Russell Johnson is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Jeffrey Daniels is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined seven years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research, affiliated banking, and securities-backed lending programs.

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.

Peter Sciortino is a financial advisor at LPL Financial with 29 years of industry experience. He has held positions at LPL Financial since 2018 and previously worked at Invest Financial Corporation from 2010 to 2018. He holds Series 63 and Series 65 securities licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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.

Taryn Bosco is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she acts as a power of attorney for her father on investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.

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.

Wesley Frazier is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 13 years of industry experience. He has worked at LPL Financial since 2018 and has concurrently been associated with INVEST Financial Corp since 2013 and Beneficial Savings Bank since 2005. 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, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Picker is a financial advisor at Osaic with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Sentinel Solutions. 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 individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated investment advisory and brokerage services, utilizing asset-allocation tools, risk assessment, and managed account solutions to tailor portfolios that include various securities and alternative investments.

Rachel Charles is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves on the finance committee of the First Baptist Church of Jericho and works as a contractor for DoorDash. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and various investment strategies.

Donald Delmonte Sr. is a financial advisor at Ameriprise with 40 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at LPL Financial and Ameriprise Financial Services. Outside of advising, he is involved in several business ventures related to real estate ownership and management. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that include written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored advice, primarily for clients with substantial investable assets.

Cristina Carew is a Series 66-credentialed financial advisor at Morgan Stanley with seven years of industry experience. She has worked at Morgan Stanley since 2020 and previously held roles at Wells Fargo Clearing, Wells Fargo Bank, NA, and UBS Financial Services. Outside of finance, she was employed at Daniels Broiler from 2015 to 2019. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 analysis techniques.

Albert Finkelstein is a financial advisor at Edward Jones with 21 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Siegel is a Series 66-credentialed financial advisor with 26 years of industry experience. He currently works with Cambridge Investment Research Advisors and has prior experience at Millstone River Wealth Management, Commonwealth Financial Network, and Axa Advisors. Siegel serves as a board trustee for Corporate Resource Alliance and CentraState Healthcare Foundation and volunteers as a crisis counselor and wish bus driver for nonprofit organizations. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers various portfolio management solutions and maintains proprietary model strategies alongside access to external strategists, with both discretionary and non-discretionary investment options.

Lisa Corrado is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. She holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and modeling techniques and manages approximately $2.74 trillion in client assets.

Jamie Cohen is a financial advisor at UBS Financial Services with 10 years of industry experience. He has been with UBS since 2015 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning, portfolio management, and the distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through a range of services such as principal trading, underwriting, and proprietary research.

Ulyana Leskiv is a financial advisor at Ameriprise with 12 years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Janney Montgomery Scott and Lyft. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice based on detailed analysis and tax-aware withdrawal strategies.

Marcus Coleman is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes roles at Raymond James, Zenith Solutions, and other financial firms. Coleman serves as Vice President of the Jeremiah Community Development Corporation, where he sources and secures grants and organizes educational workshops for youth in Camden, NJ. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a variety of investment advisory programs. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor network and affiliated financial services beyond traditional advisory offerings.