Little Silver, NJ Office

Wendy Adler is a Certified Financial Planner® with 17 years of industry experience. She is currently with Buckman Advisory Group LLC and has held prior roles at LRI LLC dba Lindberg & Ripple, M Holdings Securities, Inc., TD Ameritrade Inc., and Merrill. Outside of her advisory work, she is involved with WBA Management, LLC, a small business marketing consulting firm. Buckman Advisory Group provides advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management and financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis and uses various investment vehicles, including mutual funds, equities, bonds, and ETFs, with management typically conducted on a discretionary basis.

Harry Buckman is a financial advisor with Buckman Advisory Group LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at Buckman Advisory Group LLC since 2004 and has been affiliated with Buckman, Buckman & Reid, Inc. since 1994. Outside of his advisory role, he owns an insurance business, Buckman Capital LLC, and is involved in real estate partnerships. Buckman Advisory Group LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $236 million across about 814 client relationships, using a strategic asset-allocation process and primarily investing in mutual funds, equities, bonds, and ETFs.

Jeffrey Wyrwa is a ChFC® with 19 years of industry experience, currently serving at Buckman Advisory Group LLC since 2007. He holds Series 63 and Series 65 licenses and is based in Little Silver, NJ. Buckman Advisory Group provides advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and access to third-party money managers. The firm uses a mix of fundamental, technical, and cyclical analysis to construct portfolios across various asset classes and manages accounts on a discretionary basis with regular reviews.

Quincy Mckean III is a financial advisor with Buckman Advisory Group LLC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Mercer, Bokert, Buckman & Reid, Inc. since 1994. Outside of advisory services, he is the Executive Director of the Mary Borden Foundation, which makes grants to non-profit organizations. Buckman Advisory Group serves individuals, trusts, estates, charitable organizations, and retirement plans through discretionary portfolio management, financial planning, and access to third-party money managers. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios across a range of assets and risk profiles.

Justin Stern is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Buckman Advisory Group LLC since 2019. He previously worked at TD Ameritrade, Inc. from 2014 to 2018. Outside of his advisory role, Stern is a franchise owner of a Vitality Clinic. Buckman Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset-allocation process using model portfolios and primarily invests in mutual funds, equities, bonds, and ETFs, managing approximately $236 million across over 800 client relationships.

Matthew Witschel is a financial advisor with Buckman Advisory Group LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Buckman Buckman & Reid Inc. since 2011 and at HGK Asset Management since 2009. Outside of his advisory roles, he works as a mutual fund wholesaler for Hudson Edge Investment Partners. Buckman Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $236 million across over 800 client relationships, employing a strategic asset-allocation approach using mutual funds, equities, bonds, and ETFs, primarily on a discretionary basis.

Mark Guarino is a financial advisor with Buckman Advisory Group LLC in Little Silver, NJ, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Buckman, Buckman & Reid, Inc. since 2020 and previously held positions with Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Buckman Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset-allocation process using model portfolios that include mutual funds, equities, bonds, and ETFs, managing approximately $236 million across more than 800 client relationships.

Alfred Veloso is a financial advisor at Buckman Advisory Group LLC with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mercer, Bokert, Buckman & Reid, Inc. since 1998. Buckman Advisory Group, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset-allocation process with model portfolios primarily using mutual funds, equities, bonds, and ETFs, managing approximately $236 million across more than 800 client relationships.

Edward Bao Jr. is a CFP® professional with 33 years of experience, currently serving at Buckman Advisory Group LLC. He has held roles at several firms, including Smallwood Investment Wealth Management, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Outside of advisory work, he is the sole member of Educational Lane, LLC, a property management business. Buckman Advisory Group provides advisory services to individuals, trusts, estates, charitable organizations, and retirement plans with discretionary portfolio management and financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis to construct portfolios using mutual funds, equities, bonds, ETFs, and in some cases, alternative asset classes.

Patrick Appello is a financial advisor with Buckman Advisory Group LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Herbert J. Sims & Co., Inc. for 22 years before joining Buckman in 2024. Outside of finance, he teaches music at both the Monmouth Conservatory and Georgian Court University. Buckman Advisory Group provides advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and access to third-party money managers. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and typically implements strategies with mutual funds, equities, bonds, and ETFs, managing accounts on a discretionary basis and reviewing them regularly.

Steven Trusso is a financial advisor with Buckman Advisory Group LLC in Little Silver, NJ, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Mercer, Bokert, Buckman & Reid, Inc. since 1998. Buckman Advisory Group, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset-allocation process using model portfolios primarily composed of mutual funds, equities, bonds, and ETFs, managing approximately $236 million across about 814 client relationships.