Kelsey Gibson is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2020. Prior to this, she worked in marketing and had periods as a homemaker. Outside of her advisory role, Kelsey manages a seasonal rental property in Atlantic City. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services 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 and analytics from the Wells Fargo Investment Institute.

Dennis Omalley is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and 11 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Madeleine Keane is a financial advisor at Merrill Lynch Wealth Management. She focuses on helping clients navigate their financial lives with an emphasis on education planning, personal retirement planning, women and wealth, tax minimization, and retirement income. Her approach centers on teamwork and simplifying complex financial decision-making to help clients achieve lasting financial freedom. Before entering financial advising, Madeleine earned a bachelor's degree from the Pennsylvania State University System and completed her high school education at the Academy of Notre Dame de Namur. Prior to her current role, she worked in technology sales, where she discovered her passion for building relationships and assisting others with important decisions. Madeleine holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She values family and community and enjoys spending time with her family and engaging in sports such as baseball, basketball, football, golfing, and ice hockey, as well as reading.

Charles Walker is a financial advisor with Merrill, holding a Series 66 credential and 10 years of industry experience. He has worked at Merrill since 2016 and at Bank of America, N.A. since 2019. 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.

Walter Eife is a financial advisor with LPL Financial and holds Series 63, 65, and 66 licenses. He has 25 years of industry experience, previously working for Lincoln Financial Advisors for 13 years before joining LPL Financial in 2024. Outside of his advisory role, he serves as treasurer for a local political campaign and is involved with the Camden County Democrat Committee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management alongside model portfolios and research.

Scott Locher is a financial advisor with Morgan Stanley in Marlton, NJ, holding Series 63 and Series 65 licenses and possessing 46 years of industry experience. He has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and modeling techniques.

Adam Wisniowski is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2016 and was previously affiliated with Drexel University. Outside of his advisory role, he is an Associate Financial Advisor at Lemon Hill Capital, an entity established to manage his practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service delivered in partnership with its financial advisors.

Mark Anderson is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and AXA Advisors. Outside of finance, he was involved with The Window Place Plus Exteriors for six years. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-backed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Nick Fasano is an Investment Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients to understand their personal and financial goals and develop tailored strategies that support these objectives, providing clarity and ongoing support throughout the process. Prior to his current position, Nick worked as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative from 2024 to 2025. He began his career in the financial services industry as a Client Service Associate at Stifel Nicolaus from 2022 to 2024. Nick's professional experience encompasses client relationship management and investment consulting, with a focus on creating personalized financial plans aligned with client priorities. Outside of his professional pursuits, Nick has interests in beach activities, football, golf, surfing, and traveling.

Donald Chambers is a financial advisor with LPL Financial, holding 47 years of industry experience. He previously worked for Lincoln Financial Advisors for 11 years before joining LPL Financial in 2024. Chambers also operates Chambers Wealth Management Services, a non-variable insurance business based in New Jersey. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management with access to model portfolios, research, and technology-driven solutions.

Juan Cuello is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he held positions at HireGenics, Premier Research, Scientific Search, and Mass Mutual, and served 20 years in the New Jersey Army National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Murphy is a financial advisor at Morgan Stanley in Philadelphia, holding a Series 66 designation with 12 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Henry Pizoli is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2010, he has built a loyal client base by helping individuals and families plan for meaningful financial goals and providing consistent, attentive service. Henry's approach centers on listening carefully to clients' questions and concerns, offering clear explanations, and developing personalized strategies tailored to each client's needs. He works closely with clients to establish decision-making parameters that suit their preferences and ensures that every plan reflects their objectives. Henry holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®). He earned Bachelor of Science degrees in Finance and Economics from the University of Delaware. Henry serves on the University of Delaware's Financial Planning Advisory Board, where he mentors students pursuing financial planning and wealth management degrees. He also teaches financial literacy courses at Fellowship Alliance Chapel in Medford, NJ, and is a board member of the Medford Arts Center. Beyond investment management, Henry utilizes resources from Merrill, Bank of America Private Bank, and Bank of America to provide comprehensive wealth, trust, estate, and banking services. He coordinates with clients' accountants and attorneys to align tax minimization and estate planning strategies. Additionally, Henry coaches and mentors new advisors within the Merrill Wealth Management training program, sharing best practices for building strong client relationships.

Timothy Marsh is a financial advisor with J.P. Morgan Securities in Philadelphia, holding a Series 66 designation and four years of industry experience. His career includes roles at JPMorgan Chase Bank NA and a period at Saint Joseph's University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process to recommend approved funds and strategies.

Craig Dowalo is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with UBS Financial Services since 2001. 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, providing a broad range of capital markets services and proprietary research to tailor financial strategies to clients’ goals and risk tolerances.

Gary Stiles is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2021 and previously spent over a decade with Securities America Advisors. In addition to his advisory work, Stiles operates Investment & Tax Services, providing tax preparation and accounting services. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs and financial planning services with both discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Ryan Corbley is a financial advisor at Merrill based in Philadelphia, PA, with 14 years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2010 and 2013, respectively. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, utilizing both internal and third-party managers.

Angelo Pinti is a Senior Financial Advisor at Merrill Lynch Wealth Management with over fifteen years of experience in the financial services industry. He specializes in wealth planning and portfolio management, focusing on creating personalized financial strategies that reflect the unique goals and priorities of his clients. Angelo's approach is centered on building genuine, long-lasting relationships based on mutual respect and trust, emphasizing the importance of setting tangible financial objectives and implementing tailored investment strategies to achieve them. Before his career in financial advising, Angelo was a successful small business owner, an experience that informs his commitment to exceptional service and integrity. He serves clients across various focus areas, including college education planning, divorce transition planning, legacy planning, managing new wealth, retirement income, and tax minimization. As a first-generation American, Angelo values diverse perspectives and strives to connect with clients from a wide range of backgrounds. Angelo holds a Bachelor's Degree from Rowan University and is a Personal Investment Advisor (PIA). He is a member of the Beta Gamma Sigma International Business Honor Society and has been involved with his alma mater through roles on the Rohrer College of Business Alumni Advisory Council and the Rowan University Alumni Association Board of Directors. Fluent in English, Italian, and Spanish, Angelo balances his professional commitments with personal interests such as golfing, music, reading, swimming, woodworking, traveling, and spending time with his family.

Rebecca Mongeluzi is a financial advisor at J.P. Morgan Securities with a Series 66 designation. She has experience working at SEI Investments and JPMorgan Chase Bank, N.A., and has been with J.P. Morgan Securities since 2025. Her background includes roles outside the financial industry such as positions at Starbucks and the YMCA. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Courtney Maccarella is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with WELLS FARGO Advisors, LLC from 2015 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.