Derrick Wilson is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Gusto, Equity Services Inc, National Life Group, and The Vanguard Group. Outside of his advisory role, he is CEO of Selective Financial Solutions LLC, a business involved in insurance and tax preparation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions focused on diversified portfolios and long-term strategies.

Heriberto Torres Jimenez is a financial advisor at Wells Fargo Clearing with a Series 66 designation. He has experience working at Wells Fargo Clearing, Barclays, and has served in the United States Air Force for seven years. He has also been affiliated with Villanova University and Rowan University. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Sara Porter is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Fidelity Investments since 2012. Outside of her advisory role, she provides therapeutic group and individual activities for patients at Virtua Mount Holly Hospital. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Edinson Cruzado is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has previously worked at Mercantile Bank of Michigan and has been associated with both Bank of America and Merrill since 2017. Outside of his advisory role, Cruzado is involved with El Toro Landscaping & Remodeling LLC in Bridgeton, NJ, where he assists with organizational duties. 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 a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Barnett is a financial advisor with LPL Financial in Medford, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2018 and also maintains a role at SII Investments, Inc. Since 2018, Barnett has been an active ski instructor at Jack Frost/Big Boulder Ski Area. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of advisers. The firm offers varied financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

David Way is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2010. Outside of his advisory role, he operates a business under the name Ahrens Sura Wealth Management. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Shauna La Maina is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has been with LPL Financial since 2017 and also has experience at National Planning Corporation, Ameriprise Financial, and Cornerstone Financial Advisors. Outside of advising, she works as a delivery driver for DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with model portfolios from LPL Research and third-party subadvisors.

Robert Errichetti is a financial advisor with Mass Mutual Investors Services in Voorhees, NJ. He holds Series 63 and Series 65 designations and has 35 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at Metlife Securities Inc. from 2009 to 2017 and MassMutual Life Insurance Co. beginning in 2016. He is also co-owner of an LLC used for business and tax purposes. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and delivering collaborative, annual financial planning engagements.

Daniel Goodwin is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He has held roles at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. He holds the Series 63 and Series 66 designations. 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 advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Tammara Loomis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, NA since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary options tailored to plan objectives and demographics.

Jeffrey Herman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent two years at UBS Financial Services. 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 roughly $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Ryan Brenner is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at MML Investors Services and Mass Mutual Life Insurance Co. Brenner is also a licensed insurance agent involved in the sale of fixed insurance products and operates under the DBA Heights Financial Group as a financial planner. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and managing more than $256 billion in assets.

Rick Schmid is a Financial Consultant currently working at Fidelity Investments since 2023. He collaborates with clients to build and maintain financial plans tailored to their specific needs and goals, aiming to simplify financial management and instill confidence in their financial future. Rick has professional experience spanning over a decade in the financial industry. Prior to his current role, he served as an Assistant Vice President - Financial Solutions Advisor at Merrill from 2014 to 2023, and before that, he worked as a Platinum Mortgage Banker at PHH Mortgage between 2010 and 2014.

Peter Blagojevic is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Prestige Subaru and Citizens Securities, Inc. Outside of advising, he has earned residual commissions from Aflac and occasionally works with delivery services. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment advisory programs and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Antonio Bene is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles outside the financial sector, including at Subaru of America and Rowan University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and uses systematic methodologies and long-term asset allocation benchmarks in portfolio management.

Gary Devicci is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and over 49 years of industry experience. His prior experience includes more than a decade at Cantella and Co., Inc., and involvement with Comprehensive Insurance Programs Inc. Outside of his advisory role, he owns and operates several financial-related businesses in the Voorhees, NJ area. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a variety of portfolio management approaches and access to proprietary and third-party strategies.

William Rice Jr. is a financial advisor with Ameriprise in Pitman, NJ, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Ameriprise in 2023, he worked at Legend Medical LLC and the Gloucester County Special Services School District. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, using a centralized consulting team to deliver written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Octavius Reid III is a financial advisor with Morgan Stanley in Marlton, NJ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. Outside of his advisory role, Reid serves on the board of the Rhythm and Blues Foundation and lectures for the National Basketball Association’s Rookie Transition Program. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Alexander Di Pietro is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and has six years of industry experience. His prior work includes roles at Wexco Financial Group, Securian Financial Services, and Minnesota Life Insurance. Outside of finance, he has worked as a baseball umpire. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Gregory Klipstein is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2025. He previously worked at CCG Wealth Management LLC, JFS Wealth Advisors, LLC, and TD Private Client Wealth LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.