Gregory Kuras is a financial advisor at OSAIC Advisory Services, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at American Portfolio's Financial Services and Froehlich Financial Group Ltd. In addition to advisory work, he is a part-owner and president of New Jersey Senior Tax Advisors, a firm providing tax advice and Medicare insurance brokerage services. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers services such as investment management, financial planning, and retirement plan consulting through multiple program models and utilizes proprietary and third-party platforms for portfolio management.

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.

Rachel Vergari is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 designation. She has 23 years of industry experience, including roles with New York Life Insurance Co. and John Hancock. Outside of her advisory work, she serves as a board member for the DreamCatchers Youth Foundation Inc., which supports children with life-threatening illnesses. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, particularly in connection with insurance and annuity products.

Christopher Paglia is a CFP® with 33 years of industry experience, currently serving at Sanctuary Advisors, LLC. His prior experience includes roles at Sanctuary Securities and Wells Fargo, where he worked for over a decade combined. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports its network of more than 400 independent investment adviser representatives with a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written advisory agreements.

Matthew Moore is a financial advisor with Primerica Advisors, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Park Avenue Securities, Bank of America, Merrill, UBS Financial Services, and Guardian Life Insurance Company. He serves on the Board of Trustees for the Somerset County 200 Club. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both transaction-based brokerage and fee-based advisory services along with financial and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.

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 financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Halstead Management Ltd. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and brokerage services. The firm employs a Private Advisor model and a consolidated investment platform that provides discretionary and non-discretionary solutions across various asset classes.

Robert Hannam is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at LPL Financial for 15 years and Safe Harbor Wealth Management. Outside of advising, he is a co-owner of Sportsbeef USA, a sports reality television company, and is involved in tax preparation services through Ocean Tax Pros. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including investment management, technology, and compliance. The firm offers customizable portfolio solutions and discretionary model portfolios managed by its Investment Management and Research team.

David Suckey is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance since 1999. Outside of his advisory work, he is a passive investor in several Jersey Mike’s sub shops in North Lake, Texas. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers proprietary and third-party investment programs and a digital advice platform, managing approximately $15 billion in regulatory assets.

George Steiner is a financial advisor at Mariner with 19 years of industry experience and holds a Series 65 credential. His prior work includes positions at Msec, LLC, Capital Analysts, Inc., Lincoln Investment, and various Mariner entities. Outside of his advisory role, he is a firefighter with the FDNY and serves as vice chair for the Manasquan Turkey Run, a local fundraising event. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by an Investment Committee and internal research, integrating tax and accounting services alongside typical portfolio management.

Komal Desai is a financial advisor with Steward Partners Investment Advisory, LLC and holds the Series 66 designation. She has 18 years of industry experience, including 18 years at Merrill before joining Steward Partners in 2023. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Jonathan Hempstead is a financial advisor at Eagle Strategies (NY Life) with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at AssuredPartners for five years. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages its assets on a non-discretionary basis.

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 financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience and has been with Hornor, Townsend & Kent 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 the NAC Executive Committee. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing most client assets on a non-discretionary basis.

Alexander Stuart is a financial advisor with Integrated Wealth Concepts LLC, holding Series 66, 63, and 65 licenses and 13 years of industry experience. His prior roles include positions at Cantor Fitzgerald Investment Advisors, LPL Financial, and AXA Distributors. 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 and financial planning, constructing customized portfolios that combine internal management with third-party asset managers while maintaining client assets with third-party custodians.

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., holding a Series 66 designation and 16 years of industry experience. Prior to joining Schwab in 2023, he worked at UBS Financial Services and Bank of America, including Merrill Lynch, Pierce, Fenner & Smith Inc. He is based in Freehold, New Jersey. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of asset classes. The firm’s advice is delivered through Schwab’s proprietary asset allocation models and research tools, with final trading decisions made by clients.

Anthony Campanile is a financial advisor with Primerica Advisors in Shrewsbury, NJ, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2010. Campanile serves as a board member of the Deal Golf and Country Club and is also involved with the nonprofit All In as a board member. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various investment programs and financial planning solutions, employing proprietary and third-party strategies to meet diverse client needs.