Jennifer Brady is a financial advisor at Ameriprise with five years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Brady holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm provides comprehensive advisory, brokerage, and insurance solutions, using a mix of research, modeling, and tax-efficiency analysis to generate tailored retirement recommendations.

Terri Wheeler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Christopher Mc Donald is a financial advisor with LPL Financial in Langhorne, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc., Equitable Advisors, and various insurance carriers. 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 financial planning and investment management solutions delivered through a large network of advisors and utilizes a variety of advisory platforms and strategies.

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 with Cetera, holding Series 65 and Series 63 credentials and 25 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Outside of his advisory role, he serves as a board member of the Waterford Township Athletic Association, a nonprofit athletics organization in New Jersey. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment platforms, including affiliated and third-party managers.

Adam Levine is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 designations 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, retirement plan consulting, and operates with more than 14,000 advisors managing approximately $671 billion in assets.

Alec Fendrick is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has a diverse background including roles with the Ventnor City Police Department, SunMed Medical Solutions, the Law Offices of Fendrick and Morgan, and the U.S. Department of Homeland Security. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, offering fee-based financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client plans.

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 at Ameriprise with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Morgan Stanley. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning, tax-aware withdrawal strategies, and dependable income sources.

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 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2012, including within Morgan Stanley Private Bank, N.A., and previously at Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through a structured planning process involving financial advisors and estate planning specialists.

Ericka Andino is a Series 66 licensed financial advisor at Fidelity with 10 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Morgan Stanley. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory roles with multiple registered investment companies.

Matthew Gaiser is a CFP® with nine years of industry experience, currently affiliated with Cetera. His prior work includes roles at Merrill, Macquarie Investment Management, and The Vanguard Group. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Reynold Cicalese III is a financial advisor at Cetera with 13 years of industry experience and a Series 66 designation. He has held roles at various firms including Avantax and 1st Global Capital Corp, and has a background in accounting with Alloy Silverstein CPAs, where he is expected to become a minority owner. Cicalese serves on the board of the Cooperative Business Assistance Corporation, a nonprofit supporting small business growth in southern New Jersey and Philadelphia, and he is involved with the NJCPA Scholarship Fund. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a large network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning solutions across multiple program structures and custodians.

Alfred Zarroli is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Tabernacle, NJ office. Outside of his advisory role, he serves on the Board of Directors and as Chairman of New Business Development for Bestwork. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations tailored to clients’ financial goals.