Isaiah Burrows is a financial advisor at Raymond James & Associates with a Series 66 credential and three years of industry experience. Prior to joining Raymond James, he worked at Seton Hall University and was involved with Straight Edge Striping. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing around $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services with a variety of portfolio management styles.

Daniel Benster is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior work includes roles at Janney Montgomery Scott, Waddell & Reed, Inc., and various insurance carriers with W&R insurance agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kevin McLane is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In his role, he collaborates with clients to develop personalized financial plans tailored to their specific needs, risk tolerance, and financial goals. He focuses on understanding what matters most to each client to create and implement unique strategies aimed at achieving both short- and long-term objectives. Kevin's approach emphasizes co-creating financial plans that reflect individual priorities and circumstances. Outside of his professional work, he engages in family activities and enjoys golf and music.

Danielle Hooven is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 credential and seven years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Principal Securities Inc. and held various roles in financial services since 2012. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment modeling to support its advisory services.

Matthew D'amico is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in comprehensive wealth management, including investments, risk management, philanthropic planning, and trust and estate planning services. His client focus areas encompass executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, socially responsible and ESG investing, sports and entertainment, tax minimization, and retirement income. Matthew holds a Bachelor’s Degree from Jacksonville University and is certified as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). With over a decade of experience, he leverages his education and expertise to assist busy professionals and families in aligning their financial resources with their life goals. His work includes conducting educational seminars and speaking at industry forums. In addition to his professional responsibilities, Matthew volunteers within the Brazilian Jiu-Jitsu community and at the Crescent Boat Club in Philadelphia’s Boathouse Row. His personal interests include adventure sports, reading, running, surfing, and swimming.

Charles Lovell is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. Outside of his advisory role, he owns and manages rental properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

James Mcgrath is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and over 34 years of industry experience. He has worked with Fulton Bank and Fulton Financial Corporation, where he is currently involved in investment sales and service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting, employing risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christopher Meloro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Mcdermott Jr. is a Series 66 licensed advisor with Raymond James & Associates in Newtown, PA, where he has worked for 13 years. Outside of his advisory role, he owns and operates Clear Horizons Window Cleaning, a business focused on development and operations. 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, institutions, and municipal entities, providing tailored financial planning and consulting through a range of portfolio management styles and affiliated research resources.

James Gibson is a financial advisor with Cetera, holding the PFS™ and Series 63 designations and bringing 37 years of industry experience. He has held roles at multiple firms, including LPL Financial and his own entities, J Gibson & Associates, Inc., a tax and accounting service, and 44th Street Capital Advisors LLC, a financial services firm. Gibson also sells fixed insurance products, including life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform and supports various program structures with over $256 billion in assets under management.

Scott Mc Crea is a CFP® designated financial advisor with eight years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at TransAxle, LLC and Earthborne, Inc. Mc Crea serves as a board member for Valley Day School in Morrisville, PA, providing oversight on budgeting and strategic planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

Emil Rotaeche is a financial advisor with Edward Jones in Haddon Township, NJ, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Outside of advising, he is involved in managing a rental property in Merchantville, NJ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient overlay services. The firm supports a large national network of advisors and branches, managing over $1 trillion in assets.

Clark Mangan is a financial advisor with RBC Capital Markets in Mount Laurel, NJ. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. Prior to joining RBC in 2020, he worked at Janney Montgomery Scott for 11 years. Outside of his advisory role, Mangan serves on the boards of a youth soccer club and an athletic board at a local school. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored portfolio management strategies that utilize both in-house and third-party investment managers.

Elizabeth Bassett is a Series 66-licensed financial advisor at Morgan Stanley with five years of industry experience. She previously worked at Merrill and Bank of America Merrill Lynch and has diverse work history including roles outside finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and a broad suite of investment services.

Gianna Bannach is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their individual goals and provide personalized financial strategies. Her approach involves ongoing advice and guidance tailored to clients' evolving needs. Bannach's expertise includes general investing, retirement planning, and saving for unexpected expenses. She holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Rutgers Business School.

Jessica DeBear is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding a Series 66 license and 24 years of industry experience. She has been with UBS since 2016. Outside of her advisory role, she owns a start-up floral design business called DeBear Necessities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Steven Gundersen is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked within Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2019. 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 structured planning tools and models developed by its Global Investment Committee.

Carmen Pontelandolfo is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. Prior to joining LPL in 2023, she worked at Morgan Stanley in various capacities from 2013 through 2023. LPL Financial is a 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, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house research and third-party subadvisors.

Kurt Sakowski is a financial advisor with LPL Financial in Hamilton, NJ, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked with Linsco/Private Ledger since 2006. Sakowski operates two DBAs, Wealth Management Partners LLC and Sakowski Financial Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Joseph Saskiewicz is a CFP® and ChFC® with 45 years of industry experience. He is currently affiliated with Cetera and has previously worked at Voya Financial Advisors and operated his own firm, Saskiewicz and Associates, since 1969. He serves on the finance committee of St Andrew Church and owns a tax preparation business. Cetera Investment Advisers LLC provides a broad range of services through a nationwide network of independent advisors, serving individuals, retirement plans, corporations, and institutions. The firm offers various portfolio management options, financial planning, and access to third-party managers across multiple program structures and custodial relationships.