James Travagline is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 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 services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lisa Mandalaywala is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 9 years of industry experience. She has been with Wells Fargo Clearing since 2015. 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 both brokerage and advisory solutions.

Justin Odell is a CFP® with 25 years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2016. He previously worked at 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 both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Stephen Callahan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to his current role, he worked as a personal trainer and was involved with Russell's Property Improvements. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. 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 sources.

Clifford Murray Jr. is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Koch is a financial advisor with OSAIC, holding the Series 66 designation and bringing 17 years of industry experience. He previously worked for Wells Fargo Advisors for 12 years before joining OSAIC in 2024. Outside of his advisory role, he serves as an ambassador for Gift of Life, speaking at hospitals and schools on organ transplant and donation. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across a range of investment types, managed on either a discretionary or non-discretionary basis.

James Wallace is a Financial Advisor with Merrill Lynch Wealth Management, based in the Wayne, Pennsylvania office. He has worked in the financial services industry since 1987, bringing several decades of experience to his role. Prior to joining Merrill Lynch in January 2011, he served as a Wealth Management Advisor with Morgan Stanley and UBS Financial Services. Early in his career, he gained experience at Bloom Egan, a trading firm on the Philadelphia Stock Exchange, and later worked on the Option Strategies Desk at Butcher & Singer. Additionally, he formed a partnership with his wife, Nancy, known as the Wallace Rainer Group. Mr. Wallace holds a Bachelor of Science degree in Business Administration from Wheeling Jesuit University. He also holds the designation of Personal Investment Advisor (PIA). Beyond his professional commitments, James Wallace is involved in community activities, serving on the Gentleman's Committee for the Devon Horse Show and volunteering at the Radnor Hunt Club.

Donna Perez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Wells Fargo since 2009, initially at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she serves on the Cumberland County Economic Development Board and the finance committee of Inspira Medical Center, and she is a board member of Vineland Public Schools. 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 solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad array of financial products including insurance-related vehicles and bank deposit sweep options.

Marcus Treadwell is a Series 66-licensed financial advisor at Wells Fargo Clearing with four years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, as well as Bank of America and Merrill. 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 both brokerage and advisory solutions.

Robert Mairone is a financial advisor with Equitable Advisors in Linwood, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as executor of an estate and co-trustee of a family trust, and is involved with a nonprofit organization focused on mental health awareness and suicide prevention. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm utilizes a range of investment programs delivered through a network of advisers, emphasizing personalized risk assessment and matching clients to suitable advisory models and third-party managers.

Holli Delgado is a Series 66-licensed financial advisor with Raymond James Financial in Linwood, NJ, having two years of industry experience. Prior to her financial career, she worked for over three decades at Action Uniform Co. Outside of advising, she is employed as an associate at Anchor Financial, a support company in Linwood. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, institutional clients, and charitable organizations. The firm provides non-discretionary, tailored advisory services supported by risk profiling and probabilistic modeling, and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Consulting programs.

Joseph Bonczek is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Advisors and academic positions at Princeton University and St. Augustine Preparatory School. 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 sources.

Sherri Prescott is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2011 to 2016. 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, employing research and analytics to evaluate investment options within clients’ custodian platforms.

John Short is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Morgan Stanley Private Bank from 2015 to 2019. Outside of his advisory role, he is involved in a house-flipping business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a diverse range of financial products, including insurance-related vehicles and bank deposit sweep options.

Tina Super is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 36 years of industry experience. She has been with Wells Fargo in various capacities since 2009. Outside of her advisory work, she serves as an estate administrator. 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 institutions. The firm provides a broad planning menu utilizing Wells Fargo research and tools, serving clients who meet net-worth thresholds with tailored recommendations across multiple financial planning areas.

Sarah Schall is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation. Outside of her advisory role, she occasionally works as a substitute teacher at Avalon Stone Harbor Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated offerings, managing over $1 trillion in assets through a large national network of advisors and branch offices.

Brandon Kuhn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with WELLS FARGO Advisors, LLC from 2013 to 2016. Outside of his advisory role, he is the owner of Kuhn Holdings LLC, a property management and maintenance business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary investment services, including a broader set of financial products such as insurance-related vehicles and bank deposit sweep options.

Eric Duca is a Certified Financial Planner (CFP®) with Edward Jones in Sea Isle City, NJ, and has 10 years of industry experience. He has been with Edward Jones since 2016 and serves as a Certified Financial Planner through the Certified Financial Planner Board of Standards. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets under management and is notable for its extensive network of financial advisors and branch offices nationwide.

Donna Ferren is a financial advisor at Edward Jones with 33 years of industry experience. She has been with Edward Jones since 1995 and holds Series 63 and Series 65 designations. Outside of her advisory role, she serves on the board of directors for the Middle Township Chamber of Commerce, where she helps organize the membership directory and participates in chamber events. 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, all delivered through a nationwide network of over 23,000 financial advisors.

William Penny III is a financial advisor at Ameriprise with 34 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.