Sara Porter is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Fidelity Investments since 2012. Outside of her advisory role, she provides therapeutic group and individual activities for patients at Virtua Mount Holly Hospital. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

George Ernst Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2021. Outside of his advisory role, he is involved in several business ventures including ownership in an athletic training center and an entertainment company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Henry Williams Jr. is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its related entities since 2010. Outside of his advisory role, he manages an advisory business through H H & W, LLC, assisting with client services and financial planning. Ameriprise provides a retirement-income planning service primarily for individuals nearing or in retirement with significant investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to develop personalized retirement income recommendations.

Denize Phillip is a financial advisor at LPL Enterprise with two years of industry experience. She holds the Series 66 designation and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory work, she volunteers with the Chamber of Commerce Southern New Jersey. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Richard Barnett is a financial advisor with LPL Financial in Medford, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2018 and also maintains a role at SII Investments, Inc. Since 2018, Barnett has been an active ski instructor at Jack Frost/Big Boulder Ski Area. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of advisers. The firm offers varied financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Tamara Kukainis is a CFP® professional with 38 years of experience in the financial services industry. She is currently with Equitable Advisors and has previously worked at Cetera Advisor Networks, Vicus Capital, and Schwartz Financial Associates, where she continues to serve as a senior partner. Outside of her advisory role, she is involved in an outside insurance brokerage business. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC investment adviser and broker-dealer and collaborates extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Gregg Gravenstine is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Peter Hall is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 45 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 and with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as treasurer for both the Haddonfield Ambulance Association and The Mews at Haddonfield Homeowners Association. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. 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.

Jeffrey Gardiner is a financial advisor at LPL Financial with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at BCG Securities, Inc. for nine years before joining LPL in 2021. Outside of his advisory role, he is involved in publishing as an author and publisher. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

James Smith is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Outside of his advisory role, he is a business owner of Val's Tavern in Rumson, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management with access to model portfolios, research, and various technologies.

Robert Errichetti is a financial advisor with Mass Mutual Investors Services in Voorhees, NJ. He holds Series 63 and Series 65 designations and has 35 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at Metlife Securities Inc. from 2009 to 2017 and MassMutual Life Insurance Co. beginning in 2016. He is also co-owner of an LLC used for business and tax purposes. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and delivering collaborative, annual financial planning engagements.

Daniel Goodwin is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He has held roles at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. He holds the Series 63 and Series 66 designations. 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 advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Andrew Boostrom is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and with one year of industry experience. He previously worked at Wells Fargo Advisors for five years and was self-employed for six years prior to that. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning solutions both directly and through corporate agreements.

Lindsey Hudspeth is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2009 and has also worked at Bank of America, N.A. since 2020. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Peter Rosengard is a financial advisor with LPL Financial, holding a Series 63 designation and 47 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, utilizing research, model portfolios, and technology to support diversified investment strategies.

Carmen Lex Jr. is a CFP®-designated financial advisor with 17 years of industry experience. He is currently affiliated with LPL Financial, having joined the firm in 2025. His prior work includes roles at Agia and VALIC Financial Advisors. Lex also has involvement in a non-investment-related business entity, WealthFusion, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven solutions.

Steven Springer is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022. Prior to that, he spent ten years with Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Jennifer Anderson is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds Series 63 and Series 65 credentials. In addition to her advisory role, Jennifer is the owner of Mazzucco and Company CPAs, an auditing firm, and operates Jennifer L Anderson LLC, providing CPA and accounting services. She also volunteers as a Eucharist Minister at Our Lady of Good Counsel. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers with a focus on both advisory and brokerage solutions.

Jay Taylor is a financial advisor with LPL Financial in Lumberton, NJ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, Taylor is a comic book artist affiliated with On The Square Comics. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Jonathan Schmitt is a financial advisor at Merrill with Series 63 and Series 65 licenses. He has been in the industry since 2026, with prior experience at Bank of America, JPMorganChase, and New Century Financial Group. Before entering the financial advisory field, he worked in education at West Chester University, Pennsbury High School, and Charles Boehm Middle School. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.