Scott Mc Crea is a CFP® designated financial advisor with eight years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at TransAxle, LLC and Earthborne, Inc. Mc Crea serves as a board member for Valley Day School in Morrisville, PA, providing oversight on budgeting and strategic planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

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.

Carmen Pontelandolfo is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. Prior to joining LPL in 2023, she worked at Morgan Stanley in various capacities from 2013 through 2023. LPL Financial is a 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 offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house research and third-party subadvisors.

Michael Bookman is a financial advisor with Ameriprise in Cherry Hill, NJ, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its related entities since 2012. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kurt Sakowski is a financial advisor with LPL Financial in Hamilton, NJ, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked with Linsco/Private Ledger since 2006. Sakowski operates two DBAs, Wealth Management Partners LLC and Sakowski Financial Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Joseph Saskiewicz is a CFP® and ChFC® with 45 years of industry experience. He is currently affiliated with Cetera and has previously worked at Voya Financial Advisors and operated his own firm, Saskiewicz and Associates, since 1969. He serves on the finance committee of St Andrew Church and owns a tax preparation business. Cetera Investment Advisers LLC provides a broad range of services through a nationwide network of independent advisors, serving individuals, retirement plans, corporations, and institutions. The firm offers various portfolio management options, financial planning, and access to third-party managers across multiple program structures and custodial relationships.

Dillon Gravenstine is a financial advisor with Morgan Stanley and holds Series 65 and Series 63 licenses. He has six years of industry experience, including previous roles at Goldman Sachs & Co. LLC and Susquehanna International. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Frances Larosa is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services through a centralized consulting team, while also offering a broad range of advisory, brokerage, and insurance solutions.

Stewart Caesar is a CFP® professional with 41 years of industry experience, currently serving as an advisor at Osaic. He spent 20 years at American Portfolios Financial Services, Inc. In addition to his advisory work, he owns and operates Retirement Resource Network, a financial planning and insurance business. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisors and multiple platforms, offering integrated brokerage, advisory, and retirement plan consulting services. The firm employs advanced asset-allocation tools and supports discretionary and non-discretionary portfolio management with access to various investment products and third-party money managers.

Sean McGovern is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Inc., John Hancock Mutual Life Insurance Company, and Signator Investors, Inc. Outside of his advisory role, McGovern coaches youth soccer and flag football for the Hadden Township Athletic Association. OSAIC serves a diverse range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Michael C. Fidler is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2012 and holds a Series 66 designation. Outside of his advisory work, he is a partner in BMC Management Inc., which owns and operates Planet Fitness franchises. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm utilizes proprietary research and model-based strategies to tailor plans according to clients’ goals and risk tolerances.

Robert Philpott is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. Prior to joining LPL Financial, he worked at Agia and Valic Financial Advisors. Outside of his advisory role, he is a business owner based in Audubon, NJ. 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 offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to provide discretionary and non-discretionary management.

Anthony Galati is a CFP® professional with 12 years of industry experience, currently serving at Raymond James Financial Services Advisors Inc. since 2014. He holds the Series 66 designation and is based in Marlton, NJ. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary advisory services using risk profiling and analytical tools, and supports municipal and public finance work through a unique municipal advisor affiliation.