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.

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.

David Mack is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services for 12 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 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 analysis to support its advisory services.

Matthew Bichefsky is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Silicon Valley Bank, TD Bank, New York Life, and the University of Delaware. Morgan Stanley Wealth Management provides advisory programs to 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 planning process that includes firm-approved tools and modeling techniques.

Daniel Zimmerman is a financial advisor with LPL Financial in Moorestown, NJ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Invest Financial Corporation and Beneficial Savings for ten years each. Outside of his advisory work, he is involved in tax preparation and accounting services. 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 financial planning and portfolio management solutions, leveraging model portfolios, third-party subadvisors, and customized strategies.

Jeffrey Browne is a Wealth Management Advisor at Merrill Lynch Wealth Management and leads the Browne-Dugary Group. He works primarily with executives, small business owners, and multi-generational families, focusing on client-centered wealth management strategies that address their unique financial goals. Jeffrey's expertise includes executive compensation, family wealth management strategies, tax minimization, and retirement income planning. His team, recognized for exceptional service, supports clients through disciplined and personalized financial planning to meet their needs. He holds several professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jeffrey earned a Bachelor's degree from Babson College. Outside of his professional role, he is actively involved in his community through mentoring and coaching youth sports, particularly supporting underprivileged youth via Catholic Partnership Schools, and volunteering with Bishop Eustace Preparatory School. He resides in New Jersey with his wife and three children and enjoys basketball, golfing, and traveling.

John Mccaughan is a financial advisor with OSAIC, holding a Series 63 designation and bringing 38 years of industry experience. He worked for Lincoln Financial Advisors and Lincoln National Life Insurance Company for over 25 years before joining OSAIC in 2025. Outside of his advisory role, he is an insurance agent offering disability insurance, fixed annuities, and traditional life insurance products. OSAIC Wealth serves a diverse client base including retail and institutional investors, providing brokerage and advisory services through a multi-advisor platform with options such as comprehensive financial planning and advisor-managed portfolios. The firm utilizes a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various tools and discretionary strategies.

Gregory Sobocinski is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016, following prior roles at Wealth Management Associates, Inc. and Merrill. Outside of his advisory role, Sobocinski is also an independent insurance agent and is involved with Brae Wealth Management LLC. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Jeffrey George serves as a Managing Director and Wealth Management Advisor at George Bernstein Mulholland Wealth Management. He works with high-net-worth individuals, families, and institutions to develop wealth planning and investment strategies. Jeff is a member of the firm’s investment committee, applying institutional-level rigor to investment selection, tactical asset allocation, and portfolio construction. He holds several professional designations including Certified Investment Management Analyst® (CIMA®), Certified 401(k) Professional (C(k)P®), and Certified Plan Fiduciary Advisor (CPFA). His expertise extends to retirement plans, qualified retirement plan strategies, and fiduciary responsibilities. Jeff previously worked at Merrill in roles such as Branch Manager, Resident Director, and Regional Sales Manager. His leadership experience also includes military service as a Company Commander in the 101st Airborne Division during Operation Iraqi Freedom. Jeff earned a bachelor's degree from Embry-Riddle Aeronautical University. He is involved in community organizations including Fellowship Bible Church, Greater Vineland Chamber of Commerce, Inspira Hospital Network, Jersey Surf Drum and Bugle Corps, and the Union League of Philadelphia. He resides in southern New Jersey with his wife and three sons and has been recognized with the Merrill David Brady Award for community service.

Joseph Spanfelner is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary recommendations through a centralized consulting team, with a focus on assets held in Ameriprise Managed Accounts.