Danielle Herman Knotz is a financial advisor at Morgan Stanley in Shrewsbury, NJ, with 16 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual relationships and corporate financial planning agreements.

Christopher Caputo is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at National Asset Management, National Securities Corp, and ownership of Caputo Asset Management, an expense management LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with more than 10,000 advisors and over $256 billion in assets under management.

Diane Stuart is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 33 years of industry experience. She previously worked at Metlife Securities Inc. for 30 years before joining Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services in 2017. In addition to her advisory role, she serves as a co-guardian of a family member's property and is a licensed notary. 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, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Jason Mctaggart is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo in various capacities since 2010. Outside of his advisory role, he serves on the financial oversight of The Child Wellness Institute and owns JTM Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with an emphasis on tailored recommendations delivered through discrete planning engagements.

James Mccormick is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors since 2016. In addition to his advisory role, he is an associate at Saddle River Holdings Group. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, and municipal entities, with a focus on tailored, non-discretionary solutions.

Christopher Andreach is a CFP® professional with 31 years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank, UBS Financial Services, and RBC/City National Bank. He serves as a board member of the Monmouth Arts Council of Red Bank, where he participates in event organization and strategic planning for the foundation. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs and integrates both in-house and third-party managers to meet client objectives.

Joseph Buccheri is a financial advisor with Charles Schwab in Red Bank, NJ, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior experience includes a decade at Bank of America N.A. and Merrill Lynch, Pierce, Fenner & Smith Inc. 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 SMAs and offers a broad range of integrated custody, brokerage, and advisory services.

Anne Madden is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 66 designation and previously worked at Royal Alliance Associates, Inc. for 18 years. In addition to her advisory role, she is an author. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Richard Lober is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Merrill and Bank of America since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Tricia Victor is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Fidelity Investments and its affiliated advisory firms since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Ricardo Lee is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Alexander Napoli is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since March 2005. He specializes in areas including college education planning, corporate retirement plan services, divorce transition planning, philanthropic planning, and socially responsible investing, among others. His client focus also encompasses personal retirement planning, portfolio management, and services for endowments, foundations, and non-profits. Alexander holds a Bachelor of Science degree in Business Information Systems from Lehigh University's College of Business and Economics. He has earned several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He resides in Colts Neck, New Jersey, with his wife and daughter. His personal interests include music, reading, spending time with family, and watching movies.

Darren James is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has worked previously at Cetera, Reach Financial, Network Capital, and New York Life. Outside of advising, he is involved in non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Marc Mcallister is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 66 designations. His prior work history includes positions at City National Bank, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

John Duggan is a financial advisor at LPL Enterprise with four years of industry experience and holds the Series 66 designation. His prior experience includes roles at Cetera and Mid Atlantic Resource Group. Outside of advising, he has worked in customer service positions at hospitality establishments such as the Driftwood Motel. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products through a single platform, utilizing both in-house and third-party portfolio strategies.

Edwin Bueno is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has prior experience at Amazon from 2019 to 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with broker-dealer and investment adviser registrations.

Jennifer Bentley is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She holds the Personal Investment Advisor (PIA) designation and completed the Accredited Certificate Program from Illinois Central College. Jennifer has over 20 years of experience in the financial services industry, specializing in Wealth Management, Business Banking, International Banking, and Management. In her advisory approach, Jennifer emphasizes understanding a client's comprehensive financial situation to develop personalized strategies that reflect changing market conditions and align with long-term objectives. She focuses on collaborative financial planning tailored to clients' individual goals. Beyond her professional duties, Jennifer is actively involved in her community. She serves as a basketball coach for BYAA and holds the position of Vice President at the Bayshore Middle School PTO. Her personal interests include adventure sports such as biking, camping, hiking, ice hockey, soccer, as well as reading, traveling, practicing yoga, and spending time with her family.

Evan Lereah is a financial advisor with LPL Financial based in Red Bank, NJ, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Erika Boyer is a CFP® with nine years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2017. She has experience with entrepreneurial ventures, including roles at Dryve LLC and RaspberryRed III LLC, a marketing consulting business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Kevin Mendez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and Superdry, as well as positions at Brooklyn College and Bard High School Early College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide set of products and services.