Laura Borba Sampaio is a financial advisor at Merrill with a Series 66 designation. She has been with Merrill since 2024 and has additional experience at Bank of America, N.A. beginning in 2026. Outside of finance, she has worked in various industries including hospitality and transportation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Baratz is a CFP® with 19 years of industry experience and is currently affiliated with Edward Jones in Cherry Hill, NJ. He previously worked at Zenith Financial Group LLC and Sowell Management Services, among other firms. Outside of financial advising, he is involved in operating a travel agency that primarily assists friends and family with travel arrangements. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies. The firm is distinguished by its extensive network of advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Stephen Donovan is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 38 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Michele Girgenti is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS, Fidelity Investments, Innovative Investment Fiduciaries, and Wells Fargo Clearing. Outside of her advisory role, she processes accounts payable on a part-time basis for Baldwin and Obenauf Inc. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools but does not include individual security recommendations in standalone planning services.

Dante Pinckney is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill Lynch since 2018. Prior to his current role, he worked at Enterprise Rent-A-Car and attended Rowan University. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Meghan Petaccio is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Her previous roles include positions at Citizens Bank, Cetera Investment Services, Investors Bank, and The Prudential Insurance Company of America. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, offering services primarily in an advisory capacity without individual security recommendations in standalone plans.

Patrick Goodwin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and is also involved with Pair of Harts Parking, a business he has operated since 2009. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Foy Jr. is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. He holds a Series 63 designation and has worked at firms including Lincoln Financial Securities, LPL Financial, and WS Griffith Securities. He is also the owner of Iris Financial Services, a business focusing on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing various portfolio management strategies and platform arrangements tailored to client objectives.

Lisa Bergman is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding a Series 63 designation and 25 years of industry experience. She has been with Raymond James & Associates since 2012. Outside of her advisory role, she has participated in local election activities with the Burlington County Board of Elections. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide network of advisors and a range of portfolio management styles.

David Ostrum is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. Outside of his advisory role, he serves as chair of the finance committee for the Jewish Federation of Southern New Jersey and is a board member of the Jewish Community Foundation, where he also advises the investment committee on endowment fund performance and asset allocation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining wealth management with institutional trading capabilities and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Charles Walker is a financial advisor with Merrill, holding a Series 66 credential and 10 years of industry experience. He has worked at Merrill since 2016 and at Bank of America, N.A. since 2019. Merrill, together 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.

Walter Eife is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 25 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 13 years with Lincoln Financial Advisors and 5 years with VOYA Financial Advisors. Outside his advisory role, he is involved in local politics as treasurer for a campaign in Haddon Township, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of strategies and operational tools.

Scott Locher is a financial advisor with Morgan Stanley in Marlton, NJ, holding Series 63 and Series 65 licenses and possessing 46 years of industry experience. He has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and modeling techniques.

Mark Anderson is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and AXA Advisors. Outside of finance, he was involved with The Window Place Plus Exteriors for six years. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-backed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Donald Chambers is a financial advisor at LPL Financial with 47 years of industry experience. His previous roles include positions at Lincoln Financial Advisors, MSI Financial Services, and Equitable Advisors. He operates Chambers Wealth Management Services, a non-variable insurance business in New Jersey. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Juan Cuello is a financial advisor at Edward Jones with Series 66 credentials and three years of industry experience. Prior to joining Edward Jones, he held various roles including positions at HireGenics and Premier Research, and served in the New Jersey Army National Guard for 20 years. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of advisory services and investment solutions, supported by a large nationwide network of advisors and branch offices.

Timothy Murphy is a financial advisor at Morgan Stanley in Philadelphia, holding a Series 66 designation with 12 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Henry Pizoli is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2010, he has built a loyal client base by helping individuals and families plan for meaningful financial goals and providing consistent, attentive service. Henry's approach centers on listening carefully to clients' questions and concerns, offering clear explanations, and developing personalized strategies tailored to each client's needs. He works closely with clients to establish decision-making parameters that suit their preferences and ensures that every plan reflects their objectives. Henry holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®). He earned Bachelor of Science degrees in Finance and Economics from the University of Delaware. Henry serves on the University of Delaware's Financial Planning Advisory Board, where he mentors students pursuing financial planning and wealth management degrees. He also teaches financial literacy courses at Fellowship Alliance Chapel in Medford, NJ, and is a board member of the Medford Arts Center. Beyond investment management, Henry utilizes resources from Merrill, Bank of America Private Bank, and Bank of America to provide comprehensive wealth, trust, estate, and banking services. He coordinates with clients' accountants and attorneys to align tax minimization and estate planning strategies. Additionally, Henry coaches and mentors new advisors within the Merrill Wealth Management training program, sharing best practices for building strong client relationships.

Timothy Marsh is a financial advisor with J.P. Morgan Securities in Philadelphia, holding a Series 66 designation and four years of industry experience. His career includes roles at JPMorgan Chase Bank NA and a period at Saint Joseph's University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process to recommend approved funds and strategies.

Gary Stiles is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2019 and previously spent over a decade at Securities America Advisors and Securities America, Inc. In addition to his advisory role, he operates Investment and Tax Services, providing tax preparation, accounting, and non-variable insurance services. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.