Ernest Benton is a financial advisor with LPL Enterprise in Holmdel, NJ, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities Corporation since 1999. Outside of his advisory role, he owns Buddy Benton Captain Services and is involved in sales at Yachtfinders Online. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

Maria Bailey is a financial advisor at Merrill with Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at Merrill since 2008 and Bank of America, N.A. since 2014. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s corporate platform, which enables access to a broad range of investment products and services.

Karin Wessel is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds the ChFC® designation and Series 63 license. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC., Spar, and Allstate Insurance Company. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, and access to third-party asset management, combining advisor services with brokerage and insurance products on an integrated platform.

Tony Bellomo Jr. is a Series 66-licensed financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2008. Outside of financial advising, he has a background role as an actor in a television show which may expand to speaking parts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and investment products.

Antonio DiPalalma is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. His prior firms include Cadaret, Grant & Co., Inc., Royal Alliance, and Petersen Investments, Inc. He also serves as a FINRA arbitrator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Amanda Ingenito is a Planning Consultant at Fidelity Investments, where she has been working since 2025. She currently supports clients in navigating their financial planning journeys, aiming to provide guidance tailored to individual circumstances. Prior to this role, Amanda held positions at Fidelity Investments as a Relationship Manager from 2023 to 2024 and a Financial Representative from 2022 to 2023. She began her career as a Retirement Specialist at Vanguard, serving from 2021 to 2022. Throughout her career, Amanda has developed expertise in financial planning and client relationship management, focusing on assisting clients with making informed financial decisions based on their unique goals. In her personal time, she enjoys activities such as beach outings, biking, attending concerts, fitness, music, and outdoor adventures.

John Rauch is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several Wells Fargo entities since 2012. He is also a part owner of Marinus Financial LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions including retirement, education, risk management, and specialized services like business-owner transition and special-needs planning.

Rebecca Proske is a financial advisor with Charles Schwab, holding a Series 63 designation and 29 years of industry experience. She has been affiliated with Charles Schwab and her own business, Proske Financial Management Company, since 2013. Proske Financial Management is a non-investment-related activity through which she manages office expenses for a franchise. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Michael Giordano is a financial advisor with Charles Schwab in Red Bank, NJ, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Ameriprise, Stifel Nicolaus & Co Inc, Bank of America, Merrill, and Fidelity. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Joe Doles is a Financial Consultant at Fidelity Investments, where he works with clients and their families to develop personalized investment strategies. He leverages Fidelity's resources, technology, and specialists to support his clients in achieving their financial goals. With over 26 years of experience in financial services, Joe has held roles including Mutual Fund and ETF Wholesaler at BlackRock & iShares from 2015 to 2022, Mutual Fund Wholesaler at Lord, Abbett & Company from 2002 to 2015, and Customer Support Manager at Datek Online, now TD Ameritrade, from 1999 to 2002. Outside of his professional work, Joe enjoys boating, family activities, golf, skiing, and traveling.

Christopher Venuto is a financial advisor with LPL Financial in Holmdel, NJ, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at LPL Financial since 2014 and was affiliated with Private Portfolio Partners LLC from 2016 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research from multiple sources, and various technology-driven investment strategies.

Justin Rhine is a financial advisor with Charles Schwab in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Merrill, Bank of America, TD Ameritrade, and Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and comprehensive due diligence on alternative investments.

Leonard Ludovico is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at CUSO Financial Services, LP and Sorrento Pacific Financial LLC. 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, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Jeffrey Cattanach is a financial advisor at Cetera with six years of industry experience. He holds a Series 65 credential and has previously worked with Avantax Advisory Services and Fides Financial, among other firms. In addition to his advisory role, he owns and operates a separate entity providing tax preparation, consulting, and corporate tax services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that allows advisors to implement affiliated and third-party model portfolios, as well as bespoke strategies.

Lawrence Hess is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2013, with prior experience at Merrill and Bank of America. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Regina Sherman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 21 years of industry experience. Her career includes roles at IMC and PFS Investments Inc., and she is involved with Fox Hollow Vineyards and RTC Distributions. Sherman also receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Eric Sweeney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has worked at various Wells Fargo entities since 2009, including Wells Fargo Bank NA and Wells Fargo Advisors, LLC. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and adherence to diversification principles and modern portfolio theory.

David Wyss is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS for 19 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Kevin Lynch is a Series 66-licensed financial advisor with Mass Mutual Investors Services in Wall, NJ, where he has worked for 10 years. He has 24 years of industry experience and previously held positions at Massachusetts Mutual Life Insurance Company. Outside of his advisory role, Lynch serves as an 8th-grade boys basketball coach at HW Mountz Elementary School and is a board member of the South Monmouth Regional Sewage Authority. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that utilize firm-approved analytical tools and educational seminars.

Douglas Brown is a CFP® with 20 years of industry experience. He currently works at OSAIC and previously spent 19 years with Lincoln Financial Advisors Corp. Brown holds insurance agent licenses and offers accident and health insurance, disability insurance, fixed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms and uses various tools and third-party solutions to construct and manage portfolios across a broad range of asset classes.