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.

Andrew Lavelle is a Senior Financial Advisor at Merrill Lynch Wealth Management, working as a Personal Investment Advisor (PIA). He focuses on providing clients with comprehensive wealth management strategies that integrate portfolio management, lending, tax mitigation, and estate planning. Andrew's expertise includes college education planning, family wealth management strategies, liquidity management, managing new wealth, philanthropic planning, small business strategies, individual and corporate investment strategy, and tax minimization. He assists clients such as executives, business owners, real estate investors, and other professionals in navigating significant financial events and developing tax-efficient plans to acquire real estate, fund education, manage liquidity needs, and support estate planning. He holds a Bachelor's degree and a Master of Business Administration (MBA) from the University of Scranton. Andrew is involved in community activities through the Military Support & Assistance Group (MSAG) affiliated with Bank of America. Outside of his professional role, his personal interests include biking, boating, golfing, hiking, ice hockey, pickleball, skiing, and traveling.

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.

Jeremy Markowitz is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 17 years of industry experience. He has been with Wells Fargo Clearing and its predecessor Wells Fargo Advisors since 2009. Outside of his advisory role, he serves as a trustee for his parent's trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and provides both brokerage and advisory solutions.

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.

Andrew Bilotta Jr. is a financial advisor with Raymond James & Associates, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 42 years of industry experience and has been with Raymond James & Associates since 2007. Outside of his advisory role, he serves on the advisory board of How Properties Management, providing counsel to senior executives. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research resources.

George Bellos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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. With over 20 years of industry experience beginning in 1999, he assists personal and business clients across the United States through a consultative, time-tested wealth management process. His approach addresses clients' major concerns including wealth growth and preservation, tax mitigation, estate planning, asset protection, and charitable giving. Roger and his team focus on creating unbiased financial strategies that adapt to clients' evolving needs in today's complex geopolitical, economic, and social environment. Roger holds a Bachelor's Degree from Ramapo College of New Jersey, majoring in International Business with minors in Spanish and Italian. He has earned multiple professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Retirement Manager Advisor (RMA). He is actively involved with the Investments & Wealth Institute, serving on their Board of Directors and designation committees. Beyond his professional commitments, Roger contributes to community and nonprofit organizations such as the Atlantic Cape Community College Foundation Board, Assumption Catholic Regional School Advisory Board, and has held advisory roles with the Boy Scouts of America Jersey Shore Council. He participates in Merrill's Diversity & Inclusion Committee and the Merrill Hispanic & Latino Organization. Roger lives in Galloway, NJ with his wife Megan, their three children, and their dog.

Evan Herring is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. He has also been affiliated with a school since 1990. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.