Michael De Persia is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 credential and has previously worked at Le Moyne College and Indiana University–Indianapolis. Outside of his advisory work, he serves as a basketball coach and Director of Basketball Operations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisors. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and supported by research and model portfolios.

James Wilson is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. He has worked at firms including Avantax Advisory Services and 1ST Global Advisors. Outside of advising, he is a partner in MacAlpine Carll & Co LLC, a CPA firm that oversees tax, auditing, and accounting functions. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

Douglas Roskos is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2023 after prior roles at Bank of America, N.A. and Merrill. Outside of his advisory work, he is a partner in Uncle Dave's Homemade Ice Cream LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its municipal advisory work through a unique affiliation uncommon among large institutional advisors.

Todd Panto is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at LPL Financial since 2022 and previously spent 11 years at Bank of America and Merrill. Outside of his advisory role, he is involved with Medicare Coach LLC, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and consulting services supported by model portfolios and research from LPL and third-party subadvisors.

Nick Meyers is a Certified Financial Planner® affiliated with LPL Financial, with 42 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 26 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kevin Gianfortune is a financial advisor at LPL Financial with 18 years of industry experience. He has held advisory roles at Lincoln Financial Advisors Corporation and Hornor Townsend And Kent, Inc, among others. Outside of his advisory work, he is involved in non-investment business activities through Fortune Financial Planning Acquisition, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies to support discretionary and non-discretionary management.

Joel Reitzes is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and previously worked at UBS for seven years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Christy Bravo is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Timothy Rossi is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and First Tracks LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

Chris Rilling is the Vice President and Executive Planning Consultant at Fidelity Investments. He has been with Fidelity since 2000, progressing through roles including Financial Representative, Financial Consultant, and now Executive Planning Consultant since 2017. With over two decades of experience in financial services, Chris focuses on helping clients make informed decisions by identifying risks and opportunities within their overall financial plans. His work aims to ensure that clients and their families can enjoy their preferred lifestyles with confidence. Prior to joining Fidelity Investments, Chris worked as a Financial Representative at American Express in 2000.

Brian Lorenz is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2024. Outside of his advisory role, he has been a soccer coach with the Medford Soccer Club since 2021. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizons.

David Kay is a financial advisor with Wells Fargo Clearing in Philadelphia, PA, holding a Series 66 designation and 19 years of industry experience. He previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he serves as a power of attorney for a family member. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with an advisory process tailored to plan objectives, demographics, and risk tolerances.

George Di Biase is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to identify their financial goals and develop portfolio strategies tailored to their unique needs. He provides ongoing advice and adjusts financial plans as clients' situations evolve. George's expertise lies in managing complex financial priorities, including education funding, home purchasing, elder care, and healthcare preparation. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned both his Bachelor's degree and Master of Business Administration (MBA) from Fairleigh Dickinson University. Outside of his professional work, George enjoys staying active, participating in sports, and spending time with family and friends. He is also involved in giving back to his community.

Aidan Fegley is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and research with tailored financial planning and portfolio management. The firm operates as both a broker-dealer and investment adviser, integrating institutional trading capabilities with wealth management services.

Jane Robinson is a financial advisor at UBS Financial Services with 42 years of industry experience. She has held her current position at UBS since 2007 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Robert Marasa is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo and The Prudential Insurance Company of America prior to joining J.P. Morgan. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Leslie Streitfeld is a financial advisor at Equitable Advisors with 33 years of industry experience. She holds the Series 66 designation and has worked with Equitable Advisors since 2013, previously affiliated with AXA Advisors, LLC. Outside of her advisory role, she is a member of a musical group called All Winter Long, performing acoustic classic rock and roll in the New Jersey and Pennsylvania areas. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to meet client needs.

Rachel Marshall is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their advisors to develop and maintain personalized holistic financial plans. She has been in this role since 2020. Prior to her current position, Rachel served as a Senior Relationship Manager at Fidelity Investments from 2018 to 2020. Before joining Fidelity, she worked at TIAA in various capacities, including Client Relationship Consultant from 2017 to 2018 and Senior Administrative Assistant from 2010 to 2017.

Dustin Pfaff is a financial advisor with Merrill in Williamstown, NJ, holding a Series 66 designation and eight years of industry experience. He has been associated with Merrill and Bank of America since 2014. Outside of his advisory role, he is the owner of Guardian Angel Gutters LLC, a business specializing in home gutter cleaning and maintenance. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Dicicco is a CFP® professional affiliated with LPL Financial and has 28 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2003. In addition to his advisory role, he is involved in selling term life insurance in Marlton, NJ. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research and various investment strategies.