Karin Wessel is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 63 license. She has 13 years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities, LLC, Spar, and Allstate Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated trust, insurance, and lending services.

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 Dipalma is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His prior firms include Cadaret, Grant & Co., Inc., Royal Alliance, and Petersen Investments, Inc. He serves as a FINRA arbitrator outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Joseph Stanco is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He previously held roles at Wilmington Trust, Merrill Lynch, Bank of America, and Icon Information Consultants. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in advisory roles to multiple registered investment companies and fund-of-funds.

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.

Donna Delgado is a financial advisor with Equitable Advisors in Spring Lake, NJ, holding a Series 66 designation and 18 years of industry experience. She has been with Equitable Advisors since 2008, including its predecessor Axa Advisors LLC, where she also worked from 2008 to 2020. Outside of her advisory role, she is involved in property management as a landlord in Belmar, NJ. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, with an emphasis on matching clients to appropriate program models and third-party managers.

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 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.

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 designations. His prior work includes roles at Cuso Financial Services, Sorrento Pacific Financial, and PNC Wealth Management. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Francis Lucash is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Red Bank, NJ. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Regina Sherman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 21 years of industry experience. Her career includes long-term roles at PFS Investments Inc. and Primerica Financial Services since 2004, as well as experience with IMC from 1999 to 2022. Outside of financial advising, she is involved with Fox Hollow Vineyards and RTC Distributions. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and provides advisory services through a network of approximately 3,700 advisors.

Eric Sweeney is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He has held positions within various Wells Fargo entities since 2009, including Wells Fargo Advisors and Wells Fargo Bank NA. He holds Series 63 and Series 66 designations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.