Kevin Frank is a financial advisor with LPL Financial in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Safe Harbor Distribution LLC, Pine Valley Investments LLC, Elite Consulting Partners LLC, Cetera Adviser Networks LLC, and Allianz Life Financial Services 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 financial planning and advisory programs, including discretionary and non-discretionary management, and provides model portfolios and research to support diversified investment strategies.

Steven White is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2022. His prior roles include positions at Fidelity Brokerage Services, Bank of America, Merrill, and Morgan Stanley. Fisher Investments serves a global clientele of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical strategies.

Caitlin Boshnack is a financial advisor with LPL Financial, holding a Series 66 designation and having eight years of industry experience. Her prior roles include positions at Ameriprise Financial Services Inc and Morgan Stanley. She is involved in non-variable insurance activities in addition to her advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Erik Opczynski is a Series 66-licensed financial advisor with Morgan Stanley in Mount Laurel, NJ, and has 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and employs a structured discovery process supported by firm-approved planning tools.

Stephen Moyer is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for ten years at George School. Outside his advisory role, he owns Moyer Management Services LLC, a real estate management business in Southampton, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by over 23,000 financial advisors nationwide. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Kevin Hughes is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 license and 15 years of industry experience. He has worked with Cambridge Investment Research since 2012 and has operated as a Certified Public Accountant since 1988. In addition to his advisory role, Hughes owns a CPA firm and works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of discretionary and non-discretionary strategies across various platforms.

Laurence Cooper is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked with Cetera Investment Advisers since 2020 and previously was with Summit Financial Group. Outside of advising, he has served as a Vice President of Investments for Capital Wealth Advisors and has sold fixed insurance products including life insurance and annuities. Cetera Investment Advisers is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services and oversees more than $256 billion in assets.

Kevin Hughes is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at Cambridge since 2017. In addition to his advisory role, Hughes operates as a CPA providing tax preparation and accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through independent financial professionals using both proprietary and third-party strategies across multiple platform arrangements.

Melinda Corbley is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, including a notable range of insurance-related and bank deposit sweep investment options.

Bryan Dein is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at UBS Financial Services Inc., LPL Financial, LLC, and Gladstone Wealth Partners. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Avery Wissmar is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, Wissmar worked at HCA Healthcare and the Showtime Sports Academy, and attended Georgetown University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Nicholas Bevad is a Series 66 licensed financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2022 and previously held roles at Bank of America and Merrill from 2010 to 2022. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven strategies.

Russell Johnson is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Jeffrey Daniels is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined seven years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research, affiliated banking, and securities-backed lending programs.

Francis Murphy is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with high net-worth individuals, including business owners, corporate executives, physicians, and retirees, as well as small to mid-sized companies seeking goal-oriented financial planning. In his role, he designs detailed financial plans that consider clients' investment needs, risk tolerance, financial situations, and other personal factors. Murphy holds a Master's Degree from the University of Virginia and a Bachelor's Degree from the University of Pennsylvania. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Francis Murphy enjoys cooking, football, pickleball, and running.

David Brown is a financial advisor with Primerica Advisors in Langhorne, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with multiple school districts and has experience in the food and beverage sector. Outside of advisory services, he is involved in sales and referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on model-delivery strategies and a limited number of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Peter Sciortino is a financial advisor at LPL Financial with 29 years of industry experience. He has held positions at LPL Financial since 2018 and previously worked at Invest Financial Corporation from 2010 to 2018. He holds Series 63 and Series 65 securities licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Christopher Cicalese is a financial advisor with Cetera, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at Avantax Advisory Services, Alloy Silverstein, and 1st Global Advisors. He serves as a member of the New Jersey Legalized Games of Chance Control Commission and is involved in managing an investment club and a rare item resale business. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, with over $256 billion in assets under management and more than 10,000 advisors.

Taryn Bosco is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she acts as a power of attorney for her father on investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Dunleavy is the Vice President and Branch Leader at Fidelity Investments, where he co-leads the Marlton Investor Center. He is committed to helping individuals plan for financial success. James has held several leadership roles within the financial services industry. Since 2024, he has served as Vice President and Branch Leader at Fidelity Investments. Prior to this, he was Assistant Branch Leader at Fidelity Investments from 2023 to 2024 and Team Lead from 2021 to 2023. He also worked as Assistant Vice President at Merrill Edge from 2014 to 2021 and as a Loan Originator at PHH Mortgage from 2012 to 2014.