Peter Sabia is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation. He has been with Morgan Stanley since 2024 and previously spent ten years affiliated with Haddonfield Memorial High School and the University of Delaware. Sabia began his tenure at Morgan Stanley Private Bank, N.A. in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include 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 proprietary tools and market simulations.

Younger Jack is a financial advisor at Merrill with a Series 66 designation and no prior years of industry experience. His work history includes roles at Bank of America, BNY, and Sloane, along with ongoing employment at Rutgers. 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 for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Cirucci is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank division prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, model-based asset allocation tailored to client goals.

Jacqueline Lipski is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, KIPP New Jersey, and Lincoln Financial Distributors. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lawrence Birch IV is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Commonwealth Financial Network, NYLife Securities LLC, and Steele Financial Solutions. Outside of finance, Birch has experience in communications and the restaurant industry. 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 portfolio programs, and institutional platforms, supported by technology and research tools.

Eric Tropea is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023, following previous roles at Lincoln Financial Advisors, Bank of America, and Merrill Lynch. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based, holistic financial planning without discretionary portfolio management. Their services include ongoing or one-time planning engagements covering a wide range of financial topics, with an option to combine planning with managed account programs under a consolidated billing system.

Thomas Paluszynski is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves on the finance committee of Green Building United and is a member of the Management Division Advisory Council at Penn State Great Valley School of Graduate Professional Studies. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning services supported by firm-approved tools and economic modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Alexandria Mc Kenna is a Series 66-licensed financial advisor with five years of industry experience, currently with J.P. Morgan Securities LLC. Her prior experience includes roles at MML Investors Services, MassMutual Life Insurance, and Conrad O’Brien. Outside of finance, she has worked briefly with Iron Hill Brewery and Turning Point. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Matthew Domin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2026 before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. Outside of his advisory role, he serves as president of The Landings Condominium Association board in Wildwood, New Jersey. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm’s offerings focus on non-discretionary advisory services, incorporating an ESG eligibility framework and access to a broad range of products through its affiliation with the larger J.P. Morgan organization.

Christopher Went is a financial advisor with LPL Financial in Mount Laurel, NJ, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior roles include positions at UBS Financial, Envestnet Inc., and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Susan Witte is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at Prudential Insurance Company of America, Pruco Securities, Banc of America Investment Services, and BNY Mellon Securities. She serves as Vice President of the Sisterhood membership at Congregation Kol Ami, a nonprofit organization in Cherry Hill, NJ. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and financial planning services.

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 financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. She has 25 years of industry experience, including prior roles at Foresters Equity Services, Inc. and PRUCO Securities, LLC. Outside of her advisory work, she contributes to a lifestyle blog focused on wellness, nutrition, and parenting, aimed at creating a community for women. 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 services through a large network of advisors, utilizing various portfolio strategies and operational support tools.

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 20 years of industry experience. His prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory work, he coaches Jiu Jitsu at the Moorestown Recreational Center. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering a range of financial planning and consulting services supported by various portfolio management styles and in-house research.

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 at LPL Financial with 46 years of industry experience. He holds the Series 63 designation and has worked at LPL Financial since 2020. Prior to this, he held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2020. Outside of his advisory work, he has involvement with Costa Ventures LLC, a home-based business entity for tax and investment purposes. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a large network of advisors.