Carly Jordan is a Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience in the financial industry. She holds the designation of CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA). Carly has a Bachelor's Degree from the Pennsylvania State University System. In her role, Carly works with high net worth and emerging high net worth individuals and families, including technology professionals, executives, business owners, and women navigating complex career and life transitions. She has expertise in managing equity compensation, growing income, concentrated risk, and long-term planning considerations within the context of broader life goals. Carly’s approach combines institutional-level resources with a personalized and thoughtful process that emphasizes listening and understanding what matters to clients before addressing financial numbers. Outside of her professional work, Carly is involved with various organizations such as the CFP Board, Chamber of Commerce of Southern New Jersey, Mount Laurel Garden Club, and the National Association of Women Business Owners - South Jersey. She participates in community initiatives including Blood Cancer United - South Jersey Light the Night Walk, Children's Hospital of Philadelphia Foundation - Philly Spin-In, Girls on the Run, Invest in Girls, Strike It Strong, and Woodford Cedar Run Wildlife Refuge. Carly engages in activities like gardening, hiking, music, reading, running, traveling, yoga, and spending time with her family.

Barbara Pettit is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding Series 63 and Series 66 credentials and with 15 years of industry experience. Her prior roles include positions at Vicus Capital, Cetera Advisor Networks, Schwartz Financial Associates, TIAA-CREF, and Vanguard Advisers. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models implemented through third-party managers and provides ERISA fiduciary services to qualified plans.

Joseph Garafano is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and also operates Garafano Tax Services, LLC, where he provides income tax preparation services. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

William Newsome is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2012. In this role, he leads a culture focused on supporting clients and helping them plan for their financial goals. Prior to this, he served as Vice President and Regional Planning Consultant at Fidelity Investments from 2010 to 2012, and as Vice President and Financial Consultant from 2006 to 2010. His career in financial advisory began in 1997, with experience at Morgan Stanley Dean Witter, Wells Fargo - First Union, and Merrill Lynch, Pierce, Fenner & Smith. Mr. Newsome's professional background encompasses a broad range of financial advisory roles, demonstrating extensive experience in client planning and financial consulting. He has consistently worked to exceed client expectations throughout his career. Outside of his professional responsibilities, Mr. Newsome enjoys family activities, fitness, kayaking, spending time at the lake, music, and has a background in military service.

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 with LPL Financial, holding Series 66 and Series 63 credentials and eight years of industry experience. His prior roles include positions at Elite Consulting, Gladstone Wealth Partners, and Ameriprise Financial. He is also involved with Frank Storms, LLC, a business entity for tax and investment purposes unrelated to his advisory work. 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 services including financial planning, model portfolio programs, and third-party asset management, supported by its extensive network of over 22,900 advisors and more than $819 billion in discretionary assets.

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 CFP®-certified financial advisor with eight years of industry experience, currently with Osaic. His prior experience includes roles at Woodbury Financial Services Inc and Bank of America, where he worked for 19 years. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization with various investment programs and third-party partnerships.

John Iuliano is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and having 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Bank, N.A. for 20 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

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 the Series 66 designation and has previously worked at Morgan Stanley and Rowan University. Outside of his advisory role, he owns a landscaping company in Williamstown, NJ. 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 and access to third-party asset managers, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

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 in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Merrill Lynch. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice primarily delivered through a network of investment adviser representatives utilizing various discretionary and non-discretionary strategies.

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.