David Rosengard is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Mass Mutual Investors Services, MassMutual, and Metlife Securities Inc. Outside of his advisory role, he is a notary public in New Jersey and is involved with R4 Risk and Wealth Solutions in multiple capacities, including as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms, supporting investment strategies through a large network of advisors.

Michael Quinn is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of his advisory role, he has interests in real estate ownership. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing tailored, research-driven recommendations that integrate tax strategies and income sources.

Robert Bednarek is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group for 17 years. His experience also includes a brief period at ShopRite of Cinnaminson. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its role in model portfolio delivery, commodity pool operation, and advisory services to multiple registered funds.

Tyler Franco is a financial advisor with J.P. Morgan Securities in Moorestown, NJ, holding a Series 66 designation and two years of industry experience. His career includes roles at Equitable Advisors and JPMorgan Chase Bank, N.A. Prior to his advisory work, he held various positions in industries such as telecommunications and automotive sales. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates a broad range of investment strategies including derivatives and commodities capabilities.

Mark Andrews is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, he is involved in several business and community activities, including ownership of a franchise of The Little Gym, participation on the board of directors for Devereux, and serving as treasurer for the Voorhees Business Association. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining proprietary research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kenneth Barroway is a financial advisor with Ameriprise in Cherry Hill, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved in managing the monthly income and expenses for Voorhee Management Group, LLC. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients with Ameriprise-managed accounts.

Eric Hansen is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of finance, he co-owned Hansen Coffee Roasters LLC for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework as part of its investment approach.

Michael Rasner is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services through both individual and corporate financial planning agreements.

Ryan Slosson is a financial advisor at Fisher Investments with 15 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2010. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research and employs tax-aware and risk management strategies.

Leeann Genzano is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by advanced modeling techniques and a structured discovery process.

Lyle Feld is a financial advisor at Morgan Stanley in Cherry Hill, NJ, holding Series 63 and Series 66 registrations with 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by firm-approved tools and investment models.

Moira Katchuk is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014, aside from a brief tenure at Merrill in 2017. Outside of her advisory role, she is involved with Mavericks Training Facility, a recreation business in Moorestown, New Jersey. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering 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 planning process using firm-approved tools and modeling techniques.

Kelli Brack is a Series 66 licensed financial advisor with Edward Jones in Marlton, NJ, where she has worked for 10 years. She has spent her entire advisory career at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Akiva Finkelstein is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Green Rhino Capital, Doordash, and in academic positions including at the University of Incarnate Word School of Osteopathic Medicine and Georgian Court University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the United States.

Frank Doyle is a financial advisor at Cetera with 39 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cetera, he worked at VOYA Financial Advisors and has been operating Doyle Financial, LLC since 2009. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with various investment program options.

Stephen Cooper is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and 22 years of industry experience. He has worked at Cetera and its affiliate Cetera Financial Specialists LLC since 2005 and is the owner of Padden Cooper LLC, an accounting and tax services firm. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering various portfolio management and financial planning services through a nationwide network of independent advisors. The firm operates a multi-manager platform with access to affiliated and third-party managers and manages over $256 billion in assets.

Leon Elcock II is a financial advisor with Primerica Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at PFS Investments Inc and Primerica Financial Services since 2016, as well as positions at Sandoz, Inc and ALN Vending, LLC. Outside of advisory activities, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Maria Camaiore is a CFP® and ChFC® with 17 years of industry experience. She is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Francis Perez is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 66 and Series 63 credentials and six years of industry experience. He previously worked at Bank of America and J.P. Morgan, among other firms. 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 tailored financial planning supported by structured discovery and firm-approved planning tools.

Joseph Daverso is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and having 33 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the Advisory Board and Finance Committee of St. John Neumann Church, where he advises on budgeting, investment policy, and capital improvements. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in assets and combines its planning services with extensive retail and institutional offerings.