Ezra Crosby is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. He worked previously at Equitable Advisors, LLC, and has entrepreneurial experience as the sole proprietor of an online retail jewelry business. Crosby also volunteers in a church youth ministry and works as a delivery driver. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice through a centralized team collaborating with advisors, focusing on income reliability and tax-aware withdrawal strategies.

Anthony Capri is a financial advisor at LPL Financial with 32 years of industry experience. Prior to joining LPL Financial in 2023, he spent a decade at Morgan Stanley in various roles including Morgan Stanley Private Bank, N.A. Capri is registered with Series 63 and Series 65 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs supported by proprietary research and third-party subadvisors.

Stanley Cooper is a CFP® professional with 45 years of industry experience, currently serving at Cetera. He has held roles at various firms, including Summit Financial Group and Capital Wealth Advisors, where he is a partner. Outside of his advisory work, Cooper volunteers on the investment committee for a local Jewish Community Center and serves as co-chair of the Jewish Community Foundation. Cetera Investment Advisers LLC is a large SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm operates a multi-manager platform offering a range of investment strategies and manages over $256 billion in assets through a network of more than 10,000 advisors.

Damon Missouri is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has previously worked at Merrill and Bank of America Merrill Lynch. Missouri serves as a Brigade/Command Chaplain in the New Jersey Army National Guard and holds roles with environmental and nonprofit organizations, including treasurer and secretary of the Outdoor Equity Alliance and an employee/contractor position at The Watershed Institute. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Zi Weng is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, Zi worked at The Vanguard Group and held various roles including positions at King Buffet and SlightEdge Marketing. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

John Holston III is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2019 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth clients—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, with both discretionary and non-discretionary management options supported by proprietary and third-party research.

Linnea Iovanisci is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analytics.

Grace Comas is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, she has held various roles including work in entertainment as a movie extra. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to offer customized investment solutions.

Nicholas Starcher is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Barings LLC and Merrill Lynch - Bank of America. His background also includes roles at Emerald Youth Foundation and YMCA. 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.

David Rosengard is a financial advisor with LPL Financial in Moorestown, NJ, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual, and Metlife Securities Inc. He is also a commissioned notary in New Jersey. 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 of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Quinn is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of his advisory role, he has interests in real estate ownership. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing tailored, research-driven recommendations that integrate tax strategies and income sources.

Prince Tomar is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2015 and owns Prince Enterprise LLC, a retail business formed to operate liquor stores. In addition to his advisory role, he assists with management oversight in his family’s business activities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mark Andrews is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, he is involved in several business and community activities, including ownership of a franchise of The Little Gym, participation on the board of directors for Devereux, and serving as treasurer for the Voorhees Business Association. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining proprietary research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kenneth Barroway is a financial advisor with Ameriprise in Cherry Hill, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved in managing the monthly income and expenses for Voorhee Management Group, LLC. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients with Ameriprise-managed accounts.

Michael Rasner is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and market simulations.

Leeann Genzano is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by advanced modeling techniques and a structured discovery process.

Lyle Feld is a financial advisor at Morgan Stanley in Cherry Hill, NJ, holding Series 63 and Series 66 registrations with 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by firm-approved tools and investment models.

Moira Katchuk is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014, aside from a brief tenure at Merrill in 2017. Outside of her advisory role, she is involved with Mavericks Training Facility, a recreation business in Moorestown, New Jersey. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Lauri Howe is a financial advisor with Fidelity Investments, holding a Series 66 designation and 10 years of industry experience. Her career history includes roles at Edward Jones, Wells Fargo Clearing Services, Fifth Third Securities, TD Bank, and multiple tenures at Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Kelli Brack is a Series 66 licensed financial advisor at Edward Jones in Marlton, NJ, with nine years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.