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 one year of industry experience. He holds the Series 66 designation and has worked at several firms, including KOC Holding and Rowan University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Alex Neumann is a financial advisor at OSAIC with 7 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Lincoln Financial Advisors, Inc., Lincoln Financial Group, and Lincoln Financial Securities, Inc. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various advisory and managed account programs.

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® with eight years of industry experience currently affiliated with OSAIC since 2024. He previously worked at Securities America Advisors and Augustine Financial Group. Connor serves on the board of Friends of Ryan, a nonprofit that raises funds for tuition assistance at Archbishop Ryan High School in Philadelphia. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm emphasizes model-based asset allocation and portfolio optimization and offers a broad range of brokerage and advisory services through a multi-advisor platform.

Mark Levin is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including over a decade at Morgan Stanley and its affiliates prior to joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by technology tools for operational and research purposes.

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.

Nasir Jaffry is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Capital Corporation. Outside of his advisory work, he is involved with RNZ Wealth Management Group, where he facilitates premium financing and sells fixed life insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party manager selections.

Courtney Cargill is a Series 66-licensed financial advisor with Ameriprise in Chesterfield, NJ, bringing 22 years of industry experience. She has been with Ameriprise and its related entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team that uses a combination of research, modeling, and tax analysis to deliver tailored, algorithm-supported recommendations, primarily for assets held within Ameriprise-managed accounts.

Donald Delmonte Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at Lincoln Financial Distributors and Guardian Life. Outside of his advisory work, he serves on the Strategic Planning Committee for Medford Township Public School. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies through a centralized service team.

Ali Smith Capparelli is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009, following three years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured financial planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

David Graham is a financial advisor with LPL Financial in Deptford, NJ, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at TD Wealth Management Services, PNC Wealth Management, Wells Fargo Clearing, and J.J.B. Hilliard, W.L. Lyons. Graham also operates several business initiatives under LPL Financial, including dc graham financial and First Harvest Investment Solutions. 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 utilizing model portfolios, third-party subadvisors, and customized investment strategies.

Sean Danks is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has two years of industry experience, including prior roles at Hightower Trust Company and CutCo Corporation. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver tailored investment solutions without sponsoring its own wrap fee program.

Joseph Fermano is a financial advisor at OSAIC with 43 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Securities America Advisors, SSN, Sorrento Pacific Financial, LPL Financial, and Ifmg Securities. Outside of his advisory work, he serves as Board Chair for St. Teresa Regional School in Runnemede, NJ, is a radio host, and is the author of a book featuring positive and inspiring quotations. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with a range of portfolio management options and supports various account types and third-party manager programs.

Benjamin Smith is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His background includes roles at Kestra Investment Services, the University of Delaware, and the NVRHS School District. 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 portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of investment adviser representatives.

Jeffrey Pawlik is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 1995. He also has a longstanding affiliation with Bank of America since 2013. Pawlik holds fiduciary power of attorney roles managing family-related responsibilities. 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. The firm offers various model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party portfolio management teams.

Brad Napoli is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has extensive experience in the financial services industry, having worked as an Investment Management Consultant at BlackRock from 2010 to 2019, a Financial Advisor at UBS Financial Services Inc from 2006 to 2010, and a Financial Advisor at Morgan Stanley DW Inc from 2003 to 2006. In his role, Brad focuses on understanding his clients both personally and professionally to help them work toward their financial goals with confidence. Outside of his professional career, Brad's interests include beach activities, family activities, fitness, food, golf, and traveling.

Joseph Pisko Jr. is a financial advisor with Ameriprise in Voorhees, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.