Peter Palazzo is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Berlin, NJ. He has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team.

Matthew Donnelly is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2003, previously associated with Axa Advisors. Donnelly serves as a board member for the Medford Lakes Colony, where he helps oversee community infrastructure and common area improvements. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs including firm-offered and third-party solutions, with a focus on matching clients to appropriate investment models and discretionary managers.

Joseph Abbruzzi is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 42 years of industry experience. He has previously worked at RBC Capital Markets, Janney Montgomery Scott, and UBS Financial Services. Outside of his advisory work, he is the owner of Abbruzzi's Italian Market in Mount Laurel, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various portfolio strategies and operational tools.

Jack Jibrine is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, supporting clients through advisory services without offering individual security recommendations as part of standalone plans.

Steven Ferrigno is a financial advisor at Ameriprise with four years of industry experience. He previously worked at Tiedemann Advisors and Clarivate Analytics and held positions at Drexel University’s College of Computing and Informatics and Drexel University between 2013 and 2018. He holds the Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice addressing income sources, withdrawal strategies, and Social Security options.

Kristen Hoey is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has experience in financial planning as a financial planner at Garden State Financial Agency. Hoey also serves as an executor of an estate, a fiduciary role unrelated to securities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through a large network of investment adviser representatives.

Stephanie Mazzo is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 license and 14 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management provides a broad range of advisory programs for individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.

Alfred Nicolosi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Wells Fargo Clearing, and Waddell & Reed. In addition to his advisory work, he is an insurance agent affiliated with various carriers through W&R Insurance Agencies. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Nicholas Browne is a Wealth Management Advisor and a key member of the Browne Dugary team at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and CHARTERED FINANCIAL CONSULTANT (ChFC) designations, and serves as a Personal Investment Advisor (PIA). Nicholas provides financial planning and wealth management services, focusing on tailored strategies to help clients achieve their financial goals. His areas of expertise include employee benefits planning, executive compensation, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Nicholas holds a bachelor's degree in business management from Babson College and has attended the University of Maryland College Park without a degree conferred. He also completed his high school education at Bishop Eustace Prep. Nicholas currently resides in Haddonfield, NJ. Outside of his professional role, he volunteers as a middle school varsity boys' basketball coach for Catholic Partnership Schools in Camden, NJ, and is involved with Philadelphia Youth Basketball (PYB) and Sacred Heart school. He enjoys baseball, basketball, boating, golfing, and spending time with his family.

Lynn Fryckberg is a financial advisor at UBS Financial Services with 43 years of industry experience. She has been with UBS since 2016 and holds the Series 63 and Series 66 designations. 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 research, capital markets services, and affiliated banking programs.

Mark Maroldo is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks LLC for a combined total of 11 years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies.

Michael McLaughlin is a CFP® with 39 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He previously worked at Lincoln Financial Advisors Corp for 12 years and has operated McLaughlin Asset Management, Inc. since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies, and supports its network of over 22,800 advisors with advanced operational tools.

Gregory Gatesman is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Smith Barney and Julius Baer Group. Gatesman serves on the advisory board for the Cap Gemini Research Institute, contributing to the publication of the CapGemini world wealth report. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm utilizes proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans to clients’ goals and risk tolerances.

Luke Gilbert is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and previously worked at TD Bank NA and Tumbling Dice Entertainment LLC. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Kristeen Mc Connell is a financial advisor at Equitable Advisors with six years of industry experience. She holds the Series 66 designation and has worked previously at JPMorgan Chase & Co. and Financial Integrity Resources Management LLC. She began her career after completing four years at Temple University. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers through both firm-offered and third-party advisory solutions.

Justina Staneviciute is a financial advisor with Ameriprise in Longport, NJ, holding a Series 66 credential and four years of industry experience. She has been with Ameriprise since 2021 and is also associated with Andreanidis Financial Group, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad array of advisory, brokerage, and insurance solutions through its affiliated entities.

Andrew Mazzo is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing structured discovery conversations and proprietary tools to model financial outcomes.

Monica Biskup serves as Vice President and Private Wealth Management Advisor at Fidelity Investments, a position she has held since 2019. She has accumulated 26 years of experience in the financial services industry, with roles including Vice President and Financial Consultant at Fidelity Investments, Financial Advisor at Etrade, Options Specialist at Wall Street Access, Financial Advisor at Morgan Stanley, and Registered Financial Associate at Deutsche Bank. Her professional journey reflects a deep commitment to assisting clients in managing their financial lives through education and a relationship-driven approach. Monica's expertise centers on helping individuals and families work towards financial security, fulfillment, and establishing a positive legacy. Outside of her professional career, Monica enjoys activities such as camping, fitness, hiking, traveling, and exploring food.

Will Powell is a Financial Consultant at Fidelity Investments, where he collaborates with clients and a team to develop customized investment strategies aligned with their financial goals. His approach focuses on understanding client objectives and helping them avoid common investment mistakes. Prior to his current role, Will served as an Investment Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, he worked as a Private Client Banker at JPMorgan & Chase Co from 2020 to 2022 and as an Advisor at Ameriprise Financial from 2016 to 2020. Outside of his professional work, Will has interests that include art, museums, music, outdoor adventures, social events with friends, and volunteering.

Amanda Green is a Series 66–licensed financial advisor with Merrill, based in Mount Laurel, NJ. She has eight years of industry experience and has worked at Bank of America, N.A. for five years and Merrill for fifteen years. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.