Evan Mcginnis is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has been affiliated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles with multiple registered investment companies, and use of advanced methodologies such as AI and systematic portfolio construction.

Catherine Klase is a financial advisor with Morgan Stanley in Sewell, NJ, holding Series 63 and Series 66 licenses and with 21 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2018 and previously held positions at UBS Financial Services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Kyle Stokley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior experience includes roles at The Vanguard Group and multiple positions in education and retail. Kyle is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Stuart Cohen is a CFP®-certified financial advisor with Ameriprise in Vineland, NJ, and has 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he rents office space from his wife, who is also a client. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Maneck Shroff is a financial advisor at Fidelity with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Merrill, and American Income Life Insurance Company. Outside of finance, he worked part-time at Hand & Stone Spa as a front desk receptionist and sales clerk. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Kimberly Daniels is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has been with LPL Financial since 2015 and previously worked at Wireless Zone from 2011 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

William Thesing Jr. is a CFP®-certified financial advisor with 26 years of industry experience. He has been with Ameriprise since 2005, currently serving in Sicklerville, NJ. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Todd Panto is a financial advisor with LPL Financial, holding a Series 66 license and 15 years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2022. Outside of his advisory role, he is involved with Medicare Coach LLC, a business related to non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with research tools and multiple investment strategies.

Robert Marasa is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo, The Prudential Insurance Co. of America, and Jpmorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Dustin Pfaff is a financial advisor with Merrill in Williamstown, NJ, holding a Series 66 designation and eight years of industry experience. He has been associated with Merrill and Bank of America since 2014. Outside of his advisory role, he is the owner of Guardian Angel Gutters LLC, a business specializing in home gutter cleaning and maintenance. 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 investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Magnotta Jr. is a financial advisor with Cetera holding the ChFC® and Series 63 designations and has 35 years of industry experience. His career includes roles at First Allied Advisory Services and Mantua Investment & Insurance. He is a partner in Landolfi & Magnotta and involved in several insurance agencies. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing advisors access to various investment strategies and program structures.

Richard Demaria Jr. is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Securities America and Securities Service Network, Inc. Since 2001, he has owned Wealth Capital Group and 401K Planners, which focus on financial services and company retirement plans. He also works as an insurance agent selling life insurance, annuities, and long-term care products. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform combining affiliated and unaffiliated strategies.

Craig Stern is a financial advisor with Wells Fargo Clearing in Vineland, NJ, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Stern is involved as a board member of a condominium association in Florida and has ownership interests in an LLC unrelated to investments. 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 offers both brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute alongside third-party data to guide its investment approach.

Brian Altmann is a financial advisor with Ameriprise, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2004 and previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Altmann is involved in managing and training staff through several business ownerships, including Generational Partners LLC and Quintet Collective LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement income plans within a large institutional framework that includes advisory, brokerage, and insurance solutions.

Christopher Ochlan is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and 29 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. for 15 years. Outside of his advisory role, he serves as CFO of a software company and an air traffic control company. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and advisory platforms. The firm employs a variety of portfolio construction tools and third-party services to offer integrated brokerage, advisory, and managed account solutions.

Joseph Johnson is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2004. Outside of his advisory role, he is involved with an insurance agency offering Universal, Whole, Term, and LTC insurance. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Siwek Jr. is a CFP® and Series 66 credentialed financial advisor with Edward Jones, where he has worked since 2014. He has 11 years of industry experience and is based in Hammonton, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Robert Reidinger is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors, M&T Securities, Raymond James Financial, PNC Wealth Management, Essex National Securities, and Morgan Stanley DW. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by research-driven and technology-enabled tools.

Timothy Gardner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research, Inc. since 2002. Outside of his advisory role, he volunteers as a tutor and has spoken on financial and behavioral health topics. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary models and third-party strategies across various platform arrangements.

John Fitzgerald is a Series 66-licensed financial advisor with 20 years of industry experience. He currently works at Cetera and has prior experience with Morgan Stanley and Commonwealth Financial Network. He is also the president and owner of Fitzgerald Financial Group, a private entity managing securities and investment advisory business. In addition, he holds a commission as a Notary Public and provides related witness and document services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.