Angelo Pinti is a Senior Financial Advisor at Merrill Lynch Wealth Management with over fifteen years of experience in the financial services industry. He specializes in wealth planning and portfolio management, focusing on creating personalized financial strategies that reflect the unique goals and priorities of his clients. Angelo's approach is centered on building genuine, long-lasting relationships based on mutual respect and trust, emphasizing the importance of setting tangible financial objectives and implementing tailored investment strategies to achieve them. Before his career in financial advising, Angelo was a successful small business owner, an experience that informs his commitment to exceptional service and integrity. He serves clients across various focus areas, including college education planning, divorce transition planning, legacy planning, managing new wealth, retirement income, and tax minimization. As a first-generation American, Angelo values diverse perspectives and strives to connect with clients from a wide range of backgrounds. Angelo holds a Bachelor's Degree from Rowan University and is a Personal Investment Advisor (PIA). He is a member of the Beta Gamma Sigma International Business Honor Society and has been involved with his alma mater through roles on the Rohrer College of Business Alumni Advisory Council and the Rowan University Alumni Association Board of Directors. Fluent in English, Italian, and Spanish, Angelo balances his professional commitments with personal interests such as golfing, music, reading, swimming, woodworking, traveling, and spending time with his family.

Rebecca Mongeluzi is a financial advisor at J.P. Morgan Securities with a Series 66 designation. She has experience working at SEI Investments and JPMorgan Chase Bank, N.A., and has been with J.P. Morgan Securities since 2025. Her background includes roles outside the financial industry such as positions at Starbucks and the YMCA. J.P. Morgan Securities LLC 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, distribution, and investment management capabilities.

Courtney Maccarella is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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.

Nathan Spohn is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with LPL Financial and has held prior roles at Financial Engines Advisors, EF Legacy Securities, Edelman Financial Services, and Fidelity. 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, supported by a network of over 22,800 advisors and more than $819 billion in discretionary assets.

Audrey Hallman is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 65 designation and has a background that includes six years at Evesham Mortgage Co. and ownership of an accounting practice, Audrey L. Hallman, CPA. 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 through a large network of representatives and utilizes various investment strategies including model portfolios and third-party subadvisors.

Marlon Travis is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in several real estate investment ventures. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment and financial planning services.

Denise Mc Gee is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Grove Point Advisors, LLC and Cetera Advisor Networks LLC. Outside of her advisory role, she teaches small classes about wine through her business, Domina Bulla. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Daniel Kukainis is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Vicus Capital, Schwartz Financial Associates, Cetera Advisor Networks, and TD Bank. He serves as Vice President of the South Jersey Young Professionals Association, where he is involved in establishing the organization's vision, mission, and strategy. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers access to various advisory programs and third-party asset managers, with a focus on matching clients to models or discretionary managers based on risk tolerance and personal plan information.

Holly Revelas is a CFP®-certified financial advisor with Edward Jones, based in West Deptford, NJ, and has seven years of industry experience. Prior to joining Edward Jones in 2019, she served on the Gloucester Township Board of Education for seven years and worked at Verna and Associates for thirteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs, investment solutions, and affiliated services supported by a large nationwide network of financial advisors and branch offices.

Anthony Herbstsomer is a financial advisor with Fidelity in Philadelphia, PA, holding Series 63 and Series 65 licenses. He has eight years of industry experience, including roles at Fidelity Investments and The Prudential Insurance Company of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of AI and systematic methodologies, as well as its advisory roles to multiple registered investment companies.

Eric Stephen is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at RBC Capital Markets since 2009, previously spending four years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Alyssa Follo is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley Smith Barney LLC in 2021, she worked at The Vanguard Group, Inc. and spent four years affiliated with West Chester University. From 2015 to 2020, she was involved in homemaking with Anne Marie Pisano. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its advisory process.

Carly Schiavone is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and nine years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley since 2018. Outside of her advisory role, she works as a delivery driver for Maplebear Inc. 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, including tailored financial planning supported by firm-approved tools and methods, managing approximately $2.74 trillion in client assets.

Tina Xiao is a Planning Consultant at Fidelity Investments, where she has been serving since 2022. She brings over two decades of experience in financial planning, having held various roles within the financial services industry. Prior to her current position, she worked as a Financial Consultant and Investment Consultant at Fidelity Investments from 2011 to 2022, and she has also held positions at Merrill Lynch and Ameriprise Financial dating back to 2003. Her expertise lies in partnering with clients to make informed financial decisions and co-creating customized wealth plans. Tina emphasizes transparency, collaboration, and empowering individuals, focusing not only on financial numbers but also on client feelings and progress. She works with a diverse range of clients, including individuals, families, and businesses, to help them achieve their unique financial goals and aspirations. Outside of her professional work, Tina enjoys outdoor activities such as camping, hiking, and outdoor adventures. She also has interests in museums, photography, and traveling.

Walter Fletcher is a CFP® professional with 40 years of experience in the financial services industry. He is currently affiliated with Cetera and has previously worked at Summit Financial Group and related entities. Outside of his advisory work, he serves as a successor trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through various program structures and manager options.

Jason Coleman is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors who has seven years of industry experience. Prior to joining Cambridge, he worked for Talen Susquehanna Nuclear LLC for 15 years. Outside of his advisory role, he is also involved as an independent insurance agent through Frank Leonards and Frank, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing a range of investment strategies and platform options tailored to client objectives.

Lindsey Robbins is a financial advisor at J.P. Morgan Securities with a Series 66 credential and less than one year of industry experience. Her prior work experience includes roles at JPMorgan Chase Bank, AstraZeneca, and Whole Foods. J.P. Morgan Securities LLC 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Christopher Cortina is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019. Prior to that, he was employed at Bank of America and Merrill from 2016 to 2019 and spent time at the University of North Carolina at Chapel Hill. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael St. Amour is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2007. He is also the owner and president of Capital Benefit Consultants Inc., a firm focused on investment and employee benefits. OSAIC Wealth, Inc. serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party solutions to construct and manage portfolios across multiple asset classes.

Amber Almeida is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Almeida is based in Mullica Hill, NJ. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supporting clients through a centralized consulting team and an algorithm-assisted process.