Jordan Bastien is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior work includes roles at City National Bank and Worth Financial Management LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and portfolio management services, utilizing both in-house and third-party investment managers tailored to clients’ risk profiles.

Paul Levin is a financial advisor at LPL Financial with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial since 2004, with a seven-year period at Commonwealth Financial Network. Outside of his advisory role, Levin is a notary and manages a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutional clients. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios and research from various sources, along with technologies such as machine learning.

Cade Sands is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has prior work experience at Villanova University and EisnerAmper. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

William Mclaughlin IV is a financial advisor at LPL Financial with 33 years of industry experience. He has previously worked at Lincoln Financial Advisors Corp for 15 years and Widerman & Company/Smith Brothers Insurance for 13 years. He holds Series 63 and Series 65 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technology to support diversified investment strategies.

Stephanie Ott is a financial advisor at J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, the University of Pittsburgh, and a brief tenure with Mero Oakland Inc / Stack'd Burgers. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Amanda Manuola is a financial advisor at Merrill Lynch Wealth Management based in the Mount Laurel office. She specializes in working with individuals, families, and small business owners, focusing on college education planning, legacy planning, personal retirement planning, tax minimization, and retirement income. Amanda brings her background as a second-generation financial advisor to her role, having grown up immersed in wealth management. Her approach emphasizes long-term relationships and holistic planning, blending personalized investment strategies with an understanding of broader financial topics such as retirement planning, tax strategies, and wealth protection. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She earned a Bachelor's degree from the University of Delaware. Outside of her professional work, Amanda has personal interests in pickleball, running, and yoga.

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 in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at JPMorgan Chase Bank, JPMorgan Securities, and several other firms. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and municipal entities, delivering advice on a non-discretionary basis supported by extensive affiliate capabilities and municipal finance services.

Susan Bruce is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of her advisory role, she is involved in teaching Bible application at Fervent Church in Voorhees, NJ, and serves as a trustee for family trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach 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.

Lauren Caracciolo is a financial advisor at Merrill with 26 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Kenneth Blackmon is a financial advisor with Ameriprise in Marlton, NJ, holding CFP® and ChFC® designations and over 32 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 of the US Navy Reserve’s US Fleet Forces Command and is involved in real estate management and office administration through his business ventures. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

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 who holds a Series 66 designation and has eight years of industry experience. He has been with Bank of America and Merrill since 2016 and previously worked in the restaurant industry for nine years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

James Sgro Jr. is a financial advisor with LPL Financial in Pitman, NJ, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior firms include Wells Fargo Advisors LLC and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Florence Torson Hart is a Wealth Management Advisor at Merrill Lynch Wealth Management. She serves a diverse clientele including physicians, attorneys, executives, independent women, business owners, non-profits, and families with special needs children. Florence focuses on delivering a wealth management experience that aligns financial goals with clients' values and personal circumstances, utilizing Merrill Lynch's research and Bank of America's resources to construct tailored financial strategies. She coordinates with clients' other advisors to address tax minimization, estate planning, retirement income, philanthropy, and lending needs. Prior to joining Merrill Lynch Wealth Management in 2010, Florence was the CEO and founder of a multi-media company in Ghana and has experience in advertising, public relations, marketing, publishing, and content programming. She holds a Master's degree from Drexel University and a Bachelor's degree from the University of Science and Technology. Florence holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Florence is actively involved in her community, holding the position of President of the US-Ghana Chamber of Commerce. She also serves as Curator of the Global Women's Professional & Business Exchange Conference and supports organizations focused on female empowerment, financial literacy, and global business. She resides in Philadelphia with her family and has interests that include cooking, dancing, sewing, soccer, table tennis, traveling, and yoga.

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.

Nikesh Amin is a Financial Advisor at Merrill Lynch Wealth Management. He leverages a diverse professional background to assist clients in building strong financial foundations and achieving their financial goals. His areas of focus include college education planning, family wealth management strategies, managing new wealth, small business strategies, tax minimization, and retirement income. Nikesh holds a Bachelor's Degree from Rochester Institute of Technology, a Medical Doctorate from Ross University, and a Master of Business Administration from Georgetown University. Prior to joining Merrill, he co-founded a startup focused on accessibility technology for individuals with vision impairments, worked on the administrative side of a surgical center, and served as a project management consultant on a Veterans Affairs project aimed at improving veterans' healthcare access and quality. During his consultancy, he led the quality management team and oversaw a $1.5 billion annual budget. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Nikesh is fluent in English and Spanish. Outside of work, he enjoys football, golfing, hiking, rock climbing, singing, and soccer.

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 provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

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.