Juan Cuello is a financial advisor at Edward Jones with Series 66 credentials and three years of industry experience. Prior to joining Edward Jones, he held various roles including positions at HireGenics and Premier Research, and served in the New Jersey Army National Guard for 20 years. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of advisory services and investment solutions, supported by a large nationwide network of advisors and branch offices.

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 2019 and previously spent over a decade at Securities America Advisors and Securities America, Inc. In addition to his advisory role, he operates Investment and Tax Services, providing tax preparation, accounting, and non-variable insurance 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Ryan Corbley is a financial advisor at Merrill with 15 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2010 and at Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 bringing 11 years of industry experience. 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.

Christopher Hidalgo is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank N.A., JPMorgan Securities LLC, Pruco Securities LLC, Prudential Insurance Company of America, AXA Advisors, and earlier roles in education and retail. 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, supported by proprietary research and a broad range of capital markets services.

Nathan Spohn is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with LPL Financial and has held prior roles at Financial Engines Advisors, EF Legacy Securities, Edelman Financial Services, and Fidelity. 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 a network of over 22,800 advisors and more than $819 billion in discretionary assets.

Elijah Dornstreich is a financial advisor at UBS Financial Services with 14 years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC for 11 years before joining UBS in 2023. Dornstreich serves as a member of the Pennsylvania Supreme Court Investment Advisory Committee. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions to tailor plans based on proprietary research and capital market assumptions.

Michael Bello is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Penn State, Old Dominion National Bank, and Essent Guaranty. Outside of finance, he has experience working with Connolly Landscaping and teaching at St. Joseph's Prep and St Dorothy's School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages discretionary and non-discretionary advisory mandates, including fund advisory and model portfolio delivery, and is noted for its use of systematic methodologies and its role as a commodity pool operator registered with the CFTC.

Christopher Carroll is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Michael Barrett Jr. is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and seven years of industry experience. He has worked in various roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2015. Barrett is based in Philadelphia, PA, and also holds a position at JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and futures commission merchant registrations, offering a broad range of advisory and market-facing services.

Audrey Hallman is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 65 designation and has a background that includes six years at Evesham Mortgage Co. and ownership of an accounting practice, Audrey L. Hallman, CPA. 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 through a large network of representatives and utilizes various investment strategies including model portfolios and third-party subadvisors.

Marlon Travis is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in several real estate investment ventures. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment and financial planning services.

Denise Mc Gee is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Grove Point Advisors, LLC and Cetera Advisor Networks LLC. Outside of her advisory role, she teaches small classes about wine through her business, Domina Bulla. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Daniel Kukainis is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Vicus Capital, Schwartz Financial Associates, Cetera Advisor Networks, and TD Bank. He serves as Vice President of the South Jersey Young Professionals Association, where he is involved in establishing the organization's vision, mission, and strategy. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers access to various advisory programs and third-party asset managers, with a focus on matching clients to models or discretionary managers based on risk tolerance and personal plan information.