Vincent Russo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at Prudential Equity Group, LLC. Wells Fargo Advisors provides investment advisory and financial planning services to individual, corporate, and institutional clients, offering both brokerage and advisory solutions through a large national platform with approximately $671 billion in assets under management.

Ava Pierce is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked at Ameriprise and has a background that includes roles in education and the restaurant industry. 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 and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

James Caulfield is a financial advisor at Edward Jones with nine years of industry experience. He has held his current role at Edward Jones since 2017 and previously worked at the University of Scranton from 2015 to 2017. Caulfield holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Gandet Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His prior roles include positions at Securities America Advisors, National Planning Corporation, and Cetera. He is also an owner of tax preparation and accounting firms serving clients in New Jersey and Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutional clients through a large network of investment adviser representatives. Its offerings include financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms.

Wayne Grant is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as president of the Willow Ridge Executive Office Park Owners Association and the Willow Ridge Executive Office Park Condominium Association, managing property oversight and maintenance activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment management services.

Thomas De Caprio is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Transamerica Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of financial planning and asset management services.

Robert Whiteside is a financial advisor with Wells Fargo Clearing in Linwood, NJ. He holds Series 63 and Series 65 licenses and has 47 years of industry experience. His prior work includes a role at Prudential Equity Group, LLC from 2002 to 2003. 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 approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Leslie Esposito is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2011, with a two-year period at Merrill in between. Outside of her advisory role, she serves as power of attorney for a family member. 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 utilizes research and analytics from Wells Fargo Investment Institute alongside third-party data to support its investment strategies.

Steven Sinderbrand is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 certifications and possessing 35 years of industry experience. His prior work includes positions at Merrill and UBS Financial Services. He serves as co-trustee of a family trust and acts as power of attorney for his daughter in investment-related matters. 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 approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Steven Litner is a financial advisor at Ameriprise Financial Services, LLC with 41 years of industry experience. He holds the ChFC®, Series 63, and Series 65 designations. His previous experience includes roles at Mass Mutual Life Insurance Company, MetLife Securities, and Equitable Advisors. Outside of his advisory work, he is involved in independent insurance brokering and participates in viatical settlement processes. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides a written Recommendation Report and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Thomas Mohr is a Series 66-licensed financial advisor with Wells Fargo Clearing, bringing 19 years of industry experience. He previously worked at Neuberger Berman BD LLC from 2006 to 2009 before joining Wells Fargo in 2016. 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 employs a large network of over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

John Bove is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has been with Merrill since 2019 and also works with Bank of America, N.A. since 2020. Prior to his current roles, he was associated with Stockton University and Ernest and Sons from 2016 to 2020. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Cobb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as treasurer for the Sag Harbor Historical Museum, overseeing budgeting and expenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to evaluate investment options within a broad range of brokerage and advisory solutions.

Kaylee Pereira is a Series 66-credentialed financial advisor with two years of industry experience. She is currently with LPL Enterprise and has prior experience at The Prudential Insurance Company of America and Pruco Securities LLC. Before entering finance, she held various roles including positions at TGI Fridays and educational institutions. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Christina Cannizzaro is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has been with UBS since 2018. Prior to joining UBS, she worked at Comcast for six years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Carl Crowley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Boenning & Scattergood Inc., UBS Financial Services, and Morgan Stanley DW Inc. In addition to his advisory role, Carl serves as a FINRA Arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with tools such as model portfolios, third-party subadvisors, and strategic investment options across various asset classes.

Charles Donovan is a CFP® with 19 years of industry experience, currently serving at UBS Financial Services in Northfield, NJ since 2006. He holds the Series 66 designation and has spent his entire recorded career at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of services including capital markets activities and proprietary research.

Daryl Ditroia is a financial advisor with LPL Enterprise, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 31 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Ditroia serves as a board member for Upper Township Challenger Sports, a nonprofit organization. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm employs primarily model-driven investment implementation and offers access to third-party asset managers and various wealth management programs.

Norman Johnson Jr. is a financial advisor with Edward Jones in Linwood, NJ, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as a check signer for Calvary Chapel Ocean City NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Derek Giaconia is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 combines brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.