Jacob Foster is a financial advisor at Fisher Investments with 11 years of industry experience. He holds the Series 66 designation and previously worked at Blackrock Investments, LLC for nine years. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to construct globally diversified portfolios employing quantitative and qualitative research, tax-aware processes, and risk management tactics.

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.

William Mc Allister is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006 and holds Series 63 and Series 66 credentials. In addition to his advisory role, he is a partial owner of a local retail cigar lounge and serves as president of a transportation company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions.

Cristina Carew is a financial advisor at Morgan Stanley in Marlton, NJ, holding a Series 66 designation with eight years of industry experience. Her previous roles include positions at Wells Fargo Clearing, Wells Fargo Bank, NA, and UBS Financial Services. She also worked outside finance at Daniels Broiler for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and proprietary models to support client goals.

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 financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 26 years of industry experience, including prior roles at AXA Advisors and Commonwealth Financial Network. Siegel serves as a board trustee for both Corporate Resource Alliance and CentraState Healthcare Foundation, and volunteers with Make-A-Wish New Jersey and Crisis Text Line. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and utilizes multiple platforms and custodians while providing access to proprietary model strategies and third-party advisers.

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 with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior experience includes five years at Janney Montgomery Scott, LLC. She is based in Marlton, NJ. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income and tax-aware withdrawal strategies. The firm’s approach combines investment research, third-party data, and algorithmic tools, operating within a defined investment universe influenced by affiliated product offerings.

Patrick D’agostino is a financial advisor with Ameriprise Financial Services LLC, holding a Series 63 designation and 28 years of industry experience. His previous roles include positions at Capitol Securities Management, Inc. and Boenning & Scattergood. Outside of his advisory work, he is co-owner of North Point Holdings LLC, where he is involved in property maintenance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, using a combination of investment research, third-party data, and algorithmic tools to provide tailored recommendations.

Antoine Stewart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank, N.A. since 2011. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Mary Marett is a financial advisor with Wells Fargo Clearing in Marlton, NJ, holding CFP® and Series 66 designations and having 20 years of industry experience. She previously worked at Janney Montgomery Scott for five years and Raymond James Financial Services for one year before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and uses research and analytics alongside diversification principles and modern portfolio theory in its investment approach.

Craig Mckinley is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 22 years of industry experience. His career includes roles at METLIFE SECURITIES Inc from 2009 to 2017 and MassMutual Life Insurance Co since 2016. He is currently based in Marlton, NJ. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on annual collaborative planning engagements using firm-approved tools without discretionary authority on investments.

Charles Mcafee is a financial advisor with Wells Fargo Clearing who holds a Series 63 designation and has 49 years of industry experience. His prior work includes a four-year tenure at A. G. Edwards & Sons, Inc. 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.

Denise Donahue is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James & Associates and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and offers a broad range of advisory programs supported by structured planning tools and a global investment committee.

Declan Botwinick is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. He has held various roles including positions at Hurley and Associates, CPAs, and community involvement with the Barnegat Light Yacht Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary capital market research and model-based asset allocations to provide tailored financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Mark Mesco is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 35 years of industry experience. He has worked at Metlife Securities Inc. and Metropolitan Life Insurance Company from 1989 to 2017 before joining Mass Mutual in 2017. Outside of his advisory role, he is also a property and casualty insurance agent specializing in health and group health. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software for goal analysis and offers event-driven planning programs, including recent additions like Divorce Planning.

Hunter Coraggio is a financial advisor at Merrill Lynch Wealth Management based in Mt. Laurel, NJ. In his role, he works directly with clients to develop strategies designed to achieve their financial goals, leveraging Merrill's global investment strategies, lending solutions, and banking services through Bank of America. Prior to joining Merrill, Hunter served as an Associate Banker with the Financial Sponsors Group at J.P. Morgan Private Bank in Manhattan, where he advised ultra-high-net-worth individuals, private equity professionals, and institutions. Since entering the industry in 2021, he has gained experience in client relationship management, business development, and complex financial transactions, collaborating with investment, lending, and trust specialists to craft tailored financial strategies. Hunter earned a Bachelor of Science degree in both Finance and Accounting from Rowan University, graduating Cum Laude in three years with multiple academic honors. He holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, Hunter enjoys family time, travel, golfing, baseball, and follows Philadelphia sports.

Richard Robbins is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Robbins serves as treasurer for AL-ANON Family Groups in Virginia Beach, VA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines internal research with third-party analytics to support its investment and advisory solutions.

Aaron Nelson is a financial advisor at Osaic with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Securities America, Inc. and Securities Service Network, Inc. Nelson serves as a partner at Evesham Capital Management and holds trustee and commissioner roles with nonprofit and public organizations, including Oaks Integrated Care Services and the Delaware River Port Authority. He is also a member of the Rutgers University Leadership Council. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of investment programs delivered through affiliated broker-dealer and RIA relationships.

Michele Lugiano is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill, Banc of America Investment Services, and Morgan Stanley prior to joining LPL Financial in 2012. Outside of his advisory role, Michele is involved in alumni engagement at Gloucester Catholic High School. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and diverse investment strategies.