Laura Marzano is a financial advisor with LPL Financial in Sewell, NJ, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has worked at LPL Financial since 2014 and previously was with VOYA Financial Advisors, Inc. from 2009 to 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment options and operational tools.

Ryan Guss is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 10 years before joining LPL Financial in 2024. Ryan is involved in a non-variable insurance business and operates The Resources Group LLC, a separate entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, supported by model portfolios, third-party subadvisors, and various advisory tools.

Lyndsey Berry is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Tundidor & Weis Investment Group and Voya Financial Advisors, Inc. She has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing comprehensive written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support client planning, with a focus on assets held in Ameriprise-managed accounts.

Alfred Biggio Jr. is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and 25 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Outside of his advisory role, he serves as a board member of the Waterford Township Athletic Association, a nonprofit athletics organization in New Jersey. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment platforms, including affiliated and third-party managers.

Alexander Blum is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo-related entities since 2017, including Wells Fargo Bank, NA, and Wells Fargo Clearing Services, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Flanagan is a financial advisor at Cetera with 26 years of industry experience and holds the CFP® and Series 66 designations. He previously worked at Avantax Advisory Services and 1st Global Advisors and is also the president of James Flanagan & Associates, CPAs. Flanagan serves on the board of directors for Eagles Fly for Leukemia, a charitable organization. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Christine Oliver is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2014, initially in other capacities before becoming an advisor in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Harry Foote is a Certified Financial Planner® with 33 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1998 and has been with Raymond James Financial since 2009. He was also the owner and president of Foote Financial Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wilson Braun Jr. is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding Series 63 and Series 65 credentials and with 28 years of industry experience. He has been with JPMorgan Chase Bank, N.A. since 2002 and J.P. Morgan Securities since 2001. Outside of his advisory role, Braun serves as Vice President and Board Member of the Laffey-McHugh Foundation, which provides grants to various charities in Delaware. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility, with implementation and portfolio services provided by affiliated entities.

Matthew Cutler is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 66 credential and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates model-based scenario analysis without providing individual security recommendations as part of its standalone planning service.

William Mclaughlin Jr. Jr. is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves as Board Chairman of the U.S. Court Tennis Preservation Foundation and is a member of the Board of Directors for the Andalusia Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including principal trading, underwriting, and securities-backed lending programs.

Benjamin Lubker is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at The Vanguard Group Inc. and Bridgeway Wealth Partners, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, registered investment companies, and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Juranir Moraes is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. He focuses on building genuine, long-term relationships with clients as the foundation of their financial journeys. Juranir partners with clients to help them pursue their goals with confidence through clear communication and proactive guidance, aiming to earn and maintain their trust at every stage of life. Prior to his current role, Juranir worked as a Relationship Manager at Fidelity Investments from 2022 to 2026. Before that, he gained experience as a Financial Services Representative at PNC Bank from 2019 to 2022. Outside of his professional work, Juranir has interests in fitness, motorcycles, soccer, surfing, tennis, and traveling.

Johnathan Thimodo is a financial advisor at Morgan Stanley in Philadelphia, holding a Series 66 credential. He has one year of industry experience, previously working at Equitable Advisors and with roles outside finance including positions at Chipotle Mexican Grille and Walmart. Morgan Stanley Wealth Management serves both individuals and institutional clients with a range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that include but do not provide individual security recommendations as part of standalone planning.

Kenneth Stewart is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Ameriprise since 2007, working in various capacities within the firm. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Adam Dorosky is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has four years of industry experience, including prior roles at Raymond James Financial Services and Bassett, Dawson & Foy. Outside of his advisory work, he is employed as a Client Service Associate with Dawson Wealth Management. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions, including discretionary and non-discretionary retirement plan services.

Matthew Doherty is a financial advisor with Ameriprise in Lawrenceville, NJ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliates since 2008. Outside of his advisory role, he manages an advisory business through Lemon Hill Capital Group, LLC. Ameriprise is an institutional firm serving clients primarily through a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-driven recommendations that integrate tax-efficient strategies and income planning within a broad range of advisory, brokerage, and insurance solutions.

Johanna Jackson is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley Smith Barney for 16 years. Outside of her advisory role, she is an ordained minister and operates a coaching business focused on corporate coaching, life coaching, meditation, event planning, and blogging. 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 approach incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Matthew Cass is a financial advisor with Wells Fargo Clearing in Philadelphia, PA. He holds the Series 66 designation and has 19 years of industry experience, including prior work at Ameriprise. He has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Leonard Lewis Jr. is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He is a partner at Rafter, Lewis & Paolino Financial Advisors and also operates Rafter, Lewis & Associates, an accounting and tax services firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.