Scott Wiese is a CFP®-certified financial advisor with 34 years of industry experience, currently affiliated with LPL Financial since 2018. His prior roles include positions at Ocean First Bank, Invest Financial Corporation, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Marc Pelerin is a financial advisor with LPL Financial in Marlton, NJ. He holds a Series 66 designation and has one year of industry experience. In addition to his advisory role, he works as a public school teacher and operates an online running coaching business. 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 and access to third-party asset management, utilizing various investment strategies and technology tools.

Daniel Delaney Jr. is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at SESAC and was involved with Music City Media. Outside of finance, he performs as a musician, playing saxophone and other instruments in local bands and has been part of a Bruce Springsteen tribute band. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data, providing clients with customized advice within a structured investment framework.

Robert Falconiero is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in assisting business owners, 401(k) plan sponsors, and individuals with equity compensation plans navigate complex financial decisions and develop strategies focused on long-term financial confidence. His work centers on simplifying wealth planning, optimizing retirement strategies, and guiding clients through major business and personal financial transitions. With a background that includes serving as an Orthopedic Trauma Consultant at Johnson & Johnson prior to joining Merrill Lynch in 2019, Mr. Falconiero brings a unique perspective to his advisory role. He holds multiple professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC). His education includes a Bachelor’s degree from Drew University and an MBA in Finance from Drexel University’s LeBow College of Business. Outside of his professional duties, Robert serves on the Board of Goodwill Industries of Southern New Jersey and Philadelphia. He enjoys playing golf and tennis, and spending time with his wife, their three children, and their two dogs.

Shirley Weber is a financial advisor with Primerica Advisors in Mt Laurel, NJ, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 1999. In addition to her advisory role, she engages in the sale of investment-related products and also receives compensation for referring home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering advisory services primarily through model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, managing approximately $15.5 billion in assets under management.

Richard Jagodzinski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience working with families, business owners, and executives to help them meet their financial goals. His approach centers on building personal relationships and collaborating with clients’ CPAs, estate and tax attorneys, and other experts to deliver comprehensive wealth management strategies. Richard holds a Bachelor’s degree from Guilford College and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise covers areas such as college education planning, family wealth management, legacy planning, retirement income, portfolio management, and managing new wealth. Outside of his professional role, Richard is involved with The Tender Adult Day Center and participates in his community through First United Methodist Church in Moorestown, NJ. His personal interests include basketball, golfing, traveling, and spending time with family and close friends.

Michael Orihel is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including BlackRock Investments, Morgan Stanley, Mass Mutual Life Insurance, and Prudential 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced research and operational tools.

Walter Schwenk is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and possessing 50 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as co-trustee for family trusts and acts as a FINRA arbitrator. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory solutions grounded in modern portfolio theory. The firm serves as an ERISA fiduciary and delivers both discretionary and non-discretionary services, including a broader range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Michael Elchoness is a CFP® professional affiliated with LPL Financial, with 16 years of industry experience. He has previously worked at firms including PNC Investments, TD Private Client Wealth LLC, and Shrewsbury River Capital. Outside of his advisory role, he is a business owner of Bluma Consulting LLC and serves as SVP of Community Relations for Your Choice Home Care. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of investment options and advisory platforms supported by technology, serving more than 22,800 advisors and overseeing substantial discretionary assets.

Timothy Spuler is a Chartered Financial Consultant (ChFC®) and holds a Series 65 license, with eight years of experience in financial advisory services. He is the sole advisor at TruVine Financial, LLC, which he founded in 2017, following a 35-year career at Cardone Industries, Inc. In addition to financial planning and investment advisory, he provides business consulting in finance, supply chain, and general business operations to several companies. TruVine Financial is an independent, state-registered firm serving individual and high-net-worth clients through financial planning and portfolio management. The firm emphasizes diversified equity and fixed-income strategies tailored to client objectives and risk tolerance, with research conducted in-house and a primary focus on financial education.