Marion Maiorino is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding a Series 66 designation and 28 years of industry experience. She has been with UBS Financial Services since 1991. Outside of her advisory work, she is involved in a family real estate investment and property management business through PabMar LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Stephen O'neil is a Series 66-licensed financial advisor at Morgan Stanley with 13 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is involved in an estate planning-related real estate investment with family members through a sole proprietorship LLC. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm employs structured planning tools and offers access to extensive investment resources and strategies.

Dillon Mills is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Bank, The Evangelisti Group, and Kennedy Investment Group. Outside of his advisory role, Mills owns and manages a real estate business, overseeing property acquisitions and renovation projects. 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 investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Derrick Phillips is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America, Inc. and Securities Service Network, Inc. Phillips is also a partner at Evesham Capital Management, where he is involved in life and health insurance sales and fixed annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing in managing diversified portfolios that include a range of investment types.

Emily Huber is a Series 66-credentialed financial advisor with three years of industry experience. She is currently with Edward Jones in Philadelphia, where she has worked since 2025 and previously from 2019 to 2021. Her prior experience includes roles at Bank of America (Merrill Lynch) and the University of Delaware. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Arthur Ace is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including PNC Wealth Management and Truist Investment Services. Outside of his advisory role, he serves on the board of the Touchstone Foundation, which focuses on mental health services for youth, and is involved in nonprofit leadership through Leadership Lancaster and the Lancaster Estate Planning Council. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Kimberly Goodman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Wells Fargo in various roles since 2016. Outside of her advisory work, she serves as a power of attorney for her child. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Donna Cleveland is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. She has been with Wells Fargo firms since 2010, including Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Delvis Kaliqi is a financial advisor with LPL Financial in Marlton, NJ, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he held roles at Penn State University and has worked in the food service industry as a waiter and barista. He is also involved in non-investment-related work at Cafe La Maude. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning, advisory programs, and retirement consulting services through a national network of investment adviser representatives.

Paul Flood is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 13 years of industry experience. His previous roles include positions at Citizens Securities, Citizens Bank, and Scottrade. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Joseph Delguercio is a ChFC® credentialed financial advisor with over 41 years of industry experience. He is currently with Mass Mutual Investors Services, where he has worked since 2017, and has been associated with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in an entrepreneurial capacity as a member of an LLC for administrative and sales activities, and also works as an insurance agent, providing property, casualty, health, and group life insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as ongoing, collaborative relationships and provides various programs including wrap and money-manager offerings, educational seminars, and recently added a standalone Divorce Planning service.

Matthew Santillo is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in monthly accounting and annual tax preparation through his ownership of Integrity Management Partners LLC. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations. The firm provides a wide range of advisory, brokerage, and insurance solutions through its large institutional platform.

Kimberly Daniels is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with LPL Financial since 2015 and previously worked at Wireless Zone from 2011 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Martin Sinclair is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been associated with Cetera and its affiliate entities since 2013 and operates a CPA practice, Sinclair Associates LLC. Sinclair is involved in nonprofit work as a board member of My Father's House Inc. and serves as treasurer for the Prader-Willi Syndrome Association Chapter of New Jersey. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers multiple program options, including model portfolios and custom strategies, managing over $256 billion in assets.

Seth Kuhn is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., and various academic positions at Villanova University, Pennsylvania State University, and Duke University. He also has experience with Adelphia Seafood and was involved with For Soccer Ventures. 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 through a team of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Charles Strano is a financial advisor with OSAIC in Woodbury, NJ, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He previously worked for FSC Securities Corporation from 1994 through 2023. Outside of his advisory role, he is involved in the sales and service of life insurance through a sole proprietorship. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and third-party managers to construct tailored portfolios.

Marguerita Chapman is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and its use of systematic methodologies and AI techniques in portfolio management.

James Pacheco is a Series 66-credentialed financial advisor with 35 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Outside of his advisory work, he serves as a volunteer firefighter with the Indian Mills Volunteer Fire Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options supported by in-house and third-party research.

Sean Downey is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked for the Wall Street Journal / Barron's Group for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and managed investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Dante Cambria is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2014 and has been with Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he is involved with Showcase Select LLC, a wholesale and distribution business based in Philadelphia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools.