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.

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 at LPL Financial with 29 years of industry experience. His prior positions include roles at Wells Fargo Clearing and Transamerica Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, model portfolio programs, and institutional platforms through a large network of investment adviser representatives.

Timothy Davis is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including TD Bank, LPL Financial, Sun FCU, CUNA Brokerage Services, and Edward Jones. Before his financial career, he served 12 years in the United States Air Force. Davis is also the owner of RealFinX LLC, a holding company intended for future use. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver annual, non-discretionary recommendation reports through a centralized consulting team in partnership with financial advisors.

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 with Ameriprise Financial Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at Mass Mutual, 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 diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

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.

Jay M. Weiner is a Senior Resident Director at Merrill in the Atlantic County, New Jersey office. He has been with Merrill since 1998 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jay holds FINRA series 3, 7, 9, 10, and 66 registrations, along with health and life insurance licenses. He earned his bachelor's degree from the University of South Florida. Jay focuses on developing long-term financial advisory relationships tailored to the unique circumstances of each client. He promotes a systematic approach to investing that aligns with clients' investment goals, risk tolerance, time horizon, and liquidity needs. His expertise areas include employee benefits planning, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Through Merrill, Jay provides a wide range of financial strategies and investment services, emphasizing retirement planning, supported by firm specialists and top-rated research. In addition to his professional work, Jay is actively involved in the community. He is a member of the Atlantic City Education Foundation and the Marjorie & Lewis Katz Jewish Community Center. He served as Past President of Congregation Beth Judah in Ventnor, New Jersey, and participates in the Clean Ocean Action initiative. Jay resides in Margate, New Jersey, with his wife and three children. His personal interests include cooking, gardening, golfing, pickleball, spending time with family, and tennis.

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.

Dean Sorantino is a financial advisor at RBC Capital Markets in Ocean City, NJ, holding a Series 66 designation. He joined RBC Capital Markets in 2024 and has held various roles within the firm and in other businesses including the restaurant industry. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

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 ChFC® credentialed financial advisor with over 31 years of industry experience. He currently works at LPL Enterprise and has an extensive background at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a board member for Upper Township Challenger Sports, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a broad network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

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.