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.

Kevin McVeigh is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2013, following a brief tenure at Signator Investors, Inc. Additionally, he operates a sole proprietorship focused on the sales and service of various non-securities insurance products, including life, health, long-term care, and disability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors, combining extensive non-advisory financial services with a comprehensive advisory platform.

Heather Sherrill is a financial advisor with Cetera in Cherry Hill, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include eight years at Lincoln Financial Advisors Corporation and positions with Avantax entities. She has also worked as a tutor with the New Jersey Tutoring Corps and at Pitman High School. Cetera Investment Advisers LLC provides a nationwide platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through various program structures and affiliated managers.

Lawrence Brown is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Stifel Nicolaus, Merrill, and Bank of America. In addition to his advisory role, he is the owner and partner of Hero Makers, LLC, a management consulting business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting.

Jason Miller is a financial advisor with Cetera who holds a Series 66 designation and has 16 years of industry experience. He previously worked at Voya Financial Advisors and has been involved with Cetera and affiliated entities since 2021. Outside of his advisory work, Miller serves in leadership roles with the Garden State Council Boy Scouts of America, including Executive Vice President and Board President. Cetera Investment Advisers LLC provides financial advisory services to a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party investment managers.

Zackary Lippincott is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Laurel Oak Wealth Management and Kubik Maltbie. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Michael Byrne is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and previously spent 27 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, he is also licensed to offer traditional life insurance and annuities. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools across multiple platforms.

Michael Newman is a financial advisor with Ameriprise in Sicklerville, NJ, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of advising, he is involved in real estate development and provides educational workshops at Rutgers University and Rowan University. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored income strategies, supported by a centralized consulting team and algorithmic tools.

Alyssa Marino Kincel is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Her previous roles include positions at Merrill and various fitness and wellness organizations. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nancy Hornberger is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and Investors Capital Corp. Outside of her advisory role, she serves as executor for her mother’s estate. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a broad range of financial products through its bank and insurance affiliates.

Dana Harris is a CFP® with 50 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, Inc. and Securities America, Inc. He also operates a tax preparation business, Eastern Tax Service, which he has managed since 1988. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a variety of investment programs.

Catherine Klase is a financial advisor with Morgan Stanley in Sewell, NJ, holding Series 63 and Series 66 licenses and with 21 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2018 and previously held positions at UBS Financial Services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Shawn Hood Jr. is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. for over nine years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

James Stahl Jr. is a financial advisor at LPL Financial with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials and has worked at LPL Financial since 2025, with prior experience at NEXT Financial Group, Inc. from 2012 to 2025 and earlier at LPL Financial from 2007 to 2012. 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 and model portfolio programs, with advice and account management provided by investment adviser representatives using various investment strategies.

Gianna Pizoli is a Financial Advisor at Merrill Lynch Wealth Management, having joined the firm in 2023. She focuses on providing timely account support and services, serving as a key resource for both advisors and clients. Her areas of expertise include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. Gianna holds a Bachelor's Degree from Drexel University and is pursuing her Chartered Retirement Planning Counselor™ designation, supplementing her Series 7 and Series 66 licenses. She is a former Division I athlete, having competed with the Drexel University Women's Soccer program. Residing in Marlton, NJ, Gianna engages in various personal interests such as traveling, soccer, boating, and cooking. She is also involved in her community through participation with the Medford Arts Center.