John Kelley Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He has held positions at Morgan Stanley since 2010 and at Morgan Stanley Private Bank, National Association since 2015. He also works with the Egg Harbor Township School System in an educational capacity. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets.

Nicholas Giaconia is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent four years with Morgan Stanley DW Inc. Outside of his advisory role, he maintains a part ownership in a rental property in Mays Landing, NJ. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Megan Vanesko is a financial advisor at Morgan Stanley in Northfield, NJ, holding a Series 66 designation with 14 years of industry experience. She has worked at Morgan Stanley since 2019 and was previously with Wells Fargo Clearing from 2016 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its advisory process.

Theodore Khoury is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley, his experience includes roles at Wells Fargo Advisors, Janney Montgomery Scott, and Raymond James Financial Services. Outside of his advisory work, he is a notary public in New Jersey and holds a minority ownership in Water Dog Smoke House LLC, a wholesale producer of smoked fish. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs that include tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Cindy Lanier is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2010. Outside of her financial career, Lanier is also an actress, performing in commercials, film, and theater. 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 services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Anthony Vitagliano is a financial advisor at Morgan Stanley in Northfield, NJ, holding a Series 66 designation with four years of industry experience. Before joining Morgan Stanley, he worked briefly at UBS Financial Services. Outside of finance, he is involved in the restaurant industry as a proprietor at Uncle Bill's Pancake House and Nauti Donuts in Ocean City, New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of financial planning and advisory services to individual and institutional clients. The firm employs structured discovery processes and firm-approved tools to develop tailored financial plans, managing approximately $2.74 trillion in client assets.

Cornelius Mcpeak Sr. is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 designations and has 45 years of industry experience. He previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Mcpeak serves as the Investment Committee Chairman for the Diocese of Camden Finance Council. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with planning engagements that are generally discrete and fees negotiated based on complexity.

Jeremy Markowitz is a financial advisor with Wells Fargo Clearing in Linwood, NJ, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for his parent's trust. Wells Fargo Advisors is a national securities firm that offers investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to guide its investment recommendations.

Charles Malamut is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Outside of advising, he owns Strongbow Stables LLC, a horse farm. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning services supported by structured tools and broad investment capabilities.

Peter Barron is a financial advisor with LPL Financial in Mays Landing, NJ, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at Grove Point Investments, H. Beck, Summit Brokerage Services, and several other firms dating back to 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kevin Quinn is a financial advisor with Wells Fargo Advisors in Linwood, NJ, holding a Series 66 license and having one year of industry experience. His prior work includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and various positions outside finance, including education and retail. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services utilizing Wells Fargo research and tools, with planning engagements tailored to client needs and optional implementation through multiple financial product channels.

Daniel Walsh is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Edward Jones, and UBS Financial Services. Outside of his advisory work, he has performed as a singer in a band. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

James Naplacic is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2015. Merrill, together with 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, and institutional investors.

Zachary Hammond is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2009, totaling 17 years of industry experience. He serves as president of a local networking organization, BNI, and is a board member of the Great Lakes Wrestling Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large retail advisor and branch footprint alongside additional affiliated services.

Brian Dugan is a financial advisor with Ameriprise in Margate City, NJ, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at the University of Delaware and Seaview Fuel. He is also co-owner of 1309 Group, Inc., where he manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports. The firm integrates algorithmic automation with oversight and emphasizes products from affiliated firms within its broad range of advisory, brokerage, and insurance solutions.

Lawrence Malamut is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for 13 years. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 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.

Bryan Stein is a CFP® with 28 years of industry experience and is currently affiliated with Wells Fargo Clearing. His prior experience includes roles at BNY Mellon Securities Corporation and Oppenheimerfunds Distributor, Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Robert Madara Jr. is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. He has been with Edward Jones since 2014, most recently continuing his role since 2025 in Ocean City, NJ. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

George Bellos is a financial advisor with Wells Fargo Clearing in Margate, NJ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 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, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christine Cullen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She has worked with Wells Fargo Clearing since 2003, with a brief period at Prudential Equity Group, LLC in 2002-2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through a broad range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.