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John D

ChFC®, Series 63

Elmer, NJ

LPL Financial

John Dempsey is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at OSAIC and American Portfolios Financial Services, Inc. He is also involved with Dempsey-Weiss and Associates, a property and casualty business in Elmer, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Sandra S

Series 66

Swedesboro, NJ

Edward Jones

Sandra Strudwick is a financial advisor at Edward Jones with 14 years of experience, holding a Series 66 designation. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert M

CFP®, Series 66

Sewell, NJ

Edward Jones

Robert Mason Sr. is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Turnersville, NJ. He has 17 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Andrew M

Series 63, Series 66

Voorhees, NJ

Edward Jones

Andrew Mineo is a financial advisor with Edward Jones based in Voorhees, NJ. He holds Series 63 and Series 66 designations and has 30 years of industry experience, including longstanding roles at Edward Jones since 1999 and prior service at United Jersey Bank and Lincoln Benefit Life Co. His career also includes extensive involvement with B.G. Balmer & Co., The Concord Equity Group, and Eastern Agency. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional sectors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Retired Founder/Business Owner Executive
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Christopher Z

Series 66

Voorhees, NJ

Ameriprise

Christopher Zardus is a financial advisor at Ameriprise with six years of industry experience. Prior to joining Ameriprise in 2020, he held roles at Twentieth Century Fox and Fox US Productions 27, Inc. Outside of his advisory work, he maintains ownership of Summit View Enterprises, LLC, a business involved in managing financial and legal files. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines algorithmic tools, investment research, and third-party data to provide tailored, non-discretionary recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Russell J

Series 63, Series 65

Pitman, NJ

LPL Financial

Russell Johnson III is a financial advisor with LPL Financial in Pitman, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/Private Ledger Corp., since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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David M

Series 63, Series 66

Sewell, NJ

Ameriprise

David Maxwell is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and over 31 years of industry experience. His prior experience includes roles at LPL Financial, Edward D. Jones & Co., and Royal Maccabees Life Insurance Company. He is also involved in educational services through a nonprofit food services organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies. The firm’s approach combines proprietary investment research, third-party data, and algorithmic tools to deliver tailored retirement recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kevin M

Series 65, Series 63

Voorhees, NJ

Ameriprise

Kevin Mc Laughlin is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc. and McAdam LLC, as well as a four-year tenure at the University of Delaware. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Danielle F

CFP®, Series 66

Sewell, NJ

Ameriprise

Danielle Forsman is a CFP® professional at Ameriprise Financial Services with seven years of industry experience. She previously worked at LPL Financial for eight years and Edward Jones for two years. Outside of her advisory role, she is involved in education services, providing teaching through a food services corporation. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written retirement-income recommendations and ongoing planning advice that incorporates tax-aware strategies and dependable income sources.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Richard D

Series 66

Woolwich Township, NJ

Edward Jones

Richard Di Palma is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has served in the New Jersey Army National Guard for 16 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James K

CFP®, Series 63, Series 65

Woodbury Heights, NJ

Edward Jones

James Kelleher III is a CFP® professional with 23 years of industry experience and has been with Edward Jones since 2013. He serves as a board member for Woodbury Heights Elementary School, where he provides guidance on school administration, curriculum upgrades, and staff hiring. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ana B

Series 66

Voorhees, NJ

LPL Financial

Ana Barnett is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. She has been with LPL Financial since 2009. Barnett is also involved in Gussick & Barnett LLC and Gussick & Barnett Financial Planning, entities related to her investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs and services, including financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Josephine S

Series 63, Series 66

Pitman, NJ

LPL Financial

Josephine Stagliano is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining LPL Financial in 2017. She is also a principal of Main Street Investment Group, LLC, an entity associated with her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Charles L

Series 63

Pitman, NJ

Ameriprise

Charles Leonard Jr. is a financial advisor with Ameriprise in Pitman, NJ, holding a Series 63 designation and 35 years of industry experience. His career includes roles at Ameriprise Financial Services, Northeast Planning Associates, and LPL Financial. Outside of his advisory work, he manages a small farm where he cares for horses, pigs, goats, and chickens. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice, combining internal research and third-party data within a specialized investment framework.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Steven N

Series 63, Series 65

Swedesboro, NJ

LPL Financial

Steven Nieves is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 22 years of industry experience. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corp for 11 years. He also engages in tax preparation and accounting services outside his advisory role. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Walter E

Series 63, Series 65, Series 66

Voorhees, NJ

LPL Financial

Walter Eife is a financial advisor with LPL Financial and holds Series 63, 65, and 66 licenses. He has 25 years of industry experience, previously working for Lincoln Financial Advisors for 13 years before joining LPL Financial in 2024. Outside of his advisory role, he serves as treasurer for a local political campaign and is involved with the Camden County Democrat Committee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management alongside model portfolios and research.

College savings (529s, UTMA, etc.)
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Juan C

Series 66

Sewell, NJ

Edward Jones

Juan Cuello is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he held positions at HireGenics, Premier Research, Scientific Search, and Mass Mutual, and served 20 years in the New Jersey Army National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Gary S

Series 66

Sewell, NJ

LPL Financial

Gary Stiles is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2021 and previously spent over a decade with Securities America Advisors. In addition to his advisory work, Stiles operates Investment & Tax Services, providing tax preparation and accounting services. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs and financial planning services with both discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Audrey H

Series 65

Sewell, NJ

LPL Financial

Audrey Hallman is a financial advisor with LPL Financial based in Sewell, NJ, holding a Series 65 credential and five years of industry experience. She previously worked at Evesham Mortgage Co. and has maintained an accounting practice as a CPA since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Holly R

CFP®, Series 66

West Deptford, NJ

Edward Jones

Holly Revelas is a CFP®-certified financial advisor with Edward Jones, based in West Deptford, NJ, and has seven years of industry experience. Prior to joining Edward Jones in 2019, she served on the Gloucester Township Board of Education for seven years and worked at Verna and Associates for thirteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs, investment solutions, and affiliated services supported by a large nationwide network of financial advisors and branch offices.

Divorce financial planning Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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