Bonnie Richards is a Series 66 credentialed financial advisor with 18 years of experience at UBS Financial Services in New York, NY. She has served on a committee within the American Bar Association and is a board member of the Isadore Brodsky Cancer and Blood Institute, assisting with budgeting processes. Additionally, she acts as an officer for a telecommunications music streaming partnership and provides advisory support to a manufacturer of makeup brushes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor financial plans. The firm also offers institutional trading capabilities alongside wealth management services.

Leanne Gray is a CFP® professional with 18 years of industry experience, currently serving at Raymond James Financial since 2022. She previously worked for UBS Financial Services Inc. for a decade. In addition to her advisory role, she is the owner and managing director of Anchor Financial in Linwood, NJ. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charities, and institutions. The firm provides tailored, non-discretionary planning and uses analytical tools to help clients evaluate potential outcomes.

Jeffrey Shirk is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is a 32% owner of Fortress Financial LLC and serves as a trustee and holds power of attorney roles for family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients meeting specific net-worth thresholds and integrates advisory services with other financial products and referral channels.

Stephen Grimmie is a financial advisor at Ameriprise with 29 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 2005. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security claiming options. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

Ariel Pienkos is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining his current firm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients who meet specific net-worth criteria.

Cory Herring is a financial advisor with Wells Fargo Clearing in Linwood, NJ, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Stephen Len is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the ChFC® designation and a Series 66 license. His prior roles include positions at Merrill, Morgan Stanley, Banc of America Investment Services, and PNC Wealth Management. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources with diversification principles and modern portfolio theory to evaluate investment options.

Julie Lippman is a financial advisor with Wells Fargo Clearing in Linwood, NJ, holding a Series 66 designation and 12 years of industry experience. She previously worked at UBS Financial Services for one year before joining Wells Fargo Clearing in 2017. Outside of her advisory role, she is a managing member of ANDJUL, LLC, a business in Linwood, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Craig Andres is a financial advisor with LPL Financial in Ocean City, NJ, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at PNC Investments and Avantax Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

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.