Diane Roberts is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Satyajeet Shinde is a financial advisor with Wells Fargo Clearing in Marlton, NJ, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior experience includes eight years at J.P. Morgan Securities LLC. Outside of his advisory role, he is involved in operating a daycare and children's educational program business and serves as a meditation trainer with the Heartfulness Institute. 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 employs a research-driven investment approach and offers both brokerage and advisory solutions across a wide range of financial products.

Matthew Gureghian is a financial advisor with J.P. Morgan Securities in Philadelphia, PA, holding a Series 66 designation and 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, following 12 years at Wells Fargo Clearing and Wells Fargo Advisors. J.P. Morgan Securities 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 applying an ESG eligibility framework in its recommendations.

Peter Lydzinski is a financial advisor with Raymond James & Associates in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked for Merrill from 2014 to 2026 before joining Raymond James & Associates and Carillon Fund Distributors in 2026. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a wide range of portfolio management styles and research resources.

Mary Muskewitz is a CFP® professional with 37 years of experience in the financial services industry. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services and financial planning solutions, utilizing research and analytics to support diversified investment strategies.

Jamar Carr is a financial advisor with Mass Mutual Investors Services and holds the ChFC® and Series 66 credentials. He has 11 years of industry experience and has worked at firms including Fidelity Investments, Park Avenue Securities, Guardian Life, JPMorgan Chase Bank, and Oppenheimer. In addition to his advisory work, he is the owner of JC Investments & Associates LLC, a real estate investing enterprise. 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 provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning to deliver tailored investment strategies.

Michael Dingerdissen is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Goldman Sachs & Co. LLC and Morris James LLP. Dingerdissen serves as a board member for the nonprofit organization Children and Families First Delaware, Inc. 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 an ESG eligibility framework in its investment approach.

Peter Dunn is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Mass Mutual Investors Services since 1999 and is also associated with Massachusetts Mutual Life Insurance Company since 1998. In addition to his advisory role, he works as a life and health insurance agent. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and provide written recommendations.

John Fessler is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

Kyle Di Leo is a financial advisor with Morgan Stanley in Marlton, NJ, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2020, following five years at Bank of America and Merrill. Kyle does not have any publicly noted outside activities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and modeling techniques to support client planning.

James Scott is a Certified Financial Planner® (CFP®) with 15 years of industry experience. He has worked at OSAIC since 2018 and previously spent seven years at Jhfn Sii. In addition to his advisory role, Scott is involved in insurance brokerage activities, including life, health, and group benefits insurance. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisers, offering integrated brokerage and advisory services alongside financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Samuel Levin is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 license and six years of industry experience. Prior to joining Morgan Stanley, he worked at Bank of America and Merrill. Outside of his advisory role, Levin is a general partner and managing member of Broker-Tov, LLC, a limited liability company engaged in managing single and multi-family residential properties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes and diverse advisory programs supported by firm-approved tools.

Kevin Byrne is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for three years. Byrne served seven years in the United States Navy. He is also an owner of Integrity 5 LLC, an entity established to manage business expenses related to his financial planning practice. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Luke Steinke is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at OSAIC, Lincoln Financial Securities, and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Thomas Dennis is a financial advisor at Morgan Stanley in Philadelphia, PA, holding a Series 66 designation. He has one year of industry experience and has held prior roles at firms including RSM and Good2Grow, as well as positions outside the financial sector. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process without offering individual security recommendations as part of standalone financial plans.

Vincent Venturi is an Investment Consultant at Fidelity Investments, where he collaborates with clients to understand their financial needs and assist in developing and executing personalized strategic plans. He has progressed through multiple roles within Fidelity Investments, beginning as a Financial Representative in 2023, advancing to Relationship Manager in 2024, then Planning Consultant in 2025 before assuming his current position in 2026. Throughout his tenure at Fidelity Investments, Vincent has developed expertise in client relationship management and financial planning. His experience encompasses guiding clients through strategic financial planning to help them pursue their financial goals.

John Parker Jr. is a financial advisor at Osaic Wealth, Inc. with 28 years of industry experience. He has held roles at John Hancock Mutual Life Insurance Company and Signator Investors, Inc., and worked five years with Royal Alliance Associates before joining Osaic in 2023. Parker is registered as an investment advisory representative and insurance broker with Bala Financial Group Inc., where he is involved in sales and marketing of securities, insurance products, fixed annuities, and non-variable life and health insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management, with a complex corporate structure that includes multiple mergers and private-equity ownership.

Kevin Barnett is a Wealth Management Advisor with over 30 years of experience in the field. He holds a Bachelor of Science degree in Mathematics from the U.S. Naval Academy in Annapolis, Maryland. Throughout his career, Kevin has developed a disciplined investment approach that he shares with clients and colleagues. He joined Merrill Lynch Wealth Management in 2008. Kevin's expertise focuses on assisting affluent families, individuals, and successful business owners with long-term financial strategies, including executive compensation, family wealth management, personal retirement planning, and sports and entertainment. He holds several professional credentials, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Financial Consultant® (ChFC®), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Raised in Merchantville, New Jersey, Kevin currently resides there with his wife, Natalja, and their two daughters. He is fluent in English and Russian. Outside of his professional work, Kevin enjoys biking, reading, and spending time with his family.

Francis Donnelly III is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Donnelly is also active in community service as a past president and officer of the Medford Sunrise Rotary. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and advisory programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

John Mcfadden is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise provides retirement-income planning services primarily for individuals near or in retirement with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions typical of a large institutional provider.