Kenneth Barroway is a financial advisor with Ameriprise in Cherry Hill, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved in managing the monthly income and expenses for Voorhee Management Group, LLC. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients with Ameriprise-managed accounts.

Lyle Feld is a financial advisor at Morgan Stanley in Cherry Hill, NJ, holding Series 63 and Series 66 registrations with 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by firm-approved tools and investment models.

Lauri Howe is a financial advisor at Fidelity with 11 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Wells Fargo Clearing Services, Fifth Third Securities, Edward Jones, and TD Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Kelli Brack is a Series 66 licensed financial advisor with Edward Jones in Marlton, NJ, where she has worked for 10 years. She has spent her entire advisory career at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Cooper is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and 22 years of industry experience. He has worked at Cetera and its affiliate Cetera Financial Specialists LLC since 2005 and is the owner of Padden Cooper LLC, an accounting and tax services firm. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering various portfolio management and financial planning services through a nationwide network of independent advisors. The firm operates a multi-manager platform with access to affiliated and third-party managers and manages over $256 billion in assets.

Leon Elcock II is a financial advisor with Primerica Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at PFS Investments Inc and Primerica Financial Services since 2016, as well as positions at Sandoz, Inc and ALN Vending, LLC. Outside of advisory activities, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Maria Camaiore is a CFP® and ChFC® with 17 years of industry experience. She is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Andrew Cardile is a financial advisor with MassMutual Investors Services in Marlton, NJ, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with MML Investors Services Inc and MassMutual since 2010. Outside of his advisory role, he is involved in life and health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning engagements using firm-approved analytical tools.

Thomas Brown is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at PNC Investments, TD Bank N.A., and Equitable Advisors, LLC. He is also involved in offering investment products and services through American Heritage Investment & Retirement Center. 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 other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supporting strategies through both proprietary research and third-party subadvisors.

Daniel Silverberg is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes multiple roles at UBS and Morgan Stanley, with over a decade spent at Morgan Stanley Private Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-driven asset allocation to tailor financial plans aligned with client goals. The firm integrates institutional trading capabilities with wealth management services, providing a broad array of investment and capital markets solutions.

Mark Cook is a financial advisor with LPL Financial in Woodbury, NJ, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at Wells Fargo Clearing and The Vanguard Group, Inc., and has experience outside finance including roles at Anthony's Coal Fired Pizza and Fit Body Boot Camp. 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 services, including financial planning and access to third-party asset managers, with investment solutions implemented through model portfolios, discretionary or non-discretionary strategies, and advisor-facing tools.

James Legg is a financial advisor with Charles Schwab, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at JPMorgan Securities LLC, Merrill, and Bank of America. He is currently based in Marlton, NJ. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services with a multi-asset model portfolio approach.

Eric Medina is a financial advisor at J.P. Morgan Securities based in Voorhees, NJ. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he held roles at firms including Adelphia, LPL Financial, UBS, and Adidas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach combines centralized due diligence with quantitative and qualitative research to offer asset allocation advice, investment manager searches, and customized performance reporting.

Daniel Palombo is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at MassMutual Greater Philadelphia and Drexel University. He has been with Wells Fargo Clearing since 2019. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm serves a broad client base and employs diversification principles and modern portfolio theory in their investment evaluations.

Shawn Hood is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for nearly nine years. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, providing investment policy development, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Kelly Boylan is a Series 66-registered financial advisor with four years of industry experience. He currently works at OSAIC and has held prior roles at Sagepoint Financial, INC., Plan One Financial Group, Harrahs, and Andres. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and provides access to discretionary strategies and third-party managers.

Richard L. Hogan is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding a Series 66 designation and possessing 25 years of industry experience. He has been with UBS Financial Services since 2012. Outside of his advisory role, he is involved in property management through his participation in a condominium association committee and manages a sole proprietorship in real estate. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Martin Genello is a CFP® professional with 11 years of industry experience. He is currently with Charles Schwab in Marlton, NJ, and has prior experience at Janney Montgomery Scott and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and multi-asset model portfolio approach.

Mark Evans is a financial advisor with RBC Capital Markets in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customizable portfolio management strategies utilizing both in-house and third-party managers.

Achu Akum is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds the Series 66 designation and has worked with firms including UBS Financial Services and Merrill. In addition to his advisory role, Akum is the principal and owner of RenGen Consulting LLC, a strategic consulting firm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers educational seminars and various planning programs, including a recent addition of divorce planning services.