Robert Wieczorek is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 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, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Michael Torpey is a financial advisor with Morgan Stanley in Northfield, NJ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee insights.

Frank Faverzani is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliate firms since 1994. He serves as president on the board of directors for the Ocean City Exchange Club and owns FWF2018, LLC, which manages a shared franchise office suite. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning through written recommendations and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

John Birch is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in personal wealth management and financial planning. He works with a diverse clientele, including families of various sizes and business owners, assisting them with retirement planning, investment strategies, and corporate retirement plans for small businesses. John's approach emphasizes personalized assistance through a collaborative team effort to address clients’ pre-retirement and post-retirement financial needs. John holds a bachelor's degree in Business Management from Salisbury University. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is active in his community, serving as Vice President and Treasurer of the Ocean City Regional Chamber of Commerce, Vice President of the Ocean City Education Foundation, and a member of the Ocean City Planning Board since 2017. Outside of his professional and community roles, John enjoys outdoor activities such as skiing, running, and spending time at the beach with his family.

Samuel Matlick is a Series 66-licensed advisor at Wells Fargo Clearing with six years of industry experience. He worked at Analog Shift from 2017 to 2019 and completed his education at Hamilton College between 2013 and 2017. He also serves as a trustee for his father. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm uses research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory to its investment evaluations.

Dana Palma is a financial advisor with Edward Jones in Egg Harbor Township, NJ, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, Palma worked at Penn Medicine and Inspira Health Network. Outside of advising, she serves as president of Jarvis Eddie LLC, providing leadership and team-building workshops, and is treasurer of Be Whole Community Development Corp., overseeing financial planning and reporting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and strategies supported by a large nationwide network of financial advisors and branch offices.

Manuel Aponte is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at Morgan Stanley DW Inc. from 2002 to 2006. He serves as a board member and chairman of the Township of Egg Harbor Planning Board in Egg Harbor Township, NJ. Wells Fargo Advisors is a national securities firm that offers 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 both brokerage and advisory solutions, utilizing research and analytics to support diversified investment strategies.

Niall Bridgeman is a financial advisor with LPL Financial who holds Series 65 and Series 63 licenses and has 30 years of industry experience. He previously worked at Raymond James Financial Services, Wells Fargo Clearing, and Wachovia Securities. Bridgeman also teaches accounting and introductory business courses at Mainland Regional High School and is a qualified tax return preparer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through its extensive network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Taylor Neithardt is a financial advisor with Ameriprise in Linwood, NJ, holding the Series 66 designation. He has prior experience at AtlantiCare Regional Medical Center and served six years in the United States Air Force. Neithardt has been with Ameriprise since 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice through a written Recommendation Report and ongoing support.

Stephen Marchel is a financial advisor with Morgan Stanley in Northfield, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Janney Montgomery Scott, and Raymond James Financial Services. Outside of his advisory work, he is involved as a partner or owner in several restaurant and bar businesses in New Jersey. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support client financial goals.