Robert Hoffman III is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2010 and has also worked at Fulton Bank and Fulton Financial. Hoffman is involved with Fulton Financial Advisors in a non-investment role focused on investment sales. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports a wide network of advisors with advanced analytical tools and specialized services in municipal finance and SIMPLE IRA consulting.

Amanda Sneed is a financial advisor at Merrill with 18 years at the firm and 8 years of industry experience. She holds a Series 66 designation and is based in Mount Laurel, NJ. 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 offers model-based and discretionary investment strategies supported by internal and third-party managers and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patricia Villano is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Marlton, NJ, and has 13 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

William Rivel is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked for nine years at Janney Montgomery Scott, LLC before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary advisory relationships.

Adam Zielinski is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 18 years of industry experience. His career includes roles at Cambridge Investment Research, Commonwealth Financial Network, Millstone River Wealth Management, and AXA Advisors. He is also an owner of Millstone River Wealth Management and has experience as an insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple platform solutions and proprietary model strategies while managing a multi-billion dollar asset base.

Stephen Gish is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Fulton Bank and several affiliated firms since 2009. Outside of his advisory role, he is an associate at Fulton Financial Advisors, where he focuses on investment sales and service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brian Altmann is a financial advisor with Ameriprise, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2004 and previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Altmann is involved in managing and training staff through several business ownerships, including Generational Partners LLC and Quintet Collective LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement income plans within a large institutional framework that includes advisory, brokerage, and insurance solutions.

Corinna Bohley is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work experience includes roles at ABCO FCU, American Heritage FCU, and Amtrak. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios. The firm also maintains a regulatory role as a commodity pool operator and advises multiple registered investment companies.

Christopher Ochlan is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors and Securities America Inc for 15 years. Outside of advisory work, he serves as CFO for two companies, Enroute Computer Solutions Inc and another software firm, both based in Egg Harbor Township, New Jersey. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with portfolio optimization and risk management tools and operates a complex affiliate network alongside multiple custodial and alternative investment offerings.

Matthew D'amico is a Wealth Management Advisor at Merrill Lynch Wealth Management. He assists busy professionals and families in aligning their money with their life, focusing on areas such as executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, socially responsible and ESG investing, sports and entertainment, tax minimization, and retirement income. Matthew holds a Certified Investment Management Analyst (CIMA) certification and a Personal Investment Advisor (PIA) designation. He earned his bachelor's degree from Jacksonville University. With over a decade of experience, he provides comprehensive wealth management services including investments, risk management, philanthropic planning, and trust and estate planning services. In addition to his professional work, Matthew volunteers within the Brazilian Jiu-Jitsu community and at the Crescent Boat Club on Boathouse Row in Philadelphia. He combines his expertise with his community involvement to support clients in meeting their personal and organizational wealth management goals.

Christopher Meloro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Emil Rotaeche is a financial advisor with Edward Jones in Haddon Township, NJ, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Outside of advising, he is involved in managing a rental property in Merchantville, NJ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient overlay services. The firm supports a large national network of advisors and branches, managing over $1 trillion in assets.

Michael Tash is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera and Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he owns an interest in a racehorse through MyRaceHorse. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers.

Clark Mangan is a financial advisor with RBC Capital Markets in Mount Laurel, NJ. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. Prior to joining RBC in 2020, he worked at Janney Montgomery Scott for 11 years. Outside of his advisory role, Mangan serves on the boards of a youth soccer club and an athletic board at a local school. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored portfolio management strategies that utilize both in-house and third-party investment managers.

Jessica DeBear is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding a Series 66 license and 24 years of industry experience. She has been with UBS since 2016. Outside of her advisory role, she owns a start-up floral design business called DeBear Necessities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Joseph Johnson is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2004. Outside of his advisory role, he is involved with an insurance agency offering Universal, Whole, Term, and LTC insurance. 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 provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Carmen Pontelandolfo is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. Prior to joining LPL in 2023, she worked at Morgan Stanley and its affiliated entities from 2013 to 2023, Wells Fargo Clearing from 2006 to 2013, and Merrill from 1999 to 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies with a focus on both discretionary and non-discretionary account management.

Michael Bookman is a financial advisor with Ameriprise in Cherry Hill, NJ, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its related entities since 2012. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Frances Larosa is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services through a centralized consulting team, while also offering a broad range of advisory, brokerage, and insurance solutions.

Michael C. Fidler is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2012 and holds a Series 66 designation. Outside of his advisory work, he is a partner in BMC Management Inc., which owns and operates Planet Fitness franchises. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm utilizes proprietary research and model-based strategies to tailor plans according to clients’ goals and risk tolerances.