Kim Trzeciak is a financial advisor at Allworth Financial, L.P. with 23 years of industry experience. He holds the Series 66 designation and previously worked at George McKelvey Co., Inc. for 11 years. Allworth Financial is an SEC-registered, fee-based adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management, comprehensive financial planning, and specialized strategies including defined-outcome ETFs and options overlays, supported by the use of technology and third-party sub-advisers.

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.

Eric Rios is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been associated with Park Avenue Securities and Guardian since 2014. Outside of his advisory work, Eric Rios speaks on financial literacy to business owners and finance students using compliance-approved presentations. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Paul Conforti is a CFP®-designated financial advisor with 30 years of industry experience. He is currently with Mariner and has held roles at Msec, LLC, Lincoln Investment, and Capital Analysts Incorporated. Outside of his advisory duties, he serves as treasurer and board member of the Spring Lake Golf Club. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, tax services, and retirement plan consulting. The firm combines in-house research with third-party managers to deliver customized portfolios and also provides integrated tax and accounting services as well as employer financial wellness solutions.

Laura Anacker is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2014 to 2022 before joining Sanctuary Advisors and Sanctuary Securities in 2022. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services delivered through a network of over 400 independent investment adviser representatives utilizing multiple analytical approaches and both discretionary and non-discretionary management.

Robert Giunco Jr. is a financial advisor at Allworth Financial, L.P. with 34 years of industry experience. He previously worked at George McKelvey Co., Inc. for 34 years before joining Allworth Financial in 2024. He holds the Series 63 designation. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of strategies, including model allocations and options-based overlays, and is notable for its ownership structure and specialized services such as an Airline division and management of privately offered income funds.

Patrick Kenny is a CFP® with 19 years of industry experience, currently serving at Guardian Life and Park Avenue Securities. He has been with both firms since 2016. Outside of his advisory role, Kenny officiates lacrosse games. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, retirement consulting, and advisory programs including discretionary and non-discretionary models.

Alexander Tragnitz is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Guardian Life Insurance Co since 2015. Outside of his advisory role, he assists clients and others with tax preparation and serves on the golf committee of CPC Behavioral Healthcare, a nonprofit organization. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with both brokerage and advisory services. The firm offers multiple proprietary and third-party investment programs, including discretionary and non-discretionary management, and provides financial planning, retirement-plan consulting, and business consulting services.

Peter Congilose is a financial advisor at Guardian Life with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life since 2016. He founded Congilose & Associates in 1983 and continues to maintain that practice. 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 corporations. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Michael Feeney is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Mass Mutual Investors Services and Commonwealth Financial Network. Outside of his advisory role, Feeney is a Personal Development Coach through his own business in Manalapan, NJ. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan design, and employee education, supporting recommended investments with thorough due diligence and serving significant institutional clients such as sovereign wealth funds.

Brian Blair is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and having 36 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is a musician with the group The Soulstirs. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven model strategies executed via mutual funds and ETFs with annual rebalancing.

Zachary Housen is a financial advisor at Mariner with five years of industry experience. He holds the Series 65 designation and has been with Mariner since 2017, including time at Mariner Wealth Advisors and its successors. Prior to his advisory career, he worked at the University of Delaware for four years. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, with a distinctive offering of integrated tax, accounting, and financial wellness services.

Michael Oberdorf is a financial advisor with Commonwealth Financial Network, holding the CFA® designation and Series 63 license. He has 15 years of industry experience, including roles at Regal Securities, Inc. and Commonwealth Financial Network since 2017. Outside his advisory work, he is a co-owner of 520 Real Estate Ventures, LLC, a company involved in managing commercial real estate. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their clients. The firm provides a range of managed-account programs, third-party asset manager access, and custody services, supporting advisors in portfolio implementation through both internal and external models.

Daniel Phillips is a financial advisor with GWN Securities Inc. in Jackson, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with GWN Securities since 2014. In addition to his advisory role, he is involved in selling life, health, and long-term care insurance products to clients. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Ronald Lomangino is a financial advisor with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including nine years with Commonwealth Financial Network and sixteen years with EverBank. He is also the owner and managing director of Dynasty Advisors LLC, where he manages day-to-day operations and client interactions on a $270 million book of business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a broad client base that includes large institutional investors and offers access to multiple management platforms and third-party managed solutions.

Megan Schneider is a financial advisor with Primerica Advisors, holding a Series 66 designation and eight years of industry experience. She has worked at Park Avenue Securities LLC since 2021 and previously at Guardian Life Insurance Company of America and LPL Financial, LLC. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary model portfolios, third-party managers, and a digital advice platform.

John Spottke is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. His career includes roles at Mass Mutual Life Insurance Company since 1986 and ongoing positions at Guardian Life and Park Avenue Securities since 2016. Outside of his advisory work, he serves as Director Emeritus and Chairman of the annual golf outing for the Jersey Shore Chamber of Commerce. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Charles Maratta is a financial advisor with Empower Advisory Group in Toms River, NJ, holding Series 63 and Series 65 licenses and a CRPC designation. He has 14 years of industry experience, including roles at GWFS Equities and PNC Investments. He is also a registered New Jersey notary, though he does not engage in notary activities professionally. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model tied to Empower’s administrative platforms. The firm’s approach focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates through a combination of point-in-time financial plans and optional managed account solutions.