Helen Eglentowicz is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2014, following five years at Morgan Stanley and one year at Citigroup Global Markets. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Mastroberti is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. He specializes in serving high-net-worth individuals, business owners, their families, and their companies. Mark focuses on helping clients make informed financial decisions to achieve their goals, adapting strategies throughout various life stages. His approach involves thorough consultations to understand each client's unique investment objectives, followed by implementing tailored strategies that emphasize ongoing dialogue and portfolio risk management. Mark employs a balanced investment approach that includes tactical shifts within portfolios, utilizing a wide range of investment options across multiple sectors, industries, and international markets. Fixed income products play a key role in his strategies, and he advocates for discretionary management to address limitations found in traditional advisory services. His expertise encompasses areas such as divorce transition planning, retirement income, personal retirement planning, managing new wealth, portfolio management services, and investment consulting for defined contribution plans. He holds a Bachelor's Degree from Pace University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mark is involved in professional organizations such as AMICI of Red Bank and IATTO of Ocean. Prior to the COVID-19 pandemic, he volunteered for numerous Merrill Lynch events, reflecting his commitment to community involvement. Outside of work, Mark enjoys biking, gardening, golfing, hiking, spending time with his family, tennis, traveling, and yoga.

Kunal Patel is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Wells Fargo Bank. 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 supported by research from Wells Fargo Investment Institute and third-party analytics.

Joseph Farrell is a Financial Advisor at Merrill Lynch Wealth Management in Red Bank, New Jersey. He began his career at Merrill in 2015, advising clients and their families from the Home Office in Pennington, NJ. In June 2022, he transitioned to Red Bank, aligning his professional role with his roots as a native of Monmouth County. He currently resides in Ocean Township with his wife, Gianna. Joseph's expertise covers a range of client focus areas including college education planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. His approach to wealth management is collaborative, working closely with clients to identify life priorities, develop tangible plans, and employ innovative strategies. He emphasizes client service founded on respect, transparency, and honesty. He holds a Bachelor's Degree from Pennsylvania State University and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional pursuits, Joseph enjoys traveling, playing sports such as baseball, football, golfing, and skiing, as well as spending time with his family.

Marilyn Delauro is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party solutions.

Julian Gessa is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Wells Fargo since 2013 and has worked at Wells Fargo Clearing since 2017. Outside of his advisory role, he is a co-owner of a pet grooming business in Brick, New Jersey, where he assists on weekends. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from its investment institute alongside third-party data.

Steven Dimino Jr. is a financial advisor with RBC Capital Markets in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at RBC Capital Markets since 2013 and also has experience with City National Bank from 2021 to the present. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on clients’ risk profiles, utilizing both in-house and third-party managers.

David Lo is a financial advisor at Equitable Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors and its predecessor Axa Advisors since 2002. Outside of his advisory role, he is involved with various outside insurance carriers and Zenith Marketing. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and asset-management programs primarily through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and endorsed TAMPs for most advisory models and offers a range of investment products, including mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Glusko is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he serves as the primary point of contact for clients, handling daily service needs such as opening new accounts, processing money movement requests, and establishing trusts. He aims to develop professional and personal relationships with his clients’ families to ensure they fully utilize the services offered by Fidelity Private Wealth Management. John has been with Fidelity Investments since 2005, holding various positions including Sr Relationship Manager, Branch Service Manager, Regional Operations Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Trading Desk Representative at Charles Schwab from 2000 to 2005.

Dominick Giovannone is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016 before joining Wells Fargo Advisors in 2025. He is a majority owner of Giovannone GP, LLC, a merchant partnership based in Red Bank, NJ. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad menu of planning options tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels, supporting a diverse range of client needs.

Christine Kane is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Anthony Lafonte is a financial advisor with Morgan Stanley in Red Bank, NJ, holding a Series 66 license and with 24 years of industry experience. He has been with Morgan Stanley since 2013 and previously worked at Merrill from 2003 to 2013. Outside of his advisory role, he serves as a high school football referee and is connected to a family-run retail business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process involves structured discovery and firm-approved tools, serving clients primarily in an advisory capacity.

Patrick Thorogood is a financial advisor with LPL Financial in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He previously worked at Janney Montgomery Scott for 18 years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

Mary Laferriere is a Series 66-licensed financial advisor with LPL Financial and has 20 years of industry experience. Her prior roles include 12 years at CUNA Brokerage Services, Inc. and Cuna Mutual Insurance Society, as well as three years with U.S. Bancorp Investments, Inc. 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 portfolio programs, and institutional platforms.

John Grande is a CFP® professional with 30 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked for five years. Prior to this, he held positions at firms including Wells Fargo Advisors and Cetera Advisor Networks. He is also Vice President of Grande Financial Services, Inc., a company he has been involved with since 1995 in a supervisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to assist clients in decision-making.

Linda Weckherlen is a financial advisor at Morgan Stanley in Shrewsbury, NJ, with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009. Outside of her advisory role, she is a partner in a business called Fudicia in Dio, LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and corporate financial planning agreements.

Raymond Ryan Jr. is a Series 66-registered financial advisor with UBS Financial Services in Red Bank, NJ, and has 10 years of industry experience. He has worked at UBS since 2017 and previously spent time at Morgan Stanley. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad array of capital markets and advisory solutions.

Betsy Mullan is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has been affiliated with MetLife Securities Inc. since 2007. MassMutual Investors Services, LLC operates as a subsidiary of MassMutual and provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative planning approach using firm-approved tools and offers a range of programs including investment management and educational seminars.

Christopher Duffy is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market analyses.

Bryce Campbell is an Investment Consultant at the Red Bank branch of Fidelity Investments. In this role, he focuses on understanding clients' personal and financial goals to co-create comprehensive financial plans tailored to their needs. He emphasizes a holistic approach that fosters long-lasting and trustworthy relationships with clients. Bryce has experience in the financial services industry, having held positions including Relationship Manager at Fidelity Investments from 2023 to 2024, Senior Investment Specialist at Merrill Edge from 2022 to 2023, and Client Associate at Sestito Financial Services from 2021 to 2022. Outside of his professional work, Bryce has interests in fitness, football, golf, movies, and pets.