Cornelius Mcpeak Jr. is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He worked at Wells Fargo Clearing for 14 years before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and planning tools, with clients choosing whether and how to implement these recommendations.

Tyler Egrie is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing seven years of industry experience. He has been with Wells Fargo since 2017 and previously worked at Johnny's Restaurant Group and The Rutgers State University. Outside his advisory role, he serves on the finance committee of the Milton & Betty Katz Jewish Community Center in Margate, NJ. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Lauren Reed is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 credential and has been with Merrill since 2013. Reed is also a committee member of the Cape May County Special Services Special Education foundation and serves on the Board of Education for CMCSSSD and Cape May Tech School District. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, corporations, and charitable organizations.

Thomas Hurley is a financial advisor with Morgan Stanley in Northfield, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Hurley serves as a track and field official for the New Jersey State Interscholastic Athletic Association, participates in the Atlantic City High School Hall of Fame advisory board, and holds leadership roles with St. Bernadette Church and the Northfield Economic Commission. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services that integrate financial planning with broader investment and institutional capabilities.

Thomas Putney is a CFP® professional with 23 years of industry experience, currently affiliated with Ameriprise Financial Services. His prior work includes roles at JLP Capital Management, LLC, Client One Securities, LLC, and Fortune Financial Services, Inc. He serves on the Board of Directors for the South Jersey South Shore Baseball League. 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 written recommendation reports and ongoing planning advice for clients approaching or in retirement.

Christopher Cherasaro is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and PNC Investments. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, using proprietary research and tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.

David Herron is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 65 credentials 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 a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Wowkanech is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America N.A. and Merrill since 2022 and has prior experience with Horizon Blue Cross Blue Shield of New Jersey and Saint Peter's University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Jaclyn Ackerson is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brett Giaconia is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Marny Keller is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She 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 investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gina Barcello Reed is a financial advisor at Cetera with 13 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America N.A., and Merrill. She serves as a trustee for the Port Republic Heritage Society, a local nonprofit focused on fundraising and event management. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Louis Perfetti is a CFP® with 20 years of experience in the financial industry. He is currently with Wells Fargo Advisors and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad planning menu including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition planning and special-needs analysis.

Robert Freed is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes ten years at Wells Fargo Clearing, seven years at Wells Fargo Advisors LLC, and over three decades with Massachusetts Mutual Life Insurance Co. He has also been involved with Turnberry Isle Ocean Club since 1988. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Timothy Greiner is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients since 1998. He works in both New Jersey and Florida throughout the year, providing personalized financial guidance and portfolio management services. Timothy focuses on assisting select individuals, corporate executives, nonprofit organizations, small business owners, and retirees in growing and preserving their wealth. With 30 years of experience in the securities industry, Timothy is a registered Financial Advisor since 1994 and a graduate of Guilford College in Greensboro, North Carolina, where he earned his bachelor's degree in 1988. He holds the Personal Investment Advisor (PIA) designation and emphasizes acting in a fiduciary capacity by putting his clients' best interests first. His expertise includes wealth management strategies, retirement planning, portfolio analysis, trust administration, estate planning, college 529 planning, corporate retirement plans, and tax minimization. Timothy's approach involves understanding each client's unique life priorities to create personalized financial plans tailored to their risk tolerance, time horizon, and investment goals. He values transparency in services and fee structures, fostering trust and accountability in client relationships. Outside of his professional work, he has been involved with several nonprofit organizations in South Jersey. His personal interests include biking, boating, gardening, golfing, music, and reading.

David Way is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2010. Outside of his advisory role, he operates a business under the name Ahrens Sura Wealth Management. 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 offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

James Travagline is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lisa Mandalaywala is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 9 years of industry experience. She has been with Wells Fargo Clearing since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Justin Odell is a CFP® with 25 years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Andrey Letushko is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Prior to joining LPL Financial in 2025, he spent nine years at Sorrento Pacific Financial, LLC. Outside of his advisory role, he is the owner of Auto Vendors LLC, a direct sales business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with extensive research and diverse investment strategies.