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.

Michael Giblin Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Allied Wealth Partners, Securian Financial Services, Minnesota Life Insurance, Bank of America, and Merrill. He is also registered as an agent/broker for fixed insurance sales through Allied Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, including access to third-party money managers and both discretionary and non-discretionary program structures.

Michael Sawyer is a financial advisor with Morgan Stanley, holding Series 63, 65, and 66 licenses and bringing 45 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he owns and manages several small real estate-related ventures in New Jersey and Florida. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, utilizing structured planning tools and estimates from its Global Investment Committee to support client outcomes.

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.

Nicholas Agostinacchio is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 20 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Steven Higley is a financial advisor with Equitable Advisors in Point Pleasant Beach, NJ, holding a Series 66 designation and 29 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. 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 a variety of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Scott Rast is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked with firms including VOYA Financial Advisors and has operated Rast Financial Services since 2000. Outside of his advisory work, Rast is also a musician who performs at benefits, local taverns, and wineries. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, catering to diverse investment needs and program structures.

Rhonda Wind is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. She has been with Cetera and its affiliates since 2017 and also works in retail sales with Ralph Lauren. Additionally, she holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of advisors, employing a multi-manager platform with access to affiliated and third-party managers.

Darrin Bradley is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior work includes roles at Minnesota Life Insurance Co, Securian Financial Services Inc, Allied Wealth Partners, Massachusetts Mutual Life Insurance Company, and Metlife Securities. He is involved with Certainty of Uncertainty, a financial advisory-related LLC. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering written recommendation reports through a centralized consulting team that integrates research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Chris Alexander is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he collaborates with clients to develop customized financial strategies and plans tailored to their individual goals. Alexander brings over 20 years of experience in the financial services industry. His previous positions include Regional Director roles at Thrivent Mutual Funds, Schroders, Wells Fargo Advantage Funds, and MFS Investments, as well as a Financial Advisor position at Merrill Lynch. This extensive background reflects his expertise in financial consulting and regional management within the investment sector.

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.

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.

Maxwell Bonevento is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked in educational roles at the University of Miami, Queens University of Charlotte, and The Ranney School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, and institutions nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology such as machine learning across discretionary and non-discretionary management strategies.

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.

John Volk is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes six years at TD Ameritrade before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model investment solutions.