Michael David Bollinger is a financial advisor with Edward Jones in Maple Shade, NJ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including 28 years with Edward Jones and over three decades at Eq Financial Consultants, Inc. He is also involved with the Maple Shade Business Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options, supported by a large national network of advisors and branch offices.

Douglas Frank is a financial advisor at LPL Financial with 8 years of industry experience. He has worked at LPL Financial since 2010 across two separate periods and has prior experience with Ameriprise Financial, Gladstone Wealth Partners, and Elite Consulting. He is registered with the Series 66 and Series 63 credentials and operates out of Mt. Laurel, NJ. Outside of his advisory work, he maintains a small business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a wide range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and research from LPL Research.

Stephanie Becker is a financial advisor at Ameriprise in Burlington, NJ, holding a Series 66 designation with 15 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Michael Terry is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 66 licenses, with eight years of industry experience. He previously worked at Woodbury Financial Services Inc. and Bank of America. Outside of advising, he is the owner of LIONOAK CAPITAL LLC, an entity set up for tax purposes related to recruitment compensation. OSAIC serves a wide range 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 utilizing various tools and third-party solutions to construct and manage diversified portfolios for individual and institutional investors.

John Iuliano is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at Wachovia Bank, N.A. since 2006 and Wells Fargo Advisors LLC from 2009 to 2016. He is based in Bensalem, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Maratea is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Calvin Williams is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Rowan University. Outside of his advisory role, he owns a landscaping company, Millponds Property Services, based in Williamstown, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Mark Fendrick is a financial advisor with UBS Financial Services, holding a Series 63 designation and 42 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves as Chair of the Endorsement Committee at Temple Beth Sholom and is a member of the investment committee for the Raymond and Gertrude Saltzman Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Michael Jett is a financial advisor with LPL Financial based in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Prior to joining LPL Financial in 2023, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2018 to 2023, and has additional experience at Merrill Lynch and Gannett. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, with discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Dennis Judge Sr. is a financial advisor with Cetera, holding a Series 63 designation and having 38 years of industry experience. He has been with Cetera and its related entities since 2005 and has operated Judge Financial Services since 1978. Outside of his advisory work, he manages a tax accounting and bookkeeping practice and serves as treasurer of a condominium association. Cetera Investment Advisers LLC is an SEC-registered adviser supporting over 10,000 advisors and approximately 800,000 clients nationwide. The firm provides a range of portfolio management and financial planning services across multiple client types and offers access to various third-party and affiliated investment managers.

Mark Standring is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Advisors since 2017. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his primary advisory role, he owns and operates a senior care business with his spouse. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet net-worth criteria. Advisors utilize firm research and tools to develop recommendations, with implementation options available through various brokerage and advisory programs.

Alison DiGiulio is a Financial Consultant at Fidelity Investments, where she works with clients to develop and update financial plans aligned with their investment goals. She leverages the resources and team at Fidelity to assist clients in growing and protecting their wealth while simplifying their financial lives. Alison has experience in the financial services industry, having served as a Financial Solutions Advisor at Merrill Lynch from 2015 to 2021 before joining Fidelity Investments in 2021. Her professional background includes advising clients on financial planning and investment strategies. Outside of her professional role, Alison has personal interests that include comedy, exploring food, hiking, kayaking, music, and traveling.

Shawn Benson is a Financial Advisor at Merrill Lynch Wealth Management. He partners with individuals and families to create personalized financial strategies aimed at meeting their unique financial goals and life circumstances. His areas of focus include family wealth management strategies, personal retirement planning, and retirement income. Shawn holds a Bachelor's Degree from Rutgers and has obtained the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His professional philosophy emphasizes understanding what matters to each client and building meaningful relationships to provide trusted advice and guidance. Outside of his professional work, Shawn enjoys various sports such as baseball, basketball, football, golfing, hiking, and running. He also values spending time with his family and watching movies.

Sarah Silva is a Series 66-registered financial advisor with Morgan Stanley, based in Mount Laurel, NJ. She has 12 years of industry experience, including roles at Morgan Stanley since 2013 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Marion Maiorino is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding a Series 66 designation and 28 years of industry experience. She has been with UBS Financial Services since 1991. Outside of her advisory work, she is involved in a family real estate investment and property management business through PabMar LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Stephen O'neil is a Series 66-licensed financial advisor at Morgan Stanley with 13 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is involved in an estate planning-related real estate investment with family members through a sole proprietorship LLC. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm employs structured planning tools and offers access to extensive investment resources and strategies.

Dillon Mills is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Bank, The Evangelisti Group, and Kennedy Investment Group. Outside of his advisory role, Mills owns and manages a real estate business, overseeing property acquisitions and renovation projects. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Derrick Phillips is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America, Inc. and Securities Service Network, Inc. Phillips is also a partner at Evesham Capital Management, where he is involved in life and health insurance sales and fixed annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing in managing diversified portfolios that include a range of investment types.

Donna Cleveland is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. She has been with Wells Fargo firms since 2010, including Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Delvis Kaliqi is a financial advisor with LPL Financial in Marlton, NJ, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he held roles at Penn State University and has worked in the food service industry as a waiter and barista. He is also involved in non-investment-related work at Cafe La Maude. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning, advisory programs, and retirement consulting services through a national network of investment adviser representatives.