Monica Biskup serves as Vice President and Private Wealth Management Advisor at Fidelity Investments, a position she has held since 2019. She has accumulated 26 years of experience in the financial services industry, with roles including Vice President and Financial Consultant at Fidelity Investments, Financial Advisor at Etrade, Options Specialist at Wall Street Access, Financial Advisor at Morgan Stanley, and Registered Financial Associate at Deutsche Bank. Her professional journey reflects a deep commitment to assisting clients in managing their financial lives through education and a relationship-driven approach. Monica's expertise centers on helping individuals and families work towards financial security, fulfillment, and establishing a positive legacy. Outside of her professional career, Monica enjoys activities such as camping, fitness, hiking, traveling, and exploring food.

Will Powell is a Financial Consultant at Fidelity Investments, where he collaborates with clients and a team to develop customized investment strategies aligned with their financial goals. His approach focuses on understanding client objectives and helping them avoid common investment mistakes. Prior to his current role, Will served as an Investment Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, he worked as a Private Client Banker at JPMorgan & Chase Co from 2020 to 2022 and as an Advisor at Ameriprise Financial from 2016 to 2020. Outside of his professional work, Will has interests that include art, museums, music, outdoor adventures, social events with friends, and volunteering.

Amanda Green is a Series 66–licensed financial advisor with Merrill, based in Mount Laurel, NJ. She has eight years of industry experience and has worked at Bank of America, N.A. for five years and Merrill for fifteen years. 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 developed by internal and third-party managers.

Thomas Goodwin Sr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, relying on research and analytics to evaluate investment options within custodian platforms.

Stephen Schmid is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America, Morgan Stanley, J.P. Morgan Chase Bank, and J.P. Morgan Securities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Antony Thomas is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he supports clients in pursuing their financial goals through personalized wealth management strategies. He focuses on a broad range of client needs including divorce transition planning, executive compensation, family wealth management, legacy planning, and retirement income. Antony leverages insights from Merrill and banking solutions from Bank of America to craft flexible strategies suited to changing market conditions. Antony began his career after earning a Bachelor's Degree from New York University. He started as a Financial Advisor with Morgan Stanley in New York and subsequently held leadership roles managing multiple bank branch locations in New Jersey as Vice President at JPMorgan Chase and PNC. Returning to Morgan Stanley in 2018, he later joined Merrill in 2023 to continue assisting clients and families in protecting and growing their wealth. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Antony is involved in community service and dedicates time volunteering with local organizations. His personal interests include adventure sports, antiquing, billiards, boating, golfing, music, reading, running, spending time with his family, and writing.

Terri Wheeler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tesora Specca is a financial advisor at Merrill with 39 years of industry experience. She has been with Merrill since 1988 and holds Series 63 and Series 65 credentials. Outside of her advisory role, she is the owner of a small family-owned nursery, Specca's Nursery LLC, where she occasionally helps with planting flowers. 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 model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Guss is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 10 years before joining LPL Financial in 2024. Ryan is involved in a non-variable insurance business and operates The Resources Group LLC, a separate entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 services, supported by model portfolios, third-party subadvisors, and various advisory tools.

Alfred Biggio Jr. is a financial advisor at Cetera with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Cetera and affiliated entities since 2013. In addition to his advisory role, he serves on the board of the Waterford Township Athletic Association, a nonprofit focused on local athletics. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a wide range of investment programs through its extensive national network of advisors.

Adam Levine is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alec Fendrick is a financial advisor at UBS Financial Services with four years of industry experience. Prior to joining UBS, he worked in law enforcement and held roles at the Ventnor City Police Department and the U.S. Department of Homeland Security. He also has experience in medical solutions and legal services. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Harry Foote is a Certified Financial Planner® with 33 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1998 and has been with Raymond James Financial since 2009. He was also the owner and president of Foote Financial Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Max Prager is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in 2011 at JPMorgan Chase, working as a client associate in the Private Bank. In 2013, Max joined Merrill Lynch Wealth Management, where he has developed strong relationships with many clients. Max works with affluent families, individuals, and business owners to develop long-term financial strategies tailored to their personal and business finances. Using Merrill's Total Merrill platform and a disciplined four-step wealth management process, he provides individualized strategies and strives to deliver attentive personal service and accountability. Max holds the designation of Personal Investment Advisor (PIA). He earned a Bachelor of Business Administration degree from Elizabethtown College. Outside of work, Max enjoys nature, animals, fitness, and sports, including playing golf. He also volunteers at a youth soccer club.

Eric Boory is a financial advisor with Morgan Stanley in Marlton, NJ, holding Series 63 and Series 65 credentials and having 41 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Boory serves as Vice President of the Cure Fragile X Foundation, Inc. and is President of Congregation Beth El. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Matthew Mc Fadden is a financial advisor with Ameriprise, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kenneth Stewart is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Ameriprise since 2007, working in various capacities within the firm. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Marc Cavalier is a Financial Consultant currently working at Fidelity Investments since 2024. He has a professional background in financial advisory roles, having served as a Financial Advisor at Vanguard from 2018 to 2024, and prior to that as a Financial Services Representative at Vanguard from 2014 to 2018. Marc focuses on helping individuals and families develop and maintain comprehensive financial plans aimed at achieving their financial goals. His experience includes working closely with clients to create strategies tailored to their future financial needs. Outside of his professional work, Marc enjoys activities such as fishing, fitness, hiking, outdoor adventures, and skiing.

Leonard Lewis Jr. is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He is a partner at Rafter, Lewis & Paolino Financial Advisors and also operates Rafter, Lewis & Associates, an accounting and tax services firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Anthony Heizenroth is a financial advisor at Morgan Stanley with 19 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2012. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and access to institutional investment resources.