Erik Lure is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is involved in life insurance sales through AFR Financial Group. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services supported by advanced asset-allocation tools and third-party investment solutions.

Scott Lerner is a financial advisor with Morgan Stanley in Marlton, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he performs as a freelance guitarist with the Wildflower Band several times per month. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of financial advisors and specialized planning groups.

Ronald Donato Jr. is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Cetera since 2025. He has held prior roles at Avantax Investment Services and 1st Global Advisors among others. He is also a director of financial services at Alloy Silverstein Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a broad range of portfolio management and retirement services across various program structures and custodial relationships.

Jason Sobin is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Raymond James & Associates, Citigroup Global Markets, UBS Financial Services, and Merrill. He is currently based in Marlton, NJ. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized estate planning groups.

Rory Banks is a financial advisor with RBC Capital Markets holding Series 63 and Series 66 licenses and has 13 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and J.P. Morgan Securities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, and charitable organizations. The firm offers advisory programs featuring portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in‑house and third‑party investment managers.

Lionel Perkins is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Horace Mann Investors, Trinity Wealth Securities, and Amazon. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering diversified portfolios, discretionary and non-discretionary management, and operates as a fiduciary under ERISA and applicable DOL guidance.

Adam Johnstone is a financial advisor with Mass Mutual Investors Services, holding the CFP® and Series 66 designations. He has 11 years of industry experience, including roles at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016. Johnstone is also a member of Cadence Financial Management, LLC. Mass Mutual 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 collaborative, annual relationships that emphasize goal analysis and written recommendations.

Karl Foote is a financial advisor with Raymond James Financial in Cherry Hill, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James Financial since 2009 and also worked at Foote Financial, Inc. for 10 years, where he served as associate and co-branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains advisory programs with specialized services such as municipal finance and SIMPLE IRA Employer Advisory & Consulting Services.

Connor Brady is a financial advisor at Morgan Stanley with 4 years of industry experience. He holds Series 65 and Series 66 licenses and has worked in various roles at Morgan Stanley, PricewaterhouseCoopers, Grant Thornton, and E*TRADE. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Eric Lorenz is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at firms including Voya Retirement Insurance and Annuity Company, Voya Financial Advisors, GWN Securities, and ABCO Federal Credit Union. Outside of his advisory role, he is an independent agent for fixed insurance products and serves as executor and power of attorney for his mother. Equitable Advisors serves a range of clients from individuals to institutional investors, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and offers a variety of investment options, including mutual funds, ETFs, separately managed accounts, and alternative investments.

Jay Weinberg is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. 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 portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies.

Eric Stevens is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, following a tenure at Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models to support its advisory services.

Steven Smith is a financial advisor with Edward Jones in Hainesport, NJ, holding a Series 66 designation and ten years of industry experience. He has been with Edward Jones since 2016. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Baylouny is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. He previously worked at Wells Fargo Clearing and Merrill. Outside of his advisory role, he serves as an assistant coach at Camden Catholic High School in Cherry Hill, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Dehn is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of his advisory role, he manages a family bank account under a power of attorney. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Secular Return Estimates and Monte Carlo simulations as part of its financial planning process.

Michael Findlay is a financial advisor with Ameriprise in Voorhees, NJ, holding Series 63 and Series 65 licenses and having two years of industry experience. Before joining Ameriprise, he worked at Wells Fargo Center and Cooper University Hospital. Outside of finance, he has experience with the U.S. Soccer Foundation and has held roles at La Salle University and Rancocas Valley High School. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations in partnership with financial advisors.

Heather Brambilla is a financial advisor with Morgan Stanley in Marlton, NJ, holding Series 63 and Series 66 licenses and with 33 years of industry experience. She has been affiliated with Morgan Stanley and its predecessor firms, including Salomon Smith Barney Inc., since 1990. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate firm-approved tools and investment committee insights.

Jasmine Richardson is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Cenlar. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital-markets capabilities.

Daniel Rosenthal is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously spent 20 years at Cetera and has maintained a CPA practice, Rosenthal & Co, since 1982. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory and brokerage platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

Wayne Campbell is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Janney Montgomery Scott, and Wells Fargo Clearing. Campbell operates under the DBA Gladstone Wealth Partners in Mount Laurel, NJ. 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, third-party asset management, and institutional platforms.