Sean Carter is a CFP® professional with 17 years of industry experience. He is currently with RBC Capital Markets, LLC, having joined in 2026 after 14 years at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management and related financial services.

Jacob Snover is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Raymond James, he worked at JPMorgan Chase Bank and JPMorgan Securities. His work history includes roles outside the financial industry, including at Amazon and various short-term positions. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base across individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management options.

Susan Bruce is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has worked at Wells Fargo since 2016 and previously at Wachovia Bank, N.A. since 2002. Outside of her advisory role, she is involved in teaching Bible application to life at Fervent Church in Voorhees, NJ, and serves as a trustee for family trusts. 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 offers a broad range of brokerage and advisory solutions supported by research and analytics, serving more than 14,000 financial advisors and managing approximately $671 billion in assets.

Lauren Caracciolo is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kenneth Blackmon is a financial advisor with Ameriprise in Voorhees, NJ, holding CFP® and ChFC® designations and over 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Vice Commander for the US Navy Reserve’s US Fleet Forces Command and manages office administration and real estate management businesses. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice based on proprietary research and third-party data.

Tina Solorzano is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch and UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Keith Price is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has been with Merrill and its affiliated Bank of America, N.A. since 2016. Merrill, together with 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 and profit-sharing plans, corporations, and charitable organizations.

James Sgro Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2017, following a year at Wells Fargo Clearing. 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.

James Notarianni is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Ameriprise in Philadelphia, PA. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he owns and manages Noto Financial Services LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

John Clark is a CFP® with 27 years of experience in the financial services industry. He is currently with Cetera and previously spent over a decade at Concourse Financial Group Securities Inc. In addition to his advisory work, Clark conducts educational workshops on financial topics, cyber-security, and life coaching, and provides coaching to job seekers and other advisors. He also serves as guardian for his mentally disabled adult brother. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm provides various portfolio management and financial planning services, allowing advisors to implement model portfolios, select third-party managers, or create customized strategies across multiple program structures.

William Rogers III is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill and Bank of America since 2018, and previously spent seven years at Enterprise. 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, and institutional investors.

Kevin Barnes is a financial advisor with Ameriprise in Marlton, NJ, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2023 before joining Ameriprise in 2023. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and annual advice. The firm's approach includes a collaborative service team, algorithmic analysis, and specific enrollment criteria that integrate managed account assets within its investment platform.

Matthew Tolentino is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and the Global Investment Committee’s secular return estimates.

Marcos Franco is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and having 18 years of industry experience. His career includes prior roles at Northwestern Mutual Investment Services and Truist Investment Services. He is based in Philadelphia, PA. 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 and analytics from Wells Fargo Investment Institute.

Joseph Warwick is a Financial Advisor with Merrill Lynch Wealth Management. He holds the Personal Investment Advisor (PIA) designation and works closely with clients to define financial goals and craft portfolio strategies tailored to their needs. He provides ongoing advice and adapts strategies as clients' circumstances evolve. Joseph earned a Bachelor's degree from Temple University. Coming from a family of educators, he has a strong foundation in research and learning. His interests include adventure sports, cooking, football, hiking, reading, running, spending time with his family, and traveling. He is also a member of the University Barge Club and participates in community initiatives such as Sneaks and Cleats for Ghana.

Christopher Puscian is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for 17 years before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional and pension plans, and charitable organizations—offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alex Shirley is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2026, Shirley worked at AGIA, Valic Financial Advisors, and MarketKeep. Outside of financial advising, Shirley has served as an agent selling non-securities insurance products. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with tax-aware withdrawal strategies and dependable income sources.

Joseph Durso is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Durso serves as a board member and finance committee member for the Ronald McDonald House of Southern New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and investment research.

Kyle Katz is a financial advisor with UBS Financial Services in Mt. Laurel, NJ. He holds Series 66 and Series 63 licenses and has two years of industry experience. His prior work includes positions at Pacer Financial, The Vanguard Group, and Coastal Ridge Real Estate, as well as a period at Syracuse University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Benjamin Adey is a financial advisor with RBC Capital Markets in Philadelphia, holding a Series 66 license and one year of industry experience. His prior roles include multiple positions at Bates College and work with Dynasty Financial Partners. Outside of finance, he has been involved with the Freedom Boat Club and the Portland Country Club. RBC Wealth Management serves a diverse clientele, including individual investors, institutions, and charitable organizations, offering tailored investment programs and portfolio management through a combination of in-house and third-party managers.