David Way is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He worked at TD Wealth Management Services Inc. for two years before joining LPL Financial in 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, managed portfolio programs, third-party asset management, and institutional platforms, providing advice and account management through a large network of investment adviser representatives.

Tyler Kadlec is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at Chip Ganassi Racing LLC and Trek Bicycle Corporation. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services through a range of platforms and proprietary model strategies.

Peter Blagojevic is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Prestige Subaru and Citizens Securities, Inc. Outside of advising, he has earned residual commissions from Aflac and occasionally works with delivery services. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment advisory programs and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

William Rice Jr. is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Ameriprise, he worked at Legend Medical LLC and the Gloucester County Special Services School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gregory Klipstein is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2025. He previously worked at CCG Wealth Management LLC, JFS Wealth Advisors, LLC, and TD Private Client Wealth LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

John Roeckel Sr. is a financial professional with 34 years of experience, currently associated with Cetera. He holds Series 63 and Series 65 licenses and has worked at firms including Western International Securities, Inc. and Fuhrman Management Associates, Inc. Since 2023, he has been involved with Pinnacle Wealth Advisors, LLC and acts as a youth baseball umpire. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Lawrence Brown is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Stifel Nicolaus, Merrill, and Bank of America. In addition to his advisory role, he is the owner and partner of Hero Makers, LLC, a management consulting business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting.

Michael Newman is a financial advisor with Ameriprise in Sicklerville, NJ, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of advising, he is involved in real estate development and provides educational workshops at Rutgers University and Rowan University. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored income strategies, supported by a centralized consulting team and algorithmic tools.

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 Goodman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. Her prior work includes roles at TD Private Client Wealth LLC, BNY Mellon Securities Corporation, and MBSC, LLC. She also serves as power of attorney for her child. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors. The firm combines research from Wells Fargo Investment Institute and third-party sources to support diversified portfolio construction and offers a range of brokerage and advisory solutions.

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.

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 J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2025, following prior roles at The Prudential Insurance Co. of America and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence to build model asset allocations, utilizing an ESG eligibility framework and broader derivatives and commodities capabilities.

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, holding a Series 66 designation and 23 years of industry experience. He joined Wells Fargo in 2016 and previously worked at Prudential Equity Group, LLC. Outside of his advisory role, Stern serves as a board member for the River Ranch Condo Association in Florida and is involved in managing a business called Juggerknot, LLC. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.