Susan Witte is a financial advisor at LPL Enterprise with 33 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she serves as Vice President of Membership for the Sisterhood at Congregation Kol Ami, a nonprofit organization. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Tara Reigel is a financial advisor at Morgan Stanley with 17 years of experience at the firm. She holds a Series 66 designation and is based in Mount Laurel, NJ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery processes and firm-approved tools to model outcomes and support client decision-making.

Gina Lindsey is a CFP® professional with 24 years of industry experience, currently advising at LPL Financial since 2018. Prior to joining LPL, she worked at Foresters Equity Services, Inc. from 2012 to 2018. Outside of her advisory role, she contributes to a lifestyle blog aimed at creating a community focused on wellness, nutrition, and parenting for women. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial services supported by diverse research and model portfolio options.

Jean Paul Brescia is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is involved with Pax Nauticus LLC, a property management business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Heshan Wanigasekera is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2014. Wanigasekera serves on the boards of several nonprofits, including Project HOME and the Conservation Center for Art & Historic Artifacts, where he participates in finance and investment committees. He is also a director of Orchid Collections (Pvt) Ltd, a textile manufacturing company in Sri Lanka. 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 select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Andrew Eisel is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and two years of industry experience. His background includes roles at Goldman Sachs and Liberty Mutual Insurance, as well as academic affiliations with Pennsylvania State University and Penn State - Schreyer Honors College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan financial organization.

Brian Baskin is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding a Series 66 designation and 19 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2017. Outside of his advisory role, Baskin coaches Jiu Jitsu at the Moorestown Recreational Center. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Mark Schuehler is a financial advisor at Morgan Stanley with 9 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2015 and 2017, respectively. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning that integrates firm‑approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with a variety of investment and trading activities.

Jonathan Bovit is a financial advisor at Edward Jones in Medford, NJ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles at companies including Miltek USA and Recycle Track Systems. He was previously the president of an inactive software company, Warmsuite LLC, which he plans to dissolve by the end of 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and a fiduciary standard across its programs.

John Gallagher is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 46 years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Gallagher is also associated with Costa Ventures LLC, a non-investment related business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting with discretionary and non-discretionary management supported by in-house and third-party research.

Michael De Persia is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 credential and has previously worked at Le Moyne College and Indiana University–Indianapolis. Outside of his advisory work, he serves as a basketball coach and Director of Basketball Operations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisors. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and supported by research and model portfolios.

James Wilson is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. He has worked at firms including Avantax Advisory Services and 1ST Global Advisors. Outside of advising, he is a partner in MacAlpine Carll & Co LLC, a CPA firm that oversees tax, auditing, and accounting functions. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

Todd Panto is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at LPL Financial since 2022 and previously spent 11 years at Bank of America and Merrill. Outside of his advisory role, he is involved with Medicare Coach LLC, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and consulting services supported by model portfolios and research from LPL and third-party subadvisors.

Nick Meyers is a Certified Financial Planner® affiliated with LPL Financial, with 42 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 26 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kevin Gianfortune is a financial advisor at LPL Financial with 18 years of industry experience. He has held advisory roles at Lincoln Financial Advisors Corporation and Hornor Townsend And Kent, Inc, among others. Outside of his advisory work, he is involved in non-investment business activities through Fortune Financial Planning Acquisition, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies to support discretionary and non-discretionary management.

Joel Reitzes is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and previously worked at UBS for seven years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Christy Bravo is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Thomas O'Brien is a financial advisor with Cetera in Lansdowne, PA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has operated O'Brien Financial Advisors, LLC since 2012 and has been associated with Cetera and Cetera Financial Specialists LLC since 2005. In addition to his advisory work, he is also a tax preparer for TAX TIME, a business he has been involved with since 1993. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and custodial relationships.

George Di Biase is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to define their financial goals and develop portfolio strategies designed to help them reach those goals. George provides ongoing advice and adapts strategies as clients' situations change. He has expertise in managing competing financial priorities such as purchasing a home, saving for children's education, caring for elderly parents, and preparing for healthcare needs. George holds the Certified Financial Planner (CFP) designation and is a Personal Investment Advisor (PIA). He earned both a Bachelor's Degree and a Master of Business Administration (MBA) from Fairleigh Dickinson University. Outside of work, George enjoys staying active, sports, spending time with family and friends, and giving back to his community.

Aidan Fegley is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and research with tailored financial planning and portfolio management. The firm operates as both a broker-dealer and investment adviser, integrating institutional trading capabilities with wealth management services.