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.

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.

Jeffrey Simpson is a financial professional with 31 years of industry experience, currently affiliated with Cetera. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes long-term roles at Minnesota Life and Securian Financial Services, as well as ongoing involvement with Wechsler/Marsico Agency and Wexco Financial Group. Outside of advisory work, he serves on the advisory board of the Rocky Run YMCA. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial consulting services, utilizing a multi-manager platform that includes automated and bespoke investment strategies.

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.

David Marsico is a CFP® professional with 20 years of industry experience. He is currently affiliated with Cetera and Diamond State Financial Group and has worked previously at BNY Mellon Advisors, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory roles, Marsico owns business entities used for tax purposes. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors. The firm operates a multi-manager platform with various program structures and custodial relationships.

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.

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.

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.

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.