Top options & derivatives strategies financial advisors in Vineland, NJ

Ian Klinger is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and eight years of industry experience. His career includes roles at LPL Financial, Ameriprise, Guardian Life Insurance Company, Park Avenue Securities, and PwC. Outside of his advisory work, he is involved with tax preparation and accounting services through IPP Tax & Accounting Services, LLC and Liberty Point Accounting & Tax Services. Independent Advisor Alliance serves a diverse client base, including high-net-worth individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting, utilizing a combination of discretionary and non-discretionary portfolio management strategies and leveraging technology platforms to support comprehensive wealth management.

Jerry Everwine is a financial advisor with Calton & Associates, Inc. in Vineland, NJ, holding a Series 66 designation and 53 years of industry experience. He has been with Calton & Associates since 2004 and has worked as a self-employed advisor since 1989. Outside of advisory activities, he is involved in income tax preparation and owns an insurance services business specializing in life, health, and long-term care insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, financial planning, retirement consulting, and access to third-party money managers. The firm offers tailored investment recommendations through multiple program structures, including firm-managed wrap programs and separate accounts, using various analytic strategies.

Stuart Cohen is a CFP®-certified financial advisor with Ameriprise in Vineland, NJ, and has 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he rents office space from his wife, who is also a client. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Peretti Jr. is a financial advisor with Lincoln Investment and holds a Series 66 designation. He has eight years of industry experience, including prior roles at CRF Advisors, Inc. and Allen & Associates. Peretti also serves as a member of the Board of Commissioners for the Vineland Housing Authority. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with specialized experience supporting educators and 403(b)/457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and employs both advisor-led and firm-managed investment strategies.

Timothy Gardner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research, Inc. since 2002. Outside of his advisory role, he volunteers as a tutor and has spoken on financial and behavioral health topics. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary models and third-party strategies across various platform arrangements.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Alan Toman is a financial advisor with Regal Investment Advisors LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Regal Investment Advisors since 2018 and has prior experience with Lincoln Financial Securities Corporation and Bankers Life. Outside of his advisory role, Toman is active in the insurance sector, offering accident and health insurance, fixed and indexed annuities, and traditional life insurance products through American Senior Benefits and as an insurance agent. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and other registered advisers, serving a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios across various asset classes, with advisers selecting allocations and granting Regal authority to implement and manage strategies.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.