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 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.

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, he and his team provide comprehensive wealth management services to clients across the United States, addressing concerns such as wealth growth and preservation, tax mitigation, legacy planning, and charitable giving. Roger guides clients through a consultative, time-tested process that goes beyond investment advice to develop financial strategies tailored to each client’s unique needs and circumstances. Roger began his career in 1999 and has developed a professional practice that evolves with industry changes and trends. He holds several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Retirement Management Advisor (RMA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a graduate of Ramapo College, where he earned a Bachelor's degree in International Business with minors in Spanish and Italian. He is actively involved in various professional and community organizations, serving on boards such as the Investments & Wealth Institute and multiple local educational and community groups including the Assumption Catholic Regional School and Atlantic Cape Community College Foundation. Roger also contributes to several diversity and inclusion committees within Merrill and participates in community activities, including coaching the Galloway United Soccer Team. He speaks multiple languages including Portuguese, Spanish, Italian, French, and English.

Evan Herring is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

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.

Peter Perfetti is a CFP® professional with 20 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He also serves as a notary in Linwood, NJ. 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 manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by extensive research and analytics.