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.

Matthew Tolentino is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and the Global Investment Committee’s secular return estimates.

Christopher Puscian is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for 17 years before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional and pension plans, and charitable organizations—offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

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.

Barry Shevlin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 42 years of industry experience. He has been with Cambridge since 2011 and also serves as president of Shevlin Investments, Inc., a firm he founded in 2002. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management strategies and platform arrangements.

Scott Koehler is a financial advisor with Morgan Stanley in Marlton, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

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.

Joseph Galati is a financial advisor with Raymond James Financial in Marlton, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been affiliated with Raymond James Financial Services since 2003. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofits. The firm offers tailored, non-discretionary advice using analytical tools and supports its clients through various advisory programs and specialized institutional services.

Emily Bonnette is a financial advisor at Stifel with nine years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following previous roles at Bank of America and Merrill. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning analyses, providing clients with guidance that supports their individual investment decisions.

John Aromando is a financial advisor with LPL Financial, holding a Series 63 designation and over 30 years of industry experience. He previously worked at Commonwealth Financial Network and has been involved with Retirement Refined, LLC since 2017. Aromando is also associated with Levin Aromando Financial Group, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

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.

William Scanlon Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Pinnacle Wealth Advisors, Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory work, he is a certified NRA firearms instructor and chief range safety officer who trains law enforcement officers and civilians. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers portfolio management, financial planning, and access to third-party managers across multiple program structures and custodial relationships.

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.