Gordon Pealock is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Key Investment Services LLC, Santander Securities, Santander Bank, Kistler Tiffany Advisors, and Comprehensive Asset Management & Servicing, Inc. 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 options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment choices, including insurance-related vehicles and bank deposit sweep options.

Michael Quinn is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of his advisory role, he has interests in real estate ownership. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing tailored, research-driven recommendations that integrate tax strategies and income sources.

Robert Bednarek is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group for 17 years. His experience also includes a brief period at ShopRite of Cinnaminson. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its role in model portfolio delivery, commodity pool operation, and advisory services to multiple registered funds.

Tyler Franco is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 credential and previously worked at Equitable Advisors and Samson Funding. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michelle Shockley is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 credentials and totaling 29 years of industry experience. Her prior roles include positions at PNC Wealth Management and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors.

Mark Andrews is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, he is involved in several business and community activities, including ownership of a franchise of The Little Gym, participation on the board of directors for Devereux, and serving as treasurer for the Voorhees Business Association. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining proprietary research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kenneth Barroway is a financial advisor with Ameriprise in Cherry Hill, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved in managing the monthly income and expenses for Voorhee Management Group, LLC. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients with Ameriprise-managed accounts.

Michael Rasner is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services through both individual and corporate financial planning agreements.

Ryan Slosson is a financial advisor at Fisher Investments with 15 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2010. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research and employs tax-aware and risk management strategies.

Darryl Longo is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 38 years of industry experience. He has worked at Cetera since 2019 and previously spent nine years with Foresters Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform that includes affiliated and third-party managers across various program structures and custodial relationships.

Leeann Genzano is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by advanced modeling techniques and a structured discovery process.

Lyle Feld is a financial advisor at Morgan Stanley in Cherry Hill, NJ, holding Series 63 and Series 66 registrations with 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by firm-approved tools and investment models.

Moira Katchuk is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014, aside from a brief tenure at Merrill in 2017. Outside of her advisory role, she is involved with Mavericks Training Facility, a recreation business in Moorestown, New Jersey. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, 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 planning process using firm-approved tools and modeling techniques.

Kelli Brack is a Series 66 licensed financial advisor with Edward Jones in Marlton, NJ, where she has worked for 10 years. She has spent her entire advisory career at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Hurst III is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at PNC Bank for 12 years before joining Wells Fargo Clearing in 2017. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Akiva Finkelstein is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Green Rhino Capital, Doordash, and in academic positions including at the University of Incarnate Word School of Osteopathic Medicine and Georgian Court University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the United States.

Edward Plachter Jr. is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Philadelphia, PA. His career includes prior roles at Merrill, Banc of America Investment Services, and RBC Capital Markets. Outside of advising, he is a limited partner in BPW Sciences, a material science company focused on health care and energy industries. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Christian Hoedt is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles in both the public sector and educational institutions, such as Gloucester County Counsel and Rowan University. He also has experience in hospitality management through his work with Colonial Cafe. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Stephen Cooper is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and 22 years of industry experience. He has worked at Cetera and its affiliate Cetera Financial Specialists LLC since 2005 and is the owner of Padden Cooper LLC, an accounting and tax services firm. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering various portfolio management and financial planning services through a nationwide network of independent advisors. The firm operates a multi-manager platform with access to affiliated and third-party managers and manages over $256 billion in assets.

Leon Elcock II is a financial advisor with Primerica Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at PFS Investments Inc and Primerica Financial Services since 2016, as well as positions at Sandoz, Inc and ALN Vending, LLC. Outside of advisory activities, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.