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Paul J

CFP®, Series 63, Series 65

Holmdel, NJ

LPL Financial

Paul Jetter is a CFP® with 34 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has worked at the firm since 2014. Prior to that, he held positions at Private Portfolio Partners, LLC, New England Securities, and Osaic FA, Inc. In addition to his advisory work, Jetter provides financial planning and fixed-fee advice through Insight Private Advisors, LLC, operating as Archway Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies supported by technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew T

Series 63, Series 66

Holmdel, NJ

LPL Financial

Matthew Taylor is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. He previously worked at Buckman Advisory Group and Buckman Buckman and Reid before joining LPL Financial in 2021. Taylor also provides investment advisory services through Private Portfolio Partners, an independent registered investment advisor firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services implemented through a large network of advisors using various model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher V

Series 63, Series 65

Holmdel, NJ

LPL Financial

Christopher Venuto is a financial advisor with LPL Financial in Holmdel, NJ, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior roles include positions at Private Portfolio Partners LLC and New England Securities. Venuto is also a partner in Archway Advisor Services LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its advisors with research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Todd R

CFP®, Series 63, Series 65

Holmdel, NJ

LPL Financial

Todd Rosenblatt is a CFP® professional with 19 years of experience in the financial industry, currently affiliated with LPL Financial. He has worked at LPL Financial since 2016 and previously held roles at Private Portfolio Partners, LLC, MSI Financial Services, Inc., and New England Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a range of discretionary and non-discretionary investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Said A

CFP®, Series 63, Series 66

Holmdel, NJ

LPL Financial

Said Abouomar is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2021. He previously worked at Buckman And Reid for 18 years and is also involved with Private Portfolio Partners, an independent registered investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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