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.

Ryan Udine is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 market-based return estimates.

Daniel Kent is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at UBS Financial Services since 2021 and was previously with Merrill from 1999 to 2021. UBS Financial Services Inc. 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 provides proprietary research to tailor solutions to clients' goals and risk tolerances.

Charles Mcafee is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2012 to 2016. He serves as co-trustee for his sister’s trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

David Schaming is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a power of attorney for his father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Leslie Zeifman is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 66 licenses with 23 years of industry experience. She has worked with Morgan Stanley and its affiliates since 2007. Outside of her advisory role, she serves as treasurer for Target Property Management in Cherry Hill, NJ. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and supports both direct and employer-based financial planning arrangements.

Sara Lackey is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She is dedicated to understanding what is important to her clients and their families, providing ongoing guidance and support to help them navigate various life stages and financial challenges while striving to support their financial wellbeing. Sara has experience in financial services through her previous positions at Fidelity Investments, including Relationship Manager from 2023 to 2024 and Financial Representative from 2021 to 2023. This experience contributes to her expertise in client relationship management and financial planning. Outside of her professional career, Sara has personal interests that include fitness, golf, skiing, traveling, and yoga.

Harry Virunurm is a financial advisor with LPL Financial and holds a Series 63 designation. He has 48 years of industry experience, including previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Breton Bonnette is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Stifel since 2020. Prior to joining Stifel, he worked for Bank of America for nine years. Outside of his advisory role, he is the founder of the podcast FC Wonderkid, which focuses on content generation and business development. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodology from its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Steven Carney is a financial advisor with Edward Jones in Cherry Hill, NJ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Merrill for 15 years and was involved with Regency Square HOA for two years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, trust services, and securities-based lending options.

Tyler Guner is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, he has worked in various roles including positions at KOC Holding, Rowan University, and LA Fitness. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Alex Neumann is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, Inc. and Lincoln Financial Securities, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and platforms to construct and manage portfolios.

Dore Provda is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he works with clients and their families to develop disciplined planning processes centered around their financial goals, utilizing tax-efficient investment techniques. Prior to joining Fidelity Investments, Mr. Provda gained extensive experience in the financial industry. He served as a Line Manager at Vanguard Marketing Corporation from 2010 to 2012. Before that, he was a Wealth Management Advisor at TIAA-CREF from 2000 to 2010, and he began his career as a Financial Associate at US Trust from 1998 to 2000.

Connor Golden is a CFP® professional with 8 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Securities America Advisors and Augustine Financial Group. Golden serves on the board of Friends of Ryan, a nonprofit focused on raising tuition assistance funds for Archbishop Ryan High School in Philadelphia. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Mark Levin is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, and has 29 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Morgan Stanley and its affiliates from 2007 to 2020. There are no notable outside activities reported. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios, third-party subadvisors, and technology-driven investment solutions.

Marc Namm is a Series 66-registered financial advisor with Morgan Stanley, based in Mount Laurel, NJ, and has 15 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2022 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. Outside of his advisory role, he is the founder of Rock Villa, a health and welfare business. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Alexander Vicente is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Philadelphia Country Club from 2015 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services utilizing structured discovery processes and firm-approved tools.

Christine Matos is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for seven years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. 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 and risk tolerances.