Shane Asman is a CFP®-certified financial advisor with Charles Schwab in Marlton, NJ, and has one year of industry experience. Prior to joining Schwab, he held roles at Mass Mutual Eastern PA and has experience in healthcare and consulting. Outside of finance, he works at Cider Belly Hard Cider and delivers flowers for Ambler Flower Shop. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers a comprehensive range of brokerage, custody, and investment solutions.

Michael Rosenberg is a financial advisor with Wells Fargo Clearing in Marlton, NJ, holding the CFP® designation and Series 66 license. He has nine years of industry experience and 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 and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Scott Wiese is a CFP®-certified financial advisor with 34 years of industry experience, currently affiliated with LPL Financial since 2018. His prior roles include positions at Ocean First Bank, Invest Financial Corporation, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Marc Pelerin is a financial advisor with LPL Financial in Marlton, NJ. He holds a Series 66 designation and has one year of industry experience. In addition to his advisory role, he works as a public school teacher and operates an online running coaching business. 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 advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies and technology tools.

Daniel Delaney Jr. is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at SESAC and was involved with Music City Media. Outside of finance, he performs as a musician, playing saxophone and other instruments in local bands and has been part of a Bruce Springsteen tribute band. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data, providing clients with customized advice within a structured investment framework.

Robert Falconiero is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in assisting business owners, 401(k) plan sponsors, and individuals with equity compensation plans navigate complex financial decisions and develop strategies focused on long-term financial confidence. His work centers on simplifying wealth planning, optimizing retirement strategies, and guiding clients through major business and personal financial transitions. With a background that includes serving as an Orthopedic Trauma Consultant at Johnson & Johnson prior to joining Merrill Lynch in 2019, Mr. Falconiero brings a unique perspective to his advisory role. He holds multiple professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC). His education includes a Bachelor’s degree from Drew University and an MBA in Finance from Drexel University’s LeBow College of Business. Outside of his professional duties, Robert serves on the Board of Goodwill Industries of Southern New Jersey and Philadelphia. He enjoys playing golf and tennis, and spending time with his wife, their three children, and their two dogs.

Shirley Weber is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 26 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 1999. Outside of advising, she is involved in sales of loan products and home-related services through affiliates of her firm. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies and third-party managers to deliver tailored advisory services.

Michael Hacker is a Senior Financial Advisor with Merrill Lynch Wealth Management in the Philadelphia office. He focuses on goals-based wealth management, taking a comprehensive view of clients' financial situations that includes investment and liability management, education funding, insurance, and estate planning. Michael develops strategies and recommendations tailored for high-net-worth individuals, their families, and businesses, aiming to help them pursue both short- and long-term financial goals. His approach to wealth management is consultative and objective, emphasizing personalized service and client relationships built on trust and professional advice. Michael and his team follow a disciplined wealth management process based on time-tested investment principles, while maintaining flexibility to adapt to changing economic conditions. They utilize sophisticated wealth forecasting tools to simulate asset growth and assess the likelihood of achieving clients' retirement and other objectives. Michael holds a Bachelor's Degree from the University of Vermont and the Personal Investment Advisor (PIA) designation. He is committed to community involvement, participating in local organizations through volunteer work. His personal interests include golfing, skiing, and soccer.

Richard Jagodzinski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience working with families, business owners, and executives to help them meet their financial goals. His approach centers on building personal relationships and collaborating with clients’ CPAs, estate and tax attorneys, and other experts to deliver comprehensive wealth management strategies. Richard holds a Bachelor’s degree from Guilford College and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise covers areas such as college education planning, family wealth management, legacy planning, retirement income, portfolio management, and managing new wealth. Outside of his professional role, Richard is involved with The Tender Adult Day Center and participates in his community through First United Methodist Church in Moorestown, NJ. His personal interests include basketball, golfing, traveling, and spending time with family and close friends.

Michael Orihel is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including BlackRock Investments, Morgan Stanley, Mass Mutual Life Insurance, and Prudential Insurance. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced research and operational tools.

Walter Schwenk is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 50 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for five years before joining Wells Fargo in 2016. Outside of his advisory role, he serves as a co-trustee of family trusts and acts as a FINRA arbitrator. Wells Fargo Advisors is a national securities firm that provides 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, utilizing research and analytics to support investment decisions.

Michael Elchoness is a CFP® professional affiliated with LPL Financial and has 16 years of industry experience. His prior roles include positions at PNC Investments, TD Private Client Wealth LLC, and Shrewsbury River Capital. Outside of his advisory work, he is involved with Your Choice Home Care as Senior Vice President of Community Relations and owns Bluma Consulting LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

Timothy Spuler is a Chartered Financial Consultant (ChFC®) and holds a Series 65 license, with eight years of experience in financial advisory services. He is the sole advisor at TruVine Financial, LLC, which he founded in 2017, following a 35-year career at Cardone Industries, Inc. In addition to financial planning and investment advisory, he provides business consulting in finance, supply chain, and general business operations to several companies. TruVine Financial is an independent, state-registered firm serving individual and high-net-worth clients through financial planning and portfolio management. The firm emphasizes diversified equity and fixed-income strategies tailored to client objectives and risk tolerance, with research conducted in-house and a primary focus on financial education.