been involved in Retirement Refined, LLC since 2017. 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 portfolio programs, third-party asset management, and institutional platforms.

Anthony Capri is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Merrill. 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 financial planning and investment management services through a large network of advisors, leveraging model portfolios, third-party subadvisors, and a variety of strategic and tactical investment options.

Stanley Cooper is a CFP® professional with 45 years of industry experience, currently serving at Cetera. He has held roles at various firms, including Summit Financial Group and Capital Wealth Advisors, where he is a partner. Outside of his advisory work, Cooper volunteers on the investment committee for a local Jewish Community Center and serves as co-chair of the Jewish Community Foundation. Cetera Investment Advisers LLC is a large SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm operates a multi-manager platform offering a range of investment strategies and manages over $256 billion in assets through a network of more than 10,000 advisors.

Michael Quinn is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of his advisory role, he has interests in real estate ownership. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing tailored, research-driven recommendations that integrate tax strategies and income sources.

Prince Tomar is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2015 and owns Prince Enterprise LLC, a retail business formed to operate liquor stores. In addition to his advisory role, he assists with management oversight in his family’s business activities. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mark Andrews is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, he is involved in several business and community activities, including ownership of a franchise of The Little Gym, participation on the board of directors for Devereux, and serving as treasurer for the Voorhees Business Association. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining proprietary research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.