John Bohinski is a financial advisor with LPL Financial in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2023 and previously spent seven years with Cetera Advisors LLC. Outside of his advisory role, he is a part owner of a property and casualty insurance agency and works as an agent selling title insurance, Medicare supplement plans, and other insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a broad array of non-advisory financial offerings.

Christine Purcell is a financial advisor at Fidelity with 18 years of industry experience. Her background includes eight years at Heritage House Sotheby's International Realty before joining Fidelity in 2019. She holds the Series 63 and Series 66 designations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including a charitable gift fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating management to sub-advisers while applying oversight controls.

Joseph Pearce is a financial advisor with LPL Financial holding the CFP® designation and Series 63 license. He has 27 years of industry experience, with prior roles at Ameriprise Financial Services, Inc. and OSAIC Wealth, Inc. Outside of his advisory work, he supports operations for an interior design firm owned by his wife in Point Pleasant, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing models, third-party managers, and customized strategies across various asset classes.

Laurie Muller is a financial advisor with LPL Financial holding a Series 66 credential and two years of industry experience. She has previously worked at Voya Financial Advisors and Dominion Financial Group. In addition to her advisory role, she is involved in selling life and health insurance and group benefits through Dominion Financial Group. 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 broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Ryan Goodwin is a financial advisor at Morgan Stanley with five years of industry experience. His prior work includes roles at Bank of America, Merrill, and Amazon. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering financial planning services that utilize firm-approved tools and modeling techniques to support tailored client strategies.

Evan Bloomberg is a CFA® charterholder with 17 years of industry experience. He is currently with Raymond James & Associates and was previously with UBS for 13 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional solutions.

Todd Gray is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, MORGAN STANLEY SMITH BARNEY llc, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and investment programs, managing approximately $2.74 trillion in client assets.

Courtenay Napoli is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Outside of her advisory role, she serves on the Ranney School Parent Development Committee, focusing on peer and parent outreach and event coordination. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gabriel Caponetto Jr. is a financial advisor with UBS Financial Services in Red Bank, NJ, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with UBS Financial Services since 2015. Outside of his advisory role, he is involved with Kona Investment Group, Inc., where he participates in interior design and staging as part of a management committee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to tailor strategies based on proprietary research and model-based asset allocations.

Kenneth Chan is a financial advisor with LPL Financial based in Morganville, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. He is also involved with Gladstone Advisors, an investment-related business entity. 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 variety of financial planning and investment services, including access to model portfolios, third-party asset management, and institutional platforms.

Edward Schreiber IV is a financial advisor at Ameriprise with a Series 66 designation and recent industry experience. His background includes roles across diverse fields such as education and physical therapy, as well as involvement with Fresh Prints and WizCommerce. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice and written recommendation reports based on a combination of proprietary research and third-party data.

Steven Schifino is a financial advisor at Wells Fargo Clearing with three years of industry experience. He previously worked at Merrill from 2022 to 2025 and spent five years at AT&T prior to entering the financial sector. Schifino holds a Series 66 designation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from internal and external sources to support diversified investment strategies.

Laura Bozek is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 designations and 23 years of industry experience. She has worked at Wells Fargo Clearing since 2011, with additional experience at Wells Fargo Advisors and Santander Securities LLC. Outside of her advisory role, she serves as power of attorney for her father. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Wieczerak is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 35 years of industry experience, including roles at MetLife Securities, New England Securities, and Provident Mutual. In addition to his advisory work, he is an independent insurance agent specializing in dental, group disability income, fixed annuities, life, accident and health, long-term care, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars with a collaborative, software-supported planning approach.

Christopher Kelly is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at Equitable Advisors since 2011, with prior experience at Axa Advisors, Wells Fargo Clearing, Merrill, and Banc of America Investment Services. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm uses a range of advisory models and third-party program sponsors, offering mutual funds, ETFs, separately managed accounts, and select alternative investments, including ERISA fiduciary services for qualified plans.

Brian Thompson is a financial advisor at LPL Enterprise, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Citizens Securities, Ameriprise Financial Services, and TD Private Client Wealth. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and corporate entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers financial planning, trust custody, insurance products, and lending services through affiliated entities.

Victor Vyas is a financial advisor with Mass Mutual Investors Services and holds the CFP® designation and Series 63 license. He has 24 years of industry experience, including roles at METLIFE Securities Inc and Massmutual Life Insurance Co. Outside of advising, he is involved in individual life and health insurance sales and servicing existing annuity contracts. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, annual planning engagements using firm-approved analysis tools.

Keith Onto is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has worked at Equitable Advisors since 2013 and was previously with Axa Advisors, LLC. Outside of his advisory role, he is involved with Zenith Marketing Group Inc., a health insurance business. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of investment tools and third-party managers, focusing on matching clients to suitable advisory models through a network of Investment Adviser Representatives.

Robert Scherzer is a CFP®-designated financial advisor with Wells Fargo Advisors, bringing 42 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Scherzer is involved in wealth management through his ownership in Knight's Pledge Wealth Management and Scherzer Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo’s research and planning tools to develop customized recommendations.

John Devlin Jr. is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2015. Outside of his advisory role, he serves as President of the Board of Trustees for Rumson Country Day School, a private grade school in Rumson, NJ. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.