James Sterrett Jr. is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Throughout his career, James focuses on providing financial advice and wealth management services to his clients. He earned a Bachelor's Degree from the University of Mansfield Pennsylvania and completed a Master of Business Administration (MBA) degree from Drexel University. These academic credentials support his expertise in financial planning and investment management.

Matthew Fishbone is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He is also employed by JPMorgan Bank, enabling him to offer certain bank products and services, including deposit and credit products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Marcus Robinson is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at JP Morgan Chase, PNC Investments LLC, and Equitable Financial Advisors, LLC. Before entering the financial industry, he worked for seven years at Watoto After School Care Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Thomas Foy Jr. is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. He holds a Series 63 designation and has worked at firms including Lincoln Financial Securities, LPL Financial, and WS Griffith Securities. He is also the owner of Iris Financial Services, a business focusing on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing various portfolio management strategies and platform arrangements tailored to client objectives.

Lisa Bergman is a financial advisor with Raymond James & Associates in Mount Laurel, NJ, holding a Series 63 designation and 25 years of industry experience. She has been with Raymond James & Associates since 2012. Outside of her advisory role, she has participated in local election activities with the Burlington County Board of Elections. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide network of advisors and a range of portfolio management styles.

David Ostrum is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. Outside of his advisory role, he serves as chair of the finance committee for the Jewish Federation of Southern New Jersey and is a board member of the Jewish Community Foundation, where he also advises the investment committee on endowment fund performance and asset allocation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining wealth management with institutional trading capabilities and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Michael Iaquinto is a financial advisor with Edward Jones in Moorestown, NJ, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Stephen Norris is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Equitable Advisors and has previous experience at Axa Advisors, LLC, and The Glenmede Trust Company. Norris is also involved with Integrated Financial Strategies/James Terranova as a registered sales assistant, and he holds a non-practicing CPA designation. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset-management programs. The firm utilizes a variety of advisory models implemented through third-party managers and focuses on client-specific risk assessment and program matching.

Kelsey Gibson is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2020. Prior to this, she worked in marketing and had periods as a homemaker. Outside of her advisory role, Kelsey manages a seasonal rental property in Atlantic City. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Dennis Omalley is a financial advisor with Merrill in Philadelphia, PA, holding a Series 66 designation and 11 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Madeleine Keane is a financial advisor at Merrill Lynch Wealth Management. She focuses on helping clients navigate their financial lives with an emphasis on education planning, personal retirement planning, women and wealth, tax minimization, and retirement income. Her approach centers on teamwork and simplifying complex financial decision-making to help clients achieve lasting financial freedom. Before entering financial advising, Madeleine earned a bachelor's degree from the Pennsylvania State University System and completed her high school education at the Academy of Notre Dame de Namur. Prior to her current role, she worked in technology sales, where she discovered her passion for building relationships and assisting others with important decisions. Madeleine holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She values family and community and enjoys spending time with her family and engaging in sports such as baseball, basketball, football, golfing, and ice hockey, as well as reading.

Charles Walker is a financial advisor with Merrill, holding a Series 66 credential and 10 years of industry experience. He has worked at Merrill since 2016 and at Bank of America, N.A. since 2019. 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.

Walter Eife is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 25 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 13 years with Lincoln Financial Advisors and 5 years with VOYA Financial Advisors. Outside his advisory role, he is involved in local politics as treasurer for a campaign in Haddon Township, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of strategies and operational tools.

Scott Locher is a financial advisor with Morgan Stanley in Marlton, NJ, holding Series 63 and Series 65 licenses and possessing 46 years of industry experience. He has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and modeling techniques.

Adam Wisniowski is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2016 and was previously affiliated with Drexel University. Outside of his advisory role, he is an Associate Financial Advisor at Lemon Hill Capital, an entity established to manage his practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service delivered in partnership with its financial advisors.

Mark Anderson is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and AXA Advisors. Outside of finance, he was involved with The Window Place Plus Exteriors for six years. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-backed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Nick Fasano is an Investment Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients to understand their personal and financial goals and develop tailored strategies that support these objectives, providing clarity and ongoing support throughout the process. Prior to his current position, Nick worked as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative from 2024 to 2025. He began his career in the financial services industry as a Client Service Associate at Stifel Nicolaus from 2022 to 2024. Nick's professional experience encompasses client relationship management and investment consulting, with a focus on creating personalized financial plans aligned with client priorities. Outside of his professional pursuits, Nick has interests in beach activities, football, golf, surfing, and traveling.

Donald Chambers is a financial advisor at LPL Financial with 47 years of industry experience. His previous roles include positions at Lincoln Financial Advisors, MSI Financial Services, and Equitable Advisors. He operates Chambers Wealth Management Services, a non-variable insurance business in New Jersey. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Timothy Murphy is a financial advisor at Morgan Stanley in Philadelphia, holding a Series 66 designation with 12 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Henry Pizoli is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2010, he has built a loyal client base by helping individuals and families plan for meaningful financial goals and providing consistent, attentive service. Henry's approach centers on listening carefully to clients' questions and concerns, offering clear explanations, and developing personalized strategies tailored to each client's needs. He works closely with clients to establish decision-making parameters that suit their preferences and ensures that every plan reflects their objectives. Henry holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®). He earned Bachelor of Science degrees in Finance and Economics from the University of Delaware. Henry serves on the University of Delaware's Financial Planning Advisory Board, where he mentors students pursuing financial planning and wealth management degrees. He also teaches financial literacy courses at Fellowship Alliance Chapel in Medford, NJ, and is a board member of the Medford Arts Center. Beyond investment management, Henry utilizes resources from Merrill, Bank of America Private Bank, and Bank of America to provide comprehensive wealth, trust, estate, and banking services. He coordinates with clients' accountants and attorneys to align tax minimization and estate planning strategies. Additionally, Henry coaches and mentors new advisors within the Merrill Wealth Management training program, sharing best practices for building strong client relationships.