Clarence Washington is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2019 and has prior experience at Bank of America and New York Life Insurance. Before his financial services career, he worked at Ultimate Foods Inc. and attended Southern New Hampshire University. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Darren James is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior roles include positions at Cetera, Reach Financial, and New York Life. Outside of his advisory work, he is involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and institutional entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of financial planning and consulting services.

Marc Mcallister is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at City National Bank, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and implementing portfolios through a combination of in-house and third-party managers.

John Duggan is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and previously worked at Cetera and Mid Atlantic Resource Group. Outside of advisory work, he has held positions at local businesses including the Driftwood Motel. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and also provides access to non-securities products such as affiliated trust services and insurance.

Maxwell Bonevento is a financial advisor at OSAIC Wealth, Inc. with three years of industry experience and holds the Series 66 designation. Prior to joining OSAIC in 2026, he worked at LPL Financial for three years. He has also held roles at the University of Miami, Queens University of Charlotte, and The Ranney School. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization supported by various tools and strategies.

Jennifer Bentley is a Financial Advisor with more than 20 years of experience in the financial services industry. She has worked extensively with individuals, families, and business owners, applying her broad expertise in wealth management, business banking, international banking, and leadership to address a range of financial challenges and opportunities. She holds a Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from Illinois Central College. Jennifer emphasizes a personalized approach to financial planning, focusing on understanding her clients' values, priorities, and goals in order to create adaptable strategies that evolve alongside their lives and changing market conditions. Outside of her professional role, Jennifer is active in her community and serves as the President of the PTO at Bayshore Middle School. She balances her career with family life and engages in various personal interests such as adventure sports, biking, camping, hiking, ice hockey, reading, soccer, traveling, and yoga.

Evan Lereah is a financial advisor with LPL Financial in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Amg Distributors, 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, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

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.

Michael Rosenthal is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 17 years and Overtime Angels, Inc. for nine years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Richard Kelly is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Akhileswar Patel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he is a partner in a child care business. Equitable Advisors serves individuals across a range of wealth levels, as well as pension plans, corporations, and nonprofit organizations, offering financial planning, retirement consulting, and asset management services. The firm’s approach involves matching clients to advisory models or discretionary managers, often utilizing third-party programs and providing a variety of investment options and ERISA fiduciary services through credentialed representatives.

Kurt Rossi is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 25 years of industry experience. He has been with LPL Financial since 2008, following six years at Ameriprise. Outside of his advisory work, he is involved with KJ Rossi Group, LLC, a business entity used for managing office expenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various investment strategies and supported by technology tools for research and operations.

Geoffrey Ernst is a financial advisor at MassMutual Investors Services with 22 years of industry experience. He holds a Series 66 designation and has worked previously at MetLife Securities. In addition to his advisory role, he is a licensed insurance agent involved in dental, group disability income, fixed annuities, life, accident, health, long-term care, and property and casualty insurance. MassMutual Investors Services, LLC 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 using firm-approved analytical tools to develop written recommendations tailored to client goals.

Kevin Meszaros is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He also manages multiple accounting and tax firms and serves as chairman of the South Amboy Redevelopment Agency. Additionally, he is a partner in Maison De Fils of NJ, a needlepoint supplies business where he works as a photographer. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across various program structures.

Paul Ulanich is a financial advisor with RBC Capital Markets in Red Bank, NJ, holding a Series 66 designation and 26 years of industry experience. He worked at Citigroup Global Markets for 17 years before joining RBC Capital Markets in 2024. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring tailored investment strategies implemented through a mix of in-house and third-party managers, with options for tax management and responsible investing.

David Marks is a financial advisor at Edelman Financial Engines with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several related firms, including Financial Engines Advisors L.L.C. and Personal Capital Advisors Corporation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a combination of committee-driven, proprietary modeling with planner delivery and online tools, managing diversified model portfolios with a long-term orientation.

Lauren Ruperto is an Investment Consultant at Fidelity Investments, a position she has held since 2024. In this role, she collaborates with clients to develop personalized investment strategies that align with their unique financial goals, focusing on balancing risk, protection, and growth. Prior to joining Fidelity Investments, Lauren worked as a Financial Solution Advisor at Merrill Lynch from 2023 to 2024. Her professional experience centers on investment consulting and financial advising, aiming to provide tailored financial planning services. Outside of her professional work, Lauren has interests that include beach activities, cooking and baking, family activities, fitness, outdoor adventures, and parenthood.

Michael Didario is a Series 66-licensed financial advisor with Fidelity Investments, based in Shrewsbury, NJ, and has one year of industry experience. His prior roles include six years at Didario Financial L and involvement with Hollywood Golf Club since 2017. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, serving a range of investors with discretionary and non-discretionary services.