Joseph Dunn II is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Dunn Group, a practice focused on delivering a client-first approach through comprehensive wealth management strategies. Joseph assists clients in managing fees, taxes, and risks to help them attain financial independence. His work emphasizes planning for Baby Boomers' Required Minimum Distributions and advising high-income millennials on a variety of life goals including real estate purchases, education planning, tax reduction, managing student loan debt, executive compensation, and retirement planning. Joseph holds a high school diploma from St Joseph's Preparatory School and a bachelor's degree from St Joseph's University. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation, is a Chartered Retirement Planning Counselor (CRPC), and holds the Personal Investment Advisor (PIA) credential. He is affiliated with the Haddon Fire Co #1. Outside his professional role, Joseph is involved in his community as a lieutenant in his hometown fire department and volunteers with the Cathedral Kitchen. He has received the President's Volunteer Service Award. Personal interests include spending time with his Husky puppy Jake, enjoying Philadelphia sports teams, and family activities with his nieces and nephew.

Kevin Mccauley is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cambridge Investment Research since 2008. Outside of his advisory work, he serves as Treasurer on the West Collingswood Extension Civic Association Board and works as a tax preparer. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management, offers access to third-party advisers and proprietary model strategies, and operates through a large network of financial professionals.

Joseph Persiano is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial goals and develop strategies to pursue them over the short, mid, and long term. He serves as a resource for areas including investing, retirement planning, and saving for unexpected events, while providing access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Joseph specializes in several client focus areas such as executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, special needs planning strategies, sports and entertainment, and tax minimization. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Temple University. Outside of his professional duties, Joseph enjoys baseball, basketball, football, golfing, ice hockey, spending time with his family, and watching movies.

Natalja Barnett is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings a diverse professional background that includes seven years as a lawyer at a Latvian-Swedish manufacturing company and more than a decade in financial reporting and management at BNY Mellon. Her experience at BNY Mellon focused on complex financial reporting, analysis, and accounting of mutual and closed-end funds, which informs her meticulous approach to financial advising. Natalja specializes in areas such as college education planning, family wealth management strategies, personal retirement planning, women and wealth, and retirement income. She is committed to building strong, trust-based client-advisor relationships grounded in a clear understanding of clients' personal and financial goals. Her advisory approach emphasizes objective, product-neutral guidance through Merrill’s disciplined four-step wealth management process, aiming to provide tailored strategies that support clients’ long-term financial success. Educationally, Natalja holds a Master’s Degree in Law and a Bachelor’s Degree from Latvia State University, as well as an MBA from Widener University. She is also a Personal Investment Advisor (PIA) and is fluent in Russian and English. Outside of her professional life, Natalja enjoys gardening, hiking, horseback riding, music, running, scuba diving, skiing, spending time with family, traveling, and yoga.

Andrew Frank is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Cambridge since 2015 and is a part owner and independent insurance agent of Frank Leonards & Frank LLC. Frank also serves as trustee for two irrevocable trusts. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers various platform-based discretionary and non-discretionary management services.

Lauren Kwasnicki is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Merrill since 2010. Merrill, in conjunction 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Patricia Strain Riley is a financial advisor with Merrill, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. Her career includes long tenures at BCG Securities, Inc. and Horace Mann Companies before joining Merrill and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.