Ernest Benton is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities Corporation. Outside of his advisory work, Mr. Benton owns Buddy Benton Captain Services and is involved in sales for Yachtfinders Online. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a variety of insurance and trust services.

Maria Bailey is a financial advisor at Merrill with Series 63 and Series 65 designations and 17 years of industry experience. She has worked at Merrill since 2008 and has been with Bank of America, N.A. since 2014. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Mark Coller is a financial advisor with LPL Financial in Staten Island, NY, holding the PFS™ designation along with Series 63 and 66 licenses. He has 29 years of industry experience, including previous roles at National Planning Corporation and operating his own CPA practice since 1986. His CPA work includes tax preparation and accounting services. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

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.

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.

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.

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.

Chi Hong Chu is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Cambridge in 2022, he worked at American Portfolios Financial Services, Inc. for six years. Outside of advising, Chu serves as president and owner of several business entities and is the author of "The Retirement Pitfall." Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management options and proprietary as well as third-party strategies.