Matthew Mcfadden is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a combined tenure of 11 years before joining Ameriprise in 2023. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach, delivering personalized, non-discretionary recommendations through a centralized consulting team.

Kenneth Stewart is a CFP® with 18 years of experience in the financial services industry. He has been with Ameriprise since 2007, currently serving clients through the firm’s Williamstown, NJ office. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds, offering detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its affiliated entities.

Marc Cavalier is a Financial Consultant currently working at Fidelity Investments since 2024. He has a professional background in financial advisory roles, having served as a Financial Advisor at Vanguard from 2018 to 2024, and prior to that as a Financial Services Representative at Vanguard from 2014 to 2018. Marc focuses on helping individuals and families develop and maintain comprehensive financial plans aimed at achieving their financial goals. His experience includes working closely with clients to create strategies tailored to their future financial needs. Outside of his professional work, Marc enjoys activities such as fishing, fitness, hiking, outdoor adventures, and skiing.

Anthony Heizenroth is a financial advisor at Morgan Stanley with 19 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2012. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and access to institutional investment resources.

Ericka Andino is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Morgan Stanley Private Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Reynold Cicalese III is a financial advisor at Cetera with 13 years of industry experience and a Series 66 designation. He has held roles at various firms including Avantax and 1st Global Capital Corp, and has a background in accounting with Alloy Silverstein CPAs, where he is expected to become a minority owner. Cicalese serves on the board of the Cooperative Business Assistance Corporation, a nonprofit supporting small business growth in southern New Jersey and Philadelphia, and he is involved with the NJCPA Scholarship Fund. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a large network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning solutions across multiple program structures and custodians.

Alfred Zarroli is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Tabernacle, NJ office. Outside of his advisory role, he serves on the Board of Directors and as Chairman of New Business Development for Bestwork. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations tailored to clients’ financial goals.

Richard Damerau Jr. is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at several firms including PHH Mortgage, Bank of America, Merrill, and Manpower Group. Damerau is currently based in Marlton, NJ. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Michael Greene is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked in consulting and physical therapy fields. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and advanced financial modeling tools.

Craig Redcay is a financial advisor with RBC Capital Markets in Mount Laurel, NJ, holding a Series 66 designation and 20 years of industry experience. He has worked at RBC Capital Markets since 2016 and previously held roles at Morgan Stanley Smith Barney and City National Bank. Redcay serves as treasurer on the board of directors for Teen Challenge, a recovery program. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors and institutional clients. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Liam Sawchuk is a financial advisor with UBS Financial Services in Mt. Laurel, NJ. He holds a Series 66 designation and is in the early stages of his career in the industry. His prior work experience includes roles at Equitable Advisors LLC and positions in education and local organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research with model-based asset allocations. The firm provides a range of services including financial planning, portfolio management, and capital markets capabilities.

Michael Long is a financial advisor with LPL Financial in Beverly, NJ, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Prudential Insurance Company of America, Bank of America, Merrill, and Thrivent Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

Scott Nash is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 35 years of experience in the financial services industry. Scott is part of The Nash Wealth Management Group, which combines investment insights and global capabilities of Merrill Lynch with the banking services of Bank of America to provide coordinated financial strategies. Scott's expertise includes college education planning, corporate executive services, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, women and wealth, individual and corporate investment strategy, and retirement income. He is dedicated to guiding investors through complex financial situations with personalized advice and ongoing education. Scott has completed the Graduate Wealth Management Advisor program and holds the Accredited Wealth Management Advisor (AWMA) designation as well as the Personal Investment Advisor (PIA) designation. He earned his high school diploma from South Philadelphia High School. Outside of work, Scott enjoys running and weightlifting. He lives in Marlton, NJ with his wife, Debbie, and they have two grown children.

Raegen Richard is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Equitable Advisors and has previously worked at Ameriprise and Edward Jones. Outside of his advisory career, he was involved with Droneprep LLC for nine years. 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 multiple third-party programs. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

James Owens is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. His prior work includes roles at Lincoln Financial Advisors Corporation and several companies outside the financial sector, including College Hunks Hauling Junk & Moving, Kohls Corporation, and CVS Health. 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 provides a variety of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and multiple management options.

Michael Black is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2013. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a large network of over 14,000 financial advisors and provides both brokerage and advisory solutions.

Thomas Gillespie is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and 16 years of industry experience. Prior to his current role, he worked at Axa Advisors, LLC from 2010 to 2020 and has operated Gillespie & Associates since 2004. Outside of his advisory work, he is involved in accounting through Gillespie & Associates, LLC, holds management and ownership roles at Panchpa Inc., and is a partner in PanchMedia, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth families, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered investment adviser and broker-dealer, utilizing LPL-sponsored and endorsed third-party advisory solutions.

Sean Campbell is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2016. Outside of his advisory role, he serves as an independent contractor officiating Division I men's college basketball games through the Men's Basketball Alliance. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Gabrielle Hornak is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Wells Fargo Bank, Amazon, Shoprite, and Ewing High School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, utilizing an investment policy statement-driven process grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products among its investment options.

Shane Asman is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation. Outside of financial advising, he works as a server at Cider Belly Hard Cider and delivers flowers for Ambler Flower Shop. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management supported by centralized operational and custody services.