Lindsay Newell is a financial advisor at Merrill with 12 years of experience at the firm and seven years in the industry. She holds a Series 66 designation and is based in Haddon Township, NJ. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Sisler is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with J.P. Morgan Securities since 2010, including roles at JPMorgan Chase Bank and JPMorgan Services Inc. prior to his current position. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm offers these services alongside affiliated brokerage, distribution, and investment management capabilities.

William Gorman is a financial advisor with Raymond James Financial in Philadelphia, PA, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Raymond James Financial since 2009, and his background also includes managing Gorman Investment Group, Ltd. Outside of advisory work, he owns and manages a rental real estate business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining unique municipal advisory capabilities and specialized retirement plan consulting services.

William Greco is a financial advisor at Ameriprise with a Series 66 designation and experience spanning several years, including roles in education and financial services. His work history includes multiple periods at Ameriprise Financial Services LLC and prior positions at the University of Alabama, St. Joe's Prep, and the Philadelphia Performing Arts Charter School. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, with a focus on assets held in Ameriprise Managed Accounts and an emphasis on affiliated investment products.

Raymond Farnesi is a financial advisor with UBS Financial Services in Philadelphia, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include multiple positions at Goldman Sachs and a brief tenure at Exelon (PECO Electric). UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored financial planning and portfolio management supported by proprietary research and model-based asset allocations.

Benjamin Rosengard is a financial advisor with LPL Financial in Moorestown, NJ, holding Series 63 and Series 66 credentials and nine years of industry experience. Before joining LPL Financial in 2020, he worked at Mass Mutual Investors Services and Brandywine Global, among other firms. 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, third-party asset management, and institutional platforms.

Sean Volz is a Financial Advisor at Merrill Lynch Wealth Management and a member of The Mallach Group in Philadelphia. He partners with clients to provide comprehensive, goals-based wealth management services through every life stage. Sean began his journey at Merrill Lynch as an intern and has built his career supporting retail and mass affluent clients aligned to local Bank of America financial centers. Sean holds a Bachelor's degree from Dickinson College and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER®, Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His expertise spans education planning, equity compensation services, family wealth management strategies, legacy planning, retirement income, socially responsible and ESG investing, among other areas. Beyond his professional role, Sean is involved in his community through volunteer work with Swarthmore Presbyterian Church. He enjoys personal interests such as cooking, fishing, gardening, golfing, hunting, ice hockey, reading, running marathons, skiing, and woodworking.

Kyle Stokley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior experience includes roles at The Vanguard Group and multiple positions in education and retail. Kyle is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Vincent Malazita is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and with 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC for 18 years. He also operates a separate business under the name OAK FINANCIAL PARTNERS. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models implemented through third-party managers and offers ERISA fiduciary services for qualified plans.

Robert Koosha is a financial advisor at UBS Financial Services with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Merrill and The Vanguard Group, as well as a background involving self-employment and work at Customers Bankcorp. Outside of his advisory work, he has worked as a delivery driver for DoorDash. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets platforms.

Rene Alvarado is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Wilmington Trust, Goldman Sachs, and six years at Accenture, along with completing an MBA at The Wharton School. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with various advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a broad range of investment offerings.

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 at OSAIC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. Giuliano also operates Giuliano Financial Services, LLC, and participates in a nonprofit organization through volunteer service activities. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to various managed account platforms. The firm employs asset-allocation tools and third-party solutions to support diversified portfolio construction across multiple investment types.

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 license and over 37 years of industry experience. He has been with Cambridge since 2010 and operates Garafano Tax Services, LLC, where he provides income tax preparation. He also works as an independent insurance agent specializing in life insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple platform arrangements and a range of discretionary and non-discretionary strategies.