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 licenses and possessing 38 years of industry experience. He has been with Raymond James Financial since 2009, and his background also includes managing Gorman Investment Group, Ltd. Outside of advisory work, he owns and manages a rental real estate business. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining unique municipal advisory capabilities and specialized retirement plan consulting 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 in Moorestown, NJ, holding Series 63 and Series 66 credentials and nine years of industry experience. Before joining LPL Financial in 2020, he worked at Mass Mutual Investors Services and Brandywine Global, among other firms. 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, model portfolios, third-party asset management, and institutional platforms.

Kyle Stokley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior experience includes roles at The Vanguard Group and multiple positions in education and retail. Kyle is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Vincent Malazita is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and with 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC for 18 years. He also operates a separate business under the name OAK FINANCIAL PARTNERS. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models implemented through third-party managers and offers ERISA fiduciary services for qualified plans.

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® professional with 10 years of industry experience, currently affiliated with Wells Fargo Clearing since 2025. Prior to this, he worked for UBS Financial Services from 2015 to 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, 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 sources.

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 at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. Giuliano also operates Giuliano Financial Services, LLC, and participates in a nonprofit organization through volunteer service activities. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to various managed account platforms. The firm employs asset-allocation tools and third-party solutions to support diversified portfolio construction across multiple 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.

Carly Jordan is a Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience in the financial industry. She holds the designation of CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA). Carly has a Bachelor's Degree from the Pennsylvania State University System. In her role, Carly works with high net worth and emerging high net worth individuals and families, including technology professionals, executives, business owners, and women navigating complex career and life transitions. She has expertise in managing equity compensation, growing income, concentrated risk, and long-term planning considerations within the context of broader life goals. Carly’s approach combines institutional-level resources with a personalized and thoughtful process that emphasizes listening and understanding what matters to clients before addressing financial numbers. Outside of her professional work, Carly is involved with various organizations such as the CFP Board, Chamber of Commerce of Southern New Jersey, Mount Laurel Garden Club, and the National Association of Women Business Owners - South Jersey. She participates in community initiatives including Blood Cancer United - South Jersey Light the Night Walk, Children's Hospital of Philadelphia Foundation - Philly Spin-In, Girls on the Run, Invest in Girls, Strike It Strong, and Woodford Cedar Run Wildlife Refuge. Carly engages in activities like gardening, hiking, music, reading, running, traveling, yoga, and spending time with her family.

Barbara Pettit is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding Series 63 and Series 66 credentials and with 15 years of industry experience. Her prior roles include positions at Vicus Capital, Cetera Advisor Networks, Schwartz Financial Associates, TIAA-CREF, and Vanguard Advisers. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models implemented through third-party managers and provides ERISA fiduciary services to qualified plans.

Joseph Garafano is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 license and over 37 years of industry experience. He has been with Cambridge since 2010 and operates Garafano Tax Services, LLC, where he provides income tax preparation. He also works as an independent insurance agent specializing in life insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple platform arrangements and a range of discretionary and non-discretionary strategies.

William Newsome is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2012. In this role, he leads a culture focused on supporting clients and helping them plan for their financial goals. Prior to this, he served as Vice President and Regional Planning Consultant at Fidelity Investments from 2010 to 2012, and as Vice President and Financial Consultant from 2006 to 2010. His career in financial advisory began in 1997, with experience at Morgan Stanley Dean Witter, Wells Fargo - First Union, and Merrill Lynch, Pierce, Fenner & Smith. Mr. Newsome's professional background encompasses a broad range of financial advisory roles, demonstrating extensive experience in client planning and financial consulting. He has consistently worked to exceed client expectations throughout his career. Outside of his professional responsibilities, Mr. Newsome enjoys family activities, fitness, kayaking, spending time at the lake, music, and has a background in military service.

Michael David Bollinger is a financial advisor with Edward Jones in Maple Shade, NJ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including 28 years with Edward Jones and over three decades at Eq Financial Consultants, Inc. He is also involved with the Maple Shade Business Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options, supported by a large national network of advisors and branch offices.

Douglas Frank is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise Financial, Gladstone Wealth Partners, and Elite Consulting. Frank also manages a business entity for tax and investment purposes outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management solutions supported by research and technology, with oversight of over $819 billion in discretionary assets and a network of more than 22,800 advisors.

Stephanie Becker is a financial advisor at Ameriprise in Burlington, NJ, holding a Series 66 designation with 15 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Michael Terry is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 66 licenses, with eight years of industry experience. He previously worked at Woodbury Financial Services Inc. and Bank of America. Outside of advising, he is the owner of LIONOAK CAPITAL LLC, an entity set up for tax purposes related to recruitment compensation. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services utilizing various tools and third-party solutions to construct and manage diversified portfolios for individual and institutional investors.

Richard Maratea is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Calvin Williams is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Rowan University. Outside of his advisory role, he owns a landscaping company in Williamstown, NJ. 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 managers, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.