Michael Black is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2013. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a large network of over 14,000 financial advisors and provides both brokerage and advisory solutions.

Stephen Corbo is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at JP Morgan Chase and Kennedy Investment Group. He is also involved with Fulton Financial Advisors in a support capacity focused on investment sales and services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a broad affiliate network.

Thomas Gillespie is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and bringing 15 years of industry experience. He has worked at Equitable Advisors since 2010 and also operates Gillespie & Associates, an accounting firm. Outside of his advisory work, he is involved in several business ventures including management and ownership roles at Panchpa Inc and PanchMedia, LLC. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Brittni Sennett is a financial advisor with Mass Mutual Investors Services, holding a CFP® designation and Series 63 and 65 licenses. She has five years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and MassMutual Life Insurance Company. Outside of her financial advisory work, she has been a yoga instructor at Hot Yoga Philadelphia since 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, ongoing planning relationships and event-driven planning services such as divorce and estate planning.

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.

Scott Wiese is a financial advisor with LPL Financial, holding CFP® certification and Series 63 and 65 licenses, and has 34 years of industry experience. His prior experience includes roles at Ocean First Bank and Invest Financial Corporation. 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 advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and various portfolio strategies.

Marc Pelerin is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial since 2025 and serves concurrently as a public school teacher at Cinnaminson Middle School. Outside of finance, he operates Train with Marc, LLC, providing online running coaching and writing training plans for distance runners. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by research and multiple portfolio management strategies.

Lorraine Rosado is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 63 designation and 21 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs. The firm employs a structured financial planning process supported by various analytical tools and manages approximately $2.74 trillion in client assets.

Ryan Markle is a CFP® with seven years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services in Philadelphia. He has worked at Ameriprise since 2018 and has prior experience at Bentley Systems and a brief role with the Philadelphia Eagles. Outside of advisory work, he holds a remote position as an Account Executive in inside sales at Bringg. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Delaney Jr. is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at SESAC and was involved with Music City Media. Outside of finance, he performs as a musician, playing saxophone and other instruments in local bands and has been part of a Bruce Springsteen tribute band. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data, providing clients with customized advice within a structured investment framework.

Robert Falconiero is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in assisting business owners, 401(k) plan sponsors, and individuals with equity compensation plans navigate complex financial decisions and develop strategies focused on long-term financial confidence. His work centers on simplifying wealth planning, optimizing retirement strategies, and guiding clients through major business and personal financial transitions. With a background that includes serving as an Orthopedic Trauma Consultant at Johnson & Johnson prior to joining Merrill Lynch in 2019, Mr. Falconiero brings a unique perspective to his advisory role. He holds multiple professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC). His education includes a Bachelor’s degree from Drew University and an MBA in Finance from Drexel University’s LeBow College of Business. Outside of his professional duties, Robert serves on the Board of Goodwill Industries of Southern New Jersey and Philadelphia. He enjoys playing golf and tennis, and spending time with his wife, their three children, and their two dogs.

Shirley Weber is a financial advisor with Primerica Advisors in Mt Laurel, NJ, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 1999. In addition to her advisory role, she engages in the sale of investment-related products and also receives compensation for referring home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering advisory services primarily through model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, managing approximately $15.5 billion in assets under management.

Richard Jagodzinski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience working with families, business owners, and executives to help them meet their financial goals. His approach centers on building personal relationships and collaborating with clients’ CPAs, estate and tax attorneys, and other experts to deliver comprehensive wealth management strategies. Richard holds a Bachelor’s degree from Guilford College and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise covers areas such as college education planning, family wealth management, legacy planning, retirement income, portfolio management, and managing new wealth. Outside of his professional role, Richard is involved with The Tender Adult Day Center and participates in his community through First United Methodist Church in Moorestown, NJ. His personal interests include basketball, golfing, traveling, and spending time with family and close friends.

Michael Orihel is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Blackrock Investments, MML Investors Services, Mass Mutual Life Insurance Company, and Prudential Insurance Company of America. 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 representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Walter Schwenk is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and possessing 50 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as co-trustee for family trusts and acts as a FINRA arbitrator. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory solutions grounded in modern portfolio theory. The firm serves as an ERISA fiduciary and delivers both discretionary and non-discretionary services, including a broader range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Michael Elchoness is a CFP® with 16 years of industry experience and is currently affiliated with LPL Financial. He has held roles at PNC Investments, Shrewsbury River Capital, and Your Choice Home Care, where he serves as Senior Vice President of Community Relations. He is also the owner of Bluma Consulting LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and utilizes research-driven investment strategies supported by both proprietary and third-party resources.

Jerome Kellner is the sole advisor at Kellner Capital Management, Inc. in Philadelphia, PA, holding a Series 65 credential with 32 years of industry experience. He has been president of Kellner & Associates, P.C., an accounting and tax services firm he founded in 1981, dedicating a significant portion of his time to that business. Kellner Capital Management provides discretionary portfolio management and financial planning services to individual and business clients, managing approximately $56 million across about 75 accounts. The firm integrates investment advisory services with its affiliated accounting practice, serving both personal wealth management and corporate clients.