Joseph Abbruzzi is a financial advisor with LPL Financial in Mount Laurel, NJ, holding Series 63 and 65 licenses and having 41 years of industry experience. He previously worked at RBC Capital Markets Corporation for eight years before joining LPL Financial in 2016. Outside of his advisory role, he is a business owner of Abbruzzi's Italian Market. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by model portfolios and research.

Timothy Jayne is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 26 years of industry experience. His prior work history includes positions at Bank of America, Merrill, and UBS Financial Services. Outside of advising, he serves as a non-public arbitrator in New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its advisory process.

Jack Jibrine is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 market modeling techniques.

Robert Breitner is a financial advisor at LPL Financial in Philadelphia, PA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at American Heritage Federal Credit Union and American Heritage Credit Union. 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. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by LPL Research and third-party subadvisors.

Steven Ferrigno is a financial advisor at Ameriprise with four years of industry experience. He previously worked at Tiedemann Advisors and Clarivate Analytics and held positions at Drexel University’s College of Computing and Informatics and Drexel University between 2013 and 2018. He holds the Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice addressing income sources, withdrawal strategies, and Social Security options.

Carty Giffin is a financial advisor with Ameriprise in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Directors for the Eagleton Farms Homeowners Association. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations delivered through a centralized consulting team.

Kristen Hoey is a financial advisor at LPL Enterprise with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she serves as an executor of estates. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

David Dominici is a financial advisor at Cetera with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cetera in 2025, Dominici worked at Ameriprise Financial Services for ten years and is also a partner at Game Time Performance, a baseball and softball training business. He serves as treasurer of the St. Josephs Men's Guild, a religious organization. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with over 10,000 advisors nationwide.

Stephanie Mazzo is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 license and 14 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management provides a broad range of advisory programs for individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.

Todd Lindemuth is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with CUNA Mutual Group and Cuna Brokerage Services, Inc. in addition to his role at LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm provides a variety of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Jeffrey Revak is a Series 66–licensed financial advisor with Edward Jones in Yardley, PA, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Alfred Nicolosi is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Waddell & Reed, and insurance sales with various carriers. He has also been involved with SRS Cinema outside of the financial sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, using both discretionary and non-discretionary management supported by research from internal and third-party sources.

Nicholas Browne is a Wealth Management Advisor and a key member of the Browne Dugary team at Merrill Lynch Wealth Management. He holds professional designations including the Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Nicholas focuses on providing tailored financial strategies to help clients achieve their goals efficiently and with personalized care. Nicholas has expertise in various areas such as employee benefits planning, executive compensation, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a bachelor's degree in business management from Babson College, where he also played varsity baseball. He attended Bishop Eustace Prep for high school and briefly attended the University of Maryland College Park without earning a degree. Residing in Haddonfield, NJ, Nicholas is involved in the community through volunteering as a middle school varsity boys' basketball coach for Catholic Partnership Schools in Camden, NJ and participating in organizations such as Philadelphia Youth Basketball (PYB) and Sacred Heart School. Outside of work, he enjoys baseball, basketball, boating, golfing, and spending time with his family.

Daniel Linn is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and 13 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC from 2013. He is involved in his community as a volunteer tee ball and first-grade basketball coach in Lacey, New Jersey. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Lynn Fryckberg is a financial advisor at UBS Financial Services with 43 years of industry experience. She has been with UBS since 2016 and holds the Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research, capital markets services, and affiliated banking programs.

Mark Maroldo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks LLC for a combined 11 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael McLaughlin is a CFP® with 39 years of industry experience, currently affiliated with LPL Financial since 2021. He previously worked at Lincoln Financial Advisors Corp for 12 years and has operated McLaughlin Asset Management, Inc. since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, 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 model portfolios, third-party subadvisors, and various portfolio management technologies.

Gregory Gatesman is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Smith Barney and Julius Baer Group. Gatesman serves on the advisory board for the Cap Gemini Research Institute, contributing to the publication of the CapGemini world wealth report. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm utilizes proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans to clients’ goals and risk tolerances.

Mark Mucciacciaro is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, based in the Yardley, Pennsylvania branch office. He guides wealthy families and businesses through a goals-based wealth management process, focusing on understanding clients' goals, dreams, time horizons, and comfort with investments to help them achieve their desired results. Mark’s expertise encompasses areas such as college education planning, family wealth management strategies, retirement income, tax minimization, and services for endowments, foundations, and non-profits. Mark began his career in 1996 with Merrill Lynch in New York City and later joined Morgan Stanley in 2008 before returning to Merrill in 2016. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Plans Specialist™ (CRPS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mark earned a Bachelor of Science degree from Rutgers University. He has also served as an adjunct professor at Temple University, teaching Financial Planning in the MBA program of the Fox Business School. A native of South Jersey, Mark and his wife, Kathy, along with their children, Matthew and Nicole, have lived in Yardley since 2004. Outside of his professional role, Mark enjoys boxing, cooking, spending time with his family, and coaching his children in sports. He has been involved in the community as a past board member of the Embrace Kids Foundation.

Luke Gilbert is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and previously worked at TD Bank NA and Tumbling Dice Entertainment LLC. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.