Justin Dwyer is a financial advisor with Wells Fargo Advisors, holding Series 65 and Series 66 licenses and two years of industry experience. His prior roles include positions at Concurrent Investment Advisors, Price Financial Management, Allstate, and Equipment Resource. Outside of advising, he contributes freelance articles for a CBD company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory support with other financial products and referral channels.

Gabrielle Giannopoulos is a financial advisor at OSAIC with six years of industry experience. She holds the Series 66 designation and has prior work history at Lincoln Financial Advisors and Morgan Stanley. Outside of her advisory role, she supports registered representatives in administrative and trading functions through her involvement with INTEGRITY 5 LLC. OSAIC serves a diverse client base that includes individual, high-net-worth, institutional, and nonprofit clients, offering integrated brokerage, advisory, and financial planning services. The firm utilizes a range of asset-allocation tools and third-party platforms to construct and manage diversified portfolios across multiple investment types.

Matthew Donnelly is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2003, previously associated with Axa Advisors. Donnelly serves as a board member for the Medford Lakes Colony, where he helps oversee community infrastructure and common area improvements. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs including firm-offered and third-party solutions, with a focus on matching clients to appropriate investment models and discretionary managers.

Joseph Abbruzzi is a financial advisor with LPL Financial in Mount Laurel, NJ, holding Series 63 and 65 licenses and having 41 years of industry experience. He previously worked at RBC Capital Markets Corporation for eight years before joining LPL Financial in 2016. Outside of his advisory role, he is a business owner of Abbruzzi's Italian Market. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by model portfolios and research.

Jack Jibrine is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 modeling techniques.

Robert Breitner is a financial advisor at LPL Financial in Philadelphia, PA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at American Heritage Federal Credit Union and American Heritage Credit Union. 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. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by LPL Research and third-party subadvisors.

Steven Ferrigno is a financial advisor at Ameriprise with four years of industry experience. He previously worked at Tiedemann Advisors and Clarivate Analytics and held positions at Drexel University’s College of Computing and Informatics and Drexel University between 2013 and 2018. He holds the Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice addressing income sources, withdrawal strategies, and Social Security options.

Kristen Hoey is a financial advisor at LPL Enterprise with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she serves as an executor of estates. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

Stephanie Mazzo is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 license and 14 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management provides a broad range of advisory programs for individuals and institutional clients, 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 financial planning process that includes firm-approved tools and modeling techniques.

Anthony Cifelli III is a financial advisor with Ameriprise, holding a Series 66 license and five years of industry experience. His background includes roles at Ameriprise Financial Services and Wells Fargo Advisors Financial Network, as well as three years at Stockton University. Outside of his advisory work, he is involved in Independent Insurance Brokering and owns Superior Senior Solutions, LLC, which focuses on Medicare insurance. He also collects, buys, sells, and trades sports cards. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing annual reviews, emphasizing dependable income sources and tax-aware withdrawal strategies.

Todd Lindemuth is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with CUNA Mutual Group and Cuna Brokerage Services, Inc. in addition to his role at LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm provides a variety of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Alfred Nicolosi is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Waddell & Reed, and insurance sales with various carriers. He has also been involved with SRS Cinema outside of the financial sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, using both discretionary and non-discretionary management supported by research from internal and third-party sources.

Nicholas Browne is a Wealth Management Advisor and a key member of the Browne Dugary team at Merrill Lynch Wealth Management. He holds professional designations including the Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Nicholas focuses on providing tailored financial strategies to help clients achieve their goals efficiently and with personalized care. Nicholas has expertise in various areas such as employee benefits planning, executive compensation, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a bachelor's degree in business management from Babson College, where he also played varsity baseball. He attended Bishop Eustace Prep for high school and briefly attended the University of Maryland College Park without earning a degree. Residing in Haddonfield, NJ, Nicholas is involved in the community through volunteering as a middle school varsity boys' basketball coach for Catholic Partnership Schools in Camden, NJ and participating in organizations such as Philadelphia Youth Basketball (PYB) and Sacred Heart School. Outside of work, he enjoys baseball, basketball, boating, golfing, and spending time with his family.

Lynn Fryckberg is a financial advisor at UBS Financial Services with 43 years of industry experience. She has been with UBS since 2016 and holds the Series 63 and Series 66 designations. 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 research, capital markets services, and affiliated banking programs.

Mark Maroldo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks LLC for a combined 11 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael McLaughlin is a CFP® with 39 years of industry experience, currently affiliated with LPL Financial since 2021. He previously worked at Lincoln Financial Advisors Corp for 12 years and has operated McLaughlin Asset Management, Inc. since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, 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, utilizing model portfolios, third-party subadvisors, and various portfolio management technologies.

Gregory Gatesman is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Smith Barney and Julius Baer Group. Gatesman serves on the advisory board for the Cap Gemini Research Institute, contributing to the publication of the CapGemini world wealth report. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm utilizes proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans to clients’ goals and risk tolerances.

Luke Gilbert is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and previously worked at TD Bank NA and Tumbling Dice Entertainment LLC. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

George Eggers III is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 42 years of industry experience. He has worked with Cetera and its affiliated entities since 2011. Eggers is a member of the Voorhees Economic Development Committee and operates Heights Financial Group, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and ongoing client supervision.

Kristeen Mc Connell is a financial advisor at Equitable Advisors with six years of industry experience. She holds the Series 66 designation and has worked previously at JPMorgan Chase & Co. and Financial Integrity Resources Management LLC. She began her career after completing four years at Temple University. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers through both firm-offered and third-party advisory solutions.