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.

Cletus Schwegman III is a Series 66 licensed financial advisor at UBS Financial Services with 19 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

David Finkel is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Merrill since 1983 and has worked at Bank of America since 2009. Outside of his advisory role, he serves as executor for his father’s estate. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Grimmie is a financial advisor with Ameriprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he worked at Markel and Chubb, and has experience in education and sports organizations including the Philadelphia Flyers and Philadelphia Eagles. He has also been involved with Hidden Creek Golf Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients nearing or in retirement. The firm’s approach incorporates proprietary research and collaborative planning with advisors within a defined investment framework.

Andrew Heckenberger is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing wealth management strategies tailored to meet the unique needs of his clients. His client focus areas include corporate executive services, divorce transition planning, family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Mr. Heckenberger holds a Bachelor's Degree from The Catholic University of America and has earned the Personal Investment Advisor (PIA) designation. Based in Philadelphia, PA, he supports wealthy families in the Philadelphia region as well as notable local not-for-profit organizations, offering a hands-on approach to managing both investments and expectations. He also provides cash management services to local companies. Born and raised in Allentown, PA, Mr. Heckenberger enjoys spending time with his family and pursuing personal interests such as baseball, basketball, cooking, football, golfing, music, surfing, and tennis.

Teresa Zipf is a CFP® with 21 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She previously spent 12 years at Benjamin F. Edwards & Co. Teresa also operates TLZipf Wealth Management LLC as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling, while supporting its advisors with specialized services such as municipal finance consulting and SIMPLE IRA plan offerings.

Tracy Johnson is a Series 66 licensed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones, Johnson worked in education, including roles at The Geneva School of Manhattan and Canarsie Ascend Charter School. Johnson has also served as a substitute teacher within the Linwood Public Schools. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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 33 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he has a part ownership interest in a rental property in Mays Landing, NJ. 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 advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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.

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.