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.

Alicja Plonska is a Series 66-licensed financial advisor at Morgan Stanley with 17 years of industry experience. She has worked at Morgan Stanley and its Private Bank division since 2017 and previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by 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 both direct client relationships and Corporate Financial Planning agreements.

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.

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.

Chris Raimo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he serves as a board member and vice president of Ocean Dunes Investments, LLC, a real estate entity. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

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.

Matthew Cruz is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at Bank of America and Merrill prior to joining J.P. Morgan in 2019. Outside of his advisory work, he is involved in a maintenance-related activity as a contractor. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Tyler Becker is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Merrill, and work at Newtown Athletic Club and Friends Bar & Grill. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

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.

Joseph Allen is a financial advisor at Raymond James & Associates with 39 years of industry experience. He has been with Raymond James & Associates since 2005 and holds Series 63 and Series 65 designations. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a notable focus on public finance and municipal work.

Benjamin Rosengard is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Brandywine Global. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Bryan Evoy is a financial advisor with LPL Financial in Moorestown, NJ, holding CFP® and Series 66 designations and 17 years of industry experience. He previously worked at National Planning Corporation from 2014 to 2017. Outside of his advisory role, he is involved with the Burlington County Board of Elections in Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources and incorporating strategies such as direct indexing and overlay portfolio management.

John Ruggero is a Certified Financial Planner® with 28 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2021. His prior roles include extensive experience at Charles Schwab, spanning two decades from 1999 to 2019. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through various advisory programs and employer agreements.

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 affiliated with Merrill Lynch Wealth Management and holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as Personal Investment Advisor (PIA) certification. With over 15 years of experience in the financial industry, she specializes in providing tailored financial strategies to high net worth and emerging high net worth individuals and families, including technology professionals, executives, business owners, and women navigating complex career and life transitions. Carly's expertise focuses on helping clients manage equity compensation, bonus structures, and long-term planning considerations within the context of broader life goals. She emphasizes a disciplined, pragmatic approach that aligns financial strategies with clients' values and real-life circumstances. Carly holds a bachelor's degree from the Pennsylvania State University System and is an active member of several professional organizations, including 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 her professional work, Carly pursues personal interests such as gardening, hiking, music, reading, running, traveling, and yoga. She is engaged in community involvement with organizations including Blood Cancer United - South Jersey Light the Night Walk, Children's Hospital of Philadelphia Foundation - Philly Spin-In, Girls on the Run, Invest in Girls, Strike It Strong, and Woodford Cedar Run Wildlife Refuge. 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 licenses and 15 years of industry experience. Her prior roles include positions at Vicus Capital, CETERA Advisor Networks, Schwartz Financial Associates, and TIAA-CREF. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying on program sponsors and third-party managers to provide advisory and brokerage solutions.

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.

Michael David Bollinger is a financial advisor at Edward Jones with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Bollinger has been with Edward Jones since 1998 and is also associated with Eq Financial Consultants, Inc. since 1993. He is involved with the Maple Shade Business Association in New Jersey. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and maintains a large network of financial advisors and branch offices across the country.