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Michael F

Series 63, Series 65

Freehold, NJ

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Michael M

Series 66

Red Bank, NJ

Hornor, Townsend & Kent, LLC

Michael Mcclelland is a financial advisor with Hornor, Townsend & Kent, LLC who holds a Series 66 credential and has 11 years of industry experience. He has been associated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2014. Outside of his advisory role, Michael is involved in several insurance brokerage ventures and acts as a background actor for TV and movies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charities, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary portfolio management options supported by third-party asset managers.

Business succession planning Wealth management
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Sean M

CFP®, Series 66

Toms River, NJ

Commonwealth Financial Network

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.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Christopher P

CFP®, Series 63, Series 65

Shrewsbury, NJ

Sanctuary Advisors, LLC

Christopher Paglia is a CFP® professional with 33 years of experience in the financial services industry. He is currently with Sanctuary Advisors, LLC and has held prior positions at Sanctuary Securities, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a range of analytical approaches and acting as a fiduciary when advisory agreements are in place.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Matthew M

Series 66

Shrewsbury, NJ

Guardian Life

Matthew Moore is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he has held positions at Bank of America, Merrill, and UBS Financial Services. He serves on the Board of Trustees for The Somerset County 200 Club. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Zachary Z

Series 66

Tinton Falls, NJ

Newedge Advisors

Zachary Zenda is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 13 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for a decade before joining NewEdge Advisors and LPL Financial in 2023. Outside of his advisory roles, he is a co-owner of Emeritus Wealth, LLC, a business entity for tax and investment purposes. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services, supported by centralized due diligence, technology tools, and multiple program structures that integrate in-house and third-party manager strategies.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Robert R

CFP®, Series 63

Toms River, NJ

Commonwealth Financial Network

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.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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David S

Series 63, Series 66

Wall, NJ

Guardian Life

David Suckey is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with both firms since 2016. Outside of advising, he is a passive investor in three Jersey Mike’s sandwich shops in North Lake, Texas. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides customized client solutions through advisor-led discretionary management, model-based strategies, and various proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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George S

Series 65

Manasquan, NJ

Mariner

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.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Gerard S

Series 66

Long Branch, NJ

Eagle Strategies (NY Life)

Gerard St Cyr is a financial advisor with Eagle Strategies (NY Life) in Long Branch, NJ, holding a Series 66 credential and bringing 10 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of finance, he is an author of books on empowering women and wine, a founder of Women.Wise, and serves as a hockey referee for local clubs. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations across various program types and manages a substantial portion of its assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jonathan H

Series 66, Series 63

Wall, NJ

Eagle Strategies (NY Life)

Jonathan Hempstead is a financial advisor with Eagle Strategies (New York Life) and holds Series 66 and Series 63 licenses. He has one year of industry experience and previously worked at AssuredPartners and Towson University. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Bryan S

Series 63, Series 65

Lakewood, NJ

Farther

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.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Carl D

ChFC®, Series 63, Series 65

Tinton Falls, NJ

Hornor, Townsend & Kent, LLC

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.

Business succession planning Wealth management
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Marc C

Series 66

Point Pleasant, NJ

Empower Advisory Group

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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Philip Y

Series 66

Freehold, NJ

Schwab Wealth Advisory

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.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Anthony C

Series 63, Series 65

Shrewsbury, NJ

Guardian Life

Anthony Campanile is a financial advisor with Guardian Life in Shrewsbury, NJ, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Guardian Life since 2010. Campanile serves as a board member for the Deal Golf and Country Club and the nonprofit organization All In. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, tailored financial planning, and access to insurance and alternative investment products.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Michael R

Series 65, Series 63

Wall, NJ

Guardian Life

Michael Rahbari is a financial advisor at Guardian Life with Series 65 and Series 63 designations and four years of industry experience. His prior roles include positions at Heritage Group of Companies and Prosperity Capital Advisors. He was also involved with Mars Properties LLC for six years. Guardian Life operates through its subsidiary Park Avenue® Wealth Management, serving individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Jennie S

Series 63, Series 65

Shrewsbury, NJ

Guardian Life

Jennie Sherman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She previously worked at Smallwood Wealth Management for seven years. Sherman serves on the Board of Directors for the Woman's Club of Red Bank and acts as a Director Consultant for Business Networking International. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services through both advisor-led discretionary management and model-based strategies, combining proprietary programs with third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Phillip D

Series 63, Series 65

Wall, NJ

Guardian Life

Phillip Dambrisi is a financial advisor at Guardian Life with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Park Avenue Securities and Guardian Life since 2016, following a prior role at Hornor, Townsend & Kent, LLC. Park Avenue Securities LLC, a wholly owned 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 offers advisor-led discretionary management alongside model-based strategies, combining proprietary programs with third-party platforms and customized client solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Sean N

Series 65

Wall, NJ

AE Wealth Management, LLC

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.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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