Lauren Dale is a financial advisor with Fidelity, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. She has worked with Strategic Advisers and Fidelity Investments since 2000 and Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Stephen Croghan is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1993 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he serves as president of the North Hunterdon Rotary Club. He is also the owner of Three Bridges Wealth Advisors LLC, a financial planning and investment firm. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Gerald Woolf III is affiliated with LPL Enterprise and holds a Series 66 designation. He has professional experience beginning in 2026 and previously worked at Saint Joseph's University from 2015 to 2018. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Pragnesh Ashar is a financial advisor at Merrill with 21 years of industry experience, including 20 years at Merrill. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved as a board member of the Country Woods Community Association in Fairfield, New Jersey, and participates in selling holistic and fashion items online through Celestial Artisan LLC. 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 and profit-sharing plans, corporations, and charitable organizations.

John Ortolf is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Wells Fargo Advisors in Doylestown, PA since 2016. Outside of his role at the firm, he holds a majority ownership in JK Partners LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce. Advisors use Wells Fargo's research and tools to develop tailored recommendations that clients may implement through various brokerage or advisory programs.

Michael Giambelluca is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has previously worked with Bank of America, Equitable Advisors LLC, and has held various roles outside of finance, including security and server positions at Killarney's Publick House and ownership of Prime Pressure Solutions LLC. 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, pension plans, corporations, and charitable organizations.

Ellen Dollard is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Raymond James Financial Services. Outside of her advisory role, she is the owner of Wagtimeapp, a venture focused on developing a phone application for dog parks and socialization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Michelle Heide is a financial advisor at Ameriprise with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Ameriprise since 2005. Outside of her advisory role, she is a board member of the Hunterdon County Chamber of Commerce and part of the Leadership Circle of Impact100 Hunterdon. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through its affiliated companies, combining research, modeling, and tax-efficiency analysis in its approach.

Pamela Vockeroth is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2008. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jack Gorelick is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Blejwas Associates and held various other roles. Merrill, along 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 investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Helen Persichilli is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2001 and previously worked at Bank of America, N.A. beginning in 2026. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Emily Fernberger is a financial advisor at Raymond James & Associates with 24 years of industry experience. She previously worked at Citizens Securities, Inc. for 13 years before joining Raymond James in 2020. Fernberger holds Series 65 and Series 66 licenses. She serves on the board of directors for the Mount Sinai Cemetery Association. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and public entities, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Christina Mcquade is a financial advisor with LPL Enterprise in Warrington, PA. She holds a Series 66 designation and has been with LPL Enterprise since 2026. Her prior experience includes roles at Ridgetop Corporation, DeSales University, Norther Valley Old Tappan High School, and Norwood Public School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Timothy Stevens is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliated Private Bank since 2011. 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 processes supported by firm-approved tools and modeling techniques.

Keith Hoffman is a financial advisor at Merrill with 13 years of industry experience. He has been with Merrill since 2006 and holds the Series 66 designation. 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, pension and profit-sharing plans, corporations, and charitable organizations.

David Crawford is a Series 66 licensed financial advisor with Merrill in Pennington, NJ, where he has worked since 1997. He has 27 years of industry experience. 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 model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrea Borton is a Series 65-licensed financial advisor with Merrill in Pennington, NJ, bringing 36 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Beth Zucker is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling over 17 years within the Wells Fargo organization. Zucker holds ownership in Invictus Wealth Management and acts as a trustee for several retirement plans associated with that firm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools, with an emphasis on planning engagements that are typically discrete rather than ongoing.

Tyler Dribbon is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo and the University of Delaware. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Christopher Cronin is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their financial situations and goals. He focuses on helping individuals and families simplify their financial lives, develop comprehensive plans, and monitor those plans as circumstances evolve. Prior to joining Fidelity in 2023, Christopher was a Financial Solutions Advisor at Merrill Lynch Bank of America from 2019 to 2023. His experience includes partnering with clients to create and execute financial strategies tailored to their needs. Outside of his professional work, Christopher enjoys camping, football, golf, and hiking.