James Turner is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, and Citizens Securities. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios. The firm is noted for its role advising registered investment companies and for its use of systematic methodologies and AI tools in portfolio management.

Michael Rosen is a financial advisor with LPL Financial in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with LPL Financial since 1994. Outside of his advisory role, he is involved with Executive Financial Group, Inc., where he sells life, disability, long-term care, and health insurance products. 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 various advisory programs and financial services supported by research, model portfolios, and technology-driven strategies.

Faith Ilgner is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. Prior to her current role, she has worked in various sectors including hospitality and retail. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Rachael Alexander is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has prior experience at James Madison University and other organizations. 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 an ESG eligibility framework to support its recommendations.

Gabriele Mastrobuono is a CFP® certificant and Series 66 licensee with 19 years of industry experience. He has been with Edward Jones since 2006 and is based in Mantua, NJ. Outside of his advisory role, he serves as secretary for a local homeowners association and manages rental properties involving family members. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Robyn Lee is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 an Estate Planning Strategies Group.

Nickolas Gazzola is a financial professional at Cetera with two years of industry experience. He holds the Series 66 designation and has previously worked at firms including Crosby Private Wealth Advisors, United Planners Financial Services, and Harding Loevner LP. Outside of his advisory role, he has been involved with Performance Golf Management and Consulting LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

James Koehler is a financial advisor with Morgan Stanley in Marlton, NJ, holding a Series 66 designation and 27 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment models.

Randy Watkins is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and six years of industry experience. His career includes roles at MassMutual Life Insurance Company, Equitable Advisors, and AXA Advisors, as well as teaching positions at Rutgers University and Camden County College. Outside of his advisory work, he is also engaged as an insurance broker focusing on individual life, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytics, with planning engagements structured as collaborative, annual relationships.

Justin Stankewicz is a financial advisor with UBS Financial Services in Philadelphia, PA, holding a Series 66 designation and nine years of industry experience. He has previously worked at Bank of America and Merrill. Outside of his advisory role, he is a PGA golf professional, teaching golf and involved in multiple golf-related business activities, and serves as a director on the Greater Mt. Airy Chamber of Commerce executive board. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and a range of capital markets services. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research to tailor investment solutions.

Cheryl Blair is a financial advisor with Merrill in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2014. 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. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robin Bolden is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She is based in Cherry Hill, NJ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm employs an IPS-driven process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cody Edminster is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Globe Life Family Heritage Division, Keyence Corporation of America, and The Home Depot. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management.

Eric Listick is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Specific Solutions, Fulton Financial Advisors, Raymond James Financial Services Advisors Inc., and Fulton Bank. He is also associated with ERL Financial Group, a business entity established for tax and investment purposes. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Dean Howe is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Avantax Advisory Services and Avanatx Insurance Agency. Outside of advising, Howe is president of DC Howe & Company, CPA, LLC, where he provides tax preparation, bookkeeping, and accounting services, and he also advises small business owners through Howe Financial Group Inc. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Joseph Midili is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he operates Evergreen Lake Agency LLC, a property and casualty insurance business he acquired from a retired agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Christine Mcginley is a financial advisor at UBS Financial Services with 37 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

John Schofield is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 35 years of industry experience. He has been with Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services since 2016. Outside of his advisory role, he is also an insurance broker involved in health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning and offering specialized services such as divorce and estate-settlement planning.

Paul Prendergast Sr. is a financial advisor with Thrivent Investment Management, holding the Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Thrivent Financial for Lutherans and its affiliated investment management firm since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning that covers a range of topics including retirement, income tax, estate, and special needs planning. The firm offers these services through a network of advisors and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.

Jared Hannah is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked in senior living services and had a background in carpentry. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.