James Manuola is a Senior Financial Advisor with over 20 years of experience in the financial services industry. He is affiliated with Merrill Lynch Wealth Management and specializes in providing personalized wealth management strategies tailored to clients’ individual goals. James focuses on areas including college education planning, family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, as well as individual and corporate investment strategies. Since beginning his career in 1999, James has worked to simplify the financial lives of high-net-worth clients by offering customized solutions such as estate planning, wealth transfer, retirement income planning, and asset allocation aligned with specific financial objectives. He collaborates closely with clients and, when appropriate, a Wealth Management Lending Officer from Bank of America to integrate home financing solutions into comprehensive financial plans. James holds a Bachelor's Degree in Business from Rutgers University and maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He resides in New Jersey with his wife, Kris, and has personal interests in baseball, basketball, boating, fishing, football, and golfing.

Jessica Friend is a Series 66 licensed financial advisor with Merrill in Mount Laurel, NJ, bringing nine years of industry experience. She has worked at Merrill since 2017 and previously held positions at Rowan University and Republic Bank. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Steven Kalodner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He previously worked at UBS Financial Services for 13 years. Outside of his advisory role, he serves as a consultant for NEIEN MARKETING LLC, providing support via conference calls on a limited basis. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports a large network of financial advisors, delivering solutions that include both brokerage and advisory services.

Peter Gealt is a financial advisor with Morgan Stanley in Marlton, NJ, holding a Series 66 license and 24 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery conversations and firm-approved tools, providing tailored plans without individual security recommendations as part of standalone services.

Brian Lynn is a CFP®-certified financial advisor with over 31 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as assistant treasurer for The Nance Corporation, a family business. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

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.

Chelsea Sieczkowski is a financial advisor at Merrill with eight years of industry experience. She has been with Merrill since 2017 and previously worked in public relations at Push the Envelope PR. She holds a Series 66 designation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Christopher Wessner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He has been with Wells Fargo Clearing since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services that include investment policy statement preparation, investment searches, performance reporting, and participant education. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

William M. Banks is a CFP® credentialed financial advisor with 47 years of industry experience. He is currently with RBC Capital Markets, LLC, where he has worked since 2026, following a 14-year tenure at UBS Financial Services. Outside of finance, he was formerly involved in retail and hospitality as an owner and officer of a sports bar business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to clients’ risk profiles. The firm combines in-house and third-party investment managers and provides access to alternative investments and integrated lending solutions.

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.

Paul Kalani is a financial advisor with Ameriprise in Hammonton, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise since 2009. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.

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.

Robert Sunbury Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and possessing 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial planning that covers retirement, tax, estate, business continuation, divorce, and special needs planning, with an option to combine planning with managed-account services under a consolidated billing arrangement.

Dimosthenis Tsakiris is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2017 to 2022 and Marble & Tile Outlet LLC from 2015 to 2017. Tsakiris is based in Mt. Laurel, NJ. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor investment strategies.

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.

John Beckett is a financial advisor at Cetera with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera and affiliated firms since 2019. He also operates Beckett Wealth Management Group, an insurance sales business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with model portfolios, third-party managers, and custom strategies across various program structures and custodians.

Ann Baron is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory and offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Michael Corsey is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank. Outside of finance, he operates a photography business specializing in event photography. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Kyle Kranzley is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has been with LPL Financial for 15 years. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.