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.

Peter Sciortino is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes positions at Invest Financial Corporation, VSR Financial Services, PRUCO Securities, and Wells Fargo Clearing. Outside of his advisory role, he is the owner and president of OAKHURST, LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, leveraging a broad platform with over 22,800 advisors and significant operational and technology resources.

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 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.

Wesley Frazier is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years with INVEST Financial Corp. Frazier also has a longstanding role at Beneficial Savings Bank beginning in 2005. 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 and model portfolio programs, supported by a large network of advisors and institutional platforms.

Deena Kobrin is a financial advisor with LPL Financial in Florence, NJ, holding a Series 63 designation and 41 years of industry experience. Her career includes roles at NEXT Financial Group, Citizens Securities, IC Advisory Services, The Investment Center, Wells Fargo Clearing, and Prudential Equity Group. In addition to her advisory work, she is involved as a non-variable insurance agent and refers mortgage and real estate services through The Referral Group. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and managing over $819 billion in discretionary assets.

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.

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 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.

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 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.

Kyle Lahart is a financial advisor with Morgan Stanley, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Merrill and Bank of America prior to joining Morgan Stanley in 2024. Outside of finance, he is involved as an employee at Paddy’s Old City Pub, a restaurant and bar in Philadelphia. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets using structured planning tools and offers both direct and employer-related financial plans.