Christopher Cicalese is a financial advisor with Cetera, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at Avantax Advisory Services, Alloy Silverstein, and 1st Global Advisors. He serves as a member of the New Jersey Legalized Games of Chance Control Commission and is involved in managing an investment club and a rare item resale business. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, with over $256 billion in assets under management and more than 10,000 advisors.

Robert Reidinger is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from multiple sources.

Matthew Tompkins is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2001 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. 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 research, capital markets services, and affiliated lending programs.

Taryn Bosco is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she acts as a power of attorney for her father on investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-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.

James Dunleavy is the Vice President and Branch Leader at Fidelity Investments, where he co-leads the Marlton Investor Center. He is committed to helping individuals plan for financial success. James has held several leadership roles within the financial services industry. Since 2024, he has served as Vice President and Branch Leader at Fidelity Investments. Prior to this, he was Assistant Branch Leader at Fidelity Investments from 2023 to 2024 and Team Lead from 2021 to 2023. He also worked as Assistant Vice President at Merrill Edge from 2014 to 2021 and as a Loan Originator at PHH Mortgage from 2012 to 2014.

Shermee Zeigler is a financial advisor with Charles Schwab holding a Series 66 designation and 19 years of industry experience. She previously worked at TD Ameritrade from 2003 to 2022 and has served on the Board of Elections since 2000. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory programs, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and a centralized operational structure.

Tyreek Wilson is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in liquidity management, personal retirement planning, socially responsible and ESG investing, individual and corporate investment strategy, and retirement income. Tyreek focuses on helping clients develop wealth plans that align with their priorities and adapt to changes as needed. He holds a Bachelor's Degree from William Paterson University and a Master's Degree from Indiana University Bloomington. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Tyreek is a member of several organizations such as Groove Phi Groove S.F.I, NAACP, NAAIA, NRA, Philadelphia Estate Planning Council, and Winslow Baptist Church. Outside of his professional work, Tyreek participates in community service with the Salvation Army and values spending time with his family. He enjoys cooking and music, and is committed to equipping clients with the tools needed for better financial stewardship.

Lee Hoffman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 30 years of experience providing wealth management and investment management services to individuals, corporations, and employee benefit plans across both for-profit and non-profit sectors. Before joining Merrill Lynch in 1997, Lee spent 10 years in trust banking, administering employee benefit plans for corporate clients. His deep understanding of ERISA regulations and related legislation is highly valued by the plan sponsors he serves. Lee holds a Bachelor's degree from the University of Virginia McIntire School of Commerce. He has earned multiple professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Lee previously taught the CFP retirement curriculum at The George Washington University and is a member of both the CFA Institute and the CFA Society of Washington, DC. His client focus areas include Corporate Executive Services, Divorce Transition Planning, Institutional Consulting, Services for Endowments, Foundations, and Non-profits, and Socially Responsible, Values-Based, and ESG Investing. Lee also has personal interests in baseball, basketball, cooking, football, music, reading, and traveling.

Michael Picker is a financial advisor at Osaic with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Sentinel Solutions. In addition to his advisory role, he is also an insurance agent with Futurity First Insurance Group. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated investment advisory and brokerage services, utilizing asset-allocation tools, risk assessment, and managed account solutions to tailor portfolios that include various securities and alternative investments.

Rachel Charles is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves on the finance committee of the First Baptist Church of Jericho and works as a contractor for DoorDash. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and various investment strategies.

Vincent Ferrigno is a CFP® professional with 20 years of experience in the financial services industry. He currently works at LPL Enterprise and has held prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in selling workers' compensation and commercial lines insurance. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a broad range of brokerage and insurance products via an integrated platform.

Jacob Foster is a financial advisor at Fisher Investments with 11 years of industry experience. He holds the Series 66 designation and previously worked at Blackrock Investments, LLC for nine years. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to construct globally diversified portfolios employing quantitative and qualitative research, tax-aware processes, and risk management tactics.

Donald Delmonte Sr. is a financial advisor at Ameriprise with 40 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at LPL Financial and Ameriprise Financial Services. Outside of advising, he is involved in several business ventures related to real estate ownership and management. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that include written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored advice, primarily for clients with substantial investable assets.

William Mc Allister is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006 and holds Series 63 and Series 66 credentials. In addition to his advisory role, he is a partial owner of a local retail cigar lounge and serves as president of a transportation company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions.

Cristina Carew is a Series 66-credentialed financial advisor at Morgan Stanley with seven years of industry experience. She has worked at Morgan Stanley since 2020 and previously held roles at Wells Fargo Clearing, Wells Fargo Bank, NA, and UBS Financial Services. Outside of finance, she was employed at Daniels Broiler from 2015 to 2019. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis techniques.

Albert Finkelstein is a financial advisor at Edward Jones with 21 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2004. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Vincent Ebbecke Sr. is a financial advisor at Raymond James Financial with 50 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Raymond James Financial Services since 2000, as well as at Connor Financial Group from 2016 to 2020. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Matthew Siegel is a Series 66-credentialed financial advisor with 26 years of industry experience. He currently works with Cambridge Investment Research Advisors and has prior experience at Millstone River Wealth Management, Commonwealth Financial Network, and Axa Advisors. Siegel serves as a board trustee for Corporate Resource Alliance and CentraState Healthcare Foundation and volunteers as a crisis counselor and wish bus driver for nonprofit organizations. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers various portfolio management solutions and maintains proprietary model strategies alongside access to external strategists, with both discretionary and non-discretionary investment options.

Lisa Corrado is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. She holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and modeling techniques and manages approximately $2.74 trillion in client assets.

Carolyn Bradley is a Series 66 credentialed financial advisor with nine years of industry experience. She is currently with Morgan Stanley, having worked there since 2016 following a prior role at UBS. Outside of her advisory work, she serves on the finance committee of Womens Way, a Philadelphia-based nonprofit organization. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.