Michael Sessa is a financial advisor at Morgan Stanley with six years of industry experience. He has previously worked at UBS Financial Services and law firms including Arangio & George LLP and Spector Gadon & Rosen. Sessa also served as a trustee and personal representative for trusts in Ocean City, New Jersey. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis.

Josephine Stagliano is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 27 years of industry experience. She has worked at LPL Financial since 2017 and was previously with Wells Fargo Clearing for one year. She is involved in an affiliated business entity, Main Street Investment Group, LLC, which operates for LPL business activities. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Kristen O'Neill is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include six years each at BlackRock Investments and The Vanguard Group before joining Charles Schwab in 2025. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and brokerage services supported by a large-scale, integrated operational platform.

Nick Italiano is a Financial Consultant currently working with Fidelity Investments since 2023. He collaborates with clients to create, update, and maintain financial plans tailored to their individual situations, assisting them in preparing for retirement, building a family, or establishing a legacy. Before joining Fidelity Investments, Nick worked as a Financial Advisor at Merrill Lynch from 2017 to 2022. During his tenure there, he gained experience in advising clients on various financial matters and developing strategies to meet their financial goals.

Dimosthenis Tsakiris is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2017 to 2022 and Marble & Tile Outlet LLC from 2015 to 2017. Tsakiris is based in Mt. Laurel, NJ. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Benjamin Venturo is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has over 20 years of experience in financial planning and investment consulting, having previously worked as a Wealth Management Advisor and Investment Consultant at TIAA CREF from 2007 to 2015, and as a Financial Planner at H & R Block Financial Advisors from 2000 to 2007. Benjamin holds a California Insurance License. Outside of his professional work, he has personal interests that include beach activities, cooking and baking, fitness, golf, soccer, and theater.

John Beckett is a financial advisor at Cetera with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera and affiliated firms since 2019. He also operates Beckett Wealth Management Group, an insurance sales business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with model portfolios, third-party managers, and custom strategies across various program structures and custodians.

Ann Baron is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. Her prior experience includes a three-year tenure at Morgan Stanley DW Inc. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kyle Kranzley is a financial advisor with LPL Financial in Mount Laurel, NJ, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2011 and previously spent six years at Ameriprise. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both proprietary research and third-party strategies across a range of investment approaches.

Lisa Cargill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 29 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following prior roles at Quick & Reilly, Inc. and Morgan Stanley Dw Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors. The firm offers a range of brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute alongside third-party data to inform investment evaluations.

Francesco Esposto is a financial advisor at Morgan Stanley in Philadelphia, PA, holding a Series 66 designation with three years of industry experience. His work history includes roles at Morgan Stanley Private Bank and B2 Partners. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Deborah Roundtree is a financial advisor with Cetera, holding a Series 63 designation and bringing 25 years of industry experience. She has been associated with various Cetera entities since 2004 and owns Macktree, LLC, a tax and accounting firm where she serves as CPA. Additionally, she is involved in fixed insurance sales through Macktree Financial. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering diversified portfolio management and financial planning services through multiple program structures and manager options.

Christopher Canal is a CFP® with four years of industry experience, currently serving as a financial advisor at RBC Capital Markets. His prior experience includes roles at The Vanguard Group, UBS, and Morgan Stanley. He also has experience working in the hospitality industry at Giumarellos Restaurant and Bar. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

John Morawski is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and bringing 12 years of industry experience. He has worked with Wells Fargo Bank since 2014 and Wells Fargo Clearing since 2016. Outside of his advisory role, he operates an entertainment company providing disc jockey services for events. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Timothy Quigley is a financial advisor with LPL Financial, holding a Series 63 designation and 40 years of industry experience. His prior roles include positions at Cuna Mutual Group, Cuna Brokerage Services, and Kestra Investment Services. 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, third-party asset management, and institutional platforms.

Ryan Nason is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Securities America, Pinnacle Investments, and Mutual of Omaha prior to joining OSAIC. Outside of advising, he is involved as a baseball coach with South Jersey Young Guns AAU Baseball and serves as an event coordinator for the We Serve Too non-profit, which supports military dependents. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to multiple third-party money managers and wrap programs.

Michael Greenly is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Nancy Schultz is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and 26 years of industry experience. She worked at UBS Financial Services for 12 years before joining Raymond James in 2025. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Charles Leonard Jr. is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and bringing 35 years of industry experience. His prior roles include positions at Northeast Planning Associates, LPL Financial, Commonwealth Financial Network, and 1717 Capital Management Company. Outside of his advisory work, he is involved with A & B Ventures, where he cares for farm animals and maintains their facilities. Ameriprise Financial Services is a large, diversified firm that serves both individual and institutional clients. The firm offers a Premier Retirement Income service providing personalized, written retirement income planning and annual advice focused on income reliability and tax-aware withdrawal strategies.

Andrew Segal is a financial advisor with Wells Fargo Clearing in Philadelphia, PA. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, all with Wells Fargo entities since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research from its investment institute and third-party sources, applying diversification and modern portfolio theory in its investment approach.