Kimberly Fumo is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she owns and manages a marina rental business in Brigantine, New Jersey. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services through tailored recommendations supported by Wells Fargo research and planning tools.

Jehangir Varzi is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Glenn is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He is based in Cape May, NJ. 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 options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical for large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Eric Deangelis is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory work, he serves as treasurer for the Ocean City High School Soccer Booster Club. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that address cash flow, retirement, education, risk, wealth transfer, and other specialized areas. Advisors develop tailored recommendations using Wells Fargo’s research and tools, with clients choosing how to implement them through brokerage or advisory programs.

James Devlin Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 44 years of industry experience. His prior work includes eight years at Ameriprise Financial Services, Inc. in addition to his current role at LPL Financial since 2020. 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 both discretionary and non-discretionary management supported by in-house and third-party research.

Glen Stewart is a Series 66-registered financial advisor with Thrivent Investment Management, based in Woodbine, NJ, with three years of industry experience. Prior to his current role, he spent 24 years working for the Upper Township School District. Outside of finance, he contributes creative content by licensing images through Shutterstock. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial plans without discretionary trading authority, and enables clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Michael Bonventure is a CFP® professional with 27 years of industry experience, currently serving at Cetera. He has held roles at Avantax Investment Services, Gryphon Financial Wealth Advisors, and 1 St Global Advisors, among others. In addition to his advisory work, he is a director at McKonly & Asbury, LLP, an accounting and consulting firm. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of independent advisors, serving individual and institutional clients through diverse portfolio management and financial planning services. The firm offers a multi-manager platform with a wide range of program options and manages over $256 billion in assets.

Kyle Roffina is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His prior experience includes roles at Wells Fargo Clearing Services LLC and Janney Montgomery Scott. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients, with specialized planning options for clients meeting certain net-worth thresholds.

Jordan Wiedmayer is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors LLC and Kevin Toll Group Keller Williams Philadelphia. He also has experience working in the hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Edward Janansky is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he owns Wildflower Associates, LLC, which is involved in options trading. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jason Kiefer is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years before joining Wells Fargo Advisors in 2021. Outside of his primary role, he holds a 4% ownership interest in Fortress Financial, LLC, a financial practice based in Ocean City, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through client meetings and summary letters.

Ronald Rubin is a Series 63-registered financial advisor with Mass Mutual Investors Services who has 34 years of industry experience. He has worked at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services since 2016. Outside of his advisory role, he operates an independent insurance brokerage specializing in individual life, health, and long-term care products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved tools and collaborative annual planning processes.

James Meis is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 44 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of his advisory work, he manages a business entity, James Meis LLC, which handles income and expenses related to his practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored planning and ongoing advice focused on income reliability and tax-aware withdrawal strategies for clients nearing or in retirement.

Daniel Bochicchio is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2024, he worked at Douglas Elliman for five years and Wilhelmina Models NYC for ten years. 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 advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christopher Shoemaker is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Sturdy Savings Bank, Cetera, Morgan Stanley Investment Advisors, and UBS Financial Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through a broad advisor network and institutional consulting services.

Vicki Winterbottom is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. She has 16 years of industry experience, including prior roles at Morgan Stanley and Merrill. Outside of her advisory work, she serves as a power of attorney for family members, managing investment-related matters. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

James Barron is a Benefits & Planning Consultant specializing in Executive Services. In this role, he collaborates with clients to develop customized financial plans that address their individual short- and long-term goals. He emphasizes building strong relationships with clients and their families to maintain trust and reliability. James has professional experience as an Investment Solutions Representative at Fidelity Investments from 2021 to 2024, a Broker at Charles Schwab from 2020 to 2021, and an Associate Advisor at New Horizons Wealth Management from 2017 to 2019. He holds insurance licenses in Arkansas and California.

Michael Weeks is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of solutions, including cash-flow, retirement, and specialized planning services. Advisors use firm research and planning tools to develop tailored client recommendations, with implementation options offered through various brokerage and advisory programs.

Leanne Gray is a CFP® professional with 18 years of industry experience, currently serving at Raymond James Financial since 2022. She previously worked for UBS Financial Services Inc. for a decade. In addition to her advisory role, she is the owner and managing director of Anchor Financial in Linwood, NJ. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charities, and institutions. The firm provides tailored, non-discretionary planning and uses analytical tools to help clients evaluate potential outcomes.

Matthew Galasso is a financial advisor with Mass Mutual Investors Services, holding a Series 65 designation and bringing 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and is also associated with Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. since 2016 and 2009, respectively. In addition to his advisory roles, he operates as an independent insurance agent focusing on disability, fixed annuities, life, accident, health, long-term care, and property and casualty insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver goal-based recommendations without investment discretion.