Cody Colville is a financial advisor at Osaic with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles including with Legacy Financial Group and as a steamfitter. Outside of his advisory work, he is involved with Lumen Financial Group in an administrative capacity. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, using a range of asset-allocation tools and automated rebalancing to construct diversified portfolios.

John Maziarz III is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has previously worked at M Holdings Securities, Inc. and JKJ Financial Services. Outside of advisory work, he was involved with GOAT Logistics LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management strategies and multiple custody and platform arrangements.

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.

Adrianne Vickers is a financial advisor at Stifel with 44 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals—both high net worth and non-HNW— institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Trevin Panaia is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and 65 designations and has been with LPL Financial since 2016. Outside of his advisory role, Panaia conducts workshops on financial aid concepts and tuition strategies. 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 advisory programs and services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

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.

Robert Bednarek is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group for 17 years. His experience also includes a brief period at ShopRite of Cinnaminson. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its role in model portfolio delivery, commodity pool operation, and advisory services to multiple registered funds.

Joseph Chiarantona is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Saint Joseph's College. Outside of his professional responsibilities, Joseph is interested in baseball, basketball, football, and golfing.

Michael Gregson is a financial advisor at Fisher Investments with 18 years of industry experience. He holds a Series 66 designation and previously worked at New York Life Insurance Company for seven years before joining Fisher Investments in 2022. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized Investment Policy Committee that employs both quantitative and qualitative methods. The firm is notable for its extensive international client base and sub-advisory roles across various pooled investment vehicles.

Tyler Franco is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 credential and previously worked at Equitable Advisors and Samson Funding. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.

Robert Gaines is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Axa Advisors LLC, MSI Financial Services, Inc., and Mutual of Omaha Investor Services, Inc. Outside of his advisory work, he serves as an umpire for the Suburban Travel Baseball League. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm employs a range of investment programs, often utilizing third-party managers and advisory models, with a focus on matching clients to appropriate strategies based on risk tolerance and plan information.

Eric Hansen is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has eight years of industry experience. Before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021, he worked at Wells Fargo Clearing and Wells Fargo Bank. His prior experience includes founding Hansen Coffee Roasters LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Ryan Slosson is a financial advisor at Fisher Investments with 15 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2010. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research and employs tax-aware and risk management strategies.

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.

Trent Turner is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at M&T Securities and Edward Jones. 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 financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.