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.

Jenna Caraccio is a financial advisor with Equitable Advisors, holding a Series 66 credential and five years of industry experience. Her prior roles include positions at Centenary University, The College of New Jersey, and several regional school districts. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

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.

Richard Lober is a financial advisor with Merrill in Middletown, NJ, holding Series 63 and Series 65 designations and possessing 24 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tricia Victor is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Fidelity Investments and its affiliated advisory firms since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Ricardo Lee is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Paul Castellano is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 licenses. He has eight years of industry experience, including prior roles at Thrivent Financial and Commerce/TD Bank. Outside of his advisory work, he operates as an independent insurance agent specializing in life, disability, long-term care, and fixed annuities, and serves as a notary public. Mass Mutual Investors Services, a broker-dealer and SEC-registered investment adviser, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved tools and provides various specialized planning programs.

Clarence Washington is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America and New York Life Insurance, as well as a multiyear tenure at Ultimate Foods Inc. 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 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 two years of industry experience. He holds the Series 66 designation and has worked previously at Cetera, Reach Financial, Network Capital, and New York Life. Outside of advising, he is involved in non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

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.

John Duggan is a financial advisor at LPL Enterprise with four years of industry experience and holds the Series 66 designation. His prior experience includes roles at Cetera and Mid Atlantic Resource Group. Outside of advising, he has worked in customer service positions at hospitality establishments such as the Driftwood Motel. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products through a single platform, utilizing both in-house and third-party portfolio strategies.

Edwin Bueno is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has prior experience at Amazon from 2019 to 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with broker-dealer and investment adviser registrations.

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 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.

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, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked with Axa Advisors, LLC during overlapping years. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Raymond Vega is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked within various Wells Fargo entities since 2009. Vega also owns Raymond Vega Wealth Management, LLC, where he dedicates part of his time outside the firm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services with tailored recommendations supported by in-house research and tools.

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.