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.

Joseph Somers is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1997, he has focused on evolving client interactions from transactional to designing financial approaches tailored to clients' goals. His expertise includes family wealth management strategies, legacy planning, and personal retirement planning. Joseph holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Certified Investment Management Analyst (CIMA) designation. He also holds additional credentials including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from the University of Delaware with a focus on finance and a minor in economics. Joseph leads the Somers Gibson Group, which integrates investment insights from Merrill and banking services from Bank of America to address a wide range of client financial needs. He emphasizes using Merrill's latest technologies to assist clients and simplify their financial lives. Active in his community, Joseph is a member of the Rotary Club of Somers Point and volunteers on his church's finance committee. He resides in Egg Harbor Township, New Jersey with his wife and two children and enjoys hiking, skiing, and spending time with his family.

Jordan Weiner is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works with individuals, families, and professionals to develop personalized financial strategies. He focuses on integrating investments, retirement planning, and clients' broader financial situations into coordinated plans that support their long-term goals. Utilizing Merrill's investment capabilities alongside the resources of Bank of America, Jordan assists clients in navigating important life decisions and managing financial risks. Jordan's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He holds the Professional Investment Advisor (PIA) designation and earned a bachelor's degree from the Pennsylvania State University System. Jordan is fluent in English and Spanish. Outside of his professional work, Jordan enjoys biking, boating, cooking, fishing, gardening, golfing, music, reading, surfing, and spending time with his family.

Michael Weeks is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. His prior roles include eight years at Wells Fargo Clearing and a year at Prudential Equity Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet specific net-worth criteria, utilizing proprietary research and planning tools to develop personalized recommendations.

Bonnie Richards is a Series 66 credentialed financial advisor with 18 years of experience at UBS Financial Services in New York, NY. She has served on a committee within the American Bar Association and is a board member of the Isadore Brodsky Cancer and Blood Institute, assisting with budgeting processes. Additionally, she acts as an officer for a telecommunications music streaming partnership and provides advisory support to a manufacturer of makeup brushes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor financial plans. The firm also offers institutional trading capabilities alongside wealth management services.

Leanne Gray is a CFP® professional with 18 years of industry experience, currently serving at Raymond James Financial since 2022. She previously worked for UBS Financial Services Inc. for a decade. In addition to her advisory role, she is the owner and managing director of Anchor Financial in Linwood, NJ. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charities, and institutions. The firm provides tailored, non-discretionary planning and uses analytical tools to help clients evaluate potential outcomes.

Jeffrey Shirk is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is a 32% owner of Fortress Financial LLC and serves as a trustee and holds power of attorney roles for family trusts. 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 broad range of planning services tailored to clients meeting specific net-worth thresholds and integrates advisory services with other financial products and referral channels.