Manasquan, NJ Office

John Alexander III is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. He holds a Series 66 designation and previously worked at George McKelvey Co., Inc. for 15 years. John is also involved in Alexander Investments, LLC, a family-owned investment firm, where he participates in securities research and tax preparation as a non-compensated activity. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies including core-satellite, pure-index, and specialized offerings such as Buffered Equity ETFs and options-based overlays, and utilizes third-party sub-advisers alongside proprietary technology to manage held-away accounts.

Robert McKelvey is a financial advisor at Allworth Financial, L.P. with 50 years of industry experience. He held a position at George McKelvey Co., Inc. for 48 years before joining Allworth Financial. He holds the Series 63 designation. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs third-party sub-advisers as needed.

Jessica Baumgartner is a financial advisor with Allworth Financial, L.P. in Manasquan, NJ, holding a Series 66 designation and 20 years of industry experience. She previously worked at George McKelvey Co., Inc. for eight years before joining Allworth Financial and AW Securities in 2024. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away employer retirement accounts.

Michael Messinger is a financial advisor with Allworth Financial, L.P., holding a Series 63 designation and 31 years of industry experience. Prior to joining Allworth in 2024, he worked for George Mckelvey Co., Inc. for 19 years. Outside of his advisory role, Messinger serves as Vice President and Marlboro representative on the Freehold Regional High School Board of Education. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of strategies, including core-satellite, pure-index, and options-based overlays, and distinguishes itself through specialized divisions and affiliated businesses.

Kim Trzeciak is a financial advisor at Allworth Financial, L.P. with 23 years of industry experience. He holds the Series 66 designation and previously worked at George McKelvey Co., Inc. for 11 years. Allworth Financial is an SEC-registered, fee-based adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management, comprehensive financial planning, and specialized strategies including defined-outcome ETFs and options overlays, supported by the use of technology and third-party sub-advisers.

Robert Giunco Jr. is a financial advisor at Allworth Financial, L.P. with 34 years of industry experience. He previously worked at George McKelvey Co., Inc. for 34 years before joining Allworth Financial in 2024. He holds the Series 63 designation. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of strategies, including model allocations and options-based overlays, and is notable for its ownership structure and specialized services such as an Airline division and management of privately offered income funds.

Daravy Son is a financial advisor at Allworth Financial, L.P. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for George McKelvey Co., Inc. for 21 years before joining Allworth Financial in 2024. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including core-satellite and specialized approaches, and incorporates technology to manage held-away retirement accounts.

Paige Foley is a financial advisor at Allworth Financial, L.P. with three years of industry experience. She holds a Series 65 designation and previously worked at George McKelvey Co. for ten years before joining Allworth Financial. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including core-satellite, index allocations, and options-based models, and is noted for its ownership structure involving private investment vehicles and the Ontario Teachers’ Pension Plan.

Kimberly Van Houtte is a financial advisor at Allworth Financial, L.P. with 19 years of industry experience and holds the Series 66 designation. She worked at George McKelvey Company for 20 years before joining Allworth Financial in 2024. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model allocations and options-based overlays, and provides both discretionary and non-discretionary asset management and financial planning services.

Richard Looney is a financial advisor with Allworth Financial, L.P., holding a Series 63 designation and 38 years of industry experience. He worked at George McKelvey Co., Inc. for 37 years before joining Allworth Financial in 2024. Allworth Financial is an SEC-registered, fee-based adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away retirement accounts, with ownership including private investment vehicles and the Ontario Teachers’ Pension Plan.