Catherine Klase is a financial advisor with Morgan Stanley in Sewell, NJ, holding Series 63 and Series 66 licenses and with 21 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2018 and previously held positions at UBS Financial Services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Ryan Fitzpatrick is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan entities since 2007, including his current role at J.P. Morgan Securities since 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis and combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Shawn Hood Jr. is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. for over nine years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Edward Bell is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley since 2016 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as an administrator of an estate in Cherry Hill, NJ. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including comprehensive financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside market simulations to support its advisory process.

James Stahl Jr. is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 20 years of industry experience. He previously worked at NEXT Financial Group, Inc. for 13 years before joining LPL Financial in 2025. Outside of advisory roles, he is involved as a non-variable insurance producer and manages an entrepreneurial venture, Flower Building LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with support from research, model portfolios, and technology solutions.

Gianna Pizoli is a Financial Advisor at Merrill Lynch Wealth Management, having joined the firm in 2023. She focuses on providing timely account support and services, serving as a key resource for both advisors and clients. Her areas of expertise include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. Gianna holds a Bachelor's Degree from Drexel University and is pursuing her Chartered Retirement Planning Counselor™ designation, supplementing her Series 7 and Series 66 licenses. She is a former Division I athlete, having competed with the Drexel University Women's Soccer program. Residing in Marlton, NJ, Gianna engages in various personal interests such as traveling, soccer, boating, and cooking. She is also involved in her community through participation with the Medford Arts Center.

David Di Gangi is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Outside of his advisory role, he provides coaching on business operations, staff management, and client processes for a financial planning specialist. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, primarily focusing on assets held in Ameriprise-managed accounts.

Robert Mullin Jr. is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 24 years with Metlife Securities Inc. He is based in Marlton, NJ. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, money-manager programs, and educational seminars.

Eric Gorman is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Chase Bank, NA and affiliated entities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations to deliver a broad range of services.

Lindsay Newell is a Series 66-licensed financial advisor with Merrill, where she has worked since 2014, totaling 12 years at the firm and 7 years of industry experience overall. She is based in Haddon Township, NJ. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s broader platform, providing access to a wide array of financial products and services.

Michael Sisler is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with J.P. Morgan Securities since 2010, including roles at JPMorgan Chase Bank and JPMorgan Services Inc. prior to his current position. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm offers these services alongside affiliated brokerage, distribution, and investment management capabilities.

William Gorman is a financial advisor with Raymond James Financial in Philadelphia, PA, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Raymond James Financial since 2009 and has also managed the Gorman Investment Group, Ltd. outside of his advisory role. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions, offering financial planning and non-discretionary investment consulting. The firm emphasizes client collaboration to develop tailored financial plans and provides access to a range of advisory and brokerage solutions, with a distinctive focus on non-discretionary advisory services.

William Greco is a financial advisor at Ameriprise with a Series 66 designation and experience spanning several years, including roles in education and financial services. His work history includes multiple periods at Ameriprise Financial Services LLC and prior positions at the University of Alabama, St. Joe's Prep, and the Philadelphia Performing Arts Charter School. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, with a focus on assets held in Ameriprise Managed Accounts and an emphasis on affiliated investment products.

Benjamin Rosengard is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Brandywine Global. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Kyle Stokley is a financial advisor at Fidelity with three years of industry experience. He has worked at Fidelity Investments since 2023 and was previously employed by The Vanguard Group, Inc. Outside of finance, his background includes roles in education and community organizations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Vincent Malazita is a financial advisor with Equitable Advisors in Newtown, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked with Axa Advisors, LLC for 18 years. His other business activity includes operating under the DBA Oak Financial Partners. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Rene Alvarado is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Wilmington Trust, Goldman Sachs, and six years at Accenture, along with completing an MBA at The Wharton School. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with various advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a broad range of investment offerings.

Michael Coles is a CFP® with nine years of industry experience, currently working at Wells Fargo Clearing since 2025. Prior to joining Wells Fargo, he spent ten years at UBS Financial Services. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Elizabeth Giuliano is a financial advisor at OSAIC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Woodbury Financial Services, Questar Asset Management, and Montague & Giuliano. Outside of her advisory role, she is involved with a nonprofit organization through Giuliano Financial Services, where she volunteers and participates in service activities. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to construct portfolios across a broad range of investment types.

Raul Toro is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at JP Morgan Securities, JP Morgan Chase Bank, and Citizens Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.