Bryan Pitman is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation with 12 years of industry experience. He has been with Morgan Stanley since 2011. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Marc Pacella is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Merrill, Bank of America, City National Bank, and RBC Capital Markets. Outside of his advisory role, he is a business owner of MJA Brands. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and various investment strategies.

Susan Bonerbo is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment plans and combines institutional trading capabilities with wealth management services.

Tyler Sherman is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked five years with the New Orleans Saints and Pelicans and held various other roles in different sectors. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting services to a diverse client base, including individuals, pension plans, corporations, and government entities, offering both wrap fee programs and institutional consulting.

Marc Neumann is a financial advisor at OSAIC with 32 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. Outside of advising, he is a notary public and co-owner of investment-related business ventures including Integrity 5 LLC. OSAIC Wealth, Inc. serves a diverse client base ranging from individual and high-net-worth investors to pension plans and charitable organizations. The firm offers integrated brokerage and advisory services supported by proprietary asset-allocation tools and access to third-party money managers and investment platforms.

Victoria Farrell is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill and J.P. Morgan Securities LLC since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with affiliated brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Christine Pierce is a financial advisor with Osaic Wealth, Inc. holding a Series 66 designation and five years of industry experience. She has held prior roles at SagePoint Financial, Inc. and SagePoint Financial, LLC, and serves as Director of Operations for Plan One Financial Group and Howard Mattson LLC. Pierce is also President of the Green-Fields Swim Club board, a local summer swimming organization. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and wrap programs.

Kwun (Kevin) Wong is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2021, he worked at M&T Securities and Cco Investment Services Corp. 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. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.

Elaine Shelton is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has been with Morgan Stanley since 2008. 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 and financial planning services, utilizing structured discovery processes and firm-approved tools to create tailored plans.

Richard Udine is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Ricardo Rivera is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following nine years at Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, deploying systematic methodologies across a broad investable universe.

Justin Nash is a financial advisor with Fidelity Investments in Philadelphia, PA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill and Amazon, as well as academic and athletic positions at Temple University and Newtown Athletic Club. Fidelity’s Strategic Advisers LLC, where Nash is affiliated, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Thomas Warner Jr. is a CFP® and ChFC® credentialed financial advisor with 30 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Islamorada, FL office. Outside of his advisory role, he is involved with Angel's Foundation, which provides pro-bono financial planning to cancer patients, and serves on the board of St. Mary of the Lakes Parish. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security claiming options. The firm combines algorithmic tools with personalized advice and provides a broad range of advisory, brokerage, and insurance solutions.

Derrick Wilson is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Gusto, Equity Services Inc, National Life Group, and The Vanguard Group. Outside of his advisory role, he is CEO of Selective Financial Solutions LLC, a business involved in insurance and tax preparation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions focused on diversified portfolios and long-term strategies.

Adam Bracy is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining Raymond James in 2025, he spent a decade at TD Bank, N.A. and TD Private Client Wealth LLC. He serves as a board member of the Greater Philadelphia YMCA Development Board and is involved with the Golf Association of Philadelphia. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting and municipal finance activities.

Patricia Barnes is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Evestment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Robert Ku is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1997 and has extensive experience in portfolio construction as well as trust and estate planning strategies. Robert’s client focus areas include managing new wealth, personal retirement planning, and retirement income. Robert holds several professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's degree in Economics from the University of Delaware after graduating from Kadena High School. Originally from Kadena Air Force Base in Okinawa, Japan, Robert has lived in Burlington, New Jersey since 2002. Outside of work, he enjoys playing tennis, spending time at the beach, and visiting his family in Hawaii. He also participates in community volunteer activities in line with Merrill Lynch’s tradition of community involvement.

Lauren Rossi is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and has worked with firms including Valic Financial Advisors, Bank of America, Merrill, and Wells Fargo Home Mortgage. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Heriberto Torres Jimenez is a financial advisor at Wells Fargo Clearing with a Series 66 designation. He has experience working at Wells Fargo Clearing, Barclays, and has served in the United States Air Force for seven years. He has also been affiliated with Villanova University and Rowan University. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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.

Mary Beckett is a financial advisor with Merrill in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and having 33 years of industry experience. She has worked with Merrill since 1992 and has also been with Bank of America, N.A. since 2009. Beckett serves as a committee member for Impact100 South Jersey, a women’s collective giving group focused on high-impact local grants. Merrill offers managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies and operates within Bank of America’s wider corporate platform.