Gregory Lofgren is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His career includes significant tenures at Morgan Stanley and Bank of America, including roles at Merrill and various Morgan Stanley affiliates since 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves approximately $2.74 trillion in client assets.

Michael Schorr is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models to support client decision-making.

David Maurer is a financial advisor with Mass Mutual Investors Services and holds the CFP® and ChFC® designations. He has 25 years of industry experience, including roles at Metlife Securities Inc. and New England Securities. Outside of his advisory work, he is involved as a broker in an insurance business and manages a real estate rehabilitation venture. 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 uses detailed client information and proprietary software to deliver written recommendations as part of ongoing financial planning engagements.

Sharon Goss is a financial advisor with LPL Financial in Marlton, NJ, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at The Vanguard Group, Wells Fargo Advisors, and A.G. Edwards & Sons. She is also involved in sales with Mary Kay Cosmetics. 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 various investment programs and advisory platforms, with support tools such as machine learning for operational purposes, and manages over $819 billion in discretionary assets through a large network of advisors.

Michael Magee is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with a diverse client base including business owners, executives, pre-retirees, young professionals building wealth, and individuals with inherited assets. His approach centers on understanding clients’ goals, cash flow needs, and concerns to develop personalized wealth management strategies. He offers tailored advice on investments, real estate, business transitions, and collaborates with CPAs and attorneys on tax and estate planning. Michael provides access to the investment resources of Merrill and the lending solutions of Bank of America. Drawing on his background from a blue-collar, small-business family and inspired by his grandfather who was an investment banker, Michael emphasizes building strong client relationships and encourages ongoing, transparent communication with clients and their families. He leads a proactive team delivering customized strategies using Merrill’s proprietary tools, aiming to make a meaningful impact on clients’ financial lives. Michael holds a Bachelor's Degree from Towson University and maintains the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA). He is also affiliated with the Knights of Columbus, reflecting his community involvement.

Alexandria Cail is a CFP® professional with 16 years of experience in the financial services industry. She currently works with Wells Fargo Clearing and has held various roles within Wells Fargo entities since 2013. Outside of finance, she is a barre instructor and co-owner of a group fitness studio in Philadelphia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm applies research and analytics to investment selection and offers a broad range of brokerage and advisory solutions.

Bryan Basara is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he owns and operates DJ Bryan B LLC, providing DJ services at events. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Barbara Alton is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as Treasurer and Officer of the Boston Intercollegiate Alumnae Association of Kappa Kappa Gamma, focusing on membership and philanthropy for women's development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Peter Sabia is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation. He has been with Morgan Stanley since 2024 and previously spent ten years affiliated with Haddonfield Memorial High School and the University of Delaware. Sabia began his tenure at Morgan Stanley Private Bank, N.A. in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Younger Jack is a financial advisor at Merrill with a Series 66 designation and no prior years of industry experience. His work history includes roles at Bank of America, BNY, and Sloane, along with ongoing employment at Rutgers. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Cirucci is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank division prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, model-based asset allocation tailored to client goals.

Jacqueline Lipski is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, KIPP New Jersey, and Lincoln Financial Distributors. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Went is a financial advisor with LPL Financial, holding Series 66 and Series 63 credentials and 17 years of industry experience. His prior work includes roles at Envestnet Inc., UBS Financial, and Wells Fargo Clearing. 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, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies.

Christopher Crosby is a financial advisor with Cetera, holding the Series 66 credential and bringing 21 years of industry experience. His prior experience includes roles at BNY Mellon and various independent advisory practices. He serves as a trustee on the investment committee for Rowan College, reviewing investment advisors and portfolio allocations for the foundation. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management solutions and access to third-party money managers.

Susan Witte is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at Prudential Insurance Company of America, Pruco Securities, Banc of America Investment Services, and BNY Mellon Securities. She serves as Vice President of the Sisterhood membership at Congregation Kol Ami, a nonprofit organization in Cherry Hill, NJ. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and financial planning services.

Tara Reigel is a financial advisor at Morgan Stanley with 17 years of experience at the firm. She holds a Series 66 designation and is based in Mount Laurel, NJ. 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 that uses structured discovery processes and firm-approved tools to model outcomes and support client decision-making.

Gina Lindsey is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. She has 24 years of industry experience, including prior roles at Foresters Equity Services and PRUCO Securities. Outside of her advisory work, she contributes to a lifestyle blog focused on wellness, nutrition, and parenting for women. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by various advisor-facing tools.

Jean Paul Brescia is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is involved with Pax Nauticus LLC, a property management business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Brian Baskin is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory work, he coaches Jiu Jitsu at the Moorestown Recreational Center. 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, institutions, and municipalities, offering a range of financial planning and consulting services supported by various portfolio management styles and in-house research.

Mark Schuehler is a financial advisor at Morgan Stanley with 9 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2015 and 2017, respectively. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning that integrates firm‑approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with a variety of investment and trading activities.