Amanda Sneed is a financial advisor at Merrill with 18 years at the firm and 8 years of industry experience. She holds a Series 66 designation and is based in Mount Laurel, NJ. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patricia Villano is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Advisors, LLC from 2008 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Rivel is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Janney Montgomery Scott, LLC for nine years before joining his current firm in 2022. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Christopher Reilly is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors for 14 years before joining Osaic in 2025. Reilly is also active as an insurance agent, offering various health and life insurance products including disability coverage, fixed and indexed annuities, and health savings accounts. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple platforms. The firm utilizes firm-provided asset allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers.

Adam Zielinski is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including prior roles at Commonwealth Financial Network and Axa Advisors. Zielinski is also the owner of Millstone River Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing both proprietary and third-party strategies across various platform arrangements.

Stephen Gish is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Fulton Bank and several affiliated firms since 2009. Outside of his advisory role, he is an associate at Fulton Financial Advisors, where he focuses on investment sales and service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Chirag Shah is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing, Wells Fargo Bank, and JPMorgan Chase Bank prior to his current roles. Outside of finance, he is involved with Priva LLC, a home care agency, where he provides caregiving services to his parents. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while maintaining centralized due diligence and ESG eligibility processes.

Corinna Bohley is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work experience includes roles at ABCO FCU, American Heritage FCU, and Amtrak. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios. The firm also maintains a regulatory role as a commodity pool operator and advises multiple registered investment companies.

Danielle Hooven is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 credential and seven years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Principal Securities Inc. and held various roles in financial services since 2012. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment modeling to support its advisory services.

Matthew D'amico is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds a Certified Investment Management Analyst (CIMA) certification and a Personal Investment Advisor (PIA) designation. Matthew earned his bachelor's degree from Jacksonville University. With over a decade of experience, Matthew specializes in comprehensive wealth management, including investments, risk management, philanthropic planning, and trust and estate planning services. He assists busy professionals and families in aligning their financial goals with their life priorities. His client focus areas include executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, socially responsible and ESG investing, sports and entertainment, tax minimization, and retirement income. Matthew participates in community activities such as Brazilian Jiu-Jitsu and the Crescent Boat Club at Boathouse Row Philadelphia. He also conducts educational seminars for individuals, families, and businesses and speaks at various industry forums and events.

James Mcgrath is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and over 34 years of industry experience. He has worked with Fulton Bank and Fulton Financial Corporation, where he is currently involved in investment sales and service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting, employing risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christopher Meloro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Riso is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 24 years of experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. 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 provides both brokerage and advisory solutions, using research and analytics from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Emil Rotaeche is a financial advisor with Edward Jones in Haddon Township, NJ, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Outside of advising, he is involved in managing a rental property in Merchantville, NJ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient overlay services. The firm supports a large national network of advisors and branches, managing over $1 trillion in assets.

Michael Tash is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera and Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he owns an interest in a racehorse through MyRaceHorse. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers.

Clark Mangan is a financial advisor with RBC Capital Markets in Mount Laurel, NJ. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. Prior to joining RBC in 2020, he worked at Janney Montgomery Scott for 11 years. Outside of his advisory role, Mangan serves on the boards of a youth soccer club and an athletic board at a local school. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored portfolio management strategies that utilize both in-house and third-party investment managers.

Elizabeth Reznyk is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Merrill from 2021 to 2024. Her background includes diverse roles outside finance, such as positions in the food service industry and education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services and manages approximately $2.74 trillion in client assets.

Gianna Bannach is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their individual goals and provide personalized financial strategies. Her approach involves ongoing advice and guidance tailored to clients' evolving needs. Bannach's expertise includes general investing, retirement planning, and saving for unexpected expenses. She holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Rutgers Business School.

Jessica DeBear is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding a Series 66 license and 24 years of industry experience. She has been with UBS since 2016. Outside of her advisory role, she owns a start-up floral design business called DeBear Necessities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Steven Gundersen is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 credential and four years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2021. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.