Donna Cleveland is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. She has been with Wells Fargo firms since 2010, including Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Kimberly Daniels is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with LPL Financial since 2015 and previously worked at Wireless Zone from 2011 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Charles Strano is a financial advisor with OSAIC in Woodbury, NJ, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He previously worked for FSC Securities Corporation from 1994 through 2023. Outside of his advisory role, he is involved in the sales and service of life insurance through a sole proprietorship. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and third-party managers to construct tailored portfolios.

William Thesing Jr. is a CFP®-certified financial advisor with 26 years of industry experience. He has been with Ameriprise since 2005, currently serving in Sicklerville, NJ. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Todd Panto is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at LPL Financial since 2022 and previously spent 11 years at Bank of America and Merrill. Outside of his advisory role, he is involved with Medicare Coach LLC, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and consulting services supported by model portfolios and research from LPL and third-party subadvisors.

Kevin Gianfortune is a financial advisor at LPL Financial with 18 years of industry experience. He has held advisory roles at Lincoln Financial Advisors Corporation and Hornor Townsend And Kent, Inc, among others. Outside of his advisory work, he is involved in non-investment business activities through Fortune Financial Planning Acquisition, LLC. 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 advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies to support discretionary and non-discretionary management.

Dustin Pfaff is a financial advisor with Merrill in Williamstown, NJ, holding a Series 66 designation and eight years of industry experience. He has been associated with Merrill and Bank of America since 2014. Outside of his advisory role, he is the owner of Guardian Angel Gutters LLC, a business specializing in home gutter cleaning and maintenance. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Samuel Paolino Jr. is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. He is an owner of Rafter, Lewis & Paolino Financial Advisors and serves as a financial professional at Rosenthal CPA Company. He has been affiliated with Cetera and its related entities since 2010. Cetera Investment Advisers LLC is a national SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services and access to third-party money managers.

Patrick Thompson is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and The Vanguard Group Inc. His background includes roles in both financial services and other industries. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Anthony Magnotta Jr. is a financial advisor with Cetera holding the ChFC® and Series 63 designations and has 35 years of industry experience. His career includes roles at First Allied Advisory Services and Mantua Investment & Insurance. He is a partner in Landolfi & Magnotta and involved in several insurance agencies. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing advisors access to various investment strategies and program structures.

Matthew Bravyak is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at the University of Delaware and Bishop Eustace Preparatory High School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, with a focus on assets held in Ameriprise Managed Accounts, and offers a wide range of advisory, brokerage, and insurance solutions.

Michael Lamaina is a CFP® with 35 years of industry experience. He is currently with LPL Financial, where he has worked since 2017, and has been with Cornerstone Financial Advisors, Inc. since 1996. Outside of financial advising, he owns Lamainiac Motorsports, a business unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers a variety of advisory programs, financial planning services, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Andrew Frank is a financial advisor with Cambridge Investment Research Advisors in Woodstown, NJ, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2015. Outside of his advisory role, he is part owner of Frank Leonards & Frank LLC and serves as an independent insurance agent and trustee for irrevocable trusts. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and estates. The firm provides financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals, offering various implementation platforms and both discretionary and non-discretionary strategies.

Brian Altmann is a financial advisor with Ameriprise, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2004 and previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Altmann is involved in managing and training staff through several business ownerships, including Generational Partners LLC and Quintet Collective LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement income plans within a large institutional framework that includes advisory, brokerage, and insurance solutions.

Christopher Ochlan is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and previously worked for Securities America Advisors and Securities America Inc for 15 years. Outside of his advisory role, he serves as CFO for two software and air traffic control companies. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using firm-provided tools and automated processes to construct diversified portfolios.

Michael Tash is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera and Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he owns an interest in a racehorse through MyRaceHorse. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers.

Joseph Johnson is a financial advisor with LPL Financial in Pitman, NJ, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved with an insurance agency, Gentry Partners, which offers various types of insurance including universal and term life policies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Michael Bookman is a financial advisor with Ameriprise in Cherry Hill, NJ, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its related entities since 2012. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Philpott is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. Prior to joining LPL Financial, he worked at Agia and Valic Financial Advisors. Outside of his advisory role, he is a business owner based in Audubon, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to provide discretionary and non-discretionary management.

Matthew Boatmon is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and 28 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as a substitute organist at St. Mark's Episcopal Church in Philadelphia and First and Central Presbyterian Church in Wilmington. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.