Francis Donnelly III is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Donnelly also serves as a past president and officer of the Medford Sunrise Rotary. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm emphasizes matching clients to advisory program models or discretionary managers, utilizing third-party asset managers and affiliated solutions.

John Mcfadden is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients near or in retirement.

Christian Wallace is a financial advisor with LPL Financial, holding CFP®, Series 63, and Series 65 credentials and five years of industry experience. His prior roles include positions at CWM, LLC, Main Street Financial Life Advisors, LLC, and Citizens Bank. Outside of advising, he had involvement with Maggie's Waterfront Cafe for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers advisory and brokerage services through a large network of representatives, providing financial planning, model portfolios, and institutional platforms with a breadth of strategic investment options.

Joseph Udine is a Series 66-licensed financial advisor with Morgan Stanley, based in Mount Laurel, NJ, and has 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2011 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. Its investment process incorporates structured discovery and firm-approved tools, supporting clients with planning but generally acting in an advisory capacity rather than as a fiduciary.

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.

Jacob Minakowski is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and possessing four years of industry experience. His prior roles include positions at Goldman Sachs and WealthSpire Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment approach.

Charles Mcafee is a financial advisor at Wells Fargo Clearing with 14 years of industry experience and holds a Series 66 designation. He has been with Wells Fargo Clearing since 2016. Mcafee serves as co-trustee for his sister’s trusts, a role unrelated to his advisor work. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a broad range of clients. The firm employs research-driven investment approaches and provides both brokerage and advisory solutions across its extensive network of financial advisors.

David Schaming is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and possessing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC. Outside of his advisory role, he serves as a power of attorney for his father. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines in-house research with third-party analytics and offers a range of brokerage and advisory solutions, including consulting and discretionary services for retirement plans.

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 in Mount Laurel, NJ, holding a Series 63 designation and 48 years of industry experience. His career includes prior roles at Wells Fargo Clearing and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Simenhoff is a financial advisor with Wells Fargo Advisors in Philadelphia, PA, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. His prior roles include ten years at Wells Fargo Clearing and four years at Prudential Equity Group, LLC. Outside of advisory work, he has a partial ownership interest in several real estate development projects in Philadelphia. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning. Advisors use Wells Fargo research and tools to develop tailored recommendations, with clients deciding how to implement them through the firm’s various programs.

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.

Breton Bonnette is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Stifel since 2020. Prior to joining Stifel, he worked for Bank of America for nine years. Outside of his advisory role, he is the founder of the podcast FC Wonderkid, which focuses on content generation and business development. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodology from its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Michael Dewey is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes a year at BNY Mellon Wealth Management before joining J.P. Morgan in 2017. 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.

Matthew Mcandrew is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following a two-year period at Fs2 Capital Partners, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Steven Carney is a financial advisor with Edward Jones in Cherry Hill, NJ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Merrill for 15 years and was involved with Regency Square HOA for two years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, trust services, and securities-based lending options.