Kristeen Mc Connell is a financial advisor with Equitable Advisors in Cherry Hill, NJ. She holds a Series 66 designation and has six years of industry experience. Prior to joining Equitable Advisors in 2020, she worked at JPMorgan Chase & Co. and Financial Integrity Resources Management LLC. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutional clients, providing financial planning, brokerage services, insurance distribution, and access to third-party asset management programs through a range of sponsored and endorsed platforms.

Jeffrey Hohl is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Mazzo is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing structured discovery conversations and proprietary tools to model financial outcomes.

R. Michael Braender is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Grove Point Investments, H. Beck, and Minnesota Life Insurance Company. Outside of advising, he is involved as a registered representative with RMB Wealth Advisors, LLC, offering financial services to clients. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform providing a range of portfolio management and financial planning services through discretionary and non-discretionary programs.

Javid Jaraiedi is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 39 years of industry experience. He previously worked at Metlife Securities Inc. for 25 years before joining Mass Mutual in 2016. Outside of his advisory role, he owns Jaraiedi Financial Group, an LLC established for marketing his practice. MML Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach involves collaborative annual planning engagements using firm-approved software and offers a range of programs including asset management, wrap accounts, and educational seminars.

Amanda Green is a Series 66–licensed financial advisor with Merrill, based in Mount Laurel, NJ. She has eight years of industry experience and has worked at Bank of America, N.A. for five years and Merrill for fifteen years. 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 using model-based and discretionary investment strategies developed by internal and third-party managers.

Drew Lorenz is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, as well as the Personal Investment Advisor (PIA) credential. He represents the third generation in his family to serve as a Merrill advisor. Drew specializes in a range of financial planning areas, including retirement planning, portfolio construction, estate planning, college education planning, divorce transition planning, family wealth management strategies, philanthropic planning, socially responsible and values-based investing, tax minimization, and retirement income. He approaches wealth management with a client-focused perspective, listening carefully to understand each client's priorities and objectives. He earned a Bachelor's degree in Finance with a minor in Entrepreneurship from the University of Miami. Outside of his professional responsibilities, Drew is involved with community organizations such as Achilles International, Juvenile Diabetes Research Foundation, Purple Stride - Pancreatic Cancer Walk, Urban Promise Camden, and Urban Promise Trenton. His personal interests include boating, fishing, photography, scuba diving, skiing, spending time with family, and tennis.

Stephan Giffin is a financial advisor at Ameriprise with four years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2021, he worked in the automotive collision repair industry with several companies between 2016 and 2021. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Stephen Schmid is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America, Morgan Stanley, J.P. Morgan Chase Bank, and J.P. Morgan Securities. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutional accounts.

Antony Thomas is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he supports clients in pursuing their financial goals through personalized wealth management strategies. He focuses on a broad range of client needs including divorce transition planning, executive compensation, family wealth management, legacy planning, and retirement income. Antony leverages insights from Merrill and banking solutions from Bank of America to craft flexible strategies suited to changing market conditions. Antony began his career after earning a Bachelor's Degree from New York University. He started as a Financial Advisor with Morgan Stanley in New York and subsequently held leadership roles managing multiple bank branch locations in New Jersey as Vice President at JPMorgan Chase and PNC. Returning to Morgan Stanley in 2018, he later joined Merrill in 2023 to continue assisting clients and families in protecting and growing their wealth. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Antony is involved in community service and dedicates time volunteering with local organizations. His personal interests include adventure sports, antiquing, billiards, boating, golfing, music, reading, running, spending time with his family, and writing.

Lori Hoppmann is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. She holds the Series 66 designation and is based in Newtown, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,000 advisors nationwide.

Jennifer Brady is a financial advisor at Ameriprise with five years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Brady holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm provides comprehensive advisory, brokerage, and insurance solutions, using a mix of research, modeling, and tax-efficiency analysis to generate tailored retirement recommendations.

Colin Markison is a Financial Advisor with Merrill Lynch Wealth Management and a member of The Hill Group since 2023. He transitioned into financial advising after a professional ice hockey career spanning six years, bringing discipline and attention to detail from his athletic background to his current role. Colin specializes in areas including Corporate Executive Services, Divorce Transition Planning, Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Personal Retirement Planning, Philanthropic Planning, Small Business Strategies, Sports & Entertainment, and Retirement Income. Colin graduated from the University of Vermont in 2015 with a Bachelor of Science degree in Community Development and Applied Economics. His interest in investments was sparked during his university studies, particularly through a class on investment analysis. He is a Certified Financial Planner (CFP) and holds the Personal Investment Advisor (PIA) designation. Colin is committed to providing unbiased advice and guidance, emphasizing accuracy and timely execution to earn client trust. Outside of his professional work, Colin enjoys golfing, ice hockey, pickleball, and table tennis. He lives in Bucks County, Pennsylvania with his wife Shannon and their three daughters.

Christopher Mc Donald is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. His prior roles include work at Waddell & Reed, Inc and various insurance carriers through W&R insurance agencies. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research and employs both discretionary and non-discretionary management strategies.

Tesora Specca is a financial advisor at Merrill with 39 years of industry experience. She has been with Merrill since 1988 and holds Series 63 and Series 65 credentials. Outside of her advisory role, she is the owner of a small family-owned nursery, Specca's Nursery LLC, where she occasionally helps with planting flowers. 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 plans, corporations, and charitable organizations.

Ryan Guss is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He was previously with Lincoln Financial Advisors Corporation for ten years before joining LPL Financial in 2024. Outside of his advisory role, he is involved with The Resources Group LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives, utilizing various model portfolios and technology-enhanced strategies.

Adam Levine is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alec Fendrick is a financial advisor at UBS Financial Services with four years of industry experience. Prior to joining UBS, he worked in law enforcement and held roles at the Ventnor City Police Department and the U.S. Department of Homeland Security. He also has experience in medical solutions and legal services. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Harry Foote is a Certified Financial Planner® with 33 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1998 and has been with Raymond James Financial since 2009. He was also the owner and president of Foote Financial Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Max Prager is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in 2011 at JPMorgan Chase, working as a client associate in the Private Bank. In 2013, Max joined Merrill Lynch Wealth Management, where he has developed strong relationships with many clients. Max works with affluent families, individuals, and business owners to develop long-term financial strategies tailored to their personal and business finances. Using Merrill's Total Merrill platform and a disciplined four-step wealth management process, he provides individualized strategies and strives to deliver attentive personal service and accountability. Max holds the designation of Personal Investment Advisor (PIA). He earned a Bachelor of Business Administration degree from Elizabethtown College. Outside of work, Max enjoys nature, animals, fitness, and sports, including playing golf. He also volunteers at a youth soccer club.