William Wojciechowski is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Wilmington Trust, Citigroup Institutional Client Group, and BNY Mellon. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Alex Neumann is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, Inc. and Lincoln Financial Securities, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and platforms to construct and manage portfolios.

Joel Mcgovern is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Wachovia Bank, N.A. since 2007 and has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gregory Leone is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked with Cetera since 2013 and also serves as a director of GFG Retirement Solutions and a financial professional at Georgetown Financial Group. Leone is additionally licensed as an insurance agent, selling life, accident, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and unaffiliated model portfolios and strategies.

Isiah Myles is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at The Vanguard Group for five years. 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 supported by firm-approved tools and strategies.

Francis Schickling Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. He has worked at JPMorgan Chase Bank and JPMorgan Securities since 2018 and was previously employed by BNY Mellon for five years. He serves on the executive board and several committees of Goodwill Industries of Southern New Jersey and Philadelphia, a nonprofit focused on job training programs for individuals with special needs. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm integrates institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Nasir Jaffry is a financial advisor with Osaic Wealth, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior experience includes roles at Woodbury Financial Services and Questar Capital Corporation. Outside of his advisory work, he facilitates premium financing and advises on fixed life insurance products through RNZ Wealth Management Group, LLC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm employs advanced asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party managed accounts.

Linda Pressler is a financial advisor with LPL Financial, holding the PFS™ designation and Series 66 license, with 19 years of industry experience. She has worked at LPL Financial since 2018 and previously at Cadaret, Grant & Co., Inc. for five years. Pressler is also the president of The Pressler Group, PC, a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Thomas Miller is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Prior to joining J.P. Morgan Securities in 2019, he worked at PNC Investments LLC and PNC Bank from 2014 to 2019. Outside of his advisory role, Miller is an owner and strategic advisor of SWiM AI, LLC, a private technology company specializing in AI-driven workflow automation and SaaS solutions, and he also participates as a contractor in competitive indoor golf simulator events. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Donald Delmonte Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at Lincoln Financial Distributors and Guardian Life. Outside of his advisory work, he serves on the Strategic Planning Committee for Medford Township Public School. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies through a centralized service team.

David Graham is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven strategies.

Joseph Fermano is a financial advisor with OSAIC, holding a Series 63 designation and over 43 years of experience in the industry. His prior roles include positions at Securities America Advisors, Inc., SECURITIES AMERICA, Inc., and Securities Service Network, Inc. In addition to his advising work, he is the author of a book of inspirational quotations and serves as Board Chair for St. Teresa Regional School in Runnemede, NJ. He also maintains a motivational training and human behavior consulting business. OSAIC serves a broad range of retail and institutional clients through a network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Benjamin Smith is a Series 66-licensed financial advisor with LPL Financial, bringing three years of industry experience. He previously worked at Kestra Investment Services, LLC and has a background that includes four years at the University of Delaware and extensive experience in education within the NVRHS School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

James Oconnor is a financial advisor with LPL Financial in Media, PA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior experience includes roles as an independent insurance agent and entrepreneur with Twisted Jims. He also operates BestVest Investments, which he has been involved with since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with access to model portfolios, third-party research, and advanced technologies.

Sean Allen is a financial advisor with Raymond James & Associates holding a Series 66 designation and two years of industry experience. His prior roles include positions at CoastalOne and Rowan University. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

James Travis Jr. is a CFP® with 30 years of industry experience and has been with UBS Financial Services in Philadelphia since 2011. He holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary market research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Cary Murphy is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 license and 23 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and prior to that was with Wells Fargo Clearing and Wells Fargo Advisors. In addition to his advisory role, he is also an employee of JPMorgan Bank, allowing him to offer certain banking products and services. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Ryan Isenberger is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he works as a server at Allen Street Grill. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative and software-driven approaches to develop client recommendations.

Jay Vincent Jr. is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families make thoughtful, long-term decisions with their wealth through value-based investing and disciplined portfolio construction. Jay aims to understand each client’s unique goals, priorities, and financial circumstances to develop personalized investment strategies. Jay's client focus areas include executive compensation, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, and socially responsible, values-based, and ESG investing. He holds a Bachelor's Degree from Rowan University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Jay is a devoted husband and actively involved in his church community. His faith influences his approach to leadership, stewardship, and service. Jay's personal interests include baseball, basketball, biking, bowling, chess, cooking, football, music, reading, and spending time with his family.

Joseph Pisko Jr. is a financial advisor with Ameriprise in Voorhees, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.