Christine Pierce is a financial advisor with Osaic Wealth, Inc. holding a Series 66 designation and five years of industry experience. She has held prior roles at SagePoint Financial, Inc. and SagePoint Financial, LLC, and serves as Director of Operations for Plan One Financial Group and Howard Mattson LLC. Pierce is also President of the Green-Fields Swim Club board, a local summer swimming organization. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and wrap programs.

Kwun (Kevin) Wong is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2021, he worked at M&T Securities and Cco Investment Services Corp. 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. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.

Elaine Shelton is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has been with Morgan Stanley since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured discovery processes and firm-approved tools to create tailored plans.

Richard Udine is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Ricardo Rivera is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments and Wells Fargo in various roles since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Justin Nash is a financial advisor with Fidelity Investments in Philadelphia, PA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill and Amazon, as well as academic and athletic positions at Temple University and Newtown Athletic Club. Fidelity’s Strategic Advisers LLC, where Nash is affiliated, 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 diversified model portfolios.

Thomas Warner Jr. is a CFP® and ChFC® credentialed financial advisor with 30 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Islamorada, FL office. Outside of his advisory role, he is involved with Angel's Foundation, which provides pro-bono financial planning to cancer patients, and serves on the board of St. Mary of the Lakes Parish. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security claiming options. The firm combines algorithmic tools with personalized advice and provides a broad range of advisory, brokerage, and insurance solutions.

Derrick Wilson is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Gusto, Equity Services Inc, National Life Group, and The Vanguard Group. Outside of his advisory role, he is CEO of Selective Financial Solutions LLC, a business involved in insurance and tax preparation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions focused on diversified portfolios and long-term strategies.

Adam Bracy is a financial advisor at Raymond James & Associates with 18 years of industry experience. He previously spent 10 years with TD Bank, N.A. and TD Private Client Wealth LLC. Bracy serves on the board of the Greater Philadelphia YMCA Development Board and is involved with the Golf Association of Philadelphia. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering financial planning and consulting services with a focus on tailored, non-discretionary investment advice.

Patricia Barnes is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Evestment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Robert Ku is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1997 and has extensive experience in portfolio construction as well as trust and estate planning strategies. Robert’s client focus areas include managing new wealth, personal retirement planning, and retirement income. Robert holds several professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's degree in Economics from the University of Delaware after graduating from Kadena High School. Originally from Kadena Air Force Base in Okinawa, Japan, Robert has lived in Burlington, New Jersey since 2002. Outside of work, he enjoys playing tennis, spending time at the beach, and visiting his family in Hawaii. He also participates in community volunteer activities in line with Merrill Lynch’s tradition of community involvement.

Lauren Rossi is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and has worked with firms including Valic Financial Advisors, Bank of America, Merrill, and Wells Fargo Home Mortgage. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Heriberto Torres Jimenez is a financial advisor at Wells Fargo Clearing with a Series 66 designation. He has experience working at Wells Fargo Clearing, Barclays, and has served in the United States Air Force for seven years. He has also been affiliated with Villanova University and Rowan University. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Mary Beckett is a financial advisor with Merrill in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Merrill since 1992 and Bank of America, N.A. since 2009. Outside of her advisory role, she serves as a committee member for Impact100 South Jersey, a women’s collective giving group focused on high-impact charitable grants. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Monique Karpen Titlemore is a financial advisor at UBS Financial Services with 28 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 66 licenses. UBS Financial Services 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals.

Eric Guggenheim is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Vice President of the Evesham Education Foundation and is President of the Rotary Club of Marlton, NJ. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals in or approaching retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions, using a centralized consulting team to deliver tailored, research-based recommendations.

Jeffrey Wall is a Series 66 licensed financial advisor with Merrill in Cherry Hill, NJ, and has 16 years of industry experience. He has worked with Bank of America and Merrill since 2010. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Warner is a financial advisor at Ameriprise with a Series 66 designation and one year of experience at the firm. His prior work history includes roles at the University of Mississippi, St Joseph's Prep, and St Mary's of the Lakes. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team, supported by algorithmic automation and oversight committees.

Edward Doran is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Goldman Sachs & Co. for 10 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment selections.

Sara Porter is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Fidelity Investments since 2012. Outside of her advisory role, she provides therapeutic group and individual activities for patients at Virtua Mount Holly Hospital. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.