Diane Roberts is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Mary Muskewitz is a CFP® professional with 37 years of experience in the financial services industry. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services and financial planning solutions, utilizing research and analytics to support diversified investment strategies.

Jamar Carr is a financial advisor with Mass Mutual Investors Services and holds the ChFC® and Series 66 credentials. He has 11 years of industry experience and has worked at firms including Fidelity Investments, Park Avenue Securities, Guardian Life, JPMorgan Chase Bank, and Oppenheimer. In addition to his advisory work, he is the owner of JC Investments & Associates LLC, a real estate investing enterprise. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning to deliver tailored investment strategies.

Peter Dunn is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Mass Mutual Investors Services since 1999 and is also associated with Massachusetts Mutual Life Insurance Company since 1998. In addition to his advisory role, he works as a life and health insurance agent. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and provide written recommendations.

John Fessler is a Series 66-licensed financial advisor with LPL Financial, bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is involved in a non-investment related real estate rental business in Cherry Hill, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment services delivered through a large network of advisors using multiple portfolio management strategies and technology-driven research tools.

Monica Lupinetti is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She has worked previously at Lincoln Financial Advisors Corporation for 12 years and has been affiliated with McLaughlin Asset Management, Inc. for over 20 years. 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, model portfolios, third-party asset management, and institutional platforms.

Kyle Di Leo is a financial advisor with Morgan Stanley in Marlton, NJ, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2020, following five years at Bank of America and Merrill. Kyle does not have any publicly noted outside activities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and modeling techniques to support client planning.

James Scott is a Certified Financial Planner® (CFP®) with 15 years of industry experience. He has worked at OSAIC since 2018 and previously spent seven years at Jhfn Sii. In addition to his advisory role, Scott is involved in insurance brokerage activities, including life, health, and group benefits insurance. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisers, offering integrated brokerage and advisory services alongside financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Kevin Byrne is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for three years. Byrne served seven years in the United States Navy. He is also an owner of Integrity 5 LLC, an entity established to manage business expenses related to his financial planning practice. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Vincent Venturi is an Investment Consultant at Fidelity Investments, where he collaborates with clients to understand their financial needs and assist in developing and executing personalized strategic plans. He has progressed through multiple roles within Fidelity Investments, beginning as a Financial Representative in 2023, advancing to Relationship Manager in 2024, then Planning Consultant in 2025 before assuming his current position in 2026. Throughout his tenure at Fidelity Investments, Vincent has developed expertise in client relationship management and financial planning. His experience encompasses guiding clients through strategic financial planning to help them pursue their financial goals.

John Parker Jr. is a financial advisor at Osaic Wealth, Inc. with 28 years of industry experience. He has held roles at John Hancock Mutual Life Insurance Company and Signator Investors, Inc., and worked five years with Royal Alliance Associates before joining Osaic in 2023. Parker is registered as an investment advisory representative and insurance broker with Bala Financial Group Inc., where he is involved in sales and marketing of securities, insurance products, fixed annuities, and non-variable life and health insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management, with a complex corporate structure that includes multiple mergers and private-equity ownership.

Steven Aberblatt is a CFP® with 32 years of industry experience and is currently affiliated with Cetera. He has held roles at various firms including Avantax Advisory Services and operates his own CPA firm, Steven Aberblatt, PC, specializing in tax preparation and accounting. In addition to his advisory work, he is involved in independent insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, financial planning, and access to third-party money managers.

Kevin Barnett is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the industry. He is a proud graduate of the U.S. Naval Academy in Annapolis, Maryland, where he earned a Bachelor of Science degree in Mathematics. Kevin holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Financial Consultant® (ChFC®), Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Throughout his career, Kevin has developed a disciplined investment approach and focuses on assisting affluent families, individuals, and business owners in developing long-term financial strategies. He specializes in executive compensation, family wealth management strategies, personal retirement planning, and serving clients in sports and entertainment. Kevin applies Merrill's Total Merrill platform and a disciplined four-step wealth management process to provide individualized strategies and personal service to his clients. Kevin grew up in Merchantville, New Jersey, where he currently resides with his wife, Natalja, and their two daughters. He is bilingual in English and Russian. Outside of his professional work, Kevin enjoys biking, reading, and spending time with his family.

David Carothers is the Senior Resident Director and Financial Advisor at the Merrill office in Doylestown, PA. Since joining Merrill Lynch Wealth Management in 2006, David has served in various leadership roles, including management positions in Princeton and Philadelphia. He maintains a dual role focused on assisting clients and advisors in creating realistic paths toward meaningful financial objectives, employing a planning-based approach that prepares clients for both expected and unexpected financial events. David earned a Bachelor’s degree in Business Administration with a concentration in Finance and a minor in Information Technology from Monmouth University. He holds the Personal Investment Advisor (PIA) designation. His client focus areas include college education planning, managing new wealth, personal retirement planning, portfolio management services, and socially responsible and values-based investing. David emphasizes understanding each client's goals and pursues them with simplicity and transparency. Outside of his professional responsibilities, David facilitates charitable and fundraising events in the community and supports a local animal orphanage. He enjoys outdoor activities such as fishing—fly fishing, freshwater, and saltwater fishing—boating, hiking, and playing sports. He also enjoys cooking and spending time on new adventures with his wife, Lauren, and their two daughters.

Francis Donnelly III is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Donnelly also serves as a past president and officer of the Medford Sunrise Rotary. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm emphasizes matching clients to advisory program models or discretionary managers, utilizing third-party asset managers and affiliated solutions.

John Mcfadden is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise provides retirement-income planning services primarily for individuals near or in retirement with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christian Wallace is a financial advisor with LPL Financial, holding CFP®, Series 63, and Series 65 credentials and five years of industry experience. His prior roles include positions at CWM, LLC, Main Street Financial Life Advisors, LLC, and Citizens Bank. Outside of advising, he had involvement with Maggie's Waterfront Cafe for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers advisory and brokerage services through a large network of representatives, providing financial planning, model portfolios, and institutional platforms with a breadth of strategic investment options.

Joseph Udine is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 supported by firm-approved tools and the Global Investment Committee’s Secular Return Estimates.

Jillian Polanco is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, following prior work at JP Morgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, delivering these services alongside affiliated brokerage, distribution, and investment management capabilities.

Sheila Dixon is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and having 30 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as a notary public in New Jersey. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management services and provides a broad range of capital markets and custody services.