Michael Greene is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked in consulting and physical therapy fields. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and advanced financial modeling tools.

Craig Redcay is a financial advisor with RBC Capital Markets in Mount Laurel, NJ, holding a Series 66 designation and 20 years of industry experience. He has worked at RBC Capital Markets since 2016 and previously held roles at Morgan Stanley Smith Barney and City National Bank. Redcay serves as treasurer on the board of directors for Teen Challenge, a recovery program. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors and institutional clients. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Liam Sawchuk is a financial advisor with UBS Financial Services in Mt. Laurel, NJ. He holds a Series 66 designation and is in the early stages of his career in the industry. His prior work experience includes roles at Equitable Advisors LLC and positions in education and local organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research with model-based asset allocations. The firm provides a range of services including financial planning, portfolio management, and capital markets capabilities.

Michael Long is a financial advisor with LPL Financial in Beverly, NJ, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Prudential Insurance Company of America, Bank of America, Merrill, and Thrivent Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

Scott Nash is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 35 years of experience in the financial services industry. Scott is part of The Nash Wealth Management Group, which combines investment insights and global capabilities of Merrill Lynch with the banking services of Bank of America to provide coordinated financial strategies. Scott's expertise includes college education planning, corporate executive services, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, women and wealth, individual and corporate investment strategy, and retirement income. He is dedicated to guiding investors through complex financial situations with personalized advice and ongoing education. Scott has completed the Graduate Wealth Management Advisor program and holds the Accredited Wealth Management Advisor (AWMA) designation as well as the Personal Investment Advisor (PIA) designation. He earned his high school diploma from South Philadelphia High School. Outside of work, Scott enjoys running and weightlifting. He lives in Marlton, NJ with his wife, Debbie, and they have two grown children.

Raegen Richard is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise for three years and Edward Jones for eight years. Outside of his advisory work, Richard has been involved with Droneprep LLC, an entrepreneurial venture, for nine years. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models implemented by third-party managers and emphasizes both proprietary and third-party investment solutions.

James Owens is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. Prior to joining LPL Financial, he worked at Lincoln Financial Advisors Corporation and has experience in education and various other industries. 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.

James Mcgoldrick is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding CFP® and ChFC® designations and over 35 years of industry experience. He has been with MML Investors Services since 1991 and Massachusetts Mutual Life Insurance Company since 1989. In addition to his advisory role, he is involved in servicing equity indexed annuity contracts and life and health insurance sales, and he is a member of multiple LLCs related to his advisory and insurance activities. Mass Mutual 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 programs, emphasizing collaborative, annual planning engagements without discretionary investment authority.

Milo Vath is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including McAdam LLC and JBMP Real Estate Group LLC. He also has a background involving work at Temple University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Andrew Werkheiser is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Bank of America. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Black is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2013, including Wells Fargo Bank, N.A. 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.

Lee Johnson Jr. is a CFA® charterholder with 19 years of experience in the financial services industry. He is currently affiliated with Cetera and has prior experience with Valor Asset Management, which he founded, as well as roles at LPL Financial and Great Valley Advisor Group. Aside from his advisory work, he owns and manages Summer Seclusion, a rental property business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that supports a variety of program structures and investment strategies.

Joshua Surkin is a Financial Advisor with Merrill Lynch Wealth Management and a member of The Schell Group, which collectively brings over 100 years of experience in wealth management and financial planning. Since joining Merrill Lynch in 2022, Joshua focuses on delivering personalized wealth management strategies tailored to clients’ long-term goals. He works closely with clients to understand their financial needs and aspirations, adopting a client-first approach that emphasizes collaboration and education throughout the financial journey. Joshua’s areas of expertise include college education planning, institutional and corporate benefit services, retirement income strategies, and managing new wealth, among others. He is committed to helping clients and their families, including younger generations, comprehend the wealth management process and the dynamics of financial markets. His approach involves guiding clients with personalized financial strategies designed to preserve and grow wealth while navigating changing market conditions. Joshua holds a Bachelor's Degree from the Pennsylvania State University System and carries the Personal Investment Advisor (PIA) designation. Beyond his professional role, he participates in community volunteer work aligned with Merrill’s tradition of community engagement. His personal interests include adventure sports, basketball, cooking, football, ice hockey, racquetball, and skiing.

Natali Sanchez is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. Her prior roles include positions at Bank of America, The Vanguard Group, JP Morgan Chase Bank, J.P. Morgan Securities, and Wells Fargo. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Thomas Gillespie is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2010 and also operates Gillespie & Associates, an accounting firm where he works as a CPA. Additionally, he is involved in management and ownership roles at Panchpa Inc and PanchMedia, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers advice through Investment Adviser Representatives using various program models and third-party asset managers, covering a range of investment products and ERISA fiduciary services.

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.

Gabrielle Hornak is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Wells Fargo Bank, Amazon, Shoprite, and Ewing High School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, utilizing an investment policy statement-driven process grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products among its investment options.

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.