Calvin Williams is a Series 66-credentialed financial advisor with five years of industry experience. He is currently with LPL Financial and has previous experience at Morgan Stanley Private Bank, Morgan Stanley, and Millponds. Outside of advisory work, he owns a landscaping company in Williamstown, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Fendrick is a financial advisor with UBS Financial Services, holding a Series 63 designation and 42 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves as Chair of the Endorsement Committee at Temple Beth Sholom and is a member of the investment committee for the Raymond and Gertrude Saltzman Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Michael Jett is a financial advisor with LPL Financial in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Merrill Lynch. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice primarily delivered through a network of investment adviser representatives utilizing various discretionary and non-discretionary strategies.

Dennis Judge Sr. is a financial advisor with Cetera, holding a Series 63 designation and having 38 years of industry experience. He has been with Cetera and its related entities since 2005 and has operated Judge Financial Services since 1978. Outside of his advisory work, he manages a tax accounting and bookkeeping practice and serves as treasurer of a condominium association. Cetera Investment Advisers LLC is an SEC-registered adviser supporting over 10,000 advisors and approximately 800,000 clients nationwide. The firm provides a range of portfolio management and financial planning services across multiple client types and offers access to various third-party and affiliated investment managers.

Mark Standring is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Advisors since 2017. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his primary advisory role, he owns and operates a senior care business with his spouse. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet net-worth criteria. Advisors utilize firm research and tools to develop recommendations, with implementation options available through various brokerage and advisory programs.

Alison DiGiulio is a Financial Consultant at Fidelity Investments, where she works with clients to develop and update financial plans aligned with their investment goals. She leverages the resources and team at Fidelity to assist clients in growing and protecting their wealth while simplifying their financial lives. Alison has experience in the financial services industry, having served as a Financial Solutions Advisor at Merrill Lynch from 2015 to 2021 before joining Fidelity Investments in 2021. Her professional background includes advising clients on financial planning and investment strategies. Outside of her professional role, Alison has personal interests that include comedy, exploring food, hiking, kayaking, music, and traveling.

Shawn Benson is a Financial Advisor at Merrill Lynch Wealth Management. He partners with individuals and families to create personalized financial strategies aimed at meeting their unique financial goals and life circumstances. His areas of focus include family wealth management strategies, personal retirement planning, and retirement income. Shawn holds a Bachelor's Degree from Rutgers and has obtained the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His professional philosophy emphasizes understanding what matters to each client and building meaningful relationships to provide trusted advice and guidance. Outside of his professional work, Shawn enjoys various sports such as baseball, basketball, football, golfing, hiking, and running. He also values spending time with his family and watching movies.

Sarah Silva is a Series 66-registered financial advisor with Morgan Stanley, based in Mount Laurel, NJ. She has 12 years of industry experience, including roles at Morgan Stanley since 2013 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Marion Maiorino is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding a Series 66 designation and 28 years of industry experience. She has been with UBS Financial Services since 1991. Outside of her advisory work, she is involved in a family real estate investment and property management business through PabMar LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Stephen O'neil is a Series 66-licensed financial advisor at Morgan Stanley with 13 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is involved in an estate planning-related real estate investment with family members through a sole proprietorship LLC. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm employs structured planning tools and offers access to extensive investment resources and strategies.

Dillon Mills is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Bank, The Evangelisti Group, and Kennedy Investment Group. Outside of his advisory role, Mills owns and manages a real estate business, overseeing property acquisitions and renovation projects. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Derrick Phillips is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America, Inc. and Securities Service Network, Inc. Phillips is also a partner at Evesham Capital Management, where he is involved in life and health insurance sales and fixed annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing in managing diversified portfolios that include a range of investment types.

Delvis Kaliqi is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked in various roles including service positions such as a waiter and barista. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

Paul Flood is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 13 years of industry experience. His previous roles include positions at Citizens Securities, Citizens Bank, and Scottrade. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Joseph Delguercio is a ChFC® credentialed financial advisor with over 41 years of industry experience. He is currently with Mass Mutual Investors Services, where he has worked since 2017, and has been associated with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in an entrepreneurial capacity as a member of an LLC for administrative and sales activities, and also works as an insurance agent, providing property, casualty, health, and group life insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as ongoing, collaborative relationships and provides various programs including wrap and money-manager offerings, educational seminars, and recently added a standalone Divorce Planning service.

Jenna Louve Champion is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2016, following five years at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting advisors with technology and a wide range of advisory strategies.

Matthew Santillo is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in monthly accounting and annual tax preparation through his ownership of Integrity Management Partners LLC. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations. The firm provides a wide range of advisory, brokerage, and insurance solutions through its large institutional platform.

James Pacheco is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 35 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, TD Wealth Management Services Inc., and Equitable Advisors. Outside of his advisory work, he serves as a volunteer firefighter with the Indian Mills Volunteer Fire Company. 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 solutions, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Sean Downey is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked for the Wall Street Journal / Barron's Group for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and managed investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Dante Cambria is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2014 and has been with Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he is involved with Showcase Select LLC, a wholesale and distribution business based in Philadelphia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools.