ADVISOR BIO

Alphonse Albert Procaccino is an investment advisor representative with over 40 years of experience in the financial services industry. Alphonse has been registered as an investment advisor representative since 1980. Alphonse Albert Procaccino is currently registered with Castle Financial & Retirement Planning Associates Inc. and has been with them since 1992. Alphonse has held various positions in the financial services industry, including President, CEO, and CCO. In addition to his role at Castle Financial & Retirement Planning Associates Inc., Alphonse also sells long-term care insurance.

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ADVISOR BIO

Brian Rice is an investment advisor representative registered with Rice Wealth Management Group, Inc., based in Fair Haven, NJ. Brian has been in the industry since 1991 and holds the Series 63, 65, 7, 24 and SIE exams. Brian has experience with various firms, including Raymond James Financial Services, Inc., Robert Thomas Securities, Inc, Smith Barney Inc., and Lehman Brothers Inc. Brian's firm focuses on providing portfolio management for individuals and selection of other advisers. They also manage assets for high-net-worth individuals, corporations, and pension and profit-sharing plans.

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ADVISOR BIO

Daniel Edward Trocchia is an Investment Advisor Representative registered with BBR Partners, LLC, with offices in New York, New York. Daniel has been in the industry since June 2018 and is a Series 65 licensed professional. Daniel has experience in various industries, including education, food service, construction, and financial services. Daniel is currently employed with BBR Partners, LLC.

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Dennis Theodore Scurletis is a registered Investment Advisor Representative with Scurlydog Capital, LLC. Dennis has been in the securities industry since October 1985. Dennis has worked with Morgan Stanley & Co., Incorporated, Morgan Stanley Market Products Inc., and Goldman, Sachs & Co. Dennis holds several licenses including Series 3, 5, 7, 8, 15, 24, and 63. Dennis specializes in providing investment advice to high net worth individuals, corporations and pooled investment vehicles.

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Hector Mendez is a registered representative with T. Rowe Price Associates, Inc., and has been in the financial services industry since 2004. Hector has a series 66, Series 7 and SIE license and is licensed to provide investment advice in 53 states and the District of Columbia. Hector has previously worked for NYLIFE DISTRIBUTORS LLC and LORD ABBETT DISTRIBUTOR LLC. Hector specializes in providing financial advice to insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions. Hector can provide services related to selection of other advisers, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.

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Howard Neil Henick is a registered Investment Advisor Representative. Howard is currently affiliated with Scurludog Capital, LLC, in Fair Haven, New Jersey. Prior to this, Howard was registered with Morgan Stanley Market Products Inc., Morgan Stanley & Co., Incorporated, Deutsche Morgan Grenfell Inc., and Goldman, Sachs & Co.

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Keith Richard Dorney is an investment advisor representative associated with Empower Advisory Group, LLC. Keith has experience in the financial services industry since 1999 and has worked at various firms, including Wells Fargo Clearing Services, LLC, Edward Jones, and BNY ConvergEX Execution Solutions LLC. Keith has passed the Series 63, Series 66, and Series 65 exams. Keith is registered to provide investment advisory services in New Jersey and Texas.

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Laura Cayton is a financial advisor with J.P. Morgan Securities LLC. Laura has over 22 years of experience in the financial services industry. Laura has been registered with the Securities and Exchange Commission since 2001. She is licensed to sell securities in New Jersey and Texas. Laura provides investment advice to individuals, businesses, and institutions. Laura has a strong track record of success in helping her clients achieve their financial goals. She is committed to providing her clients with personalized service and sound financial advice.

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ADVISOR BIO

Lauren Champlin Porter is a financial advisor with Edward Jones, a firm that manages over $824 billion in assets. Lauren has been in the financial industry for over 15 years, having passed her Series 66, Series 7, and SIE exams. Lauren holds registrations in 20 states and specializes in financial planning, pension consulting, and selection of other advisors.

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ADVISOR BIO

Mark Duffy is a financial advisor with Osaic FA, Inc., based in Fair Haven, New Jersey. Mark has been working in the financial industry since June 1998. Mark's professional experience includes working for Cetera Advisors LLC, Triad Advisors, Inc., United Planners' Financial Services of America A Limited Partner, Park Avenue Securities LLC, NYLIFE Securities Inc., Signator Investors, Inc., and John Hancock Mutual Life Insurance Company. Mark holds the Series 6 and SIE securities licenses. Mark is registered in New Jersey.

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