Andrew Mineo is a financial advisor with Edward Jones based in Voorhees, NJ. He holds Series 63 and Series 66 designations and has 30 years of industry experience, including longstanding roles at Edward Jones since 1999 and prior service at United Jersey Bank and Lincoln Benefit Life Co. His career also includes extensive involvement with B.G. Balmer & Co., The Concord Equity Group, and Eastern Agency. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional sectors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Bonnette is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. for nine years before joining Stifel Nicolaus & Co. Inc. He serves on the Board of Trustees for the Haddonfield Educational Trust, which supports educational excellence in local public schools. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Christopher Zardus is a financial advisor at Ameriprise with six years of industry experience. Prior to joining Ameriprise in 2020, he held roles at Twentieth Century Fox and Fox US Productions 27, Inc. Outside of his advisory work, he maintains ownership of Summit View Enterprises, LLC, a business involved in managing financial and legal files. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines algorithmic tools, investment research, and third-party data to provide tailored, non-discretionary recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Russell Johnson III is a financial advisor with LPL Financial in Pitman, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/Private Ledger Corp., since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Zach Inglis is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop customized financial plans aimed at achieving both short-term and long-term financial goals. He maintains ongoing meetings with clients to ensure their plans remain aligned with their objectives throughout different life stages. Zach has been with Fidelity Investments since 2016, serving in various roles including Analyst, Planning Consultant, Investment Consultant, and currently as a Financial Consultant. Prior to joining Fidelity, he worked as a Financial Professional at Equitable Advisors from 2019 to 2021.

James Snyder is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has worked at TD Ameritrade, Inc. for 14 years before joining Charles Schwab and Co., Inc. and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary buy/sell recommendations and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Richard Bonnette is a financial advisor at Stifel with 40 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Stifel in 2020, he worked at Bank of America for nine years. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses as a basis for client decisions.

David Maxwell is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and over 31 years of industry experience. His prior experience includes roles at LPL Financial, Edward D. Jones & Co., and Royal Maccabees Life Insurance Company. He is also involved in educational services through a nonprofit food services organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies. The firm’s approach combines proprietary investment research, third-party data, and algorithmic tools to deliver tailored retirement recommendations.

Kevin Mc Laughlin is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc. and McAdam LLC, as well as a four-year tenure at the University of Delaware. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Danielle Forsman is a CFP® professional at Ameriprise Financial Services with seven years of industry experience. She previously worked at LPL Financial for eight years and Edward Jones for two years. Outside of her advisory role, she is involved in education services, providing teaching through a food services corporation. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written retirement-income recommendations and ongoing planning advice that incorporates tax-aware strategies and dependable income sources.

Peter Gealt is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, currently working at Morgan Stanley Private Bank, National Association since 2015. 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 access to various investment products, managing approximately $2.74 trillion in client assets.

Eric Imhof is a CFP®-certified financial advisor with Charles Schwab, based in Marlton, NJ, and has eight years of industry experience. He has worked with various Charles Schwab entities since 2017 and has prior experience at Merrill and Bank of America. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by research from Schwab Center for Financial Research.

James Kelleher III is a CFP® professional with 23 years of industry experience and has been with Edward Jones since 2013. He serves as a board member for Woodbury Heights Elementary School, where he provides guidance on school administration, curriculum upgrades, and staff hiring. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Ana Barnett is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. She has been with LPL Financial since 2009. Barnett is also involved in Gussick & Barnett LLC and Gussick & Barnett Financial Planning, entities related to her investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs and services, including financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Josephine Stagliano is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining LPL Financial in 2017. She is also a principal of Main Street Investment Group, LLC, an entity associated with her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven strategies.

Kristen O'Neill is a financial advisor at Charles Schwab with 12 years of industry experience. She has previously worked at BlackRock Investments and The Vanguard Group. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolio guidance supported by the Schwab Center for Financial Research.

Nick Italiano is a Financial Consultant currently working with Fidelity Investments since 2023. He collaborates with clients to create, update, and maintain financial plans tailored to their individual situations, assisting them in preparing for retirement, building a family, or establishing a legacy. Before joining Fidelity Investments, Nick worked as a Financial Advisor at Merrill Lynch from 2017 to 2022. During his tenure there, he gained experience in advising clients on various financial matters and developing strategies to meet their financial goals.

Benjamin Venturo is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has over 20 years of experience in financial planning and investment consulting, having previously worked as a Wealth Management Advisor and Investment Consultant at TIAA CREF from 2007 to 2015, and as a Financial Planner at H & R Block Financial Advisors from 2000 to 2007. Benjamin holds a California Insurance License. Outside of his professional work, he has personal interests that include beach activities, cooking and baking, fitness, golf, soccer, and theater.

Charles Leonard Jr. is a financial advisor with Ameriprise in Pitman, NJ, holding a Series 63 designation and 35 years of industry experience. His career includes roles at Ameriprise Financial Services, Northeast Planning Associates, and LPL Financial. Outside of his advisory work, he manages a small farm where he cares for horses, pigs, goats, and chickens. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice, combining internal research and third-party data within a specialized investment framework.

Earl Crockett is a financial advisor at Morgan Stanley with 15 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he is a partner in Framily Business LLC, a venture involved in recreational rental property management. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and planning services.