Gregory Massey is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 27 years of industry experience. His prior roles include work at PMM Financial Group and multiple insurance carriers, including Waddell & Reed, Inc. He also serves as an independent sales agent for Kingdom Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives, utilizing various portfolio management approaches and supported by operational and research tools.

Alex Fels is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with clients to develop strategies aligned with their short-, mid-, and long-term financial goals. Alex's approach involves understanding each client's unique priorities to provide tailored advice in areas such as investing, retirement planning, and wealth transfer. Alex's expertise includes college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and tax minimization. He holds the designation of Personal Investment Advisor (PIA) and earned his Bachelor's degree from New York University. Originally from Bucks County, Pennsylvania, Alex spent twelve years living and working in Brooklyn, New York, before moving to Princeton, New Jersey, with his wife and their Australian Shepherd-Dachshund mix. He enjoys baseball, basketball, cooking, football, golfing, music, reading, skiing, spending time with his family, and writing.

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.

Lawrence Liebman is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015, and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Edward Bell is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

James Foote III is a financial advisor with LPL Financial in Newtown, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include two decades at OneAmerica Securities and American United Life. He also serves as a retirement plan service manager at Citizens & Northern Bank. 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, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Kelley Smith is a financial advisor at Morgan Stanley with 7 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, with prior experience at TD Bank and La Salle University. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 that incorporates firm-approved tools and market outlook models.

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.

Timothy Jayne is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 26 years of industry experience. His prior work history includes positions at Bank of America, Merrill, and UBS Financial Services. Outside of advising, he serves as a non-public arbitrator in New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its advisory process.

Jack Jibrine is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, supporting clients through advisory services without offering individual security recommendations as part of standalone plans.

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.

Carty Giffin is a financial advisor with Ameriprise in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Directors for the Eagleton Farms Homeowners Association. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations delivered through a centralized consulting team.

Kristen Hoey is a financial advisor at LPL Enterprise with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she serves as an executor for an estate and works as a financial planner with Garden State Financial Agency, assisting clients with insurance and financial planning needs. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.

David Dominici is a financial advisor with Cetera and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience and previously worked at Ameriprise Financial Services and Signator Investors, among other firms. Outside of his advisory role, he serves as treasurer for a religious organization and is involved in training baseball and softball players through a performance coaching business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and custodial relationships.

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.

Jeffrey Revak is a Series 66–licensed financial advisor with Edward Jones in Yardley, PA, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Nicholas Browne is a Wealth Management Advisor and a key member of the Browne Dugary team at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and CHARTERED FINANCIAL CONSULTANT (ChFC) designations, and serves as a Personal Investment Advisor (PIA). Nicholas provides financial planning and wealth management services, focusing on tailored strategies to help clients achieve their financial goals. His areas of expertise include 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. Nicholas holds a bachelor's degree in business management from Babson College and has attended the University of Maryland College Park without a degree conferred. He also completed his high school education at Bishop Eustace Prep. Nicholas currently resides in Haddonfield, NJ. Outside of his professional role, he volunteers as a middle school varsity boys' basketball coach for Catholic Partnership Schools in Camden, NJ, and is involved with Philadelphia Youth Basketball (PYB) and Sacred Heart school. He enjoys baseball, basketball, boating, golfing, and spending time with his family.

Daniel Linn is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he coaches tee ball and first-grade basketball in his local community. LPL Enterprise serves a broad client base including individual investors, high-net-worth clients, employer-sponsored retirement plans, and various institutional entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers.

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.