Lauren Grant is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations and Secular Return Estimates, as part of its financial planning process.

Christian Loeb is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and services with discretionary and non-discretionary management options, supported by research from multiple sources and various portfolio management strategies.

James Hayes is a financial advisor with Ameriprise in Linwood, NJ, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is co-owner of P TWO P LLC, through which he manages an advisory business. Ameriprise serves individuals approaching or in retirement with a focus on retirement-income planning, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions as part of its comprehensive service offerings.

William Jobes is a financial advisor at Wells Fargo Advisors with a Series 66 designation and less than one year of industry experience. His professional background includes roles at Wells Fargo Advisors and a four-year period at Villanova University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a wide range of planning services tailored to clients who meet specific net-worth criteria, utilizing proprietary research and tools to develop customized recommendations.

Brent Maurer is a financial advisor with Wells Fargo Clearing holding a Series 63 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations, offering a range of investment advisory services, financial planning, and retirement plan consulting through a large network of financial professionals.

William Masciulli is a financial advisor with UBS Financial Services in Northfield, NJ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he serves as a general board member of a youth sports organization in Egg Harbor Township, NJ. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients' goals and risk tolerances.

Allyson Procaccini is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves clients through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its advisory approach.

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.

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.

Amy Godfrey is a CFP®-credentialed financial advisor with Morgan Stanley in Northfield, NJ, and has three years of industry experience. Before joining Morgan Stanley, she worked at Lincoln Investment, Capital Analysts, Allen Associates, Minnitis Insurance Agency, and Liberty Mutual Insurance. Outside of her advisory role, she is involved with Women EmpowerMentors LLC, a community-focused organization, and is a partner at ABG Partners LLC, a recreation-related business. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and strategies.

Thomas Byrnes is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2014, concurrently serving at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies using both in-house and third-party managers.

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 designations and has 43 years of industry experience. He has previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. 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 advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Marissa Waszak is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a wide range of clients, including individuals, high-net-worth clients, and institutional accounts.

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.

Alec Sachais is a financial advisor with Morgan Stanley in Northfield, NJ. He holds a Series 66 designation and has been with Morgan Stanley since 2024. Prior to joining the firm, his work experience includes roles at Resorts Casino Hotel and positions at Rider University and Villanova University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

John D'alessandro Jr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015, as well as at Morgan Stanley Smith Barney LLC since 2007. He also serves as a non-public arbitrator for FINRA cases in the Philadelphia offices. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services using structured planning tools and analysis, managing approximately $2.74 trillion in client assets.

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.