Monique Karpen Titlemore is a financial advisor at UBS Financial Services with 28 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals.

Eric Guggenheim is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Vice President of the Evesham Education Foundation and is President of the Rotary Club of Marlton, NJ. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals in or approaching retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions, using a centralized consulting team to deliver tailored, research-based recommendations.

Jeffrey Wall is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. He has been with Merrill and Bank of America since 2010. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Thomas Warner is a financial advisor at Ameriprise with a Series 66 designation and one year of experience at the firm. His prior work history includes roles at the University of Mississippi, St Joseph's Prep, and St Mary's of the Lakes. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team, supported by algorithmic automation and oversight committees.

Edward Doran is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Goldman Sachs & Co. for 10 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment selections.

Sara Porter is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Fidelity Investments since 2012. Outside of her advisory role, she provides therapeutic group and individual activities for patients at Virtua Mount Holly Hospital. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Scott Bombeck is a CFP® with 28 years of industry experience and has been with Cambridge Investment Research Advisors since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and manages a digital content venture titled "Dr Tangent and the Multiverse of Beer and Music" and sponsors an online promotional merchandise store called Acanthus Associates Gear Store. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services. The firm supports a variety of investment strategies through its network of independent Financial Professionals and offers both proprietary models and access to unaffiliated strategists.

George Ernst Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2021. Outside of his advisory role, he is involved in several business ventures including ownership in an athletic training center and an entertainment company. 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 incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Henry Williams Jr. is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its related entities since 2010. Outside of his advisory role, he manages an advisory business through H H & W, LLC, assisting with client services and financial planning. Ameriprise provides a retirement-income planning service primarily for individuals nearing or in retirement with significant investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to develop personalized retirement income recommendations.

Denize Phillip is a financial advisor at LPL Enterprise with two years of industry experience. She holds the Series 66 designation and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory work, she volunteers with the Chamber of Commerce Southern New Jersey. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Richard Barnett is a financial advisor with LPL Financial in Medford, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2018 and also maintains a role at SII Investments, Inc. Since 2018, Barnett has been an active ski instructor at Jack Frost/Big Boulder Ski Area. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of advisers. The firm offers varied financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

David Way is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2010. Outside of his advisory role, he operates a business under the name Ahrens Sura Wealth Management. 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 brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Hasib Amani is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Charles Schwab in Philadelphia, PA. His prior experience includes roles at The Vanguard Group and TD Ameritrade, and he has also been involved with New York Life Insurance Company and NYLIFE Securities. Outside of finance, he was associated with Leatherhead Pub, a business venture that operated between 2016 and 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and financial planning services. The firm’s model integrates non-discretionary client relationships with access to discretionary separately managed accounts and emphasizes multi-asset portfolios and alternative investment options supported by its proprietary research.

Tamara Kukainis is a CFP® professional with 38 years of experience in the financial services industry. She is currently with Equitable Advisors and has previously worked at Cetera Advisor Networks, Vicus Capital, and Schwartz Financial Associates, where she continues to serve as a senior partner. Outside of her advisory role, she is involved in an outside insurance brokerage business. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC investment adviser and broker-dealer and collaborates extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Shauna La Maina is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has been with LPL Financial since 2017 and also has experience at National Planning Corporation, Ameriprise Financial, and Cornerstone Financial Advisors. Outside of advising, she works as a delivery driver for DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with model portfolios from LPL Research and third-party subadvisors.

Jacques Mayo is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he partners with clients to develop personalized financial roadmaps utilizing Fidelity's comprehensive suite of tools, resources, and research. Prior to this, Jacques served as an Investment Management Consultant at Fidelity Investments from 2021 to 2024. His earlier experience includes positions as a Private Client Associate at JP Morgan Private Bank from 2018 to 2021 and as an Investment Advisor at Foresters Financial from 2017 to 2018. Jacques holds a California Insurance License, supporting his expertise in financial planning and wealth management. Outside of his professional commitments, he engages in activities such as biking, cars, outdoor adventures, soccer, traveling, and volunteering.

Gregg Gravenstine is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Peter Hall is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 45 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 and with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as treasurer for both the Haddonfield Ambulance Association and The Mews at Haddonfield Homeowners Association. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jeffrey Gardiner is a financial advisor at LPL Financial with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at BCG Securities, Inc. for nine years before joining LPL in 2021. Outside of his advisory role, he is involved in publishing as an author and publisher. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

James Smith is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Outside of his advisory role, he is a business owner of Val's Tavern in Rumson, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, providing both discretionary and non-discretionary management with access to model portfolios, research, and various technologies.