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.

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.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at UBS Financial Services from 2002 to 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Lawrence Dalessandro is a financial advisor with Edward Jones in Southampton, PA, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He worked at T. Rowe Price Investment Services, Inc. for 13 years prior to joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a network of approximately 23,701 financial advisors nationwide.

Peter Palazzo is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Berlin, NJ. He has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team.

Gabrielle Giannopoulos is a financial advisor at OSAIC with seven years of industry experience and holds a Series 66 designation. Her prior roles include positions at Lincoln Financial Advisors and Morgan Stanley. She also serves in a support role at Integrity 5 LLC, assisting registered representatives with trading and account management. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a wide range of financial planning, advisory, and brokerage services through a multi-advisor platform. The firm utilizes a model-based investment process with portfolio optimization tools and offers both discretionary and advisor-managed strategies, supported by a complex network of affiliated broker-dealers, asset managers, and other financial entities.

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 who holds Series 63 and Series 65 designations and has 42 years of industry experience. He has previously worked at RBC Capital Markets, Janney Montgomery Scott, and UBS Financial Services. Outside of his advisory work, he is the owner of Abbruzzi's Italian Market in Mount Laurel, NJ. 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 through a large network of investment adviser representatives, utilizing various portfolio strategies and operational tools.

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.

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 at LPL Enterprise with Series 65 and Series 63 licenses and seven years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has additional experience with Slack Incorporated and Camden County College. Outside of advising, she serves as an executor of an estate, managing fiduciary responsibilities. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers access to various financial planning and consulting 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.

Anthony Cifelli III is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has previously worked with Wells Fargo Advisors Financial Network LLC and Stockton University. Outside of his advisory role, he is involved in Medicare insurance services through his ownership of Superior Senior Solutions, LLC, and has an interest in buying, selling, and trading sports cards. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and annual advice, utilizing proprietary research and collaboration between centralized teams and individual advisors.