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.

Charles Mcafee is a financial advisor at Wells Fargo Clearing with 14 years of industry experience and holds a Series 66 designation. He has been with Wells Fargo Clearing since 2016. Mcafee serves as co-trustee for his sister’s trusts, a role unrelated to his advisor work. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a broad range of clients. The firm employs research-driven investment approaches and provides both brokerage and advisory solutions across its extensive network of financial advisors.

David Schaming is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and possessing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC. Outside of his advisory role, he serves as a power of attorney for his father. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines in-house research with third-party analytics and offers a range of brokerage and advisory solutions, including consulting and discretionary services for retirement plans.

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 in Mount Laurel, NJ, holding a Series 63 designation and 48 years of industry experience. His career includes prior roles at Wells Fargo Clearing and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

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 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.

Ronald Smith is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has previously worked at Waddell & Reed, INC. for 22 years and has been involved with RRR LLC since 2020. Outside of his advisory role, he is an owner of RRR LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios and third-party asset managers, supported by proprietary research and technology tools.