Emily Zipf is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. She holds a Series 66 designation and has worked previously at Acreage Holdings and Stir It Up Catering. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, and institutional clients. The firm provides tailored, non-discretionary planning using advanced risk profiling and modeling tools, and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Owen Haugan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Reich Asset Management, Renault Winery, and various educational institutions. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Ryan Leek is a financial advisor with Morgan Stanley in Northfield, NJ, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at J.P. Morgan Securities before joining Morgan Stanley Private Bank and Morgan Stanley in 2017. Outside of his advisory role, Leek serves as an officer of the John E. Leek and Pamela J. Leek Charitable Foundation and coaches U12 athletes for the Pocono Alpine Ski Educational Foundation. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques but does not provide individual security recommendations within its standalone planning program.

Cornelius Mcpeak Jr. is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2024, following 14 years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

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 11 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 model-based and discretionary investment strategies 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 with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent a year at Morgan Stanley DW Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Gina Barcello Reed is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and 13 years of industry experience. Prior to joining Cetera in 2025, she worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as Bank of America and Merrill. She serves as a trustee for the Port Republic Heritage Society, a nonprofit organization involved in fundraising and event management. Cetera Investment Advisers LLC provides a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Louis Perfetti is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing for eight years. 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 range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Robert Freed is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has a longstanding affiliation with Massachusetts Mutual Life Insurance Co. since 1990. Additionally, he is involved with Turnberry Isle Ocean Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory and financial planning services, managing approximately $671 billion in assets across more than 14,000 advisors.

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 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.

James Travagline is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a prior role at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research from Wells Fargo Investment Institute alongside third-party analytics to inform its diversified investment approach.

Lisa Mandalaywala is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing nine 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 a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.