Derek Giaconia is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation 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 discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Nikolette Cautilli is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, she was affiliated with Flagler College for four years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting through a combination of brokerage and advisory solutions.

John Edgar is a financial advisor with UBS Financial Services in Northfield, NJ, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with UBS since 2013. UBS Financial Services 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 services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

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.

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.

Geoffrey Thompson is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, bringing seven years of industry experience. He has been affiliated with Cambridge Investment Research in various roles since 2018 and is a partner and CPA at Pappler, Thompson & Associates, an accounting and tax services firm he has been involved with since 1996. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of proprietary and third-party investment strategies with both discretionary and non-discretionary options.

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.

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.

Matthew Glenn is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He is based in Cape May, NJ. 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 options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical for large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

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.

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.

Glen Stewart is a Series 66-registered financial advisor with Thrivent Investment Management, based in Woodbine, NJ, with three years of industry experience. Prior to his current role, he spent 24 years working for the Upper Township School District. Outside of finance, he contributes creative content by licensing images through Shutterstock. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial plans without discretionary trading authority, and enables clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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.

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.

Jordan Wiedmayer is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors LLC and Kevin Toll Group Keller Williams Philadelphia. He also has experience working in the hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

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.