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 previously worked for Royal Alliance Associates, Inc. for 18 years before joining LPL Financial in 2024. In addition to her advisory role, she is an author. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Richard Lober is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America, N.A. and Merrill since 2016, following a four-year tenure at WBI Investments, LLC. Merrill, along 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, and institutional investors.

Tricia Victor is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves in advisory and management roles for registered investment companies and employs systematic methodologies in its model portfolios.

Ricardo Lee is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research, incorporating an ESG eligibility framework in its recommendations.

Paul Castellano is a financial advisor with Mass Mutual Investors Services who holds Series 65 and Series 63 licenses and has eight years of industry experience. His career includes roles at Thrivent Financial and Commerce/TD Bank prior to joining Mass Mutual. Outside of advising, he works as an independent insurance agent specializing in life, disability, long-term care, and fixed annuities, and serves as a notary public. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual planning relationships using firm-approved analytical tools and offers a range of programs including estate-settlement and employer-sponsored planning.

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.

Edwin Bueno is a financial advisor with J.P. Morgan Securities in Staten Island, NY, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior work experience at Amazon between 2019 and 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

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.

Neal Maqboul is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors, LLC since 2009. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a nationwide network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

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.