Wesley Frazier is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years with INVEST Financial Corp. Frazier also has a longstanding role at Beneficial Savings Bank beginning in 2005. 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 model portfolio programs, supported by a large network of advisors and institutional platforms.

Deena Kobrin is a financial advisor with LPL Financial in Florence, NJ, holding a Series 63 designation and 41 years of industry experience. Her career includes roles at NEXT Financial Group, Citizens Securities, IC Advisory Services, The Investment Center, Wells Fargo Clearing, and Prudential Equity Group. In addition to her advisory work, she is involved as a non-variable insurance agent and refers mortgage and real estate services through The Referral Group. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and managing over $819 billion in discretionary assets.

Michael Picker is a financial advisor at Osaic Wealth with 23 years of industry experience. He holds a Series 66 designation and has worked at several firms including MassMutual Life Insurance Co and Morgan Stanley Dw Inc. In addition to his advisory role, he is also an insurance agent with Futurity First Insurance Group. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services utilizing a model-based investment process that incorporates portfolio optimization, third-party managers, and proprietary strategies.

Rachel Charles is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves on the finance committee of the First Baptist Church of Jericho and works as a contractor for DoorDash. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and various investment strategies.

Jacob Foster is a financial advisor at Fisher Investments with 11 years of industry experience. He holds the Series 66 designation and previously worked at Blackrock Investments, LLC for nine years. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to construct globally diversified portfolios employing quantitative and qualitative research, tax-aware processes, and risk management tactics.

Shawn Mc Mahon is a CFA® charterholder with 20 years of experience in the financial services industry. He has worked at Edward Jones since 2024 and previously spent 19 years with HARTFORD Funds Distributors, LLC. He is based in Southampton, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, managing approximately $1.01 trillion in assets.

Donald Delmonte Sr. is a financial advisor at Ameriprise with 40 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at LPL Financial and Ameriprise Financial Services. Outside of advising, he is involved in several business ventures related to real estate ownership and management. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that include written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored advice, primarily for clients with substantial investable assets.

Cristina Carew is a financial advisor at Morgan Stanley in Marlton, NJ, holding a Series 66 designation with eight years of industry experience. Her previous roles include positions at Wells Fargo Clearing, Wells Fargo Bank, NA, and UBS Financial Services. She also worked outside finance at Daniels Broiler for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and proprietary models to support client goals.

Albert Finkelstein is a financial advisor at Edward Jones with 21 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Siegel is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 26 years of industry experience, including prior roles at AXA Advisors and Commonwealth Financial Network. Siegel serves as a board trustee for both Corporate Resource Alliance and CentraState Healthcare Foundation, and volunteers with Make-A-Wish New Jersey and Crisis Text Line. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and utilizes multiple platforms and custodians while providing access to proprietary model strategies and third-party advisers.

Lisa Corrado is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. She holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and modeling techniques and manages approximately $2.74 trillion in client assets.

Jamie Cohen is a financial advisor at UBS Financial Services with 10 years of industry experience. He has been with UBS since 2015 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning, portfolio management, and the distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through a range of services such as principal trading, underwriting, and proprietary research.

Ulyana Leskiv is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior experience includes five years at Janney Montgomery Scott, LLC. She is based in Marlton, NJ. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income and tax-aware withdrawal strategies. The firm’s approach combines investment research, third-party data, and algorithmic tools, operating within a defined investment universe influenced by affiliated product offerings.

Antoine Stewart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank, N.A. since 2011. 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.

Kyle Lahart is a financial advisor with Morgan Stanley, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Merrill and Bank of America prior to joining Morgan Stanley in 2024. Outside of finance, he is involved as an employee at Paddy’s Old City Pub, a restaurant and bar in Philadelphia. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets using structured planning tools and offers both direct and employer-related financial plans.

Mary Marett is a financial advisor with Wells Fargo Clearing in Marlton, NJ, holding CFP® and Series 66 designations and having 20 years of industry experience. She previously worked at Janney Montgomery Scott for five years and Raymond James Financial Services for one year before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and uses research and analytics alongside diversification principles and modern portfolio theory in its investment approach.

Craig Mckinley is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 22 years of industry experience. His career includes roles at METLIFE SECURITIES Inc from 2009 to 2017 and MassMutual Life Insurance Co since 2016. He is currently based in Marlton, NJ. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on annual collaborative planning engagements using firm-approved tools without discretionary authority on investments.

Bharminder Gill is a financial advisor with Edward Jones based in Southampton, PA. He holds the Series 66 designation and has over 26 years of industry experience, including a long tenure at Vanguard Group before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Charles Mcafee is a financial advisor with Wells Fargo Clearing who holds a Series 63 designation and has 49 years of industry experience. His prior work includes a four-year tenure at A. G. Edwards & Sons, Inc. 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 offers both brokerage and advisory solutions.

Daniel Ellert is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 licenses and has 12 years of industry experience. Before joining Morgan Stanley in 2021, he worked at Riskalyze and FS Investment Solutions, LLC. He is currently based in Mount Laurel, NJ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.