Vincent Malazita is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Bryan Evoy is a financial advisor with LPL Financial in Moorestown, NJ, holding CFP® and Series 66 credentials and 17 years of industry experience. He previously worked at National Planning Corporation and FSC Securities Corporation. Outside of his advisory role, he is involved with the Burlington County Board of Elections. 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, supported by advisor tools such as machine learning.

Michael Coles is a CFP® professional with 10 years of industry experience, currently affiliated with Wells Fargo Clearing since 2025. Prior to this, he worked for UBS Financial Services from 2015 to 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, 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 sources.

Elizabeth Giuliano is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 28 years of industry experience. Her prior work includes roles at Woodbury Financial Services, Questar Asset Management, and Montague & Giuliano. She is involved with a nonprofit organization through Giuliano Financial Services, where she volunteers time for service activities. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, retirement plan consulting, and alternative investments. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and rebalancing tools.

Raul Toro is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at JP Morgan Securities, JP Morgan Chase Bank, and Citizens Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.

Samantha Tyndale is a financial advisor with Ameriprise, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, primarily for assets managed within Ameriprise accounts.

Carly Jordan is a Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience in the financial industry. She holds the designation of CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA). Carly has a Bachelor's Degree from the Pennsylvania State University System. In her role, Carly works with high net worth and emerging high net worth individuals and families, including technology professionals, executives, business owners, and women navigating complex career and life transitions. She has expertise in managing equity compensation, growing income, concentrated risk, and long-term planning considerations within the context of broader life goals. Carly’s approach combines institutional-level resources with a personalized and thoughtful process that emphasizes listening and understanding what matters to clients before addressing financial numbers. Outside of her professional work, Carly is involved with various organizations such as the CFP Board, Chamber of Commerce of Southern New Jersey, Mount Laurel Garden Club, and the National Association of Women Business Owners - South Jersey. She participates in community initiatives including Blood Cancer United - South Jersey Light the Night Walk, Children's Hospital of Philadelphia Foundation - Philly Spin-In, Girls on the Run, Invest in Girls, Strike It Strong, and Woodford Cedar Run Wildlife Refuge. Carly engages in activities like gardening, hiking, music, reading, running, traveling, yoga, and spending time with her family.

Barbara Pettit is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding Series 63 and Series 66 credentials and with 15 years of industry experience. Her prior roles include positions at Vicus Capital, Cetera Advisor Networks, Schwartz Financial Associates, TIAA-CREF, and Vanguard Advisers. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models implemented through third-party managers and provides ERISA fiduciary services to qualified plans.

Kieran Cannon is a Financial Advisor at Merrill Wealth Management. He provides guidance to individuals and families, helping them understand complex financial decisions and their broader impacts. His clients include business owners, corporate executives, professionals, retirees, and families facing significant financial decisions or transitions, such as retirement preparation, investment management, career or business changes, concentrated stock planning, and overall financial organization. Kieran holds a Bachelor of Science degree in Economics from Hofstra University. He has earned the Chartered Financial Consultant® (ChFC®) and Chartered Retirement Planning Counselor™ (CRPC™) designations, and maintains FINRA Series 7 and 66 registrations as well as a Life, Accident & Health insurance license for Pennsylvania. His expertise covers investments, retirement, taxation, insurance, and estate planning. Originally from Delaware County, Pennsylvania, Kieran now resides in South Jersey with his wife and their dog. Outside of work, he enjoys fitness and maintaining an active lifestyle, including boating, fishing, golfing, pickleball, and surfing. He values understanding clients' priorities to collaborate on personalized financial plans centered on their goals and aspirations.

Joseph Garafano is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and also operates Garafano Tax Services, LLC, where he provides income tax preparation services. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

William Newsome is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2012. In this role, he leads a culture focused on supporting clients and helping them plan for their financial goals. Prior to this, he served as Vice President and Regional Planning Consultant at Fidelity Investments from 2010 to 2012, and as Vice President and Financial Consultant from 2006 to 2010. His career in financial advisory began in 1997, with experience at Morgan Stanley Dean Witter, Wells Fargo - First Union, and Merrill Lynch, Pierce, Fenner & Smith. Mr. Newsome's professional background encompasses a broad range of financial advisory roles, demonstrating extensive experience in client planning and financial consulting. He has consistently worked to exceed client expectations throughout his career. Outside of his professional responsibilities, Mr. Newsome enjoys family activities, fitness, kayaking, spending time at the lake, music, and has a background in military service.

Michael David Bollinger is a financial advisor with Edward Jones in Maple Shade, NJ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including 28 years with Edward Jones and over three decades at Eq Financial Consultants, Inc. He is also involved with the Maple Shade Business Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options, supported by a large national network of advisors and branch offices.

Douglas Frank is a financial advisor with LPL Financial, holding Series 66 and Series 63 credentials and eight years of industry experience. His prior roles include positions at Elite Consulting, Gladstone Wealth Partners, and Ameriprise Financial. He is also involved with Frank Storms, LLC, a business entity for tax and investment purposes unrelated to his advisory work. 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 services including financial planning, model portfolio programs, and third-party asset management, supported by its extensive network of over 22,900 advisors and more than $819 billion in discretionary assets.

Stephanie Becker is a financial advisor at Ameriprise in Burlington, NJ, holding a Series 66 designation with 15 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Andrew Arno is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has worked with firms including LPL Financial, Private Advisor Group, and Cetera Advisors LLC. In addition to his advisory role, he is involved in insurance services, selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program structures and third-party managers, operating a large multi-manager platform with over $256 billion in assets under management.

Michael Terry is a CFP®-certified financial advisor with eight years of industry experience, currently with Osaic. His prior experience includes roles at Woodbury Financial Services Inc and Bank of America, where he worked for 19 years. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization with various investment programs and third-party partnerships.

John Iuliano is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and having 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Bank, N.A. for 20 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Richard Maratea is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Calvin Williams is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Rowan University. Outside of his advisory role, he owns a landscaping company in Williamstown, NJ. 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 managers, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Mark Fendrick is a financial advisor with UBS Financial Services, holding a Series 63 designation and 42 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves as Chair of the Endorsement Committee at Temple Beth Sholom and is a member of the investment committee for the Raymond and Gertrude Saltzman Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.