Mark Barron is a financial advisor at Fidelity with 30 years of industry experience. He holds the Series 63 and Series 66 licenses and has held positions at several firms, including Bank of America, Merrill, and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Charles Seibold is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations, with 49 years of industry experience. He previously worked at Royal Alliance Associates for 18 years and Investment Advisors Asset Management, LLC for 15 years. He is also involved in non-variable insurance activities, offering products such as life, health, disability, long-term care, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Amanda Wasson is a financial advisor at Morgan Stanley in Philadelphia, holding a Series 66 designation with nine years of industry experience. She previously worked at Wells Fargo Advisors for two years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its advisory process.

Nathaniel Johnson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2020, and previously spent six years with Fcg Advisors, LLC. Outside of his advisory role, he owns Ned Johnson Financial, a separate investment-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a variety of financial planning and investment management services through a network of independent financial professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

John Mccormick is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Equitable Advisors since 2000. He previously worked at Axa Advisors, LLC from 2000 to 2020. Outside of his advisory work, Mccormick serves as a board member of the Georgetown University Gridiron Club, where he participates in events and mentors student athletes. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching clients with program models or discretionary managers, often utilizing third-party asset managers and LPL-sponsored advisory programs.

Albert Kim is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch as an intern in 2009 and, after graduating from the University of Pittsburgh, gained investment, banking, and credit experience at Edward Jones and JPMorgan Chase. Albert returned to Merrill Lynch in 2014 and has been a member of the Barnett-Roskos Wealth Management Group since 2015. Albert's professional expertise encompasses a range of areas including college education planning, divorce transition planning, employee benefits planning, institutional and corporate benefit services, legacy planning, liquidity management, individual and corporate investment strategy, tax minimization, and retirement income. He holds several professional designations such as Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Albert earned his bachelor's degree from the University of Pittsburgh. He is fluent in Korean and English. Residing in New Jersey with his wife and their dog, Albert dedicates time to his personal interests including boxing, golfing, hiking, tennis, watching movies, and yoga.

Tanner Guynes is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Saxbys, Amazon, and DoorDash. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning through structured processes and firm-approved tools.

John Somers is a financial advisor with RBC Capital Markets in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Joseph O'Malley is a financial advisor with J.P. Morgan Securities LLC in Philadelphia, PA, holding Series 63 and 65 licenses and over 21 years of industry experience. He has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2012, with earlier experience at Horizon Wealth Advisors. Outside of his advisory role, he serves as a director for The Wharton Club of Philadelphia and is a member of the investment committee for BLOCS, a charitable organization supporting Catholic schools. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan financial organization.

Robert Minor Jr. is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2012. Outside of his advisory work, he serves as president of the Moorestown Business Networkers and is a board member of the nonprofit organization For Pete's Sake. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes matching clients to program models or discretionary managers through a network of Investment Adviser Representatives, utilizing a range of investment options and ERISA fiduciary services.

Quinn Dolan is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2018. Outside of his advisory role, Dolan is a one-third owner of a private investment company, Tridole, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Traci Hoelzel is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individuals and institutional clients. The firm provides tailored financial planning services and manages approximately $2.74 trillion in client assets.

Vincent Farry is a financial advisor at Merrill with 34 years of industry experience. He has held his current position at Merrill since 1980. His credentials include the Series 63 and Series 66 licenses. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Pojawis Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include 14 years at Sagepoint Financial, Inc. and six years at American General Securities Incorporated. He also operates a CPA practice with over 40 years of experience and serves on the board of trustees for a nonprofit organization, assisting with tax compliance. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios encompassing a broad array of investment types.

Kristy Connor is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2018 and offers a holistic approach to wealth management, providing services such as retirement planning, personalized investment strategies, and additional financial solutions including banking and lending through the support of Bank of America. Her practice focuses on helping clients achieve their financial goals by equipping them with knowledge, power, and confidence. Kristy specializes in areas including college education planning, family wealth management strategies, liquidity management, retirement income, tax minimization, and portfolio management services. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Kristy earned her Bachelor's Degree from the University of Delaware, graduating with honors in three years and was a member of the National Society of Collegiate Scholars. A South Jersey native currently residing in Medford, NJ, Kristy serves as an Ambassador to the National Association of Women Business Owners. Outside of work, she enjoys basketball, football, golfing, pickleball, reading, traveling, yoga, watching movies, and spending time with her family and friends.

Dawn Stil is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Smith Barney for nine years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Stephen Melchiorre is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Equitable Advisors, AXA Advisors, NYLIFE Securities, and New York Life Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Lorraine Zeplinski is a financial advisor with Cetera, holding a ChFC® designation and Series 63 license, and has 41 years of industry experience. She has worked at Cetera and its affiliates since 2021 and previously at VOYA Financial Advisors from 2014 to 2021. In addition to her advisory role, she owns and operates a tax preparation business in Philadelphia. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options and oversees more than $256 billion in assets.

Meghan Gallagher is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and previously worked at Bank of America for eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan financial organization.

Paul Tropea is a CFP® professional with 29 years of industry experience, currently serving at RBC Capital Markets since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an elected official on the South Harrison Board of Education, where he oversees education matters for the township. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.