Kevin Barnes is a financial advisor with Ameriprise in Marlton, NJ, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2023 before joining Ameriprise in 2023. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and annual advice. The firm's approach includes a collaborative service team, algorithmic analysis, and specific enrollment criteria that integrate managed account assets within its investment platform.

Jeffrey Deissler is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its affiliated entities since 2025. Prior to that, he spent 26 years at Avantax Investment Services and has operated an independent tax and financial planning business since 1999. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering diverse portfolio management and financial planning services. The firm supports various investment strategies and program structures, with over 10,000 advisors and approximately $256 billion in assets under management.

Christopher Puscian is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at RBC Capital Markets for 17 years before joining Raymond James in 2022. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships, with a notable focus on public finance and municipal services.

Alex Shirley is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2026, Shirley worked at AGIA, Valic Financial Advisors, and MarketKeep. Outside of financial advising, Shirley has served as an agent selling non-securities insurance products. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with tax-aware withdrawal strategies and dependable income sources.

Joseph Durso is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Durso serves as a board member and finance committee member for the Ronald McDonald House of Southern New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and investment research.

Kyle Katz is a financial advisor at UBS Financial Services with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Pacer Financial, Inc., The Vanguard Group, Inc., and Coastal Ridge Real Estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Austin Hayes is a Financial Advisor with Hayes & Associates at Merrill Lynch Wealth Management, having joined the team in 2025. Based in the Yardley, PA office, he holds Series 7, Series 66, and SIE registrations from FINRA, along with the Personal Investment Advisor (PIA) designation. Austin works with individuals, families, and businesses to pursue their financial goals through comprehensive and personalized strategies. His areas of expertise include corporate benefits, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Austin emphasizes clear communication and ongoing support to help clients make informed decisions aligned with their risk tolerance and long-term objectives. Austin earned a Bachelor’s degree in Business Management from Tulane University, where he focused on strategic planning and client service. Outside of his professional role, he enjoys biking, drawing, golfing, music, photography, skiing, surfing, table tennis, traveling, and watching movies. He currently resides in the Old City neighborhood of Philadelphia.

Christopher M. Criswell is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Criswell is a partner at CDJ Partners LLC, a general partnership involved in creating and patenting a new delivery system for non-alcoholic and alcoholic beverages. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings. The firm utilizes proprietary capital market assumptions and research to tailor investment strategies and provides a broad range of services including wealth management, institutional trading, and capital markets solutions.

Robert Rogers Jr. is a CFP®-designated financial advisor with 17 years of industry experience, currently with LPL Financial since 2023. He previously worked at Cetera and Cetera Advisor Networks LLC from 2013 to 2023. Outside of his advisory work, he is involved with Trilogy Financial Solutions, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Omar Rasheed is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2002 following his tenure at Morgan Stanley and brings a background in hospitality management, where he owned and operated a business with 150 employees. This experience informs his approach to addressing the financial challenges faced by small business owners and individuals alike, emphasizing fairness and personalized service. Omar holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), Chartered Retirement Plans Specialist™ (CRPS™), Certified Plan Fiduciary Advisor® (CPFA), Certified 401(k) Professional (CKP), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He received his High School Diploma from Archbishop Ryan High School and communicates with clients in English, Turkish, and Arabic. His expertise covers areas such as college education planning, corporate executive services, divorce transition planning, executive compensation, family wealth strategies, defined contribution plan consulting, LGBT wealth planning, small business strategies, retirement income, and personal retirement planning. In his volunteer work, Omar has contributed to Big Brothers Big Sisters in the greater Philadelphia region. Outside of his professional responsibilities, he enjoys cooking, hiking, horseback riding, music, photography, and traveling. Omar resides in Newtown, Pennsylvania, with his wife, son, and their dog, Niko.

Morris Rich is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked previously at JPMorgan Securities, JPMorgan Chase Bank, Amazon.com, Minnesota Life, Securian Financial Services, Diamond State Financial Group, and ALDI. Outside of his advisory role, he is involved in a travel planning business called Magical Pursuits. 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 offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Misty Carroll Devine is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 10 years of industry experience. She has worked with Ameriprise and its affiliates since 2017, including prior experience at Creative Financial Group. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm serves a broad client base and provides advisory, brokerage, and insurance solutions through a large institutional platform.

Charles Ingulli Jr. is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 credential. His prior roles include positions at Hornor Townsend & Kent Inc and several other firms. Outside of advising, he is involved in community service as a borough councilperson in Langhorne, serves as president of Filitalia Bucks County, teaches as an adjunct at Holy Family University, and owns a tax preparation business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide written recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Michael Colacci is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services for ten years. Outside of his advisory role, he is a partner in MDR Real Estate LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques.

Michael Mcginn is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with MassMutual Life Insurance Company since 2016, following a prior role at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory work, he owns a CPA firm where he prepares individual tax returns. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved software for goal analysis and written recommendations.

Glenn Dydak is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2013, with a brief period at Private Advisor Group, LLC from 2013 to 2019. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with research from internal and third-party sources.

Ezra Crosby is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. He worked previously at Equitable Advisors, LLC, and has entrepreneurial experience as the sole proprietor of an online retail jewelry business. Crosby also volunteers in a church youth ministry and works as a delivery driver. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice through a centralized team collaborating with advisors, focusing on income reliability and tax-aware withdrawal strategies.

Anthony Capri is a financial advisor at LPL Financial with 32 years of industry experience. Prior to joining LPL Financial in 2023, he spent a decade at Morgan Stanley in various roles including Morgan Stanley Private Bank, N.A. Capri is registered with Series 63 and Series 65 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs supported by proprietary research and third-party subadvisors.

Stanley Cooper is a CFP® professional with 45 years of industry experience, currently serving at Cetera. He has held roles at various firms, including Summit Financial Group and Capital Wealth Advisors, where he is a partner. Outside of his advisory work, Cooper volunteers on the investment committee for a local Jewish Community Center and serves as co-chair of the Jewish Community Foundation. Cetera Investment Advisers LLC is a large SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm operates a multi-manager platform offering a range of investment strategies and manages over $256 billion in assets through a network of more than 10,000 advisors.

Cody Colville is a financial advisor at Osaic with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles including with Legacy Financial Group and as a steamfitter. Outside of his advisory work, he is involved with Lumen Financial Group in an administrative capacity. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, using a range of asset-allocation tools and automated rebalancing to construct diversified portfolios.