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 at OSAIC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and PriceWaterhouseCoopers. Outside of his advisory role, he is involved in tax and accounting services through his work with Brian C Greenberg & Associates and as the sole owner of G CPA Services. He is also president of The Mentor CPA, offering financial literacy education. 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 with a focus on asset allocation, risk tolerance, and portfolio construction using a variety of investment vehicles.

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 Series 66-licensed financial advisor with LPL Financial, bringing 24 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 10 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

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 credential and has worked previously at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, Marino is involved in community activities including serving on the Appalachian Mountain Club steering committee, chairing a municipal parks and recreation board, and participating in nonprofit organizations such as the Knights of Columbus. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with access to multiple investment platforms and third-party managers.

Robert Greenwood is a Series 63–registered financial advisor with Ameriprise in Medford, NJ, with 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he is involved in independent insurance brokering specializing in disability income. Ameriprise is a large institutional firm serving clients primarily through retirement-income planning services tailored to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered in partnership with clients' financial advisors.

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.

Mesmin Pelerin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His previous roles include work at Waddell & Reed, Inc. and various insurance carriers, as well as serving briefly as a FINRA non-public arbitrator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Nicole Orlowski is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Before joining UBS in 2021, she worked at Digital Dragon and Rat Sound Systems. Outside of her advisory role, she freelances as a live sound engineer for concerts and events in New Mexico. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

Sara Egan is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A., in addition to earlier tenure at Morgan Stanley. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with an emphasis on client responsibility for plan implementation and updates.

Albert Danish is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2008. Danish is also involved in several investment-related activities, including roles with Guidepoint, Acrisure LLC (Doyle Alliance Group), and Golden Years Consultants. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technologies such as machine learning to support diversified investment strategies.