Mary O'hern is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 19 years of industry experience. She has been with Bankers Life and its affiliates since 2015, including her current role at Bankers Life Advisory Services, Inc. since 2026. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on client goals, risk tolerances, and time horizons.

Mathew Solomon is a financial advisor with Eagle Strategies (NY Life) who holds a Series 66 designation and has 23 years of industry experience. He has been with Eagle Strategies since 2016 and concurrently affiliated with New York Life Insurance Company and Nylife Securities LLC since 2015. Outside of his advisory role, he participates as an employee on the inflation and vehicle teams for the Macy's Thanksgiving Day Parade balloons. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a large asset base primarily on a non-discretionary basis.

Anthony Ferrara is a financial advisor with Guardian Life holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Park Avenue Securities since 2018 and previously was associated with Avantax Investment Services and LPL Financial. Outside of advising, he is involved in income tax preparation services through TFA Income Tax Services, Inc., where he serves as an officer. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary investment solutions.

John Coyle Jr. is a financial advisor at Guardian Life with seven years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at PricewaterhouseCoopers. He serves as president of the Notre Dame Club of the Jersey Shore. He works with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers a range of advisory solutions, combining discretionary management with model-based strategies and access to insurance products and alternative investments.

Richard Looney is a financial advisor at Allworth Financial, L.P. with 38 years of industry experience. He holds a Series 63 designation and previously worked for George McKelvey Co., Inc. for 37 years. Allworth Financial serves individual and high-net-worth investors, as well as institutional clients, providing financial and wealth planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and offers educational resources including newsletters, podcasts, and seminars.

Kenneth Taylor is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 designations. He has one year of industry experience and previously spent ten years at Monmouth University. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Michael Soriero is a CFP® with 39 years of industry experience. He is currently with SPC and has been with the firm since 2008. He also has ongoing roles at SIGMA Financial Corporation and Senior Planning Associates, where he has worked since 1989. He is involved in the sale of various insurance products through multiple insurance companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a wide range of clients, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice delivered at the individual advisor level.

Chad White is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes 18 years at LPL Financial prior to joining Commonwealth and Safe Harbor Wealth Management Inc. He also owns Ocean Tax Pros, LLC, which provides tax preparation services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Elena Ptchelintseva is a Series 66-licensed financial advisor with 22 years of industry experience. She is currently affiliated with Guardian Life, where she has worked since 2003, and its wholly owned subsidiary Park Avenue Securities. Elena serves as Vice President Chair of a BNI Networking Organization. Park Avenue Securities, doing business as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to proprietary programs, third-party advisory solutions, and specialized financial planning and consulting services.

Barry Nash is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and over 40 years of industry experience. He has worked at Park Avenue Securities since 2014 and Guardian Life since 2013. Outside of his advisory work, Nash serves on the board of directors and volunteers at The Strand Theater in Lakewood, NJ. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its affiliation with Guardian Life.

John Sheehan is a Series 65 licensed advisor with Mariner, based in Manasquan, NJ, and has three years of industry experience. He has been with Mariner Wealth Advisors since 2021. Sheehan serves as a board member of the Manasquan High School Academy of Finance, participating in quarterly meetings focused on student events. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness solutions.

Nicholas Raffetto is a CFP® with 14 years of industry experience, currently serving as a senior wealth advisor at Mariner. His prior experience includes roles at Msec, LLC, Lincoln Investment, and Capital Analysts, Inc. He works from Manasquan, NJ. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement consulting. The firm employs customized discretionary portfolios supported by an internal team and external managers, and offers integrated tax, accounting, and financial wellness services uncommon at its enterprise scale.

Christopher Giberson is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has been with Merrill since 2017. Prior to this, he was involved with Neptune Ale House LLC for one year. Outside of his advisory role, he serves as the executor of his parents’ Will. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eugene Sninski II is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wachovia Bank. He also serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers.

Fillip Gershon is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera Advisors LLC since 2013. Outside of his advisory work, he serves as a trustee for the Allaire Park Condominium Association, helping manage and maintain the office complex. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

Craig Weinstock is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and previously worked at INVEST Financial Corporation from 2015 to 2018. Outside of his advisory role, he owns a CPA firm focused on tax preparation and accounting as well as a non-variable insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management options delivered through a large network of advisors.

Amanda Pierson is a financial advisor with Cetera, holding the Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Avantax in various capacities from 2012 to 2025 before joining Cetera in 2025. Outside of her advisory role, she is involved in managing Pure Payroll LLC and serves as a trustee for her condominium association. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management options and access to multiple custodial relationships, managing over $256 billion in assets through a network of more than 10,000 advisors.

Thomas Tonkovich is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank since 2017. Prior to that, he was employed at Wells Fargo Clearing and RBC Capital Markets. Outside of finance, he holds ownership interests in the Philly Pretzel Company in Red Bank, NJ. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a range of investment and financial services.

Cosmo Fontana is a financial advisor with UBS Financial Services in Wall, NJ, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with UBS Warburg LLC since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to client goals.

Jennifer Tennsingque is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Merrill. J.P. Morgan Securities provides institutional consulting services, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG frameworks within its investment recommendations.