Christopher Reber is a financial advisor with Merrill in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, he is the owner of Reber Capital Group LLC, a for-profit business engaged in passive real estate investing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

Kevin Sporer is a financial advisor with Ameriprise in Marlton, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Sporer serves on the board of the Peggy Spiegler Melanoma Research Foundation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides retirement income planning through written reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Daniel Derose is a financial advisor at Cetera with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at firms including Securian Financial Services and MargFinancial. Outside of his advisory work, he serves as an officer on the board of the Nottingham Babe Ruth Baseball League. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Max Claycomb is a financial advisor at Fidelity with two years of industry experience and a Series 66 designation. Prior to joining Fidelity, he worked at the Copperhead Grille and Ess, and he spent five years with the West-Windsor Plainsboro Regional School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it is noted for its use of algorithmic methods and AI in research as well as its advisory roles with multiple registered investment companies.

Craig Yates is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he is listed as president of a health club business and is associated with a television pilot project involving his spouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

William Dixon is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2017. Outside of his advisory role, he operates a sole proprietorship managing an e-commerce site. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm delivers model-based and discretionary investment strategies to a diverse client base, including individuals, high-net-worth clients, and institutional investors.

Michael Peczinka is a financial advisor with Stifel, holding a Series 66 designation and five years of industry experience. Prior to joining Stifel in 2025, he worked at Merrill from 2020 to 2025 and held various roles at firms including Merrill Lynch, LCI, and ISD Jackson. Outside of his financial advisory career, he owns and operates ECO Hamilton LLC, a retail store specializing in electronic vaping products. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy developed through its Investment Strategy Group.

Brian Odelli is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Eric Allen is a CFP® professional with 12 years of experience in the financial advisory industry. He is currently affiliated with LPL Financial and has held various roles at several firms, including Generation Capital Group LLC and Regional Investment Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

Anthony Pastor is a financial advisor with LPL Financial in Horsham, PA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at National Planning Corporation for five years before joining LPL Financial in 2017. 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, and retirement consulting using both discretionary and non-discretionary management supported by proprietary and third-party research.

Rohi Batra is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2025. Prior to this, he held roles at various affiliated firms, including Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management services.

Brian Arrow is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2022. Prior to that, he was associated with Cuna Brokerage Services, Inc. and Cuna Mutual Group beginning in 2008. 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, retirement plan consulting, brokerage services, and utilizes model portfolios and research to support its investment strategies.

John Costello is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with MetLife Securities from 2006 to 2017. Outside of his advisory role, Costello serves as president of the Moorestown Breakfast Rotary, where he oversees community giving projects and leads weekly reports. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management to individuals, business owners, trusts, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through annual collaborative engagements.

Jose Vasquez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with Primerica in various capacities since 2014 and previously worked at Valley Forge Medical Center for 15 years. Outside of his advisory role, Vasquez works as a self-employed caregiver and serves as a cross country referee for Springfield Township High School. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure to manage client portfolios.

Daniel Huse is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and United Brokerage Services, Inc. Outside of his advisory role, he serves as a registered client service associate with Roskos Wealth Management in Moorestown, NJ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains notable programs for municipal advisory and SIMPLE IRA plan consulting.

Randy Sinnott is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their personal perspectives and priorities, helping them develop strategies to pursue their financial goals. He specializes in areas including divorce transition planning, education planning, equity compensation services, investment consulting for defined contribution plans, legacy planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Randy holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Rutgers. Beyond his professional endeavors, Randy has personal interests that include baseball, boating, fishing, football, golfing, hunting, running, and tennis.

Molly Stengel is a financial advisor at Osaic Wealth, Inc. with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Royal Alliance Associates, Lincoln Financial Distributors, and The Vanguard Group. Outside of her advisory role, she is involved with Bala Financial Group, focusing on the sales and marketing of fixed annuities and insurance products. Osaic Wealth, Inc. serves a diverse client base ranging from individual and high-net-worth investors to pension plans and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Rodney Riso is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He serves on the finance committee of the Wanamaker Institute of Industries in Haddonfield, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Scott Kamm is a financial advisor with Primerica Advisors in Langhorne, PA, holding Series 63 and Series 65 licenses and with nine years of industry experience. His career includes roles at PFSI Investment Inc., Family First Funding, M&T Bank, and a long tenure at Primerica Financial Services. He also engages in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Bryan Nolan is a financial advisor at Stifel with seven years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Stifel in 2024, he worked at The Vanguard Group for six years and has experience with Randstad USA and Philadelphia University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations. The firm offers brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.