Mary Beckett is a financial advisor with Merrill, holding Series 63 and Series 65 designations and 34 years of industry experience. She has worked at Merrill since 1992 and has been with Bank of America, N.A. since 2009. Beckett is a committee member of Impact100 South Jersey, a women’s collective giving group focused on high-impact charitable grants. 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.

Eric Guggenheim is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise in various capacities since 2005. Outside of his advisory role, he serves as Vice President of the Evesham Education Foundation and is President of the Rotary Club of Marlton, NJ. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Jeffrey Wall is a Series 66 licensed financial advisor with Merrill in Cherry Hill, NJ, and has 16 years of industry experience. He has worked with Bank of America and Merrill since 2010. 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 and profit-sharing plans, corporations, and charitable organizations.

Thomas Warner is a Series 66 licensed financial advisor at Ameriprise in Marlton, NJ, with one year of industry experience. Prior to joining Ameriprise, he spent four years at the University of Mississippi and eight years at St Joseph's Prep, following a decade at St Mary's of the Lakes. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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.

Edinson Cruzado is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has previously worked at Mercantile Bank of Michigan and has been associated with both Bank of America and Merrill since 2017. Outside of his advisory role, Cruzado is involved with El Toro Landscaping & Remodeling LLC in Bridgeton, NJ, where he assists with organizational duties. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Bombeck is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63 and Series 65 licenses, with 28 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2010 and previously held positions at VOYA Financial Advisors, Equitable Advisors, and Mony Securities Corporation. Outside of his advisory work, he is involved in digital content creation through a project called Dr Tangent and the Multiverse of Beer and Music and supports a volunteer organization as a webmaster. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base and offers a variety of account platforms and proprietary model strategies.

George Ernst Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. Outside of his advisory work, he is involved in several business activities, including ownership of companies that facilitate athletic training and entertainment, as well as a family-related authorized check signer role. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to support diversified investment strategies and offers a broad range of brokerage and advisory solutions.

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 a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Phillip held roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of work, Phillip volunteers with the Chamber of Commerce Southern New Jersey. 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 model-driven, utilizing portfolios developed by internal and third-party strategists, and offers a range of financial planning and consulting services.

Tamara Kukainis is a CFP®-designated financial advisor with 38 years of industry experience. She is currently with Equitable Advisors and has previously worked at Cetera Advisor Networks LLC, Vicus Capital, Inc., Schwartz Financial Associates, Inc., and Nathan & Lewis Securities, Inc. Kukainis has maintained a senior partnership and general managerial role at Schwartz Financial Associates, Inc. as an outside business activity. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and offers a mix of proprietary and third-party investment solutions, including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Shauna La Maina is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at several firms including Cornerstone Financial Advisors and Ameriprise Financial, and has been with LPL Financial since 2017. Outside of her advisory role, she works as a delivery driver for DoorDash. 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, third-party asset management, and institutional platforms.

Jacques Mayo is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he partners with clients to develop personalized financial roadmaps utilizing Fidelity's comprehensive suite of tools, resources, and research. Prior to this, Jacques served as an Investment Management Consultant at Fidelity Investments from 2021 to 2024. His earlier experience includes positions as a Private Client Associate at JP Morgan Private Bank from 2018 to 2021 and as an Investment Advisor at Foresters Financial from 2017 to 2018. Jacques holds a California Insurance License, supporting his expertise in financial planning and wealth management. Outside of his professional commitments, he engages in activities such as biking, cars, outdoor adventures, soccer, traveling, and volunteering.

Peter Hall is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo since 2016, following a prior role at Prudential Equity Group. Outside of his advisory work, he serves as treasurer for the Haddonfield Ambulance Association and the Mews at Haddonfield homeowners association. 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 manages substantial assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jeffrey Gardiner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining LPL Financial in 2021, he worked at BCG Securities, Inc. for nine years and Ameriprise for two years. He is also a publisher and author through his home-based business, Jeff Gardiner Publishing. 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 third-party asset management, supported by a large network of advisors and various operational tools.

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.

Tyler Kadlec is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at Chip Ganassi Racing LLC and Trek Bicycle Corporation. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services through a range of platforms and proprietary model strategies.

Daniel Goodwin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics guided by diversification principles and modern portfolio theory.

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.

Carmen Lex Jr. is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Agia for three years and Valic Financial Advisors for 17 years. Outside of his advisory role, he is involved with WealthFusion, Inc., a business entity for tax and investment purposes. 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 extensive operational and research tools.