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 licenses and has 44 years of industry experience. His prior roles include positions at Ameriprise Financial Services and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering customizable strategies supported by LPL Research and third-party subadvisors.

Glen Stewart is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. He previously worked in education with the Upper Township School District for 24 years. Outside of his financial advisory role, he contributes creative content as an image provider for Shutterstock. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority. The firm emphasizes comprehensive written recommendations covering various planning areas and provides clients with options to coordinate planning and managed-account services through its WealthPlan program.

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 affiliated with Cetera. His career includes roles at Avantax Investment Services, Gryphon Financial Wealth Advisors, and McKonly & Asbury, LLP, where he serves as a director providing tax compliance and consulting services. He also holds a principal position at Morris J Cohen & Co P.C. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers through a multi-manager platform.

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.

John D'Alessandro Jr. is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked with Morgan Stanley in various capacities since 2002, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He 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 offering a wide range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves 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.

Kurtis Finkel is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Finkel Group. He holds the designation of CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor (PIA). Kurt started his tenure with The Finkel Group in 2012, contributing to a legacy dating back to the 1970s when his grandfather began his career with the firm. Kurt holds a bachelor's degree in economics and an MBA in entrepreneurship and marketing, both from Rollins College in Winter Park, Florida. His primary focus is on helping clients understand their financial circumstances and ensuring that investment strategies align with their goals and risk profiles. He and The Finkel Group work with a select number of clients to serve as the key resource for each client's unique financial needs. Kurt is based in Linwood, New Jersey. His client focus areas include college education planning, corporate executive services, divorce transition planning, family wealth management strategies, retirement income, portfolio management, and institutional and corporate benefit services. Outside of his professional work, Kurt enjoys boating, fishing, golfing, scuba diving, soccer, and spending time with his family.

Jason Kiefer is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years before joining Wells Fargo Advisors in 2021. Outside of his primary role, he holds a 4% ownership interest in Fortress Financial, LLC, a financial practice based in Ocean City, NJ. 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 institutional clients. The firm provides a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through client meetings and summary letters.

Ronald Rubin is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and bringing 35 years of industry experience. He has worked with Massachusetts Mutual Life Insurance Company and related firms since 2002. Outside of his advisory role, he operates a non-MassMutual insurance brokerage focused on life, health, and long-term care products. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management and educational seminars, structuring planning engagements as ongoing, collaborative relationships tailored to client goals.

James Meis is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 44 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of his advisory work, he manages a business entity, James Meis LLC, which handles income and expenses related to his practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored planning and ongoing advice focused on income reliability and tax-aware withdrawal strategies for clients nearing or in retirement.

Daniel Bochicchio is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2024, he worked at Douglas Elliman for five years and Wilhelmina Models NYC for ten years. 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 advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Vicki Winterbottom is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 17 years of industry experience. Her prior roles include positions at Morgan Stanley, Merrill, and Benjamin F. Edwards & Company. Outside of her advisory work, she serves as a power of attorney for family members in investment-related matters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of services such as investment advisory, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.