Nate Torres is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked previously at Fiduciary Trust International, Franklin Templeton, and Hilton Worldwide. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Jingyi Mao is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities, Mao held positions at JPMorgan Chase Bank and KPMG LLP, and has academic experience at Cornell University and Pennsylvania State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and uses forward-looking capital market assumptions to develop model asset allocations.

Janine Tanker is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Lincoln Financial Advisors Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Christopher Browne is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 65 and Series 63 designations and bringing 12 years of industry experience. His prior roles include positions at United Capital Financial Advisors, Bank of America, Merrill, and Citizens Securities. Outside of his advisory work, he serves as a part-time worship leader at New Life Church of Philadelphia. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools to develop customized financial plans.

Owen Thygeson is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience, including prior roles at Delfi Labs and Promatech, Inc. Outside the financial sector, he has been involved with Superior Moving and Storage since 2021. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Jeremy Gussick is a CFP®-certified financial advisor with 25 years of industry experience, currently practicing at LPL Financial since 2009. He holds Series 63 and Series 65 licenses and is based in Voorhees, NJ. Outside of his primary advisory role, he is involved with Toby's Sensitive Ears, a home-based book business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors utilizing both proprietary and third-party strategies.

Ashishkumar Sanghavi is a financial advisor at Merrill with seven years of experience at the firm and four years in the industry overall. He holds a Series 66 designation and previously worked at TD Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Christopher Carrozza is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Valic Financial Advisors, Agia, and MSI Financial Services. Outside of his advisory role, he serves as an independent agent for outside fixed insurance. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party asset managers, offering programs that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Thomas Dimona is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Verizon, AT&T, and Amazon, and he has an academic background that includes time at Bentley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often delegating management to sub-advisers while maintaining oversight and addressing conflicts of interest.

Robert Somers is a financial advisor at Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Fidelity Investments and involvement with the American Diabetes Association and the Kappa Sigma Fraternity Endowment Fund. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its advisory process.

Amy Blevins is a Series 66-licensed financial advisor with LPL Financial in Mullica Hill, NJ, where she has worked since 2006. She has 26 years of industry experience, including four years at Morgan Stanley DW Inc. Outside of her financial advisory work, she operates Bead and Glass LLC, an e-commerce business selling jewelry design supplies and handmade jewelry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of more than 22,800 advisors.

Leonard Arabia Jr. is a Private Wealth Advisor at Merrill Private Wealth Management in Boston. He is a member of an industry-recognized Private Wealth team that focuses on providing integrated solutions, creative and efficient planning, and balance sheet optimization within a client-centered "listen first" framework. Leonard and his team specialize in designing, developing, and implementing bespoke wealth strategies for select affluent families. Their expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, small business strategies, and tax minimization. They take a long-term and risk-aware approach to preserving and investing assets, with an emphasis on multigenerational planning. He holds a Bachelor's degree from Boston College and has earned the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Leonard is also involved with the Big Brothers Big Sisters of Eastern Massachusetts and is an active member of Merrill Private Wealth Management.

Lloyd Zitomer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC from 2001 to 2003. Wells Fargo Advisors provides investment advisory services, financial planning, wrap-fee programs, 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 from Wells Fargo Investment Institute and third-party sources.

Kornelia Forvour is a financial advisor at Osaic with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Osaic in 2025, she worked at Lincoln Financial Advisors for 13 years and Guardian Life for one year. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by a multi-advisor platform and a model-based investment process.

James Hoff is a Wealth Management Advisor and Merrill Resident Director who works with founders, family-led businesses, and entrepreneurs, typically those with $20 million or more in revenue, to navigate their business exit strategies. Leveraging resources from Merrill, Bank of America, and external networks, he provides coordinated planning services including minimizing tax liabilities on sale proceeds, investment banking, deal structuring, buyer sourcing, and advanced estate and trust planning. With experience growing up in a family business, James understands the challenges business owners face when planning their exits. He focuses on helping clients avoid leaving money on the table and preventing unexpected tax bills by advising on personal planning for an actively wealthy life post-exit. His expertise extends to areas such as divorce transition planning, family wealth management, philanthropic planning, portfolio management, small business strategies, and tax minimization. James holds a Bachelor's Degree from the University of Tampa and maintains professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He engages with his community through volunteer work and enjoys personal interests such as baseball, basketball, chess, football, golfing, pickleball, reading, spending time with family, surfing, and traveling.

Alex McGeoch is a Financial Consultant at Fidelity Investments. In this role, Alex collaborates with clients to develop financial plans tailored to their individual situations and future goals. He serves as a client advocate, aiming to help clients maximize the benefits of their relationship with Fidelity. Alex has been with Fidelity Investments since 2022, progressing through roles as a Financial Representative, Investment Consultant, and now Financial Consultant. This experience has provided him with a foundation in financial consulting and investment services.

Bryan Pitman is a financial advisor with Morgan Stanley in Mount Laurel, NJ, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Marc Pacella is a financial advisor with LPL Financial, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Merrill, Bank of America, City National Bank, and RBC Capital Markets. Outside of his advisory work, he owns a business called MJA Brands. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Joseph Godwin Jr. is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He has worked at Wells Fargo since 2016 and was previously with Credit Suisse Securities (USA) LLC for seven years. Outside of his advisory role, he serves as president of a condominium association and is a member of Lafayette College's Board of Trustees Alumni Investment Committee. Wells Fargo Advisors is a national securities firm providing 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 brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Susan Bonerbo is a financial advisor with UBS Financial Services in Mt. Laurel, NJ, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment plans and combines institutional trading capabilities with wealth management services.