Matthew Boynton is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2005. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Boynton manages an investment property business. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, combining proprietary research and model-based asset allocation with comprehensive capital markets capabilities.

Shawn Senior is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Morgan Stanley in various roles between 2012 and 2021. Outside of his advisory career, he is involved with the Philadelphia Phillies, assisting by throwing batting practice. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, utilizing model-based asset allocations, proprietary research, and discretionary portfolio management to align with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and banking products.

Nicholas Iocco is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as president of the Southpointe Harbour Club in Somers Point, NJ, where he participates in meetings regarding property maintenance and expenditures. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Oakes Jr. is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Scott Parker is a financial advisor with Wells Fargo Advisors in Medford, NJ, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has been with Wells Fargo Advisors and its related clearing firms since 2009. Outside of his advisory role, he manages Parker Asset Management, LLC, and serves as an executor for a family friend's estate. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, risk, and wealth-transfer planning. The firm’s approach integrates research, planning tools, and multiple financial product channels to deliver tailored client recommendations.

Roy Hansen III is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Equitable Advisors, Axa Advisors, McKinsey and Company, and Ameriprise Financial. He also worked at Rollins College for four years. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Abraheim Ali is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at WELLS FARGO Advisors, LLC for one year. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Megan Getz is a financial advisor at Raymond James Financial with the Series 66 designation and three years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2024 and has also been associated with Gute Financial Services, Inc. and Freedom Credit Union. Outside of her advisory role, she is employed as a branch office professional at Gute Financial Services Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Maryanne Morrissey is a CFP® with 32 years of industry experience, currently with Raymond James & Associates since 2025. She previously worked for 16 years at Janney Montgomery Scott. Morrissey serves as president of the Morrissey Family Foundation, a nonprofit organization involved in asset management and donation distribution. Raymond James & Associates, Inc. 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, institutions, and charitable organizations, offering financial planning and investment consulting through various programs and affiliated research resources.

Scott Atkins is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2012, initially with UBS Global Asset Management before transitioning to UBS Global Wealth Management. Atkins serves on the board of directors for Miami Nation Enterprises, participating in regular meetings to oversee administrative matters related to the organization's investments. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm delivers advisory work through a network of financial advisors using proprietary research and model-based asset allocations, combining institutional trading capabilities with wealth management services.

Michael Francisco is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is a board member and secretary of Patriot Fund, a nonprofit organization he helped found. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Cameron Jacoby is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Schwab, he spent time at Equitable Advisors LLC and has experience in education and local government. Jacoby serves as Treasurer for the Phi Mu Delta Fraternity Alumni Association. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary financial planning and discretionary separately managed accounts supported by multi-asset model portfolios and alternative investment due diligence.

Harry Buzzerd III is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2008. He holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, investment models, and a broad range of capital markets solutions.

Michael Dichristofaro is a ChFC® with 20 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2015. He also holds CPA/PFS credentials and owns businesses providing tax services and insurance/benefits consulting. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform solutions.

Matthew Michaleski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC and nine years at PNC Wealth Management. 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 combines proprietary research with third-party analytics to support its diversified investment approach.

Avram Greenberg is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Cetera and its affiliated entities since 2019. Outside of his advisory work, he is involved with Catherine Greenberg Photography. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm utilizes a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies.

Connor Iarussi is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at METLIFE Securities Inc from 2015 to 2017. His credentials include Series 63 and Series 65 licenses. 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 provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Ian Gallagher is a Series 66 licensed financial advisor with 18 years of industry experience, currently affiliated with Ameriprise in Marlton, NJ. He has been with Ameriprise and its affiliates since 2008. Gallagher is also the owner and operator of Grove Street Operations, LLC, a financial planning business based in Voorhees, NJ. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with advisors to produce tailored Recommendation Reports using proprietary research and algorithmic tools.

Glenn Moyer is a financial advisor with Equitable Advisors holding a Series 66 designation. He began his advisory career in 2026 and has previously worked in various roles including graduate assistantship at Thomas Jefferson University and positions in the food and beverage industry. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes personalized risk assessment and utilizes third-party asset managers and advisory programs to implement client portfolios.

Mark Giordano is a financial advisor at UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 registrations with two years of industry experience. Prior to joining UBS, he worked at UBS Securities LLC and had a role at the Washington Township Health Department. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.