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.

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.

Christopher Sciarrino is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at BestVest Investments, Ltd. and Northwestern Mutual. He also has experience outside of finance through a seven-year role at America's Pie. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with extensive non-advisory financial services.

Kristen Hoey is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and seven years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has additional experience with Slack Incorporated and Camden County College. Outside of advising, she serves as an executor of an estate, managing fiduciary responsibilities. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers access to various financial planning and consulting services.

Bryan Messick is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and previously worked at TD Bank NA and Franklin Mint Federal Credit Union. He serves as a board member at large for the Delaware County Estate Planning Council. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm provides a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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.

Adam Kaufer is a financial advisor with Cetera, holding the CFP® and ChFC® designations and 14 years of industry experience. He is also co-owner of Prism Financial Group LLC and serves as principal and CEO of Kaufer Financial, LLC, specializing in financial planning and wealth management. Outside of his advisory roles, Kaufer serves on the board of Fort Mifflin on the Delaware, a national historic landmark, and is a board member of the Navy League of the United States Philadelphia Council. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services delivered via multiple program structures, with access to affiliated and third-party managers and a multi-manager platform approach.

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.

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.

Neal Pierce is a CFP® and PFS™ credentialed financial advisor with 33 years of industry experience, currently associated with Cetera. He has held roles at Avantax Insurance Agency, Cumberland Insurance Group, and Avantax Advisory Services throughout his career. Pierce also maintains a CPA practice focused on tax preparation and accounting. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment solutions.

George Eggers III is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His prior roles include positions at Paulson Investment Company LLC, Walnut Street Securities, and Legg Mason Wood Walker. Eggers is a member of the Voorhees Economic Development Committee. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with both discretionary and non-discretionary program options.

Jeffrey Hohl is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, combining research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

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.

Paul Genoese is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Avantax Advisory Services and Avantax Insurance Agency. Outside of advising, he serves as Vice President of Brandywine Benefits Group, an independent insurance agency. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

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.

Thomas Goodwin Sr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He 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 with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Stephen Schmid is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America, Morgan Stanley, J.P. Morgan Chase Bank, and J.P. Morgan Securities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.