Liam Sawchuk is a financial advisor with UBS Financial Services in Mt. Laurel, NJ. He holds a Series 66 designation and is in the early stages of his career in the industry. His prior work experience includes roles at Equitable Advisors LLC and positions in education and local organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research with model-based asset allocations. The firm provides a range of services including financial planning, portfolio management, and capital markets capabilities.

Scott Nash is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 35 years of experience in the financial services industry. Scott is part of The Nash Wealth Management Group, which combines investment insights and global capabilities of Merrill Lynch with the banking services of Bank of America to provide coordinated financial strategies. Scott's expertise includes college education planning, corporate executive services, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, women and wealth, individual and corporate investment strategy, and retirement income. He is dedicated to guiding investors through complex financial situations with personalized advice and ongoing education. Scott has completed the Graduate Wealth Management Advisor program and holds the Accredited Wealth Management Advisor (AWMA) designation as well as the Personal Investment Advisor (PIA) designation. He earned his high school diploma from South Philadelphia High School. Outside of work, Scott enjoys running and weightlifting. He lives in Marlton, NJ with his wife, Debbie, and they have two grown children.

Raegen Richard is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise for three years and Edward Jones for eight years. Outside of his advisory work, Richard has been involved with Droneprep LLC, an entrepreneurial venture, for nine years. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models implemented by third-party managers and emphasizes both proprietary and third-party investment solutions.

James Owens is a Series 66-licensed financial advisor with LPL Financial, bringing three years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Advisors Corporation and has diverse professional experience including roles at College Hunks Hauling Junk & Moving, Kohls Corporation, CVS Health, and in education. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a wide network of investment adviser representatives.

David Debreceni Sr. is a CFP® and ChFC® with nine years of industry experience. He has worked at Edward Jones since 2020 and spent six years at Wellington Management prior to that. Outside of his advisory role, he is involved in coaching education for youth soccer, teaching classes on how to run soccer practices. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a variety of advisory programs and affiliated investment products.

Andrew Werkheiser is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Bank of America. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Black is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2013, including Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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.

Natali Sanchez is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. Her prior roles include positions at Bank of America, The Vanguard Group, JP Morgan Chase Bank, J.P. Morgan Securities, and Wells Fargo. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Thomas Gillespie is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2010 and also operates Gillespie & Associates, an accounting firm where he works as a CPA. Additionally, he is involved in management and ownership roles at Panchpa Inc and PanchMedia, LLC. 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 delivers advice through Investment Adviser Representatives using various program models and third-party asset managers, covering a range of investment products and ERISA fiduciary services.

Sean Campbell is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2016. Outside of his advisory role, he serves as an independent contractor officiating Division I men's college basketball games through the Men's Basketball Alliance. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Gabrielle Hornak is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Her work history includes multiple roles within Wells Fargo Bank and Wells Fargo Clearing since 2019, as well as positions at Amazon, Shoprite, Public Partnerships, American Pool, and Ewing High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Shane Asman is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation. Outside of financial advising, he works as a server at Cider Belly Hard Cider and delivers flowers for Ambler Flower Shop. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management supported by centralized operational and custody services.

Michael Rosenberg is a CFP® professional with nine years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at WELLS FARGO Advisors, LLC for one year. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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 supported by research and analytics from Wells Fargo Investment Institute.

Scott Wiese is a CFP®-certified financial advisor with 34 years of industry experience, currently affiliated with LPL Financial since 2018. His prior roles include positions at Ocean First Bank, Invest Financial Corporation, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Marc Pelerin is a financial advisor with LPL Financial in Marlton, NJ. He holds a Series 66 designation and has one year of industry experience. In addition to his advisory role, he works as a public school teacher and operates an online running coaching business. 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 and access to third-party asset management, utilizing various investment strategies and technology tools.

Daniel Delaney Jr. is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at SESAC and was involved with Music City Media. Outside of finance, he performs as a musician, playing saxophone and other instruments in local bands and has been part of a Bruce Springsteen tribute band. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data, providing clients with customized advice within a structured investment framework.

Robert Falconiero is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in assisting business owners, 401(k) plan sponsors, and individuals with equity compensation plans navigate complex financial decisions and develop strategies focused on long-term financial confidence. His work centers on simplifying wealth planning, optimizing retirement strategies, and guiding clients through major business and personal financial transitions. With a background that includes serving as an Orthopedic Trauma Consultant at Johnson & Johnson prior to joining Merrill Lynch in 2019, Mr. Falconiero brings a unique perspective to his advisory role. He holds multiple professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC). His education includes a Bachelor’s degree from Drew University and an MBA in Finance from Drexel University’s LeBow College of Business. Outside of his professional duties, Robert serves on the Board of Goodwill Industries of Southern New Jersey and Philadelphia. He enjoys playing golf and tennis, and spending time with his wife, their three children, and their two dogs.

Shirley Weber is a financial advisor with Primerica Advisors in Mt Laurel, NJ, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 1999. In addition to her advisory role, she engages in the sale of investment-related products and also receives compensation for referring home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering advisory services primarily through model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, managing approximately $15.5 billion in assets under management.

Richard Jagodzinski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience working with families, business owners, and executives to help them meet their financial goals. His approach centers on building personal relationships and collaborating with clients’ CPAs, estate and tax attorneys, and other experts to deliver comprehensive wealth management strategies. Richard holds a Bachelor’s degree from Guilford College and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise covers areas such as college education planning, family wealth management, legacy planning, retirement income, portfolio management, and managing new wealth. Outside of his professional role, Richard is involved with The Tender Adult Day Center and participates in his community through First United Methodist Church in Moorestown, NJ. His personal interests include basketball, golfing, traveling, and spending time with family and close friends.

Michael Orihel is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including BlackRock Investments, Morgan Stanley, Mass Mutual Life Insurance, and Prudential Insurance. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced research and operational tools.