Luke Wallace is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and ten years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he assists clients in selecting Medicare supplement plans as a licensed health insurance sales agent. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual, high-net-worth, corporate, and charitable clients. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Ty Costantino is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has prior experience in retail sales and insurance brokerage. Outside of advising, he is involved in buying and selling jewelry through Sansom Metals. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers using collaborative, goal-oriented planning supported by firm-approved analytical tools.

Antonio Bene is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, his work history includes roles at Subaru of America and Rowan University. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles to registered investment companies and its use of systematic methodologies and AI-driven research.

Gary Devicci is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® and ChFC® designations. He has 49 years of industry experience and previously worked at Cantella and Co., Inc. for over a decade. He is also involved in several independent business ventures, including ownership of CPI Planning and Devicci Financial Associates, LLC, as well as serving as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi‑billion dollar asset base across multiple platforms and custodians.

William Rice Jr. is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Ameriprise, he worked at Legend Medical LLC and the Gloucester County Special Services School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Octavius Reid III is a financial advisor with Morgan Stanley in Marlton, NJ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. Outside of his advisory role, Reid serves on the board of the Rhythm and Blues Foundation and lectures for the National Basketball Association’s Rookie Transition Program. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Emily Hepburn is a Wealth Management Advisor with Merrill Lynch Wealth Management and serves as the head of The Sterrett Hepburn Group. She works with individuals, couples, and families to help them deploy, grow, and transfer their wealth more effectively. Emily advises clients from diverse backgrounds, including executives, business owners, and professionals, with particular sensitivity to those experiencing significant life transitions such as marriage, divorce, retirement, or the sale of a business. Emily earned a Bachelor's degree in business with a concentration in finance from Boston University and holds the CERTIFIED FINANCIAL PLANNER™ designation. She has been with Merrill since 2009 and continues a family legacy in financial advising, following in the footsteps of her mother, Barbara Sterrett, who was a Merrill Advisor for 39 years. Emily's approach emphasizes education, empowerment, and a consultative process aimed at helping clients pursue their financial goals and establish their desired legacy. Outside of her professional work, Emily is involved with the Big Brothers Big Sisters of Massachusetts Bay. She enjoys spending time with her family, engaging in activities such as boating, cooking, gardening, golfing, running, and skiing.

Gregory Klipstein is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2025. He previously worked at CCG Wealth Management LLC, JFS Wealth Advisors, LLC, and TD Private Client Wealth LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Brett Mower is a financial advisor with LPL Financial in Haddonfield, NJ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes roles at UBS Financial Services, Merrill, Banc Of America Investment Services, 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 institutions, offering a range of financial planning and investment management services through a large network of advisors.

Daniel Pelosi is a financial advisor at LPL Financial with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Steele Financial Solutions and Wipfli Financial Advisors. Prior to his financial career, he was employed at Abercrombie and Fitch and Merrill Lynch. 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, supported by advanced operational tools and a broad non-advisory financial services network.

Justin Norwood is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, with one year of industry experience. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he owns and operates EXN Enterprises, an event services business specializing in event planning and audio/video production. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Its advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Daniel Reganata Jr. is a financial advisor at Cetera with 19 years of industry experience. He holds the PFS™ and Series 63 designations and has held positions at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, he owns and operates Reganata & Associates, providing accounting, tax preparation, and consulting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across multiple program structures.

Matthew Stranix is a CFP® professional with eight years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has held multiple roles at Widener University from 2014 to 2018. Outside of his advisory work, he is a partner and manager at NOW WHAT Financial Education, LLC, where he co-authors books and performs paid speaking engagements. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved software to analyze client goals and provide written recommendations.

Charles Price III is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he worked for the Delaware River Port Authority for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, including access to third-party managers and institutional platforms.

Randley Gonzalez is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He is dedicated to building long-term relationships with his clients by providing financial guidance that is honest, transparent, and tailored to their individual needs. His approach focuses on simplifying the financial planning process to help clients gain clarity and confidence. Gonzalez has a wealth of experience in the financial sector, having previously worked as an Investment Consultant at Fidelity Investments from 2019 to 2020, and as a Relationship Manager at the same firm from 2013 to 2019. Prior to his tenure at Fidelity, he was a Senior Analyst at Lehman Brothers from 2005 to 2010. Outside of his professional work, Gonzalez has interests that include fitness, food, military service, tennis, and traveling.

Christopher Lex is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. His prior work includes roles at Agia and Valic Financial Advisors. Outside of his advisory work, he is involved with several business entities related to investment and tax purposes, including WealthFusion Inc and The Fifteen Group. 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 services and platforms, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by machine-learning tools and various financial products.

Adam Weisensee is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at TD Bank, Jaro Transportation, and Rowan University. 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.

John Roeckel Sr. is a financial professional with 34 years of experience, currently associated with Cetera. He holds Series 63 and Series 65 licenses and has worked at firms including Western International Securities, Inc. and Fuhrman Management Associates, Inc. Since 2023, he has been involved with Pinnacle Wealth Advisors, LLC and acts as a youth baseball umpire. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Michael Skowronski is a financial advisor with Wells Fargo Clearing in Marlton, NJ, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with Wachovia Bank, N.A. since 2006 and joined Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets with over 14,000 financial advisors.

Timothy Newman is a CFP® with 16 years of industry experience, currently affiliated with Wells Fargo Clearing Services LLC since 2018. He previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2016 to 2018. 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 approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.