Jacqueline Lipski is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, KIPP New Jersey, and Lincoln Financial Distributors. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s broader platform, providing access to a wide array of products and services.

Anita Grossman is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 30 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 29 years before joining OSAIC in 2025. Grossman operates a separate business offering accident, health, disability insurance, and various annuity products. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to multiple investment platforms, employing asset-allocation tools, risk assessments, and automated rebalancing to design portfolios across various asset classes.

Christopher Went is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at UBS Financial and Envestnet Inc. He is involved with several affiliated businesses operating under LPL Financial, including GPS Wealth Management and Gladstone Wealth Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christopher Crosby is a financial advisor with Cetera, holding the Series 66 credential and bringing 21 years of industry experience. His prior experience includes roles at BNY Mellon and various independent advisory practices. He serves as a trustee on the investment committee for Rowan College, reviewing investment advisors and portfolio allocations for the foundation. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management solutions and access to third-party money managers.

Susan Witte is a financial advisor at LPL Enterprise with 33 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she serves as Vice President of Membership for the Sisterhood at Congregation Kol Ami, a nonprofit organization. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Tara Reigel is a financial advisor at Morgan Stanley with 17 years of experience at the firm. She holds a Series 66 designation and is based in Mount Laurel, NJ. 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 that uses structured discovery processes and firm-approved tools to model outcomes and support client decision-making.

Jean Paul Brescia is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is involved with Pax Nauticus LLC, a property management business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Brian Baskin is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding a Series 66 designation and 19 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2017. Outside of his advisory role, Baskin coaches Jiu Jitsu at the Moorestown Recreational Center. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Mark Schuehler is a financial advisor at Morgan Stanley with 9 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2015 and 2017, respectively. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning that integrates firm‑approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with a variety of investment and trading activities.

Jonathan Bovit is a financial advisor at Edward Jones in Medford, NJ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles at companies including Miltek USA and Recycle Track Systems. He was previously the president of an inactive software company, Warmsuite LLC, which he plans to dissolve by the end of 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and a fiduciary standard across its programs.

Scott Lingrell is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He previously worked at METLIFE Securities Inc for 15 years before joining Mass Mutual affiliates, where he has been since 2016. Outside of his advisory role, he serves as volunteer president of a 501(c)(3) charity organization, Players Committee Inc. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and event-driven planning services such as estate settlement and divorce planning.

John Gallagher is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 46 years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Gallagher is also associated with Costa Ventures LLC, a non-investment related business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting with discretionary and non-discretionary management supported by in-house and third-party research.

Mark Olszak is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory services across a large network of more than 14,000 financial advisors.

Michael De Persia is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 credential and has previously worked at Le Moyne College and Indiana University–Indianapolis. Outside of his advisory work, he serves as a basketball coach and Director of Basketball Operations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisors. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and supported by research and model portfolios.

Douglas Roskos is a financial advisor with Raymond James Financial, holding the CFP® designation and over 23 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is a partner in Uncle Dave's Homemade Ice Cream LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed risk assessments and firm research to develop tailored recommendations.

Lisa D'amelio is a Series 66-licensed financial advisor with 28 years of industry experience. She has been with Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America's broader platform, providing access to a wide set of investment products and services.

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.

Samuel Maxey is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2025, he worked at Life Time from 2019 to 2025 and spent several years at Temple University. Outside of his advisory role, he provides workout training plans to friends and family on a volunteer basis. Merrill offers managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment strategies constructed by its Chief Investment Office with third-party management and access to Bank of America’s broader platform.

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 at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2024. Outside of his advisory role, he has been a soccer coach with the Medford Soccer Club since 2021. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizons.