Richard Hughes Jr. is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

James Potoka is a CFP®-credentialed financial advisor with 44 years of industry experience. He is currently affiliated with OSAIC and previously spent 25 years with FSC Securities Corporation. Potoka is also an independent insurance agent offering long-term care, life, disability, and health insurance products through his sole proprietorship. OSAIC serves a diverse client base including individual, high-net-worth, pension, and corporate investors, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and offers access to various investment vehicles and third-party managed accounts.

Jeffrey Herman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent two years at UBS Financial Services. 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 roughly $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Michael Weinberg is a CFP® credentialed financial advisor with 33 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for his parents' irrevocable life insurance trust and holds power of attorney for both parents in investment-related matters. 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 services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Meaghan McLaughlin is a financial advisor with LPL Financial in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at LPL Financial since 2019, previously serving at Lincoln Financial Advisors Corporation, Sanford C. Bernstein & Co., LLC, and KPMG, LLP. McLaughlin operates a private wealth business through McLaughlin Private Wealth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and access to proprietary and third-party research.

Kunal Patel is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Wells Fargo Bank. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kevin Anthony is a financial advisor with Cetera, holding a Series 66 license and two years of industry experience. He previously worked at Bucks County Wealth Management and provides accounting services at Strack Associates Inc. He also sells fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a diverse 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.

Richard Eckell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Fulton Financial Advisors, Specific Solutions, Fulton Bank, Fulton Financial Corp, and Raymond James Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and brokerage services, with access to model portfolios, third-party research, and multiple management options.

Mark Heusinkveld is a financial advisor with Charles Schwab in Yardley, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2015 and was previously with TD Ameritrade, Inc. from 2022 to 2024. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a differentiated operational model with integrated custody and centralized supervisory arrangements.

Seth Mchenry is a financial advisor with LPL Financial in Yardley, PA, holding the Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Luke Wallace is a financial advisor with LPL Enterprise in Medford, NJ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, Wallace is involved in health insurance, assisting clients with Medicare supplement plan selections. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, delivered primarily by investment adviser representatives using LPL’s research and portfolio strategies.

Ty Costantino is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Target and Atilis Gym. Outside of financial advising, he is involved in retail sales of jewelry through Sansom Metals. MassMutual Investors Services, LLC 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, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Ryan Gordon is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Thompson BMW. Gordon serves as a committee member for Shir Ami, a nonprofit organization, assisting in the review of investment accounts and policies. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and public entities, delivering non-discretionary advice supported by a broad affiliate network.

Daniel Keller is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior experience at Bank of America, Merrill, TD Bank, and several other firms. His background also includes a period at The College of New Jersey and involvement with Wabowl LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors, offers fund advisory and model portfolios, and maintains roles in commodity pool operations and registered investment companies.

Brett Mower is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing fee-based financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and model-based asset allocations.

Nina Caruso is a financial advisor at Merrill with five years of industry experience and a Series 66 designation. She has worked at Merrill since 2019 and previously held positions at the University of North Carolina - Wilmington and Old Navy. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jennifer Volchik is a financial advisor at Merrill with 22 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2014. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad range of clients including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates investment strategies from its Chief Investment Office and third-party managers and is part of Bank of America’s broader financial platform.

Thomas Simcik is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Janney Montgomery Scott from 2008 to 2026. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and supports both discretionary and non-discretionary advisory relationships, with specialized services in public finance and municipal work.

Daniel Reganata Jr. is a financial advisor with Cetera, holding the PFS™ and Series 63 credentials and bringing 18 years of industry experience. He has worked at Cetera since 2025 and previously spent a decade with Avantax Investment Services and related entities. Outside of his advisory role, he owns and operates Reganata & Associates, providing accounting, tax preparation, and consulting services. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by affiliations that enhance product availability and scale.

Nancy Findlay is a financial advisor at Ameriprise with 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2002 and holds a Series 66 designation. Outside of her advisory role, she is a co-owner of OneFuture LLC, which manages her Ameriprise business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through its large institutional platform.