Anthony Favoroso is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Quinn Liddy is a financial advisor at UBS Financial Services with a Series 66 designation and five years of industry experience. Prior to joining UBS, Quinn held positions at Dollar General Corporation and engaged in roles in campus recreation and education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Michael Defoney Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 31 years of industry experience, including roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he has operated a lawn service business and owns a tax preparation practice. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships and offering various specialized planning services.

Patrick Seiler is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has been with Raymond James & Associates since 2011 and has held a FINRA registration since 2016. He is based in Newtown, PA. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus that includes municipal clients and institutional fiduciary solutions.

Michael Haberman is a financial advisor with UBS Financial Services in Newtown, PA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates as both a broker-dealer and investment adviser, offering a range of services including discretionary portfolio management and futures commission merchant activities.

Corey Mulholland is a Wealth Management Advisor and Senior Vice President with Beckett George Bernstein Mulholland Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® and Certified Plan Fiduciary Advisor® designations, enabling him to deliver comprehensive financial planning and qualified retirement plan advice. Corey's approach focuses on understanding clients' short and long-term goals, addressing financial strategies, wealth transfer planning, estate and insurance reviews, investment management, and fiduciary issues. Before joining the financial services industry, Corey served eight years in the United States Marine Corps Special Operations Command, including deployment during Operation Iraqi Freedom in 2005. He earned a bachelor's degree in Management from Rutgers University, concentrating on Entrepreneurship, Strategy, and International Business. Corey resides in the Mullica Hill area with his family and enjoys activities such as beach visits, European travel, and competitive marksmanship. He is also involved with veteran-related causes and has served on the board of the Quinton Sportsmen's Club.

Michael Reilly is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Cantella & Co Inc for 20 years. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple investment platforms and strategies, including proprietary and third-party models, tailored to client objectives with both discretionary and non-discretionary options.

Steven Griffiths is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. He specializes in developing personalized wealth management strategies that help clients achieve their financial and life goals. His disciplined approach starts with gaining a comprehensive understanding of each client’s unique needs, concerns, and objectives. Steven’s areas of expertise include executive compensation, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, and retirement income planning. He holds a Chartered Retirement Planning Counselor (CRPC) designation and a Personal Investment Advisor (PIA) designation. Steven earned his bachelor’s degree from the University of Richmond. Outside of his professional role, Steven enjoys fishing, running, skiing, swimming, and spending time with his family. His practice emphasizes providing clients with access to investment insights from Merrill and banking solutions from Bank of America, aiming to address various aspects of their financial lives with a comprehensive and client-focused approach.

Holly Berry is a financial advisor at UBS Financial Services with nine years of industry experience. She has been with UBS since 2016 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and Global Research teams to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Barry Gessner is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include over two decades at Securities America Advisors, Inc. and its affiliates. Outside of his advisory work, he serves as President and majority shareholder of X-Pando Products Company, Inc., and is a volunteer committee member on the investment committee as well as a board director for Frankford Friends School, a private non-profit institution. OSAIC serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations through a network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and wrap programs.

David Pratt is a CFP®-designated financial advisor with Morgan Stanley in Mount Laurel, NJ, bringing 30 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Jennifer Colon is a financial advisor with Wells Fargo Clearing in Marlton, NJ, holding a Series 66 license and 18 years of industry experience. She has worked extensively within Wells Fargo and its affiliated entities since 2009, including Wells Fargo Advisors and Wachovia Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Nicholas Hill is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in serving high-net-worth individuals and multi-generational families. With nearly 15 years of experience in financial services, he focuses on delivering tax-efficient strategies, estate planning, executive compensation, and legacy planning. Nicholas works closely with clients and his team to develop customized approaches that address retirement, education, liability management, and portfolio management, aiming to simplify complex financial decisions and enhance clients’ financial and emotional wellbeing. Nicholas earned a Bachelor of Science degree in Business Management from James Madison University, concentrating in Human Resources and minoring in English. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Personal Investment Advisor (PIA) credential. Throughout his career, Nicholas has emphasized client-centric service, following a family tradition of prioritizing clients’ best interests and fostering long-term relationships. Outside of his professional responsibilities, Nicholas is involved with the YMCA of Bucks and Hunterdon County. He enjoys spending time with his family, watching the Philadelphia Eagles, boating, playing golf and ice hockey, as well as relaxing at the family’s home on Long Beach Island.

Santino Rao is a financial advisor at MassMutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining MassMutual, he held positions at TD Bank, Rowan University, and Ocean Casino & Resort. MassMutual 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 a range of programs including wrap and money-manager services, along with educational seminars.

Melody Harris is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2016 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and advanced modeling tools.

Evan Kahn is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He serves on the advisory board of the Stillman School of Business at Seton Hall University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets.

Christopher Kroberger is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS since 2011 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

James Manuola is a Senior Financial Advisor with over 20 years of experience in the financial services industry. He is affiliated with Merrill Lynch Wealth Management and specializes in providing personalized wealth management strategies tailored to clients’ individual goals. James focuses on areas including college education planning, family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, as well as individual and corporate investment strategies. Since beginning his career in 1999, James has worked to simplify the financial lives of high-net-worth clients by offering customized solutions such as estate planning, wealth transfer, retirement income planning, and asset allocation aligned with specific financial objectives. He collaborates closely with clients and, when appropriate, a Wealth Management Lending Officer from Bank of America to integrate home financing solutions into comprehensive financial plans. James holds a Bachelor's Degree in Business from Rutgers University and maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He resides in New Jersey with his wife, Kris, and has personal interests in baseball, basketball, boating, fishing, football, and golfing.

Jessica Friend is a Series 66 licensed financial advisor with Merrill in Mount Laurel, NJ, bringing nine years of industry experience. She has worked at Merrill since 2017 and previously held positions at Rowan University and Republic Bank. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Steven Kalodner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He previously worked at UBS Financial Services for 13 years. Outside of his advisory role, he serves as a consultant for NEIEN MARKETING LLC, providing support via conference calls on a limited basis. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports a large network of financial advisors, delivering solutions that include both brokerage and advisory services.