Kathleen Moore is a Series 63-registered financial advisor with 28 years of industry experience. She is currently with LPL Financial and previously worked at Next Financial Group, Inc. and Capital Planning Institute. Outside of advising, she is a commissioned notary and holds non-variable insurance licenses. 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 and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeremy Gussick is a CFP®-certified financial advisor with 25 years of industry experience, currently practicing at LPL Financial since 2009. He holds Series 63 and Series 65 licenses and is based in Voorhees, NJ. Outside of his primary advisory role, he is involved with Toby's Sensitive Ears, a home-based book business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors utilizing both proprietary and third-party strategies.

Ashishkumar Sanghavi is a financial advisor at Merrill with seven years of experience at the firm and four years in the industry overall. He holds a Series 66 designation and previously worked at TD Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Thomas Dimona is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Verizon, AT&T, and Amazon, and he has an academic background that includes time at Bentley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often delegating management to sub-advisers while maintaining oversight and addressing conflicts of interest.

Amy Blevins is a Series 66-licensed financial advisor with LPL Financial in Mullica Hill, NJ, where she has worked since 2006. She has 26 years of industry experience, including four years at Morgan Stanley DW Inc. Outside of her financial advisory work, she operates Bead and Glass LLC, an e-commerce business selling jewelry design supplies and handmade jewelry. 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 portfolios, and institutional platforms, supported by a network of more than 22,800 advisors.

Lloyd Zitomer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC from 2001 to 2003. Wells Fargo Advisors provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kornelia Forvour is a financial advisor at Osaic with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Osaic in 2025, she worked at Lincoln Financial Advisors for 13 years and Guardian Life for one year. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by a multi-advisor platform and a model-based investment process.

James Hoff is a Wealth Management Advisor and Merrill Resident Director who works with founders, family-led businesses, and entrepreneurs, typically those with $20 million or more in revenue, to navigate their business exit strategies. Leveraging resources from Merrill, Bank of America, and external networks, he provides coordinated planning services including minimizing tax liabilities on sale proceeds, investment banking, deal structuring, buyer sourcing, and advanced estate and trust planning. With experience growing up in a family business, James understands the challenges business owners face when planning their exits. He focuses on helping clients avoid leaving money on the table and preventing unexpected tax bills by advising on personal planning for an actively wealthy life post-exit. His expertise extends to areas such as divorce transition planning, family wealth management, philanthropic planning, portfolio management, small business strategies, and tax minimization. James holds a Bachelor's Degree from the University of Tampa and maintains professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He engages with his community through volunteer work and enjoys personal interests such as baseball, basketball, chess, football, golfing, pickleball, reading, spending time with family, surfing, and traveling.

Tyler Sherman is a financial advisor with Raymond James & Associates, holding a Series 66 designation. He began his advisory career at Raymond James in 2026. Prior to this, he worked in roles with the New Orleans Saints and Pelicans and in the hospitality industry. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and firm-supported research.

Marc Neumann is a ChFC® with 32 years of experience in the financial services industry. He has worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. Outside of his advisory role, Neumann is a notary public and co-owner of a business entity involved in managing a 401(k) and profit-sharing plan. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as comprehensive financial planning and managed portfolios. The firm utilizes a model-based investment process with options for discretionary and advisor-managed strategies supported by various tools and third-party resources.

Christine Pierce is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and has worked in various roles since 2013, including at Plan One Financial, SagePoint Financial, and currently at OSAIC. Outside of her advisory work, she serves as President of the Green-Fields Swim Club board, a local summer swimming club. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization, supported by various managed account programs and third-party manager options.

Kwun (Kevin) Wong is a financial advisor with LPL Financial in Voorhees, NJ, holding Series 63 and Series 66 credentials and over 30 years of industry experience. His prior work includes roles at M&T Securities, Cco Investment Services Corp, HSBC Securities (USA) Inc., and TD Wealth Management Services Inc. 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 portfolios, third-party asset management access, and institutional platforms, combining traditional advice with technology tools and a broad financial services network.

Elaine Shelton is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has been with Morgan Stanley since 2008. 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 and financial planning services, utilizing structured discovery processes and firm-approved tools to create tailored plans.

Ricardo Rivera is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments and Wells Fargo in various roles since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Thomas Warner Jr. is a CFP® and ChFC® credentialed financial advisor with 30 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Islamorada, FL office. Outside of his advisory role, he is involved with Angel's Foundation, which provides pro-bono financial planning to cancer patients, and serves on the board of St. Mary of the Lakes Parish. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security claiming options. The firm combines algorithmic tools with personalized advice and provides a broad range of advisory, brokerage, and insurance solutions.

Derrick Wilson is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Gusto, Equity Services Inc, National Life Group, and The Vanguard Group. Outside of his advisory role, he is CEO of Selective Financial Solutions LLC, a business involved in insurance and tax preparation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions focused on diversified portfolios and long-term strategies.

Amanda Frank is a financial advisor with Raymond James & Associates. She holds the Series 65 and Series 63 licenses and has recently begun her career in the industry. Her prior experience includes roles at Morgan Stanley, Vanguard Group, and Momentum Wealth Partners. Outside of financial advisory, she has worked in hospitality and education settings. 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, offering financial planning, non-discretionary investment consulting, and institutional advisory services while employing various portfolio management styles supported by firm research and sub-advisers.

Adam Bracy is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 19 years of industry experience. Prior to joining Raymond James in 2025, he worked at TD Bank and its affiliated private client wealth firm for 10 years, as well as at PNC Wealth Management. He serves on the development board of the Greater Philadelphia YMCA and is involved with the Golf Association of Philadelphia. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Robert Ku is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1997 and has extensive experience in portfolio construction as well as trust and estate planning strategies. Robert’s client focus areas include managing new wealth, personal retirement planning, and retirement income. Robert holds several professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's degree in Economics from the University of Delaware after graduating from Kadena High School. Originally from Kadena Air Force Base in Okinawa, Japan, Robert has lived in Burlington, New Jersey since 2002. Outside of work, he enjoys playing tennis, spending time at the beach, and visiting his family in Hawaii. He also participates in community volunteer activities in line with Merrill Lynch’s tradition of community involvement.

Lauren Rossi is a financial advisor at Fidelity with a Series 66 designation and nine years of industry experience. She has worked at Fidelity Investments since 2021 and previously held roles at Valic Financial Advisors, Bank of America, Merrill, and Wells Fargo Home Mortgage. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and employs oversight controls to address conflicts of interest.