William Mc Allister is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006 and holds Series 63 and Series 66 credentials. In addition to his advisory role, he is a partial owner of a local retail cigar lounge and serves as president of a transportation company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions.

Patrick D’agostino is a financial advisor with Ameriprise Financial Services LLC, holding a Series 63 designation and 28 years of industry experience. His previous roles include positions at Capitol Securities Management, Inc. and Boenning & Scattergood. Outside of his advisory work, he is co-owner of North Point Holdings LLC, where he is involved in property maintenance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, using a combination of investment research, third-party data, and algorithmic tools to provide tailored recommendations.

Michele Lugiano is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill, Banc of America Investment Services, and Morgan Stanley prior to joining LPL Financial in 2012. Outside of his advisory role, Michele is involved in alumni engagement at Gloucester Catholic High School. 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 offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

Randy Watkins is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and six years of industry experience. His career includes roles at MassMutual Life Insurance Company, Equitable Advisors, and AXA Advisors, as well as teaching positions at Rutgers University and Camden County College. Outside of his advisory work, he is also engaged as an insurance broker focusing on individual life, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytics, with planning engagements structured as collaborative, annual relationships.

Paul Prendergast Sr. is a financial advisor with Thrivent Investment Management, holding the Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Thrivent Financial for Lutherans and its affiliated investment management firm since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning that covers a range of topics including retirement, income tax, estate, and special needs planning. The firm offers these services through a network of advisors and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.

Ronald Goldberg is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has worked with Pinnacle Wealth Advisors, LLC and Guardian Life Insurance Company, in addition to his long tenure at Cetera. He is a part owner of Pinnacle Wealth Advisors, LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and multiple program structures.

Sean Allen is a financial advisor with Raymond James & Associates holding a Series 66 designation and two years of industry experience. His prior roles include positions at CoastalOne and Rowan University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Desmond Perry is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has previously worked at Morgan Stanley and TD Ameritrade. Perry is based in Vineland, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Neal Pierce is a CFP® and PFS™ credentialed financial advisor with 33 years of industry experience, currently associated with Cetera. He has held roles at Avantax Insurance Agency, Cumberland Insurance Group, and Avantax Advisory Services throughout his career. Pierce also maintains a CPA practice focused on tax preparation and accounting. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment solutions.

Paul Genoese is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Avantax Advisory Services and Avantax Insurance Agency. Outside of advising, he serves as Vice President of Brandywine Benefits Group, an independent insurance agency. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Laura Marzano is a financial advisor with LPL Financial in Sewell, NJ, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has worked at LPL Financial since 2014 and previously was with VOYA Financial Advisors, Inc. from 2009 to 2014. 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 offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment options and operational tools.

David Debreceni Sr. is a CFP® and ChFC® with nine years of industry experience. He has worked at Edward Jones since 2020 and spent six years at Wellington Management prior to that. Outside of his advisory role, he is involved in coaching education for youth soccer, teaching classes on how to run soccer practices. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a variety of advisory programs and affiliated investment products.

Donald Robbins is a CFP® with over 31 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, he serves as a power of attorney for his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.