Nathan Petrinec is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with Market Team Associates in market research. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices, managing approximately $1.01 trillion in assets.

Steven Mortelliti is a financial advisor with UBS Financial Services in Northfield, NJ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is the sole member and manager of SAM Communications Investment LLC, an information technology company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Thomas Morhauser is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 30 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as president of the Atlantic City Republican Club and is a board member at large for the Plaza Condo Association in Atlantic City, NJ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Litwin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at PNC Investments LLC for three years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Charlene Fiedler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options among its offerings.

Stephen Tulli is a financial advisor with LPL Financial who holds the CFP® designation and several securities licenses (Series 63, 65, 66). He has 31 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he performs as a guitarist and vocalist in local music venues and weekend bands. LPL Financial is a registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of financial planning and advisory programs supported by research and model portfolios from both internal and third-party sources.

Robert Wieczorek is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Frank Faverzani is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliate firms since 1994. He serves as president on the board of directors for the Ocean City Exchange Club and owns FWF2018, LLC, which manages a shared franchise office suite. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning through written recommendations and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Manuel Aponte is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member and chairman of the Egg Harbor Township Planning Board. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Shirk is a financial advisor with Wells Fargo Advisors in Ocean City, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is a 32% owner of Fortress Financial LLC, where he dedicates significant time, and serves as a trustee for both a family and a friend's irrevocable trusts. 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 institutions. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.

Taylor Neithardt is a financial advisor with Ameriprise in Linwood, NJ, holding the Series 66 designation. He has prior experience at AtlantiCare Regional Medical Center and served six years in the United States Air Force. Neithardt has been with Ameriprise since 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice through a written Recommendation Report and ongoing support.