Luke Steinke is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at OSAIC, Lincoln Financial Securities, and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Thomas Dennis is a financial advisor at Morgan Stanley in Philadelphia, PA, holding a Series 66 designation. He has one year of industry experience and has held prior roles at firms including RSM and Good2Grow, as well as positions outside the financial sector. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process without offering individual security recommendations as part of standalone financial plans.

Vincent Venturi is an Investment Consultant at Fidelity Investments, where he collaborates with clients to understand their financial needs and assist in developing and executing personalized strategic plans. He has progressed through multiple roles within Fidelity Investments, beginning as a Financial Representative in 2023, advancing to Relationship Manager in 2024, then Planning Consultant in 2025 before assuming his current position in 2026. Throughout his tenure at Fidelity Investments, Vincent has developed expertise in client relationship management and financial planning. His experience encompasses guiding clients through strategic financial planning to help them pursue their financial goals.

John Parker Jr. is a financial advisor at Osaic Wealth, Inc. with 28 years of industry experience. He has held roles at John Hancock Mutual Life Insurance Company and Signator Investors, Inc., and worked five years with Royal Alliance Associates before joining Osaic in 2023. Parker is registered as an investment advisory representative and insurance broker with Bala Financial Group Inc., where he is involved in sales and marketing of securities, insurance products, fixed annuities, and non-variable life and health insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management, with a complex corporate structure that includes multiple mergers and private-equity ownership.

Kevin Barnett is a Wealth Management Advisor with over 30 years of experience in the field. He holds a Bachelor of Science degree in Mathematics from the U.S. Naval Academy in Annapolis, Maryland. Throughout his career, Kevin has developed a disciplined investment approach that he shares with clients and colleagues. He joined Merrill Lynch Wealth Management in 2008. Kevin's expertise focuses on assisting affluent families, individuals, and successful business owners with long-term financial strategies, including executive compensation, family wealth management, personal retirement planning, and sports and entertainment. He holds several professional credentials, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Financial Consultant® (ChFC®), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Raised in Merchantville, New Jersey, Kevin currently resides there with his wife, Natalja, and their two daughters. He is fluent in English and Russian. Outside of his professional work, Kevin enjoys biking, reading, and spending time with his family.

Francis Donnelly III is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Donnelly is also active in community service as a past president and officer of the Medford Sunrise Rotary. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and advisory programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

John Mcfadden is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise provides retirement-income planning services primarily for individuals near or in retirement with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christian Wallace is a CFP® with five years of industry experience, currently advising at LPL Financial. His prior roles include positions at CWM, LLC, Main Street Financial Life Advisors, LLC, and Citizens Bank. Outside of his advisory work, he was involved with Maggie's Waterfront Cafe for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services supported by diverse investment strategies and research resources.

Joseph Udine is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s Secular Return Estimates.

Jillian Polanco is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, following prior work at JP Morgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, delivering these services alongside affiliated brokerage, distribution, and investment management capabilities.

Sheila Dixon is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and having 30 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as a notary public in New Jersey. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management services and provides a broad range of capital markets and custody services.

Ryan Udine is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market-based return estimates.

Daniel Kent is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at UBS Financial Services since 2021 and was previously with Merrill from 1999 to 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research to tailor solutions to clients' goals and risk tolerances.

Charles Mcafee is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2012 to 2016. He serves as co-trustee for his sister’s trusts. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

David Schaming is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 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 a power of attorney for his father. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Leslie Zeifman is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding Series 63 and Series 66 licenses with 23 years of industry experience. She has worked with Morgan Stanley and its affiliates since 2007. Outside of her advisory role, she serves as treasurer for Target Property Management in Cherry Hill, NJ. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and supports both direct and employer-based financial planning arrangements.

Sara Lackey is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She is dedicated to understanding what is important to her clients and their families, providing ongoing guidance and support to help them navigate various life stages and financial challenges while striving to support their financial wellbeing. Sara has experience in financial services through her previous positions at Fidelity Investments, including Relationship Manager from 2023 to 2024 and Financial Representative from 2021 to 2023. This experience contributes to her expertise in client relationship management and financial planning. Outside of her professional career, Sara has personal interests that include fitness, golf, skiing, traveling, and yoga.

Harry Virunurm is a financial advisor with LPL Financial and holds a Series 63 designation. He has 48 years of industry experience, including previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Richard Simenhoff is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding Series 63 and Series 66 credentials and 45 years of industry experience. He has been with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. Outside of his advisory role, he is involved as a co-trustee of family trusts and holds minority ownership interests in real estate development projects. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Michael Delorey is a CFP® with 48 years of industry experience, currently serving at Cetera since 2013. He has operated Prism Financial Group, LLC since 1993 and holds roles as treasurer of the Navy League of the US Philadelphia Council and as a board member for Fort Mifflin on the Delaware. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 independent advisors managing more than $256 billion in assets. The firm serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management and a variety of program options.