Kevin Cottrell is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 18 years of industry experience. He has been with PNC Investments since 2013, including his current role at PNC Wealth Management since 2017. Outside of his advisory work, he is noted as an owner of a rental property unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Thomas Avellino is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and eight years of industry experience. He has previously worked at Horter Investment Management and Secure Investment Management and serves as a Senior Direct Advisor at JD Mellberg Financial, where he focuses on income planning and annuity sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Cory Allen is a CFP® with 19 years of industry experience, currently affiliated with Mariner. His career includes roles at Merrill, Citizens Securities, LPL Financial, and Mariner Wealth Advisors. Outside of his advisory work, he is also involved with Allen Lake House, a real estate venture in Wall, NJ. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an internal team and external managers, alongside integrated tax and accounting services and specialized financial wellness tools.

Connor Mawn is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he worked at Park Avenue Securities and Guardian Life Insurance Company. Before entering the financial industry, he was affiliated with Spring Lake Golf Club and has an educational background from Hartwick College. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.

Kenneth Bogert is a CFP® credentialed financial advisor with 40 years of industry experience, currently with Guardian Life since 2010. He is licensed to sell insurance products outside of Guardian as part of his business activities. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing tailored client solutions including financial planning, consulting, and access to proprietary and third-party investment programs.

Louis Monderine is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Santander Securities and Sovereign Bank. Outside of finance, he owns Liberty Junk Removal LLC, a junk removal and clean-up business based in Howell, NJ. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm utilizes multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities, combining large institutional scale with unique market roles.

Oliver Eaton is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation. He has one year of industry experience, with prior roles at Evolution Financial Group and six years at Trinity Solar. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers clients tailored financial planning, education, and access to proprietary and third-party advisory solutions.

Kevin Carson is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Mariner. His career includes positions at Fidelity, Wells Fargo Clearing, and Msec, LLC. Outside of finance, he works as a bartender at The Shore Club in Spring Lake, NJ. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm combines in-house research with third-party manager allocations across a range of strategies and maintains integrated tax and accounting capabilities uncommon for a firm of its size.

Robert McKelvey is a financial advisor at Allworth Financial, L.P. with 50 years of industry experience. He previously worked for George McKelvey Co., Inc. for 48 years before joining Allworth Financial in 2024. He holds a Series 63 designation. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity sub-account servicing, using both quantitative and qualitative analysis to implement customized investment strategies.

Amy Sonstein is a financial advisor at Guardian Life with 22 years of industry experience. She holds a PFS™ designation and a Series 63 license. Her career includes extended tenures at Guardian Life beginning in 2012 and more recently at Park Avenue Securities since 2023. Outside of her advisory role, she is involved in multiple ventures including accounting and tax consulting through Sonstein Consulting Services, participation as CFO in a startup apparel business, and offering Reiki healing sessions. Sonstein also serves on the Board of Trustees at Congregation Kol Ami and acts as treasurer for the Eastern Boys Wrestling Booster Club. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, institutions, and charitable organizations. The firm employs both advisor-led discretionary management and model-based strategies, offering a range of financial planning, consulting, and proprietary investment programs tailored to client needs.

Jessica Baumgartner is a financial advisor at Allworth Financial, L.P. with 20 years of industry experience. She holds a Series 66 designation and has previously worked at AW Securities, George McKelvey Co., Inc., Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars. The firm uses a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and portfolios.

Michael Viselli is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at Charles Schwab, First American Trust, and several advisory firms. Mariner serves a diverse client base including individuals, pension plans, trusts, and nonprofit organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses discretionary, customized portfolios supported by an internal team and third-party managers, and it integrates tax and accounting services alongside traditional portfolio management.

Russell Bowman is a CFP® with five years of industry experience, currently serving at Rockefeller Financial LLC since 2023. He previously worked at Rockefeller & Co for 15 years. Outside of his advisory role, he is a member and co-manager of Snores LLC, an investment-related business. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Michael Messinger is a financial advisor at Allworth Financial, L.P. with 31 years of industry experience. He holds a Series 63 designation and previously worked for George Mckelvey Co., Inc. for 19 years. Outside of his advisory role, Messinger serves as Vice President on the Freehold Regional High School Board of Education as the Marlboro representative. Allworth Financial serves individual and high-net-worth investors, as well as pension plans, trusts, corporations, and charitable organizations, offering financial planning, portfolio management, retirement consulting, and educational resources. The firm employs both quantitative and qualitative analysis to implement customized investment strategies and operates various model and specialist portfolios.

Joseph Gaj is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds the ChFC® designation along with Series 63, 65, and 66 licenses. He has 18 years of industry experience and has worked at firms including LPL Financial LLC and Integrity Marketing Group. Outside of his advisory role, he is the director of a non-variable insurance business within Wealth Enhancement Group. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active management, quantitative and fundamental analysis, and offers multiple programs that include wrap, ETF-focused, and model-based solutions.

Kim Trzeciak is a financial advisor with Allworth Financial, L.P., holding a Series 66 designation and 23 years of industry experience. Her work history includes roles at AW Securities, George McKelvey Co., Inc., CL Wealth Management LLC, and Merrill. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides a range of services such as financial and wealth planning, portfolio management, retirement plan consulting, and education, employing both quantitative and qualitative analysis to create customized investment strategies.

James Rachlin is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His entire career has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering brokerage, financial planning, consulting, and multiple advisory programs.

Konstantinos Kostakis is a CFP® and ChFC® with 40 years of industry experience, currently practicing at Kestra Advisory. His prior roles include long tenures at Stonebridge Capital Management and Cadaret, Grant & Co., Inc. He also serves as president and shareholder of Stonebridge Financial, Inc., where he oversees corporate financials and shareholder distributions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Matthew Bondurant is a financial advisor with Empower Advisory Group in Neptune, NJ, holding a Series 66 credential and three years of industry experience. His prior roles include positions at LPL Financial, Wealthcare Advisory Partners LLC, and Prudential Financial Planning Services. Bondurant also provides administrative support to Wealthcare Advisory Partners, an independent investment advisor firm. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services combine proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Kalyan Jampala is a financial advisor at Equity Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Voya Financial Advisors and Partners Realty Group. Outside of his advisory role, he serves as a director organizing charitable activities for underprivileged children. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.