Craig Koehmstedt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors from 2015 to 2016. 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 supported by research from Wells Fargo Investment Institute and third-party resources.

Scott Clayton Sr. is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 34 years of industry experience. His prior roles include positions at Ameriprise Financial Services and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Daniel Koch is a financial advisor with OSAIC, holding the Series 66 designation and bringing 17 years of industry experience. He previously worked for Wells Fargo Advisors for 12 years before joining OSAIC in 2024. Outside of his advisory role, he serves as an ambassador for Gift of Life, speaking at hospitals and schools on organ transplant and donation. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across a range of investment types, managed on either a discretionary or non-discretionary basis.

Alexander Clark IV is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Clark serves as a member of the Absecon City Council, where he communicates municipal policies and programs to residents. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Donna Perez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Wells Fargo since 2009, initially at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she serves on the Cumberland County Economic Development Board and the finance committee of Inspira Medical Center, and she is a board member of Vineland Public Schools. 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 solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad array of financial products including insurance-related vehicles and bank deposit sweep options.

Kimberly Kern is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. She has worked at Edward Jones since 2014. Outside of her advisory role, Kern serves as Vice President of the Linwood Nursery School and is an administrator for the J19 Foundation, where she is involved in event planning, fundraising, and volunteer coordination. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets.

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.

Brian Macdonald is a financial advisor with Raymond James Financial in Galloway, NJ, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His prior roles include positions at ALPS Distributors, Arcview Capital, and DWS/DEAWM Distributors. He is also associated with Fulton Financial Advisors, where he is involved in investment sales and service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports clients through advisory programs while maintaining a unique municipal advisory affiliation.

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.

David Shelly Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Lincoln Investment Planning for six years before joining Charles Schwab in 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and alternative investment due diligence.

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 63 and Series 65 designations and bringing 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2011 to 2016. 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 supported by research from Wells Fargo Investment Institute and third-party data.

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.

Michael Tierney is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His career background includes roles at Allied Wealth Partners, Minnesota Life Insurance Co, and the Philadelphia Police Department. Outside of finance, he creates and sells digital content on Etsy. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs.

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.