Vincent Venturi is an Investment Consultant at Fidelity Investments, where he collaborates with clients to understand their financial needs and assist in developing and executing personalized strategic plans. He has progressed through multiple roles within Fidelity Investments, beginning as a Financial Representative in 2023, advancing to Relationship Manager in 2024, then Planning Consultant in 2025 before assuming his current position in 2026. Throughout his tenure at Fidelity Investments, Vincent has developed expertise in client relationship management and financial planning. His experience encompasses guiding clients through strategic financial planning to help them pursue their financial goals.

John Parker Jr. is a financial advisor at Osaic Wealth, Inc. with 28 years of industry experience. He has held roles at John Hancock Mutual Life Insurance Company and Signator Investors, Inc., and worked five years with Royal Alliance Associates before joining Osaic in 2023. Parker is registered as an investment advisory representative and insurance broker with Bala Financial Group Inc., where he is involved in sales and marketing of securities, insurance products, fixed annuities, and non-variable life and health insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management, with a complex corporate structure that includes multiple mergers and private-equity ownership.

Kevin Barnett is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the industry. He is a proud graduate of the U.S. Naval Academy in Annapolis, Maryland, where he earned a Bachelor of Science degree in Mathematics. Kevin holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Financial Consultant® (ChFC®), Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Throughout his career, Kevin has developed a disciplined investment approach and focuses on assisting affluent families, individuals, and business owners in developing long-term financial strategies. He specializes in executive compensation, family wealth management strategies, personal retirement planning, and serving clients in sports and entertainment. Kevin applies Merrill's Total Merrill platform and a disciplined four-step wealth management process to provide individualized strategies and personal service to his clients. Kevin grew up in Merchantville, New Jersey, where he currently resides with his wife, Natalja, and their two daughters. He is bilingual in English and Russian. Outside of his professional work, Kevin enjoys biking, reading, and spending time with his family.

David Carothers is the Senior Resident Director and Financial Advisor at the Merrill office in Doylestown, PA. Since joining Merrill Lynch Wealth Management in 2006, David has served in various leadership roles, including management positions in Princeton and Philadelphia. He maintains a dual role focused on assisting clients and advisors in creating realistic paths toward meaningful financial objectives, employing a planning-based approach that prepares clients for both expected and unexpected financial events. David earned a Bachelor’s degree in Business Administration with a concentration in Finance and a minor in Information Technology from Monmouth University. He holds the Personal Investment Advisor (PIA) designation. His client focus areas include college education planning, managing new wealth, personal retirement planning, portfolio management services, and socially responsible and values-based investing. David emphasizes understanding each client's goals and pursues them with simplicity and transparency. Outside of his professional responsibilities, David facilitates charitable and fundraising events in the community and supports a local animal orphanage. He enjoys outdoor activities such as fishing—fly fishing, freshwater, and saltwater fishing—boating, hiking, and playing sports. He also enjoys cooking and spending time on new adventures with his wife, Lauren, and their two daughters.

John Mcfadden is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise provides retirement-income planning services primarily for individuals near or in retirement with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christian Wallace is a financial advisor with LPL Financial, holding CFP®, Series 63, and Series 65 credentials and five years of industry experience. His prior roles include positions at CWM, LLC, Main Street Financial Life Advisors, LLC, and Citizens Bank. Outside of advising, he had involvement with Maggie's Waterfront Cafe for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers advisory and brokerage services through a large network of representatives, providing financial planning, model portfolios, and institutional platforms with a breadth of strategic investment options.

Joseph Udine is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2011. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s Secular Return Estimates.

Sheila Dixon is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and having 30 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as a notary public in New Jersey. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management services and provides a broad range of capital markets and custody services.

Ryan Udine is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market-based return estimates.

Charles Mcafee is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2012 to 2016. He serves as co-trustee for his sister’s trusts. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

David Schaming is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a power of attorney for his father. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Leslie Zeifman is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 66 licenses with 23 years of industry experience. She has worked with Morgan Stanley and its affiliates since 2007. Outside of her advisory role, she serves as treasurer for Target Property Management in Cherry Hill, NJ. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and supports both direct and employer-based financial planning arrangements.

Sara Lackey is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She is dedicated to understanding what is important to her clients and their families, providing ongoing guidance and support to help them navigate various life stages and financial challenges while striving to support their financial wellbeing. Sara has experience in financial services through her previous positions at Fidelity Investments, including Relationship Manager from 2023 to 2024 and Financial Representative from 2021 to 2023. This experience contributes to her expertise in client relationship management and financial planning. Outside of her professional career, Sara has personal interests that include fitness, golf, skiing, traveling, and yoga.

Harry Virunurm is a financial advisor with LPL Financial holding a Series 63 designation and 48 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Citigroup Global Markets. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tyler Guner is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including KOC Holding and Rowan University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Dore Provda is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he works with clients and their families to develop disciplined planning processes centered around their financial goals, utilizing tax-efficient investment techniques. Prior to joining Fidelity Investments, Mr. Provda gained extensive experience in the financial industry. He served as a Line Manager at Vanguard Marketing Corporation from 2010 to 2012. Before that, he was a Wealth Management Advisor at TIAA-CREF from 2000 to 2010, and he began his career as a Financial Associate at US Trust from 1998 to 2000.

Connor Golden is a CFP® professional with 8 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Securities America Advisors and Augustine Financial Group. Golden serves on the board of Friends of Ryan, a nonprofit focused on raising tuition assistance funds for Archbishop Ryan High School in Philadelphia. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Mark Levin is a financial advisor with LPL Financial in Mount Laurel, NJ, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 29 years of industry experience, including more than a decade with Morgan Stanley and its affiliates prior to joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Marc Namm is a Series 66-registered financial advisor with Morgan Stanley, based in Mount Laurel, NJ, and has 15 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2022 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. Outside of his advisory role, he is the founder of Rock Villa, a health and welfare business. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Alexander Vicente is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Philadelphia Country Club from 2015 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services utilizing structured discovery processes and firm-approved tools.