David Weiss Sr. is a financial advisor at LPL Financial with 29 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes over two decades at American Portfolios Financial Services, Inc. and long-term involvement with Dempsey, Weiss & Associates and Farm Family Life & Mutual Insurance Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a variety of advisory and brokerage services, including financial planning and retirement plan consulting, supported by both discretionary and non-discretionary management and access to proprietary and third-party research.

Michael Oleary is a ChFC®-designated financial advisor with 30 years of industry experience. He is currently with LPL Financial, having joined the firm in 2025 after 16 years at Next Financial Group Inc. Outside of his advisory work, he is involved in a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs with access to diverse investment strategies and research.

David Alshay is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial since 2023. His prior roles include extended tenures at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. He is also involved in selling various insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by in-house and third-party research.

Nicholas Fresolone is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial for 12 years before joining OSAIC in 2023. He also serves as Vice President and Chief Compliance Officer at Plan One Financial Group and is active as an insurance agent. OSAIC Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing various portfolio construction and management tools.

Matthew Effner is a Series 66-licensed financial advisor with 18 years of industry experience, currently with UBS Financial Services Inc. since 2021. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning a total of 12 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets services and proprietary research to tailor investment strategies.

Julia Marino is a financial advisor at OSAIC with two years of industry experience and holds a Series 66 credential. Prior to joining OSAIC, she worked at Equitable Advisors, LLC. Marino is also involved as a client service associate with Howard Mattson LLC and Plan One Financial Group, and holds a licensed insurance agent role. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services across multiple platforms, employing asset-allocation tools and automated rebalancing to manage portfolios with a broad range of investment options.

John Dempsey is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at OSAIC and American Portfolios Financial Services, Inc. He is also involved with Dempsey-Weiss and Associates, a property and casualty business in Elmer, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 supported by in-house and third-party research.

Sandra Strudwick is a financial advisor at Edward Jones with 14 years of experience, holding a Series 66 designation. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Robert Mason Sr. is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Turnersville, NJ. He has 17 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Anthony Romano is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 credentials. He has 33 years of industry experience and previously worked at Cantella & Co., Inc. for over a decade. Romano is involved in nonprofit governance as a secretary and board member of Suraj Eye, a New Jersey nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Joseph Gaunt is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2018, following brief positions at Newfield National Bank. Wells Fargo Clearing provides retirement plan consulting for 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.

Russell Johnson III is a financial advisor with LPL Financial in Pitman, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/Private Ledger Corp., since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

David Maxwell is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and over 31 years of industry experience. His prior experience includes roles at LPL Financial, Edward D. Jones & Co., and Royal Maccabees Life Insurance Company. He is also involved in educational services through a nonprofit food services organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies. The firm’s approach combines proprietary investment research, third-party data, and algorithmic tools to deliver tailored retirement recommendations.

Danielle Forsman is a CFP® professional at Ameriprise Financial Services with seven years of industry experience. She previously worked at LPL Financial for eight years and Edward Jones for two years. Outside of her advisory role, she is involved in education services, providing teaching through a food services corporation. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written retirement-income recommendations and ongoing planning advice that incorporates tax-aware strategies and dependable income sources.

Richard Di Palma is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has served in the New Jersey Army National Guard for 16 years. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brett Buonadonna is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 30 years of industry experience. His prior roles include more than a decade at Cantella & Co., Inc. and ongoing involvement with Romano & Buonadonna Financial Services, LLC. He also serves as an independent insurance agent and is a board member of CEO Group in Vineland, NJ. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, with investment options across various platforms and models tailored to client objectives.

Josephine Stagliano is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining LPL Financial in 2017. She is also a principal of Main Street Investment Group, LLC, an entity associated with her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven strategies.

Stanley Hadam is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Leonard Jr. is a financial advisor with Ameriprise in Pitman, NJ, holding a Series 63 designation and 35 years of industry experience. His career includes roles at Ameriprise Financial Services, Northeast Planning Associates, and LPL Financial. Outside of his advisory work, he manages a small farm where he cares for horses, pigs, goats, and chickens. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice, combining internal research and third-party data within a specialized investment framework.

Steven Nieves is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 22 years of industry experience. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corp for 11 years. He also engages in tax preparation and accounting services outside his advisory role. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.