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 Series 65 designations and bringing 42 years of industry experience. His prior experience includes roles at RBC Capital Markets Corporation, Janney Montgomery Scott, and UBS Financial Services. In addition to his advisory work, he owns Abbruzzi's Italian Market, a separate business venture. 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, utilizing both proprietary research and third-party subadvisors across discretionary and non-discretionary strategies.

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 with LPL Financial based in Philadelphia, PA. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at American Heritage Federal Credit Union and Bryn Athyn College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.

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 with LPL Enterprise, holding Series 65 and Series 63 licenses and six years of industry experience. Her previous roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, she serves as an executor for estates and works as a financial planner assisting clients with insurance and financial planning needs. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, corporations, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, emphasizing financial planning, insurance products, and affiliated trust and lending services.

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.

Todd Lindemuth is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been affiliated with LPL Financial since 2022 and has prior experience at CUNA Mutual Group and Cuna Brokerage Services, Inc. He is involved with the American Heritage Investment & Retirement Center, a business related to his LPL activities. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various platforms.

Alfred Nicolosi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Wells Fargo Clearing, and Waddell & Reed. In addition to his advisory work, he is an insurance agent affiliated with various carriers through W&R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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 registrations and bringing 24 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks LLC for a combined total of 11 years before joining LPL Financial in 2023. 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 offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies.

Michael McLaughlin is a CFP® with 39 years of industry experience, currently serving as a financial advisor at 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 a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies, and supports its network of over 22,800 advisors with advanced operational tools.

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.

Jeffrey Hohl is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Justina Staneviciute is a financial advisor with Ameriprise in Longport, NJ, holding a Series 66 credential and four years of industry experience. She has been with Ameriprise since 2021 and is also associated with Andreanidis Financial Group, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad array of advisory, brokerage, and insurance solutions through its affiliated entities.

Andrew Mazzo is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing structured discovery conversations and proprietary tools to model financial outcomes.