Megan Vanesko is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services including investment advisory, estate planning strategies, and corporate financial planning agreements.

Theodore Khoury is a financial advisor with Morgan Stanley in Northfield, NJ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Morgan Stanley Smith Barney LLC. Outside of finance, he is a notary public in New Jersey and holds a minority ownership stake in Water Dog Smoke House LLC, a wholesale smoked fish producer. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning through structured discovery processes and firm-approved tools.

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 with Morgan Stanley in Northfield, NJ, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at UBS Financial Services. Outside of finance, he is involved in the restaurant business as a proprietor of 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 serving individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by structured planning tools and market analysis.

Cornelius Mcpeak Sr. is a financial advisor at Wells Fargo Advisors with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Wells Fargo firms since 2009. He serves as Investment Committee Chairman for the Diocese of Camden Finance Council. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, and business-owner transition planning. The firm integrates advisory services with banking, lending, trustee services, and affiliated fund strategies.

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 at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Summit Brokerage Services Inc. 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 financial planning and advisory programs supported by in-house and third-party research, with both discretionary and non-discretionary management options.

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 in Margate City, NJ, holding a Series 63 designation and 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining LPL Financial in 2020. Outside of his advisory role, he is a singer in a band called The Flynn's. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting while utilizing model portfolios, research, and technologies such as machine learning across its services.

Paul Prendergast Sr. is a financial advisor with Thrivent Investment Management, holding the Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Thrivent Financial for Lutherans and its affiliated investment management firm since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning that covers a range of topics including retirement, income tax, estate, and special needs planning. The firm offers these services through a network of advisors and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.

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 in Egg Harbor Township, NJ, bringing 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he serves as a board member of the Great Lakes Wrestling Foundation and is the current president of a local networking organization, BNI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with a notable presence of retail advisors and branch offices nationwide.

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.

George Bellos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Christine Cullen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Roger Mussa is a Wealth Management Advisor and founding Partner at Mussa-Jayne-Weiner Wealth Management of Merrill Lynch Wealth Management. He has over 20 years of industry experience and works with his team to address clients' financial concerns through a consultative and time-tested wealth management process. Roger helps clients across the United States develop financial strategies tailored to their unique needs, focusing on areas such as wealth growth and preservation, tax mitigation, estate planning, and charitable giving. He holds multiple professional designations including Certified Private Wealth Advisor (CPWA), Retirement Management Advisor (RMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Roger earned a Bachelor's Degree from Ramapo College of New Jersey, majoring in International Business with minors in Spanish and Italian. He is also involved with the Investments and Wealth Institute, serving on its Board of Directors and designation committees. Beyond his professional commitments, Roger is active in his community. He participates on various advisory boards such as the Assumption Catholic Regional School and Atlantic Cape Community College Foundation Board, and he has served on the Boy Scouts of America Jersey Shore Council Advisory Board. He is involved in organizations including the Investments & Wealth Institute and Merrill Diversity & Inclusion Committee, as well as the Merrill Hispanic & Latino Organization. Roger resides in Galloway, NJ with his wife Megan and their three children.

Arlene Mcdonald is a Series 66-licensed financial advisor with UBS Financial Services, based in Northfield, NJ. She has 20 years of industry experience and has been with UBS since 1989. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Charles Fahy is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Outside of finance, Fahy owns Fahy Golf Services, where he provides golf instruction and advice. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.