Kimberly Kern is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She has been with Edward Jones since 2014, including her current tenure from 2023 onward. Outside of her advisory work, Kern serves as Vice President of the Linwood Nursery School and is an administrator for the J19 Foundation, where she is involved in social media, event planning, and volunteer coordination. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including managed solutions and separately managed accounts. The firm is notable for its extensive network of advisors and branches, along with affiliated services such as a trust company and proprietary mutual funds.

Marcus Treadwell is a Series 66-licensed financial advisor at Wells Fargo Clearing with four years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, as well as Bank of America and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Robert Mairone is a financial advisor with Equitable Advisors in Linwood, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as executor of an estate and co-trustee of a family trust, and is involved with a nonprofit organization focused on mental health awareness and suicide prevention. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm utilizes a range of investment programs delivered through a network of advisers, emphasizing personalized risk assessment and matching clients to suitable advisory models and third-party managers.

Holli Delgado is a Series 66-licensed financial advisor with Raymond James Financial in Linwood, NJ, having two years of industry experience. Prior to her financial career, she worked for over three decades at Action Uniform Co. Outside of advising, she is employed as an associate at Anchor Financial, a support company in Linwood. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, institutional clients, and charitable organizations. The firm provides non-discretionary, tailored advisory services supported by risk profiling and probabilistic modeling, and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Consulting programs.

Joseph Bonczek is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Advisors and academic positions at Princeton University and St. Augustine Preparatory School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sherri Prescott is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, employing research and analytics to evaluate investment options within clients’ custodian platforms.

John Short is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Morgan Stanley Private Bank from 2015 to 2019. Outside of his advisory role, he is involved in a house-flipping business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a diverse range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Mc Laughlin is a CFP® with four years of industry experience, currently serving as a financial advisor at Merrill since 2026. His prior experience includes roles at Hartford Funds Distributors and The Vanguard Group. He also has a diverse work background that includes positions outside the financial sector. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Tina Super is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 36 years of industry experience. She has been with Wells Fargo in various capacities since 2009. Outside of her advisory work, she serves as an estate administrator. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad planning menu utilizing Wells Fargo research and tools, serving clients who meet net-worth thresholds with tailored recommendations across multiple financial planning areas.

Joel Cruz is a Wealth Management Advisor with Merrill Lynch Wealth Management who has been in the financial services industry since 1992. He focuses on helping clients pursue their financial objectives through personalized wealth management strategies that emphasize tax-sensitive, risk-managed investment guidance as well as liability management. Joel offers discretionary portfolio management utilizing personalized or defined strategies that can include individual securities, Merrill model portfolios, and third-party investment options. A lifelong resident of Southern New Jersey, Joel earned a Bachelor of Science degree in Business Administration from Rider University. He holds the Personal Investment Advisor (PIA) designation and conducts his advisory services in both English and Spanish. Joel is involved in his local community, serving on the board of the Cumberland Cape Atlantic YMCA and as a board member of North Vineland Challenger Baseball. Outside of work, he enjoys basketball, golfing, racquetball, and table tennis.

Glenn Hundertmark is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Bank of America, N.A., the Prudential Insurance Company of America, and Pruco Securities LLC. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sarah Schall is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation. Outside of her advisory role, she occasionally works as a substitute teacher at Avalon Stone Harbor Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated offerings, managing over $1 trillion in assets through a large national network of advisors and branch offices.

William Sisco is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with individuals and business owners to simplify financial complexities by identifying and prioritizing goals, then creating and implementing strategies to help clients pursue and achieve what matters most to them. His client focus includes college education planning, legacy planning, personal retirement planning, socially responsible investing, tax minimization, retirement income, and services for endowments, foundations, and non-profits. Bill holds the professional designations of Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). He earned a Bachelor of Arts degree in history from Rutgers, The State University of New Jersey in 1987. Outside of his professional role, Bill is active in his community. He serves on the Citizens Advisory Council for the Little Egg Harbor School District, coaches children's soccer, and is an adult leader for The South Jersey Council of the Boy Scouts of America. He also participates in Atlantic County 4-H. Bill and his wife, Jennifer, reside in Little Egg Harbor, New Jersey with their two children. His personal interests include biking, boating, soccer, and spending time with family.

Brandon Kuhn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with WELLS FARGO Advisors, LLC from 2013 to 2016. Outside of his advisory role, he is the owner of Kuhn Holdings LLC, a property management and maintenance business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary investment services, including a broader set of financial products such as insurance-related vehicles and bank deposit sweep options.

Eric Duca is a Certified Financial Planner (CFP®) with Edward Jones in Sea Isle City, NJ, and has 10 years of industry experience. He has been with Edward Jones since 2016 and serves as a Certified Financial Planner through the Certified Financial Planner Board of Standards. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets under management and is notable for its extensive network of financial advisors and branch offices nationwide.

Joseph Karlsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining LPL Financial in 2021. Karlsen is also associated with Compass Financial Associates LLC, an investment-related business entity used for tax and investment purposes. 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 investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options and support from proprietary and third-party research.

William Penny III is a financial advisor at Ameriprise with 34 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Kyle Johnson is a financial advisor at Edward Jones in Linwood, NJ, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he volunteers at Coastal Christian Ocean City, overseeing broadcast audio and video operations during services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial services, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Ari Matlick is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and completed an internship with Wells Fargo Advisors through Robert Half from 2018 to 2020. Outside of his advisory role, he operates an online business selling sports and non-sports trading cards. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Daniel Campbell is a financial advisor with Wells Fargo Advisors, holding the Series 63 designation and bringing 37 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he serves as president of Margate Terrace, a nonprofit organization. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients choosing if and how to implement recommendations through various brokerage or advisory programs.