Robert Smith is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2019 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services including wrap programs, private funds, and principal trading activities.

Brandon Martin is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has nine years of industry experience and has worked at MML Investors Services, LLC since 2017. Outside of his financial advisory work, he serves as a Master of Ceremonies and event coordinator for Encore Entertainment and Ultrax Disc Jockeys. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using detailed client information and firm-approved software to deliver written recommendations.

John Scott is a financial advisor with OSAIC, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 39 years of industry experience, including 25 years at Signator Investors, Inc. before joining OSAIC in 2018. Scott serves as a board member of Hope Community Church, a non-denominational church in Moorestown, NJ. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services featuring diverse investment options, model portfolios, and third-party management platforms.

Paul Halbkram is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2020, and previously was with TIAA and Lifetime Athletics from 2016 to 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Doreen Dixon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked previously with Avantax Investment Services, H.D. Vest Advisory Services, and the New Jersey Division of Gaming Enforcement. Outside of advising, she owns a personal income tax preparation service and is involved with Delta Sigma Theta Sorority, where she promotes financial literacy among members. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that supports both discretionary and non-discretionary investment strategies.

Pedro Gomes is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools, supporting clients with advisory services but generally without providing individual security recommendations as part of standalone plans.

Victor Garrido Pollan is a financial advisor with OSAIC, holding a Series 66 designation and seven years of industry experience. He previously worked at Lincoln Financial Advisors for six years and has also been affiliated with Brian C Greenberg & Associates since 2016. Outside of his advisory role, he owns a CPA and tax services firm and serves as president of a financial literacy education entity. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing a range of asset-allocation tools and third-party platforms to construct and manage portfolios on both discretionary and non-discretionary bases.

Frank Vellucci is a financial advisor with Morgan Stanley in Marlton, NJ, holding a Series 66 designation and 14 years of industry experience. He has worked at Morgan Stanley since 2017, including time with Morgan Stanley Private Bank, N.A., and was previously with Merrill from 2009 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Peter Berlin is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior work history includes tenures at Ameriprise Financial Services, Morgan Stanley, Citigroup Global Markets, and Merrill. 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 portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Joseph Muziani is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. 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, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Karlyn Wright is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocation to tailor investment strategies to clients’ goals and risk tolerances.

Mark Fisher is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and bringing 26 years of industry experience. His prior firms include LPL Financial and Private Advisor Group. Outside of his advisory role, he serves as a senior financial professional at Alloy Silverstein Financial Services, focusing on financial planning and retirement solutions. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform, providing access to affiliated and third-party managers with both discretionary and non-discretionary account options.

Thomas Marino is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Equitable Advisors. Outside of his advisory work, Marino serves on several community and nonprofit boards, including the Appalachian Mountain Club steering committee and local parks and recreation boards, and is an ambassador for Athletic Brewing. OSAIC serves a broad range of retail and institutional clients through a large affiliated network of advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm utilizes asset-allocation tools and supports multiple investment platforms and account management options.

Robert Greenwood is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Greenwood also works as an independent insurance broker focusing on disability income. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized retirement income planning service that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jennifer Schimanski is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 1998. Outside of her advisory role, she is involved with H, H & W LLC, an investment-related outside business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate modeling and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Brian Kelley is a financial advisor at Morgan Stanley in Philadelphia, PA, holding a Series 66 designation with 12 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2020 before joining Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Anthony Arot is a Senior Financial Advisor at Merrill Lynch Wealth Management's Nash Wealth Management Group, a family-run practice focused on helping clients build, preserve, and transfer wealth. He brings over a decade of experience in wealth management, working closely with retirees, business owners, and high-net-worth individuals. Anthony provides tailored financial strategies in areas including divorce transition planning, education planning, family wealth management, legacy planning, retirement planning, portfolio management, and tax minimization. Anthony holds a Bachelor's Degree from Stockton University and has earned the Personal Investment Advisor (PIA) designation. He is involved in his community through organizations such as Haddonfield United Methodist Church, the American Red Cross, the Colorectal Cancer Alliance, Marlton Recreational Council, and the Society for American Baseball Research (SABR). Outside of his professional work, Anthony enjoys spending time with his family and engaging in activities such as baseball, basketball, fishing, football, music, running marathons, and soccer.

Scott Seligman is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 33 years of industry experience, including previous roles at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. He is also the managing member of Seligman Financial Group LLC, operating as United Financial Solutions. Cambridge Investment Research Advisors serves a wide range of clients including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers diverse investment solutions across multiple platforms and includes proprietary model strategies alongside access to unaffiliated third-party managers.

Tony Lu is a Wealth Management Planning Consultant at Fidelity Investments, currently working to develop and implement comprehensive financial plans that are designed to build and preserve wealth for clients and their future generations. In this role, he collaborates closely with clients and Wealth Management Advisors to craft strategies that align with individual financial goals and legacy planning needs. Tony's career spans over fifteen years in the financial services industry, featuring a progression of roles at Fidelity Investments since 2008, including Senior Relationship Manager and Planning Consultant positions. Prior to joining Fidelity, he served as a Financial Advisor at Ameriprise Financial and worked as a Participant Service Representative at Merrill Lynch, providing him with a broad base of experience in wealth management and client advisory services.

William Sabia is a financial advisor with Morgan Stanley in Mount Laurel, NJ. He holds a Series 66 designation and has been with Morgan Stanley since 2026. Prior to joining the firm, he worked at True Search and spent time in education. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by a structured planning process and a broad range of investment services.