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 two years of industry experience. Her work history includes multiple roles within Wells Fargo Bank and Wells Fargo Clearing since 2019, as well as positions at Amazon, Shoprite, Public Partnerships, American Pool, and Ewing High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. 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 databases.

Shane Asman is a CFP®-certified financial advisor with Charles Schwab in Marlton, NJ, and has one year of industry experience. Prior to joining Schwab, he held roles at Mass Mutual Eastern PA and has experience in healthcare and consulting. Outside of finance, he works at Cider Belly Hard Cider and delivers flowers for Ambler Flower Shop. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers a comprehensive range of brokerage, custody, and investment solutions.

Michael Rosenberg is a financial advisor with Wells Fargo Clearing in Marlton, NJ, holding the CFP® designation and Series 66 license. He has nine years of industry experience and 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Scott Wiese is a CFP®-certified financial advisor with 34 years of industry experience, currently affiliated with LPL Financial since 2018. His prior roles include positions at Ocean First Bank, Invest Financial Corporation, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Marc Pelerin is a financial advisor with LPL Financial in Marlton, NJ. He holds a Series 66 designation and has one year of industry experience. In addition to his advisory role, he works as a public school teacher and operates an online running coaching business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies and technology tools.

Ryan Markle is a CFP®-designated advisor with Ameriprise Financial Services, LLC in Philadelphia, PA, and has eight years of industry experience. He has worked at Ameriprise in various capacities since 2018 and previously held positions at Bentley Systems and with the Philadelphia Eagles. In addition to his advisory role, he works remotely as an Account Executive in inside sales for Bringg. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to provide comprehensive, non-discretionary retirement income planning.

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 at Primerica Advisors with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Pfs Investments Inc and Primerica Financial Services since 1999. Outside of her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing, managing approximately $15.5 billion in assets with nearly 3,700 advisors.

Michael Hacker is a Senior Financial Advisor with Merrill Lynch Wealth Management in the Philadelphia office. He focuses on goals-based wealth management, taking a comprehensive view of clients' financial situations that includes investment and liability management, education funding, insurance, and estate planning. Michael develops strategies and recommendations tailored for high-net-worth individuals, their families, and businesses, aiming to help them pursue both short- and long-term financial goals. His approach to wealth management is consultative and objective, emphasizing personalized service and client relationships built on trust and professional advice. Michael and his team follow a disciplined wealth management process based on time-tested investment principles, while maintaining flexibility to adapt to changing economic conditions. They utilize sophisticated wealth forecasting tools to simulate asset growth and assess the likelihood of achieving clients' retirement and other objectives. Michael holds a Bachelor's Degree from the University of Vermont and the Personal Investment Advisor (PIA) designation. He is committed to community involvement, participating in local organizations through volunteer work. His personal interests include golfing, skiing, and soccer.

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 worked at firms including BlackRock Investments, Morgan Stanley, Mass Mutual Life Insurance, and Prudential Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced research and operational tools.

Walter Schwenk is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 50 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for five years before joining Wells Fargo in 2016. Outside of his advisory role, he serves as a co-trustee of family trusts and acts as a FINRA arbitrator. 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, utilizing research and analytics to support investment decisions.

Michael Elchoness is a CFP® professional with 16 years of experience in the financial services industry. He is currently with LPL Financial and has held positions at Shrewsbury River Capital, PNC Investments, and TD Private Client Wealth LLC. Outside of his advisory work, he serves as Senior Vice President of Community Relations at Your Choice Home Care and owns Bluma Consulting LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and technology tools to support its network of more than 22,800 advisors.

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.