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 holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member and chairman of the Egg Harbor Township Planning Board. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Niall Bridgeman is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, Bridgeman is a qualified tax return preparer and teaches accounting and introductory business classes at Mainland Regional High School in New Jersey. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

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 designations and bringing 37 years of industry experience. He has been with Morgan Stanley Private Bank since 2021 and previously worked at Wells Fargo Advisors from 2015 to 2020. Outside of his advisory role, Marchel is involved in the hospitality industry as a partner and owner in several restaurants and bars in New Jersey. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools, offering services without individual security recommendations in standalone planning.