Matthew Robinson is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has one year of experience in the financial industry, following prior roles at Comcast Corporation and PricewaterhouseCoopers. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of financial products.

Christopher Wessner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He has been with Wells Fargo Clearing since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services that include investment policy statement preparation, investment searches, performance reporting, and participant education. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Douglas Fisher is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has been with Equitable Advisors since 2016 and was previously affiliated with AXA Advisors, LLC. He is also associated with Rockland Wealth, an external business activity. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both a registered investment adviser and broker-dealer.

William M. Banks is a CFP® credentialed financial advisor with 47 years of industry experience. He is currently with RBC Capital Markets, LLC, where he has worked since 2026, following a 14-year tenure at UBS Financial Services. Outside of finance, he was formerly involved in retail and hospitality as an owner and officer of a sports bar business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to clients’ risk profiles. The firm combines in-house and third-party investment managers and provides access to alternative investments and integrated lending solutions.

Ana Barnett is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. She has been with LPL Financial since 2009. Barnett is also involved in Gussick & Barnett LLC and Gussick & Barnett Financial Planning, entities related to her investment activities. 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 advisors. The firm offers a range of advisory programs and services, including financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Paul Kalani is a financial advisor with Ameriprise in Marlton, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he owns and manages a business, Kalani FG. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party data within a defined investment universe.

Daniel Jones is a financial advisor with Raymond James & Associates in Philadelphia, PA, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Raymond James & Associates since 2001 and owns RLB Holdings LLC, a business involved in real estate investment. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser that serves individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Crys Marigliano is a Financial Consultant currently working at Fidelity Investments since 2024. With over a decade of experience in the financial services industry, she has held positions including Wealth Planner at UBS from 2021 to 2023, Financial Advisor at TIAA from 2018 to 2020, and Client Advisor at PNC from 2016 to 2018. Throughout her career, Crys has collaborated closely with clients and their families to develop financial plans aimed at growing and protecting wealth. She emphasizes understanding clients' goals and preferences to build strong partnerships based on trust. Her approach involves co-creating and maintaining financial strategies that help clients navigate life transitions and achieve peace of mind. Crys holds a California Insurance License. Outside of her professional work, she enjoys activities such as spending time at the beach, family gatherings, social events with friends, skiing, traveling, and practicing yoga.

Michael Sessa is a financial advisor at Morgan Stanley with six years of industry experience. He has previously worked at UBS Financial Services and law firms including Arangio & George LLP and Spector Gadon & Rosen. Sessa also served as a trustee and personal representative for trusts in Ocean City, New Jersey. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis.

Scott Budriss is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at AXA Advisors until 2020. Outside of his advisory role, Budriss serves as a committee member involved in fundraising for the Human Rights Campaign. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

Shawn Smith is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, previously spending eight years at Park Avenue Securities. Outside of his advisory role, Smith is involved in consulting through several businesses, including SCS Advisor Consulting, LLC, where he advises other professionals on strategic planning and growth, as well as independent insurance brokering. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, primarily for clients with Ameriprise-managed accounts.

Kristen O'Neill is a financial advisor at Charles Schwab with 12 years of industry experience. She has previously worked at BlackRock Investments and The Vanguard Group. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolio guidance supported by the Schwab Center for Financial Research.

Nick Italiano is a Financial Consultant currently working with Fidelity Investments since 2023. He collaborates with clients to create, update, and maintain financial plans tailored to their individual situations, assisting them in preparing for retirement, building a family, or establishing a legacy. Before joining Fidelity Investments, Nick worked as a Financial Advisor at Merrill Lynch from 2017 to 2022. During his tenure there, he gained experience in advising clients on various financial matters and developing strategies to meet their financial goals.

Lawrence Shaw is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Mercer Global Advisors Inc., Andrew Garrett, Inc., and Cordasco Financial Network, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Dimosthenis Tsakiris is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2017 to 2022 and Marble & Tile Outlet LLC from 2015 to 2017. Tsakiris is based in Mt. Laurel, NJ. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Benjamin Venturo is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has over 20 years of experience in financial planning and investment consulting, having previously worked as a Wealth Management Advisor and Investment Consultant at TIAA CREF from 2007 to 2015, and as a Financial Planner at H & R Block Financial Advisors from 2000 to 2007. Benjamin holds a California Insurance License. Outside of his professional work, he has personal interests that include beach activities, cooking and baking, fitness, golf, soccer, and theater.

John Beckett is a financial advisor at Cetera with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera and affiliated firms since 2019. He also operates Beckett Wealth Management Group, an insurance sales business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with model portfolios, third-party managers, and custom strategies across various program structures and custodians.

Ann Baron is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory and offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

G Sebastien Lundby Thomas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on managing clients' wealth by developing personalized strategies that align with their individual priorities, goals, and aspirations. He offers access to investment insights from Merrill and banking and lending solutions through Bank of America. Thomas holds a Bachelor's degree from American University and holds professional designations including Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). His approach emphasizes understanding clients' full financial picture to navigate changing market conditions. In addition to his professional responsibilities, Thomas participates in community activities through volunteering with local organizations, reflecting the Merrill tradition of community involvement.

Michael Corsey is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank. Outside of finance, he operates a photography business specializing in event photography. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.