Kyle Di Leo is a financial advisor with Morgan Stanley in Marlton, NJ, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2020, following five years at Bank of America and Merrill. Kyle does not have any publicly noted outside activities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and modeling techniques to support client planning.

Kevin Byrne is a financial advisor at Osaic Wealth with three years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for three years. Byrne served seven years in the United States Navy. Outside of his advisory role, he owns an entity for managing the expenses of his financial planning practice and acts as a co-trustee of his firm’s 401(k) profit-sharing plan. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and multiple program options.

Vincent Venturi is an Investment Consultant at Fidelity Investments, where he collaborates with clients to understand their financial needs and assist in developing and executing personalized strategic plans. He has progressed through multiple roles within Fidelity Investments, beginning as a Financial Representative in 2023, advancing to Relationship Manager in 2024, then Planning Consultant in 2025 before assuming his current position in 2026. Throughout his tenure at Fidelity Investments, Vincent has developed expertise in client relationship management and financial planning. His experience encompasses guiding clients through strategic financial planning to help them pursue their financial goals.

John Parker Jr. is a financial advisor at Osaic Wealth, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Royal Alliance Associates, Inc., John Hancock Mutual Life Insurance Company, and Signator Investors, Inc. He is also an investment advisory representative and insurance broker at Bala Financial Group Inc., where he is involved in sales and marketing of securities, insurance products, fixed annuities, and life and health insurance. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, advisory services, and various managed portfolio programs. The firm’s investment process focuses on model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

Kevin Barnett is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the industry. He is a proud graduate of the U.S. Naval Academy in Annapolis, Maryland, where he earned a Bachelor of Science degree in Mathematics. Kevin holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Financial Consultant® (ChFC®), Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Throughout his career, Kevin has developed a disciplined investment approach and focuses on assisting affluent families, individuals, and business owners in developing long-term financial strategies. He specializes in executive compensation, family wealth management strategies, personal retirement planning, and serving clients in sports and entertainment. Kevin applies Merrill's Total Merrill platform and a disciplined four-step wealth management process to provide individualized strategies and personal service to his clients. Kevin grew up in Merchantville, New Jersey, where he currently resides with his wife, Natalja, and their two daughters. He is bilingual in English and Russian. Outside of his professional work, Kevin enjoys biking, reading, and spending time with his family.

David Carothers is the Senior Resident Director and Financial Advisor at the Merrill office in Doylestown, PA. Since joining Merrill Lynch Wealth Management in 2006, David has served in various leadership roles, including management positions in Princeton and Philadelphia. He maintains a dual role focused on assisting clients and advisors in creating realistic paths toward meaningful financial objectives, employing a planning-based approach that prepares clients for both expected and unexpected financial events. David earned a Bachelor’s degree in Business Administration with a concentration in Finance and a minor in Information Technology from Monmouth University. He holds the Personal Investment Advisor (PIA) designation. His client focus areas include college education planning, managing new wealth, personal retirement planning, portfolio management services, and socially responsible and values-based investing. David emphasizes understanding each client's goals and pursues them with simplicity and transparency. Outside of his professional responsibilities, David facilitates charitable and fundraising events in the community and supports a local animal orphanage. He enjoys outdoor activities such as fishing—fly fishing, freshwater, and saltwater fishing—boating, hiking, and playing sports. He also enjoys cooking and spending time on new adventures with his wife, Lauren, and their two daughters.

John Mcfadden is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients near or in retirement.

Christian Wallace is a financial advisor with LPL Financial, holding CFP®, Series 63, and Series 65 credentials and five years of industry experience. His prior roles include positions at CWM, LLC, Main Street Financial Life Advisors, LLC, and Citizens Bank. Outside of advising, he had involvement with Maggie's Waterfront Cafe for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers advisory and brokerage services through a large network of representatives, providing financial planning, model portfolios, and institutional platforms with a breadth of strategic investment options.

Jillian Polanco is a financial advisor with J.P. Morgan Securities in Cherry Hill, NJ, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and was previously with JP Morgan Chase Bank starting in 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process includes due diligence by a manager solutions team and uses both quantitative and qualitative research to build model asset allocations, with clients retaining final decision-making authority.

Sheila Dixon is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and having 30 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as a notary public in New Jersey. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management services and provides a broad range of capital markets and custody services.

Daniel Kent is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 22 years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to support client strategies.

Charles Mcafee is a financial advisor at Wells Fargo Clearing with 14 years of industry experience and holds a Series 66 designation. He has been with Wells Fargo Clearing since 2016. Mcafee serves as co-trustee for his sister’s trusts, a role unrelated to his advisor work. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a broad range of clients. The firm employs research-driven investment approaches and provides both brokerage and advisory solutions across its extensive network of financial advisors.

David Schaming is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and possessing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC. Outside of his advisory role, he serves as a power of attorney for his father. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines in-house research with third-party analytics and offers a range of brokerage and advisory solutions, including consulting and discretionary services for retirement plans.

Sara Lackey is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She is dedicated to understanding what is important to her clients and their families, providing ongoing guidance and support to help them navigate various life stages and financial challenges while striving to support their financial wellbeing. Sara has experience in financial services through her previous positions at Fidelity Investments, including Relationship Manager from 2023 to 2024 and Financial Representative from 2021 to 2023. This experience contributes to her expertise in client relationship management and financial planning. Outside of her professional career, Sara has personal interests that include fitness, golf, skiing, traveling, and yoga.

Breton Bonnette is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Stifel since 2020. Prior to joining Stifel, he worked for Bank of America for nine years. Outside of his advisory role, he is the founder of the podcast FC Wonderkid, which focuses on content generation and business development. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodology from its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Steven Carney is a financial advisor with Edward Jones in Cherry Hill, NJ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Merrill for 15 years and was involved with Regency Square HOA for two years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, trust services, and securities-based lending options.

Tyler Guner is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including KOC Holding and Rowan University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Alex Neumann is a financial advisor at OSAIC with 7 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Lincoln Financial Advisors, Inc., Lincoln Financial Group, and Lincoln Financial Securities, Inc. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various advisory and managed account programs.

Dore Provda is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he works with clients and their families to develop disciplined planning processes centered around their financial goals, utilizing tax-efficient investment techniques. Prior to joining Fidelity Investments, Mr. Provda gained extensive experience in the financial industry. He served as a Line Manager at Vanguard Marketing Corporation from 2010 to 2012. Before that, he was a Wealth Management Advisor at TIAA-CREF from 2000 to 2010, and he began his career as a Financial Associate at US Trust from 1998 to 2000.

Mark Levin is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including over a decade at Morgan Stanley and its affiliates prior to joining LPL Financial in 2020. 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 other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by technology tools for operational and research purposes.