Kevin Gianfortune is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Hornor Townsend And Kent, Inc. Outside of his advisory duties, he is involved in several insurance-related business activities, including non-variable insurance sales and financial planning entities. 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 advanced operational tools and oversight of substantial discretionary assets.

Joel Reitzes is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and previously worked at UBS for seven years before joining Morgan Stanley in 2021. 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, and manages approximately $2.74 trillion in client assets.

Chris Rilling is the Vice President and Executive Planning Consultant at Fidelity Investments. He has been with Fidelity since 2000, progressing through roles including Financial Representative, Financial Consultant, and now Executive Planning Consultant since 2017. With over two decades of experience in financial services, Chris focuses on helping clients make informed decisions by identifying risks and opportunities within their overall financial plans. His work aims to ensure that clients and their families can enjoy their preferred lifestyles with confidence. Prior to joining Fidelity Investments, Chris worked as a Financial Representative at American Express in 2000.

Brian Lorenz is a financial advisor with Equitable Advisors, holding the Series 66 designation and possessing two years of industry experience. Prior to joining Equitable Advisors, he worked at Center Stage Antiques and has been involved with the Medford Soccer Club as a coach since 2021. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to a diverse client base, including individuals, corporations, and charitable organizations. The firm works with various third-party asset managers and offers a range of advisory models implemented through these partnerships.

George Di Biase is a Financial Advisor at Merrill Lynch Wealth Management. He works one-on-one with clients to define their financial goals and develop portfolio strategies designed to achieve them. George provides ongoing advice and adapts clients' portfolios as their situations change. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and Personal Investment Advisor (PIA) credential. George earned a Bachelor's Degree and a Master of Business Administration (MBA), both from Fairleigh Dickinson University. Outside of his professional role, George enjoys a variety of activities including baseball, boating, football, hiking, hunting, pickleball, running, wood working, and yoga. He values spending time with his family and engaging in his community.

Aidan Fegley is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at UBS Financial Services, Inc. and Fidelity Investments. 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 provides a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Robert Marasa is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2025, following prior roles at The Prudential Insurance Co. of America and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence to build model asset allocations, utilizing an ESG eligibility framework and broader derivatives and commodities capabilities.

Leslie Streitfeld is a financial advisor with Equitable Advisors and holds a Series 66 designation. She has 34 years of industry experience, including prior roles at Axa Advisors, Guardian Life, and International Planning Alliance. Outside of her financial advisory work, she is a percussionist in the musical group All Winter Long, which performs classic rock and roll acoustically in the New Jersey and Pennsylvania areas. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party asset managers and proprietary tools to deliver tailored investment solutions.

Rachel Marshall is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their advisors to develop and maintain personalized holistic financial plans. She has been in this role since 2020. Prior to her current position, Rachel served as a Senior Relationship Manager at Fidelity Investments from 2018 to 2020. Before joining Fidelity, she worked at TIAA in various capacities, including Client Relationship Consultant from 2017 to 2018 and Senior Administrative Assistant from 2010 to 2017.

Dustin Pfaff is a financial advisor with Merrill in Williamstown, NJ, holding a Series 66 designation and eight years of industry experience. He has been associated with Merrill and Bank of America since 2014. Outside of his advisory role, he is the owner of Guardian Angel Gutters LLC, a business specializing in home gutter cleaning and maintenance. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Dicicco is a financial advisor with LPL Financial in Marlton, NJ, holding CFP® and Series 66 designations and bringing 29 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2003 and previously at Merrill from 2000 to 2003. Outside of advisory services, he is involved in selling term life insurance. 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 access to third-party asset management, supported by a large network of investment adviser representatives.

Carol Todd is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill Lynch since November 1984, initially based in the Marlton, New Jersey office. In December 1994, she relocated to Grand Junction, Colorado, where she balances maintaining a large client base in New Jersey through several annual visits with continuing growth of her client base in Colorado. Carol's client focus includes family wealth management strategies, legacy planning, personal retirement planning, and women and wealth. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her educational background includes a high school diploma from Lost Nation Community High and a bachelor's degree from Iowa State University. Growing up on a farm in Iowa, Carol continues to engage in equestrian activities on her acreage in Colorado, raising horses and hay. She is actively involved in community organizations including Back Country Horsemen, Colorado Canyons Association, Newcomer's Club, West Rhone Lateral Ditch Company, and Women's Giving Club.

Christopher Spitaletto serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he partners with clients to assess their current financial situations and introduce solutions offered through Merrill and Bank of America. He focuses on empowering clients with the knowledge and tools necessary to manage their financial lives and select platforms aligned with their needs. Christopher holds a Master's Degree from Saint Peter's University and a Bachelor's Degree from Rutgers University. He is also designated as a Personal Investment Advisor (PIA). His professional approach centers on helping clients identify what matters to them and their families to develop strategies aimed at achieving their financial goals.

Tyrell Smith is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting clients with retirement planning, small business financial strategies, and comprehensive wealth management. Tyrell's approach focuses on educating clients and helping them understand opportunities to make informed financial decisions that align with their goals. He holds a Bachelor's Degree from Hampton University and has earned professional designations including Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC). Tyrell's expertise encompasses corporate benefits, education planning, legacy planning, philanthropic planning, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional work, Tyrell is involved with Next Dimension Family Worship Church. His personal interests include basketball, dancing, football, music, photography, reading, spending time with his family, and traveling.

Samuel Paolino Jr. is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. He is an owner of Rafter, Lewis & Paolino Financial Advisors and serves as a financial professional at Rosenthal CPA Company. He has been affiliated with Cetera and its related entities since 2010. Cetera Investment Advisers LLC is a national SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services and access to third-party money managers.

Stephanie Kaupas is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with UBS in various roles since 2011. Outside of her advisory work, she has involvement with JL Hospitality, a privately held business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a variety of portfolio management strategies.

Patrick Thompson is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and The Vanguard Group Inc. His background includes roles in both financial services and other industries. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joseph Dugary is a Wealth Management Advisor with Merrill Lynch Wealth Management, a role he has held since 2011. He specializes in assisting successful professionals and corporate executives navigate complex financial decisions associated with growing wealth, preparing for retirement, and transitioning into new life stages. Joseph's approach involves coordinating various aspects of clients' financial lives, including retirement income planning, managing concentrated stock positions, executive compensation and workplace benefits, tax-efficient wealth strategies, Social Security and Medicare planning, estate and legacy planning, as well as lending and liability management. Joseph holds a Bachelor's degree from The Catholic University of America and maintains professional designations including Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His philosophy emphasizes disciplined planning and long-term focus over reacting to short-term market fluctuations. Joseph prioritizes understanding his clients' unique goals and circumstances to provide relevant and personalized financial guidance. In addition to his professional pursuits, Joseph is involved in the community organization Infinite Love for Kids Fighting Cancer. He enjoys golfing, running, traveling, watching movies, and spending time with his family.

Matthew Bravyak is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at the University of Delaware and Bishop Eustace Preparatory High School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, with a focus on assets held in Ameriprise Managed Accounts, and offers a wide range of advisory, brokerage, and insurance solutions.

Paul Steinbiss is a financial advisor with Wells Fargo Clearing in Marlton, NJ, holding Series 63 and Series 66 designations and having 41 years of industry experience. His previous roles include positions at Stifel and Janney Montgomery Scott. Outside of his advisory work, he is a landlord of a rental property in Philadelphia. 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.