Scott Parker is a financial advisor with Wells Fargo Advisors in Medford, NJ, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has been with Wells Fargo Advisors and its related clearing firms since 2009. Outside of his advisory role, he manages Parker Asset Management, LLC, and serves as an executor for a family friend's estate. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, risk, and wealth-transfer planning. The firm’s approach integrates research, planning tools, and multiple financial product channels to deliver tailored client recommendations.

Roy Hansen III is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Equitable Advisors, Axa Advisors, McKinsey and Company, and Ameriprise Financial. He also worked at Rollins College for four years. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Abraheim Ali is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at WELLS FARGO Advisors, LLC for one year. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Maryanne Morrissey is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2025. Prior to this, she worked for 16 years at Janney Montgomery Scott. She is also president of the Morrissey Family Foundation, a nonprofit organization involved in managing foundation assets and coordinating donations. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and institutional consulting, with a notable focus on municipal and public-finance services.

Lance Goldstein is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1999 and has built his career focusing on addressing the wealth management needs of individuals and families through personalized planning and advice. Lance is a founding member of The Brantz Goldstein Group and works with clients on managing new wealth, personal retirement planning, portfolio management, socially responsible investing, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor™ designation, and the Personal Investment Advisor (PIA) designation. Lance earned his bachelor's degree from Washington University in St. Louis. His approach emphasizes evolving tailored wealth management strategies to achieve his clients' specific wealth and income goals, with a concentration on retirement planning services including income guidance and longevity planning. Outside of his professional role, Lance volunteers as a basketball coach with the Philadelphia Dragons Sports Association. He resides in the Queen Village neighborhood of Philadelphia with his wife and three children. They also spend time at their vacation home in the North Fork region of Long Island, New York.

Scott Atkins is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2012, initially with UBS Global Asset Management before transitioning to UBS Global Wealth Management. Atkins serves on the board of directors for Miami Nation Enterprises, participating in regular meetings to oversee administrative matters related to the organization's investments. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm delivers advisory work through a network of financial advisors using proprietary research and model-based asset allocations, combining institutional trading capabilities with wealth management services.

Michael Francisco is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding a Series 66 designation and 17 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he serves as a board member and secretary for Patriot Fund, a nonprofit organization he founded. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Cameron Jacoby is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Schwab, he spent time at Equitable Advisors LLC and has experience in education and local government. Jacoby serves as Treasurer for the Phi Mu Delta Fraternity Alumni Association. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary financial planning and discretionary separately managed accounts supported by multi-asset model portfolios and alternative investment due diligence.

Harry Buzzerd III is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2008. He holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, investment models, and a broad range of capital markets solutions.

Matthew Michaleski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menus.

Avram Greenberg is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Cetera and its affiliated entities since 2019. Outside of his advisory work, he is involved with Catherine Greenberg Photography. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm utilizes a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies.

Connor Iarussi is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at METLIFE Securities Inc from 2015 to 2017. His credentials include Series 63 and Series 65 licenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Ian Gallagher is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2008. Outside of his advisory role, he is the owner and operator of Grove Street Operations, LLC, a financial planning business based in Voorhees, NJ. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset thresholds. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, employing a combination of research, modeling, and tax-efficiency analysis in its retirement income recommendations.

Mark Giordano is a financial advisor at UBS Financial Services in Philadelphia, PA, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining UBS, he worked at UBS Securities LLC and was previously employed at the Washington Township Health Department. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning, portfolio management, and capital markets solutions.

Joshua Stecker is a financial advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, and businesses to develop personalized wealth management strategies aimed at achieving their financial goals. His areas of expertise include retirement income planning, education planning, family wealth management strategies, liquidity management, and small business strategies, among others. Joshua holds a Bachelor's Degree from Rowan University and is a Personal Investment Advisor (PIA). He focuses on creating transparent, tailored financial plans that reflect each client’s unique priorities. Outside of work, Joshua enjoys basketball, football, golfing, rock climbing, and spending time with his family.

Jillian Greene is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a tenure at UBS Financial Services from 2017 to 2021. Prior to her financial services career, she was employed in education from 2014 to 2018. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Rachael Di Lunardi is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has worked in various roles across Morgan Stanley since 2018. Her prior experience includes positions with the U.S. Green Building Council and involvement with sports and hospitality organizations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis from its Global Investment Committee as part of its financial planning process.

Heather Yearly is a Planning Consultant at Fidelity Investments, where she collaborates with clients and Financial Consultants to develop and maintain comprehensive financial plans tailored to individual and family needs. She has been in this role since 2019. Prior to her current position, Heather gained experience as a Wealth Advisor at Truist Bank from 2017 to 2019. Earlier in her career, she held roles at Vanguard, serving as a Flagship Select Services Senior Relationship Consultant from 2011 to 2016, and as a Flagship Services Relationship Consultant from 2006 to 2010.

John Napolitano is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2022. Prior to his financial advisory role, he held positions in various service and retail industries. Outside of advisory work, he is involved in sales activities for ancillary financial products and tax account programs. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on client goals and risk tolerance.

Amer Dababneh is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 65 and Series 63 certifications and has been with Wells Fargo entities since 2014. 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 supported by research from Wells Fargo Investment Institute and third-party sources.