Nancy Hornberger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 31 years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2011, with a brief period of unemployment from 2022 to 2023. Outside of her advisory role, she serves as executor for her mother’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Dana Harris is a CFP® professional with 50 years of industry experience. He currently works at OSAIC and has held previous roles at Securities America Advisors, Inc. and Securities America, Inc. since 2006, maintaining his own firm, Harris Financial Services, since 1984. In addition to his advisory work, Harris provides tax preparation services through Eastern Tax Service. OSAIC serves a diverse range of clients, including individual investors, high-net-worth individuals, corporations, and charitable organizations, offering integrated financial planning, advisory, and investment services across multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

George Christiani is a financial advisor at Fidelity with 31 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Fidelity, he worked at TIAA-CREF for 26 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and engages in advisory roles that include portfolio management and fund consulting.

Shawn Hood Jr. is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. for over nine years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Edward Bell is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley since 2016 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as an administrator of an estate in Cherry Hill, NJ. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including comprehensive financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside market simulations to support its advisory process.

James Stahl Jr. is a financial advisor at LPL Financial with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials and has worked at LPL Financial since 2025, with prior experience at NEXT Financial Group, Inc. from 2012 to 2025 and earlier at LPL Financial from 2007 to 2012. 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 and model portfolio programs, with advice and account management provided by investment adviser representatives using various investment strategies.

Gianna Pizoli is a Financial Advisor at Merrill Lynch Wealth Management, having joined the firm in 2023. She focuses on providing timely account support and services, serving as a key resource for both advisors and clients. Her areas of expertise include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. Gianna holds a Bachelor's Degree from Drexel University and is pursuing her Chartered Retirement Planning Counselor™ designation, supplementing her Series 7 and Series 66 licenses. She is a former Division I athlete, having competed with the Drexel University Women's Soccer program. Residing in Marlton, NJ, Gianna engages in various personal interests such as traveling, soccer, boating, and cooking. She is also involved in her community through participation with the Medford Arts Center.

David Di Gangi is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Outside of his advisory role, he provides coaching on business operations, staff management, and client processes for a financial planning specialist. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, primarily focusing on assets held in Ameriprise-managed accounts.

Robert Mullin Jr. is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 24 years with Metlife Securities Inc. He is 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 ongoing financial planning, asset management, money-manager programs, and educational seminars.

Lindsay Newell is a financial advisor at Merrill with 12 years of experience at the firm and seven years in the industry. She holds a Series 66 designation and is based in Haddon Township, NJ. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Greco is a financial advisor at Ameriprise with a Series 66 designation and experience spanning several years, including roles in education and financial services. His work history includes multiple periods at Ameriprise Financial Services LLC and prior positions at the University of Alabama, St. Joe's Prep, and the Philadelphia Performing Arts Charter 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, with a focus on assets held in Ameriprise Managed Accounts and an emphasis on affiliated investment products.

Benjamin Rosengard is a financial advisor with LPL Financial in Moorestown, NJ, holding Series 63 and Series 66 credentials and nine years of industry experience. Before joining LPL Financial in 2020, he worked at Mass Mutual Investors Services and Brandywine Global, among other firms. 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.

Vincent Malazita is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and with 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC for 18 years. He also operates a separate business under the name OAK FINANCIAL PARTNERS. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models implemented through third-party managers and offers ERISA fiduciary services for qualified plans.

Bryan Evoy is a financial advisor with LPL Financial in Moorestown, NJ, holding CFP® and Series 66 credentials and 17 years of industry experience. He previously worked at National Planning Corporation and FSC Securities Corporation. Outside of his advisory role, he is involved with the Burlington County Board of Elections. 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 portfolios, third-party asset management, and institutional platforms, supported by advisor tools such as machine learning.

Michael Coles is a CFP® with nine years of industry experience, currently working at Wells Fargo Clearing since 2025. Prior to joining Wells Fargo, he spent ten years at UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Raul Toro is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at JP Morgan Securities, JP Morgan Chase Bank, and Citizens Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.

Carly Jordan is a Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience in the financial industry. She is a CERTIFIED FINANCIAL PLANNER® professional dedicated to assisting clients in building, protecting, and optimizing their wealth. Carly provides tailored financial strategies that align with her clients' goals to help them feel confident and secure in their financial futures. She works with high net worth and emerging high net worth individuals and families, particularly specializing in technology professionals, executives, business owners, and women navigating complex career and life transitions. Her expertise includes managing equity compensation, bonus structures, concentrated risk, and long-term planning considerations within the broader context of her clients' life goals. Carly combines institutional-level resources with a personalized approach grounded in listening and understanding what truly matters to her clients. Carly holds a Bachelor's Degree from the Pennsylvania State University System and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She is a member of organizations such as the CFP Board, Chamber of Commerce of Southern New Jersey, Mount Laurel Garden Club, and the National Association of Women Business Owners - South Jersey. Outside of work, Carly enjoys gardening, hiking, music, reading, running, spending time with her family, traveling, and practicing yoga. She resides near the Pine Barrens with her husband, stepson, and dog.

Barbara Pettit is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding Series 63 and Series 66 credentials and with 15 years of industry experience. Her prior roles include positions at Vicus Capital, Cetera Advisor Networks, Schwartz Financial Associates, TIAA-CREF, and Vanguard Advisers. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models implemented through third-party managers and provides ERISA fiduciary services to qualified plans.

Joseph Garafano is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 license and over 37 years of industry experience. He has been with Cambridge since 2010 and operates Garafano Tax Services, LLC, where he provides income tax preparation. He also works as an independent insurance agent specializing in life insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple platform arrangements and a range of discretionary and non-discretionary strategies.

William Newsome is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2012. In this role, he leads a culture focused on supporting clients and helping them plan for their financial goals. Prior to this, he served as Vice President and Regional Planning Consultant at Fidelity Investments from 2010 to 2012, and as Vice President and Financial Consultant from 2006 to 2010. His career in financial advisory began in 1997, with experience at Morgan Stanley Dean Witter, Wells Fargo - First Union, and Merrill Lynch, Pierce, Fenner & Smith. Mr. Newsome's professional background encompasses a broad range of financial advisory roles, demonstrating extensive experience in client planning and financial consulting. He has consistently worked to exceed client expectations throughout his career. Outside of his professional responsibilities, Mr. Newsome enjoys family activities, fitness, kayaking, spending time at the lake, music, and has a background in military service.