Michael Black is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2013. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a large network of over 14,000 financial advisors and provides both brokerage and advisory solutions.

Ryan Evans is a CFP® with 14 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at TEN22 Private Wealth, P.C., Commonwealth Financial Network, and Northwestern Mutual. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services delivered through independent professionals, utilizing proprietary and third-party strategies across various platform arrangements.

Thomas Gillespie is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and 16 years of industry experience. Prior to his current role, he worked at Axa Advisors, LLC from 2010 to 2020 and has operated Gillespie & Associates since 2004. Outside of his advisory work, he is involved in accounting through Gillespie & Associates, LLC, holds management and ownership roles at Panchpa Inc., and is a partner in PanchMedia, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth families, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered investment adviser and broker-dealer, utilizing LPL-sponsored and endorsed third-party advisory solutions.

Anthony Antoniello is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Voya Financial Advisors. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account management.

Sean Campbell is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2016. Outside of his advisory role, he serves as an independent contractor officiating Division I men's college basketball games through the Men's Basketball Alliance. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Shane Asman is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation. Outside of financial advising, he works as a server at Cider Belly Hard Cider and delivers flowers for Ambler Flower Shop. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management supported by centralized operational and custody services.

Michael Rosenberg is a CFP® professional with nine years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at WELLS FARGO Advisors, LLC for one year. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Louis Derito Jr. is a financial advisor at Cetera with 27 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to joining Cetera in 2025, he worked extensively with Avantax Advisory Services and Avantax Insurance Agency. He is also involved in tax preparation and accounting through McKay Derito & Co., a business he has been associated with since 1981. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Vincent Notarianni is a financial advisor with Ameriprise in Hamilton, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service tailored for clients nearing or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and algorithmic tools to provide personalized, non-discretionary recommendations primarily for clients with substantial investable assets.

Scott Wiese is a financial advisor with LPL Financial, holding CFP® certification and Series 63 and 65 licenses, and has 34 years of industry experience. His prior experience includes roles at Ocean First Bank and Invest Financial Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 approaches supported by research and various portfolio strategies.

Marc Pelerin is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial since 2025 and serves concurrently as a public school teacher at Cinnaminson Middle School. Outside of finance, he operates Train with Marc, LLC, providing online running coaching and writing training plans for distance runners. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by research and multiple portfolio management strategies.

Eric Hoover is a financial advisor at Fidelity with a Series 66 designation and 13 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2021 before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, with oversight of sub-advisers and focus on conflict-of-interest management.

Lorraine Rosado is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 63 designation and 21 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs. The firm employs a structured financial planning process supported by various analytical tools and manages approximately $2.74 trillion in client assets.

Nicholas Maciolek is a Financial Advisor with Merrill Lynch Wealth Management, where he is a member of the SM Group. He began his career with Merrill in 2014 in the Merrill Edge Advisory Center, obtaining the necessary securities licenses and assisting clients in achieving their financial goals for four years before transitioning to Merrill Lynch Wealth Management in 2018. Nicholas holds the Chartered Financial Analyst (CFA®) designation, the Chartered SRI Counselor™ (CSRIC®) designation, and the Personal Investment Advisor (PIA) credential. He earned bachelor's degrees in Mathematics and Economics from Rutgers University. His expertise encompasses areas such as personal retirement planning, portfolio management services, socially responsible and ESG investing, college education planning, legacy planning, and managing new wealth. Outside of his professional responsibilities, Nicholas resides in Hamilton, New Jersey with his bernedoodle, The Dude. He values spending time with family and friends and is an enthusiast of sports, supporting the Philadelphia Eagles and other Philadelphia-area teams.

Daniel Delaney Jr. is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at SESAC and was involved with Music City Media. Outside of finance, he performs as a musician, playing saxophone and other instruments in local bands and has been part of a Bruce Springsteen tribute band. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data, providing clients with customized advice within a structured investment framework.

Thomas Mackuse is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023, following a prior tenure at Wells Fargo Clearing and Wells Fargo NA from 2015 to 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations, delivering services on a non-discretionary basis with clients retaining final decision-making authority.

Robert Falconiero is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in assisting business owners, 401(k) plan sponsors, and individuals with equity compensation plans navigate complex financial decisions and develop strategies focused on long-term financial confidence. His work centers on simplifying wealth planning, optimizing retirement strategies, and guiding clients through major business and personal financial transitions. With a background that includes serving as an Orthopedic Trauma Consultant at Johnson & Johnson prior to joining Merrill Lynch in 2019, Mr. Falconiero brings a unique perspective to his advisory role. He holds multiple professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC). His education includes a Bachelor’s degree from Drew University and an MBA in Finance from Drexel University’s LeBow College of Business. Outside of his professional duties, Robert serves on the Board of Goodwill Industries of Southern New Jersey and Philadelphia. He enjoys playing golf and tennis, and spending time with his wife, their three children, and their two dogs.

Shirley Weber is a financial advisor with Primerica Advisors in Mt Laurel, NJ, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 1999. In addition to her advisory role, she engages in the sale of investment-related products and also receives compensation for referring home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering advisory services primarily through model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, managing approximately $15.5 billion in assets under management.

Richard Jagodzinski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience working with families, business owners, and executives to help them meet their financial goals. His approach centers on building personal relationships and collaborating with clients’ CPAs, estate and tax attorneys, and other experts to deliver comprehensive wealth management strategies. Richard holds a Bachelor’s degree from Guilford College and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise covers areas such as college education planning, family wealth management, legacy planning, retirement income, portfolio management, and managing new wealth. Outside of his professional role, Richard is involved with The Tender Adult Day Center and participates in his community through First United Methodist Church in Moorestown, NJ. His personal interests include basketball, golfing, traveling, and spending time with family and close friends.

Michael Orihel is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Blackrock Investments, MML Investors Services, Mass Mutual Life Insurance Company, and Prudential Insurance Company of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of discretionary and non-discretionary management strategies supported by proprietary and third-party research.