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.

Richard Chan is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Allstate Financial Services LLC, AXA Advisors LLC, and Statefarm. He is also involved with RCK Holdings LLC, a general agency for property and casualty insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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.

Steven Nemeth Jr. is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors, he worked for SHI International Corp. for 21 years. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Dirk Alexander is a financial advisor at Osaic with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with New Century Financial Group, LLC and Osaic Wealth, Inc. for over 20 years. Outside of his advisory work, he is involved in music as a session musician and manages a music publishing company. Osaic Wealth, Inc. serves a diverse clientele, including individual investors, institutions, and charitable organizations, through a large network of advisors and platforms. The firm provides integrated brokerage and advisory services along with retirement plan consulting and access to third-party money managers, employing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

James Ulrich is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with business owners and clients who have concentrated stock positions to develop strategies that align with their broader financial goals. James focuses on education planning, family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds a bachelor's degree in Finance and Information Technology Management with a concentration in Data Analytics from Seton Hall University. James has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional career, James enjoys playing hockey, hiking, and exploring national parks.

Mark Coller is a financial advisor with LPL Financial, holding the PFS™ designation as well as Series 63 and Series 66 licenses. He has 28 years of industry experience, including over nine years with LPL Financial and 14 years with National Planning Corporation. He also operates his own CPA practice, Mark A. Coller, CPA, providing tax preparation and accounting services since 1986. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Matthew Carbone is a financial advisor with Cetera, holding a Series 63 designation and 16 years of industry experience. He has worked at Cetera and its affiliated firms since 2013 and is also a partner and CPA at Integrated Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Brian Wong is a financial advisor with LPL Financial based in Iselin, NJ, holding a Series 66 designation and totaling 20 years of industry experience. His prior roles include positions at Cetera and Foresters Financial Services. He is also commissioned as a notary public in New Jersey. 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 and financial planning services with discretionary and non-discretionary management options, supported by research and multiple portfolio strategies.

Richard Jefairjian is an Investment Consultant at Fidelity Investments, where he has been working since 2026. In this role, he collaborates with clients to support their efforts in achieving financial goals. Prior to his current position, Richard served as a Financial Solutions Advisor at Merrill from 2023 to 2026. His professional experience encompasses providing financial guidance and investment consulting to clients. Outside of his professional work, Richard has personal interests that include fitness, football, running, and snowboarding.

Frank Lucchesi Jr. is a financial advisor at Morgan Stanley with five years of experience in the industry. He holds a Series 66 designation and has previously worked at Merrill Lynch Wealth Management, The Mercadien Group, and has experience in security services and hospitality. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis.

Carol Tomensky is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She has worked at Wells Fargo Advisors LLC from 1995 to 2016 before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she acts as a power of attorney for her sister as needed. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. Their IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Joseph Stanco is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has previously worked at Wilmington Trust, Merrill Lynch, Bank of America, and Icon Information Consultants. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Michelle Denisco is a CFP® professional with 28 years of experience in the financial services industry. She is currently with LPL Financial and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Denisco is also involved in real estate referral services through Prodigy Real Estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and integrates model portfolios and research from multiple sources.

Dana Turano is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding a Series 63 designation and 30 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Hugo Bartell is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors and its predecessor, Axa Advisors, since 2001. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and endorsed technology-enabled managed platforms.

Jason Wacaster is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 license. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of investment strategies and affiliated products supported by a nationwide network of more than 23,700 advisors.

Tammy Eng Palmer is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill since 2006 and holds Series 63 and Series 65 licenses. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

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.

Eddie Jimenez is a financial advisor at Fidelity with 17 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios through intermediary platforms.