Joseph Dunn II is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Dunn Group, a practice focused on delivering a client-first approach through comprehensive wealth management strategies. Joseph assists clients in managing fees, taxes, and risks to help them attain financial independence. His work emphasizes planning for Baby Boomers' Required Minimum Distributions and advising high-income millennials on a variety of life goals including real estate purchases, education planning, tax reduction, managing student loan debt, executive compensation, and retirement planning. Joseph holds a high school diploma from St Joseph's Preparatory School and a bachelor's degree from St Joseph's University. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation, is a Chartered Retirement Planning Counselor (CRPC), and holds the Personal Investment Advisor (PIA) credential. He is affiliated with the Haddon Fire Co #1. Outside his professional role, Joseph is involved in his community as a lieutenant in his hometown fire department and volunteers with the Cathedral Kitchen. He has received the President's Volunteer Service Award. Personal interests include spending time with his Husky puppy Jake, enjoying Philadelphia sports teams, and family activities with his nieces and nephew.

Kevin Mccauley is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cambridge Investment Research since 2008. Outside of his advisory work, he serves as Treasurer on the West Collingswood Extension Civic Association Board and works as a tax preparer. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management, offers access to third-party advisers and proprietary model strategies, and operates through a large network of financial professionals.

Michael Amato is a CFP® and PFS™ with 34 years of experience in financial services. He currently works at Cetera and has held previous positions at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, Amato is president of Independent Tax & Financial Planners, P.C., where he provides tax preparation and accounting services, and serves as a fiduciary trustee. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services delivered through a nationwide network of independent advisors.

Joseph Persiano is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial goals and develop strategies to pursue them over the short, mid, and long term. He serves as a resource for areas including investing, retirement planning, and saving for unexpected events, while providing access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Joseph specializes in several client focus areas such as executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, special needs planning strategies, sports and entertainment, and tax minimization. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Temple University. Outside of his professional duties, Joseph enjoys baseball, basketball, football, golfing, ice hockey, spending time with his family, and watching movies.

Natalja Barnett is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings a diverse professional background that includes seven years as a lawyer at a Latvian-Swedish manufacturing company and more than a decade in financial reporting and management at BNY Mellon. Her experience at BNY Mellon focused on complex financial reporting, analysis, and accounting of mutual and closed-end funds, which informs her meticulous approach to financial advising. Natalja specializes in areas such as college education planning, family wealth management strategies, personal retirement planning, women and wealth, and retirement income. She is committed to building strong, trust-based client-advisor relationships grounded in a clear understanding of clients' personal and financial goals. Her advisory approach emphasizes objective, product-neutral guidance through Merrill’s disciplined four-step wealth management process, aiming to provide tailored strategies that support clients’ long-term financial success. Educationally, Natalja holds a Master’s Degree in Law and a Bachelor’s Degree from Latvia State University, as well as an MBA from Widener University. She is also a Personal Investment Advisor (PIA) and is fluent in Russian and English. Outside of her professional life, Natalja enjoys gardening, hiking, horseback riding, music, running, scuba diving, skiing, spending time with family, traveling, and yoga.

Lauren Kwasnicki is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Merrill since 2010. Merrill, in conjunction 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Paul is a CFP® professional with five years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities. His background includes roles at The Vanguard Group and JPMORGAN Chase Bank, as well as military service in the United States Marine Corps. He also has experience outside finance, having worked at La Cena Restaurant. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager selection, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG eligibility criteria in its recommendations.

Robert Hoffman III is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2010 and has also worked at Fulton Bank and Fulton Financial. Hoffman is involved with Fulton Financial Advisors in a non-investment role focused on investment sales. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports a wide network of advisors with advanced analytical tools and specialized services in municipal finance and SIMPLE IRA consulting.

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 Series 66-licensed financial advisor with Wells Fargo Clearing, based in Marlton, NJ, and has 13 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

William Rivel is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked for nine years at Janney Montgomery Scott, LLC before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary advisory relationships.

Christopher Reilly is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors, MSI Financial Services, Firstrust Financial Advisors, Equitable Advisors, and Progress Financial Advisors. Outside of his advisory role, Reilly is also involved as an agent offering disability, fixed and indexed annuities, health savings accounts, and traditional life insurance. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform that provides brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and a range of discretionary and third-party management options.

Adam Zielinski is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 18 years of industry experience. His career includes roles at Cambridge Investment Research, Commonwealth Financial Network, Millstone River Wealth Management, and AXA Advisors. He is also an owner of Millstone River Wealth Management and has experience as an insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple platform solutions and proprietary model strategies while managing a multi-billion dollar asset base.

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 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining J.P. Morgan, he worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he is also a caregiver for his parents through Priva LLC, a home care agency. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes an ESG eligibility framework, with a range of services supported by affiliated investment-management entities.

Daniel Benster is a financial advisor with LPL Financial in Langhorne, PA, holding Series 63 and Series 65 designations and 32 years of industry experience. He has worked at several firms, including Janney Montgomery Scott, Wells Fargo Clearing, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology tools and a broad network of over 22,800 advisors.

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 assists busy professionals and families in aligning their money with their life, focusing on areas such as 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 holds a Certified Investment Management Analyst (CIMA) certification and a Personal Investment Advisor (PIA) designation. He earned his bachelor's degree from Jacksonville University. With over a decade of experience, he provides comprehensive wealth management services including investments, risk management, philanthropic planning, and trust and estate planning services. In addition to his professional work, Matthew volunteers within the Brazilian Jiu-Jitsu community and at the Crescent Boat Club on Boathouse Row in Philadelphia. He combines his expertise with his community involvement to support clients in meeting their personal and organizational wealth management goals.

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.