Michael Fish is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Dynasty Advisors LLC Wealth Management and Commonwealth Financial Network for nine years. Outside of his advisory role, he is involved in coaching ice hockey. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports a variety of management platforms and third-party solutions.

Sean Monahan is a CFP® professional with over 23 years of experience in the financial industry. He is affiliated with Commonwealth Financial Network and has been involved with Financial Alternatives, Inc. since 2009. Monahan serves as president and owner of Financial Alternatives, LLC, and acts as a FINRA arbitrator. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, compliance, and practice-management support to affiliated advisors.

Michael Ferrone is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes positions at Park Avenue Securities and Guardian Life Insurance Company, where he has been licensed since 1988. Ferrone is also licensed to sell insurance products outside of Guardian. Park Avenue Securities serves a broad retail client base with a mix of brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting.

Robert Richards is a CFP® professional with 44 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held roles at EPA Financial Services since 2020, serving as CEO and part owner, and previously worked at Ameriprise Financial Advisors and Cambridge Investment Research Advisors. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion to build client portfolios from diverse securities and insurance products.

Dimitrie Radinovic is a Series 66-licensed financial advisor at Rockefeller Financial LLC with three years of industry experience. He previously worked at Fidelity Investments and Halstead Management Ltd before joining Rockefeller Capital Management and Rockefeller Financial LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer that provides securities transactions, variable insurance products, and placement and investment banking services through a consolidated investment platform.

Robert Hannam is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 36 years of industry experience. His prior roles include positions at LPL Financial, Banc of America Investment Services, and Wells Fargo Clearing. Outside of advising, he is a co-owner of Sportsbeef USA, LLC, a sports reality television company, and also provides tax preparation services through Ocean Tax Pros. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 advisors nationwide. The firm offers a range of managed-account programs, third-party asset manager access, and back-office services, serving both individual and institutional clients.

David Suckey is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance for the past 10 years. Outside of his advisory role, he is a passive investor in three Jersey Mike’s sub shops in North Lake, Texas. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and investment advisory programs, including discretionary and non-discretionary portfolio management.

George Steiner is a Series 65 licensed financial advisor with 19 years of industry experience. He is currently with Mariner and has previously worked at firms including Msec, LLC and Capital Analysts, Inc. Outside of his advisory role, Steiner serves as vice chair for the Manasquan Turkey Run, assisting with fundraising and event operations, and is a board member of the Mariner Foundation. He also has a longstanding career as a firefighter with the FDNY. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by an internal investment committee and combines in-house research with external managers across various asset classes, including alternatives and digital assets.

Jonathan Hempstead is a financial advisor with Eagle Strategies (NY Life) in Wall, NJ, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes five years at AssuredPartners and five years at Towson University. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary management across a broad network of affiliated advisers within the New York Life affiliate structure.

Bryan Sitzer is a financial advisor at Farther with Series 63 and Series 65 licenses and four years of industry experience. His prior career includes roles at CohnReznick, EisnerAmpner, and Ernst & Young, among others. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach utilizing proprietary model portfolios and algorithmic rebalancing, mainly investing in ETFs, mutual funds, equities, and fixed income.

Carl Demarco Jr. is a ChFC® credentialed financial advisor with over 31 years of industry experience. He has been with Hornor, Townsend & Kent, LLC and Penn Mutual since 2002. In addition to his advisory role, he teaches adult education classes in financial planning at Richard Stockton University and serves as an officer on a professional networking group’s executive committee. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Alexander Stuart is a financial advisor at Integrated Wealth Concepts LLC with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Cantor Fitzgerald Investment Advisors and OppenheimerFunds. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, emphasizing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term approach.

Marc Colasanto is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds a Series 66 designation and has worked at Gwfs Equities, Inc. since 2022 and Prudential Investment Management Services and Prudential Insurance Company of America since 2012. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within client savings plans.

Philip Yohannan is a financial advisor with Schwab Wealth Advisory, Inc. He holds a Series 66 designation and has 16 years of industry experience. His prior roles include positions at UBS Financial Services, Bank of America, and Merrill Lynch. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and internal research tools. The firm focuses on tailored recommendations and typically offers separately managed accounts managed by third-party or affiliated money managers.

William Spinner is a CFP® professional with 34 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC since 2019. He previously worked at Lincoln Financial Advisors Corp. for 16 years. Spinner is also involved in conducting financial seminars through his own business activities. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans via a network of independent advisors. The firm provides discretionary investment management, financial planning, and family office services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, typically following a long-term investment approach.

Michael Rahbari is a financial advisor at Guardian Life with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life since 2023, with prior experience at Heritage Group of Companies and Prosperity Capital Advisors. Guardian Life’s Park Avenue Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and a range of advisory programs using both in-house and third-party investment models.

Phillip Dambrisi is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes a year at Hornor, Townsend & Kent, LLC. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients through brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Sean Nolan is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Family Focus Private Wealth LLC and Family Focus Retirement Group LLC. Outside of advising, he is president of Must Be Nice Media, Inc., a graphic design and project management company. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, and financial planning services.

Robert Farrell is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior experience includes a year at Morgan Stanley and multiple roles within Guardian Life and Park Avenue Securities since 2016. Outside of his advisory work, he serves on the Colts Neck Zoning Board, acts as a FINRA arbitrator, and provides business planning and management advice through Blanton Research, LLC. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients, utilizing both proprietary and third-party strategies.

William Gallagher is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including Zynergy Retirement Planning, Facet Wealth, and Millington Securities, Inc. Gallagher’s background also includes roles outside traditional advisory firms, such as a position at Amazon. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and a range of program offerings such as no-transaction-fee mutual funds, ETF model portfolios, and specialized retirement plan consulting.