Dennis Barth is a CFP® professional with 39 years of industry experience. He is currently affiliated with LPL Financial and has previously worked with Cetera Wealth Services, Avantax Advisory Services, and Jos. W Barth and Co. In addition to his financial advisory work, he serves as the head baseball coach for Gloucester Catholic Baseball. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and management solutions, including model portfolios, third-party asset management, and institutional platforms.

Matthew Carrozza is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of New York Mellon from 2013 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks.

John Teti is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is an independent contractor with Karr Barth Administrators Inc. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

Robert Bradley III is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, New York Life Securities, SEI Investments, and Canal Wines Unlimited. He operates a financial planning sole proprietorship, RDB Wealth Advisors, alongside his insurance agency activities. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization strategies supported by a range of program options and maintains multiple custodial and legacy arrangements.

Edward Penberthy is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, Penberthy serves on the Harvey Cedars Open Space Committee, advising on the use of property tax assessments to maintain open space in the community. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets and employing firm-approved planning tools and investment estimates without offering individual security recommendations as part of standalone plans.

Michael Oleary is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at Next Financial Group Inc and Mass Mutual Investors Services. Outside of his advisory role, he is involved with Michael O'Leary Insurance, a non-variable insurance business. 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, model portfolios, third-party asset management, and institutional platforms.

Danielle De Vard is a financial advisor with Merrill in Folsom, PA, holding Series 65 and Series 63 licenses and one year of industry experience. Her prior work history includes positions at Bank of America, Stephanie Reiata State Farm LLC, and LPL Enterprise. Outside of her advisory role, she is the owner of Modern Now Innovations LLC, which licenses a patent for an adjustable needle designed to tailor clothing. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, utilizing both internal Chief Investment Office teams and third-party managers.

Carlina Fiocchi is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. She holds a Series 66 designation and has recently started her career in financial advising. Prior to joining Equitable Advisors, she was associated with Pats Select and Rowan University, and also held a role at 5 Points Custard. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives and third-party asset managers.

Talene Brinker is a Series 66-licensed financial advisor with LPL Financial, where she has worked since 2018. She has two years of industry experience and previously worked at Brookside Bagels & More and Neumann University. Her activities include serving as a notary through her firm, Brinker Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Barrett Boychuck Quigley is a financial advisor at Osaic Wealth Inc. with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Osaic since 2018, following three years at Sii. In addition to her advisory role, she is a partner in Benefit Concepts, conducting securities and non-investment related activities under the trade name Bencpts, Inc., and is involved in the sale of group insurance and qualified retirement plans. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, retirement plan consulting, and third-party manager programs. The firm employs a model-based investment process with tools for asset allocation, optimization, and rebalancing, and is notable for its scale, affiliate network, and recent consolidation activity.

Ernest Repice is a financial advisor with Equitable Advisors, holding the ChFC® designation and Series 63 and Series 65 licenses, with 46 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors. He is also associated with Karr Barth Associates, a private client group focused on client communication. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party asset managers and advisory models tailored to client risk tolerance and needs.

William Owens is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds the Series 66 designation and has 17 years of industry experience, including prior work with Axa Advisors, LLC. He is also involved in other business activities under the name Karr Barth Associates. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Waley Zhao is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining J.P. Morgan Securities, Zhao worked at JPMorgan Chase Bank, N.A., Trinity Wealth Securities, LLC, and Florida Financial Advisors, LLC. Outside of his advisory role, he has experience operating in both securities sales and fixed insurance sales. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative screens and qualitative research, incorporating ESG factors and broader derivatives capabilities.

Isaac Fendrick is a financial advisor at Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at PGIM Investments LLC and Prudential Investment Management Services LLC. He has also held roles outside of finance, including a position at the Kelley School of Business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes structured financial planning supported by firm-approved tools and methodologies.

Jason Lewer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1997 as a Financial Advisor and has developed expertise in providing investment advice and financial services to individuals and families. His areas of focus include income replacement, transition planning, portfolio risk management, and guidance for families with special needs members. Jason holds a Bachelor's Degree from Villanova and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is a member of the International Association of Approved Basketball Officials. His community involvement includes participation with Decoding Dyslexia, NJ, English in Mind, and the North Yonkers Scholarship Foundation.

Dominick Daniele is a Certified Financial Planner® with 10 years of industry experience. He is currently with UBS Financial Services, where he has worked since 2021. Prior to that, he held positions at Morgan Stanley and Northwestern Mutual Investment Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of financial planning and portfolio management solutions supported by proprietary research and capital market insights.

Alexander Boory is a financial advisor at Morgan Stanley in Marlton, NJ, holding a Series 66 designation. He has one year of experience in the industry, joining Morgan Stanley in 2025. Prior to his current role, he worked in various positions including at Tiqets and with several sports organizations from 2014 to 2024. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and uses firm‑approved tools to model outcomes, serving clients through a broad range of retail and institutional services.

Michael Chiappinelli is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds a Series 66 designation and has 22 years of industry experience, having worked with Equitable Advisors since 2004 and previously with Axa Advisors. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory solutions.

Andrew Cohen is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Questar Asset Management, LPL Financial, and Prudential Equity Group. Cohen is president of the Marjorie B Cohen Foundation, which focuses on fundraising and awareness for cancer genetics related to the BRAC gene, and serves on the board of the Abramson Cancer Center. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. Its investment approach uses model-based asset allocation and portfolio optimization, and the firm is notable for its scale, recent consolidation activity, and complex affiliate network.

Matthew Geraci is a CFP® professional affiliated with LPL Financial, with 16 years of experience in the financial services industry. He has worked at Janney Montgomery Scott, Securities America Advisors, and OSAIC prior to joining LPL Financial. He is also involved with G2Financial LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advanced operational and research tools.