Nicholas Browne is a Wealth Management Advisor and a key member of the Browne Dugary team at Merrill Lynch Wealth Management. He holds professional designations including the Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Nicholas focuses on providing tailored financial strategies to help clients achieve their goals efficiently and with personalized care. Nicholas has expertise in various areas such as employee benefits planning, executive compensation, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a bachelor's degree in business management from Babson College, where he also played varsity baseball. He attended Bishop Eustace Prep for high school and briefly attended the University of Maryland College Park without earning a degree. Residing in Haddonfield, NJ, Nicholas is involved in the community through volunteering as a middle school varsity boys' basketball coach for Catholic Partnership Schools in Camden, NJ and participating in organizations such as Philadelphia Youth Basketball (PYB) and Sacred Heart School. Outside of work, he enjoys baseball, basketball, boating, golfing, and spending time with his family.

Lynn Fryckberg is a financial advisor at UBS Financial Services with 43 years of industry experience. She has been with UBS since 2016 and holds the Series 63 and Series 66 designations. 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 research, capital markets services, and affiliated banking programs.

Mark Maroldo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks LLC for a combined 11 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Gregory Gatesman is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Smith Barney and Julius Baer Group. Gatesman serves on the advisory board for the Cap Gemini Research Institute, contributing to the publication of the CapGemini world wealth report. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm utilizes proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans to clients’ goals and risk tolerances.

Brett Ciarelli is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2009. Outside of advisory work, he is involved with Bluebird Lending LLC, a lending business based in Philadelphia. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Luke Gilbert is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018. Prior to joining Merrill, he was employed at TD Bank NA and was involved with Tumbling Dice Entertainment LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Neal Pierce is a CFP® and PFS™ credentialed financial advisor with 33 years of industry experience, currently associated with Cetera. He has held roles at Avantax Insurance Agency, Cumberland Insurance Group, and Avantax Advisory Services throughout his career. Pierce also maintains a CPA practice focused on tax preparation and accounting. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment solutions.

Maria Tyson Cori is a financial advisor with Morgan Stanley in Philadelphia, holding a Series 63 designation and possessing 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to both individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and planning tools, managing approximately $2.74 trillion in client assets.

George Eggers III is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 42 years of industry experience. He has worked with Cetera and its affiliated entities since 2011. Eggers is a member of the Voorhees Economic Development Committee and operates Heights Financial Group, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and ongoing client supervision.

Kristeen Mc Connell is a financial advisor with Equitable Advisors in Cherry Hill, NJ. She holds a Series 66 designation and has six years of industry experience. Prior to joining Equitable Advisors in 2020, she worked at JPMorgan Chase & Co. and Financial Integrity Resources Management LLC. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutional clients, providing financial planning, brokerage services, insurance distribution, and access to third-party asset management programs through a range of sponsored and endorsed platforms.

Jeffrey Hohl is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Justina Staneviciute is a financial advisor with Ameriprise in Longport, NJ, holding a Series 66 credential and four years of industry experience. She has been with Ameriprise since 2021 and is also associated with Andreanidis Financial Group, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad array of advisory, brokerage, and insurance solutions through its affiliated entities.

Andrew Mazzo is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing structured discovery conversations and proprietary tools to model financial outcomes.

Paul Genoese is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Avantax Advisory Services and Avantax Insurance Agency. Outside of advising, he serves as Vice President of Brandywine Benefits Group, an independent insurance agency. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Monica Biskup serves as Vice President and Private Wealth Management Advisor at Fidelity Investments, a position she has held since 2019. She has accumulated 26 years of experience in the financial services industry, with roles including Vice President and Financial Consultant at Fidelity Investments, Financial Advisor at Etrade, Options Specialist at Wall Street Access, Financial Advisor at Morgan Stanley, and Registered Financial Associate at Deutsche Bank. Her professional journey reflects a deep commitment to assisting clients in managing their financial lives through education and a relationship-driven approach. Monica's expertise centers on helping individuals and families work towards financial security, fulfillment, and establishing a positive legacy. Outside of her professional career, Monica enjoys activities such as camping, fitness, hiking, traveling, and exploring food.

Will Powell is a Financial Consultant at Fidelity Investments, where he collaborates with clients and a team to develop customized investment strategies aligned with their financial goals. His approach focuses on understanding client objectives and helping them avoid common investment mistakes. Prior to his current role, Will served as an Investment Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, he worked as a Private Client Banker at JPMorgan & Chase Co from 2020 to 2022 and as an Advisor at Ameriprise Financial from 2016 to 2020. Outside of his professional work, Will has interests that include art, museums, music, outdoor adventures, social events with friends, and volunteering.

Amanda Green is a financial advisor with Merrill and holds a Series 66 designation. She has eight years of industry experience and has been with Merrill since 2011. Prior to her current role, she has been working with Bank of America since 2021. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Thomas Goodwin Sr. is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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.

Stephen Schmid is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and J.P. Morgan in both their securities and banking divisions. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Antony Thomas is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he supports clients in pursuing their financial goals through personalized wealth management strategies. He focuses on a broad range of client needs including divorce transition planning, executive compensation, family wealth management, legacy planning, and retirement income. Antony leverages insights from Merrill and banking solutions from Bank of America to craft flexible strategies suited to changing market conditions. Antony began his career after earning a Bachelor's Degree from New York University. He started as a Financial Advisor with Morgan Stanley in New York and subsequently held leadership roles managing multiple bank branch locations in New Jersey as Vice President at JPMorgan Chase and PNC. Returning to Morgan Stanley in 2018, he later joined Merrill in 2023 to continue assisting clients and families in protecting and growing their wealth. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Antony is involved in community service and dedicates time volunteering with local organizations. His personal interests include adventure sports, antiquing, billiards, boating, golfing, music, reading, running, spending time with his family, and writing.