Robert Philpott is a financial advisor with LPL Financial in Mt Ephraim, NJ, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Valic Financial Advisors and Agia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a broad advisory platform offering financial planning, model portfolios, third-party asset management, and institutional services.

Anthony Galati is a CFP® professional with 12 years of industry experience, currently serving at Raymond James Financial Services Advisors Inc. since 2014. He holds the Series 66 designation and is based in Marlton, NJ. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary advisory services using risk profiling and analytical tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Kevin Frank is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Cetera Adviser Networks LLC, Allianz Life Financial Services LLC, and several advisory firms. Based in Mt. Laurel, NJ, he has been with LPL Financial since 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research, technology, and various non-advisory financial services.

Steven White is a CFP® and holds a Series 66 designation, with 12 years of experience in the financial industry. He is currently with Fisher Investments and has held prior roles at Fidelity Brokerage Services LLC, Bank of America, Merrill, and Morgan Stanley. Fisher Investments provides discretionary portfolio management and advisory services to a global mix of institutional and private clients, utilizing a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios.

Caitlin Boshnack is a financial advisor with LPL Financial holding a Series 66 designation and eight years of industry experience. She has previously worked at Ameriprise Financial Services, Morgan Stanley, and the Garces Group. Her outside business activities include managing a non-variable insurance service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

James Siwek Jr. is a CFP® and Series 66 credentialed financial advisor with Edward Jones, where he has worked since 2014. He has 11 years of industry experience and is based in Hammonton, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Laurence Cooper is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked with Cetera Investment Advisers since 2020 and previously was with Summit Financial Group. Outside of advising, he has served as a Vice President of Investments for Capital Wealth Advisors and has sold fixed insurance products including life insurance and annuities. Cetera Investment Advisers is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services and oversees more than $256 billion in assets.

Melinda Corbley is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following prior roles at PNC Wealth Management and Ameriprise. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. 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 databases.

Bryan Dein is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at UBS Financial Services Inc., LPL Financial, LLC, and Gladstone Wealth Partners. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nicholas Bevad is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior firms include Bank of America, Merrill, and Morgan Stanley. 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, utilizing model portfolios, third-party subadvisors, and customized strategies.

Russell Johnson is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding Series 63, Series 65, and Series 66 designations and bringing 27 years of industry experience. He has worked at Raymond James & Associates since 2016 and was previously employed at Harrisdirect LLC from 2002 to 2005. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Francis Murphy is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with high net-worth individuals, including business owners, corporate executives, physicians, and retirees, as well as small to mid-sized companies seeking goal-oriented financial planning. In his role, he designs detailed financial plans that consider clients' investment needs, risk tolerance, financial situations, and other personal factors. Murphy holds a Master's Degree from the University of Virginia and a Bachelor's Degree from the University of Pennsylvania. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Francis Murphy enjoys cooking, football, pickleball, and running.

Christopher Cicalese is a financial advisor with Cetera, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at Avantax Advisory Services, Alloy Silverstein, and 1st Global Advisors. He serves as a member of the New Jersey Legalized Games of Chance Control Commission and is involved in managing an investment club and a rare item resale business. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, with over $256 billion in assets under management and more than 10,000 advisors.

Robert Reidinger is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing, M&T Securities, Raymond James Financial, and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Taryn Bosco is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Marlton, NJ, and has 23 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as power of attorney for her father. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources and offers both brokerage and advisory solutions.

James Dunleavy is the Vice President and Branch Leader at Fidelity Investments, where he co-leads the Marlton Investor Center. He is committed to helping individuals plan for financial success. James has held several leadership roles within the financial services industry. Since 2024, he has served as Vice President and Branch Leader at Fidelity Investments. Prior to this, he was Assistant Branch Leader at Fidelity Investments from 2023 to 2024 and Team Lead from 2021 to 2023. He also worked as Assistant Vice President at Merrill Edge from 2014 to 2021 and as a Loan Originator at PHH Mortgage from 2012 to 2014.

Shermee Zeigler is a financial advisor with Charles Schwab holding a Series 66 designation and 19 years of industry experience. She previously worked at TD Ameritrade from 2003 to 2022 and has served on the Board of Elections since 2000. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory programs, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and a centralized operational structure.

Tyreek Wilson is a Financial Advisor at Merrill Lynch Wealth Management, where he focuses on delivering personalized wealth planning and investment strategies. He aims to help clients develop financial plans that align with their priorities, adjusting as necessary to changing circumstances. His areas of expertise include liquidity management, personal retirement planning, socially responsible and ESG investing, as well as individual and corporate investment strategies and retirement income. Wilson holds a Bachelor's Degree from William Paterson University and a Master's Degree from Indiana University Bloomington. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional affiliations include Groove Phi Groove S.F.I, NAACP, NAAIA, NRA, Philadelphia Estate Planning Council, and Winslow Baptist Church. In addition to his professional work, Wilson dedicates time to community involvement, volunteering with local food banks and the Salvation Army. Outside of work, he enjoys cooking, music, and spending time with his family.

Michael Picker is a financial advisor at Osaic Wealth with 23 years of industry experience. He holds a Series 66 designation and has worked at several firms including MassMutual Life Insurance Co and Morgan Stanley Dw Inc. In addition to his advisory role, he is also an insurance agent with Futurity First Insurance Group. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services utilizing a model-based investment process that incorporates portfolio optimization, third-party managers, and proprietary strategies.

Vincent Ferrigno is a CFP® with 20 years of industry experience, currently serving at LPL Enterprise since 2024. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in writing workers' compensation and commercial lines insurance and co-owns a real estate development and leasing business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.