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.

Austin Paglia is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Sanctuary Wealth since 2021, following brief tenures at Merrill and Mirae Asset Securities. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent advisers and offers both discretionary and non-discretionary solutions, including separately managed accounts and unified managed accounts, supported by a vertically integrated multi-affiliate platform.

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.

Joseph Maleh is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Guardian Life and Park Avenue Securities. Outside of his advisory work, he is involved as a consultant with Man of the World LLC, a men's jewelry business, and Planning Alliance Consulting LLC. 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 corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs using model portfolios and digital solutions.

John Spottke is a ChFC® credentialed advisor with 39 years of industry experience. He is currently affiliated with Park Avenue Securities and Guardian Life Insurance, and previously worked at Primerica Advisors and Mass Mutual Life Insurance Company. 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 Securities serves a broad retail client base including individual and high-net-worth investors, offering both brokerage and fee-based advisory services with a variety of proprietary and third-party investment programs.

Gerald Clericuzio is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2010. Clericuzio is also the chairman and owner of Planning Alliance LLC, a general agency, and owns Planning Alliance Consulting, LLC, which provides consulting services to businesses and estates. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a variety of proprietary and third-party investment programs.

Walter Pereira is a financial advisor at Empower Advisory Group with 10 years of industry experience. He has held positions at Wells Fargo and Merrill prior to joining Empower. Pereira holds Series 63 and Series 66 licenses. 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 emphasize long-term portfolio returns and client savings rates over short-term forecasts.

Bryan Kuderna is a CFP® with 16 years of experience currently with Primerica Advisors and Guardian Life Insurance Company. He has been with Primerica Advisors since 2010. Outside of his advisory role, he serves as Chairman of the Board of Directors for Family Health and Wellness at The Community YMCA, publishes financial literacy books, writes articles for Broker World, hosts a weekly podcast on finance and business topics, and assists medical residents with tax preparation. 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 utilizes proprietary models and third-party managers to provide diversified portfolio solutions.

Louis Esposito is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at LPL Financial, Cadaret, Grant & Co., Inc., Trans World Assurance, and Woodbury Financial Services. In addition to advisory work, he operates as an insurance agent specializing in non-variable insurance and serves as managing partner of Mendham Wealth Management, a marketing entity. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm employs an open-architecture platform with multiple custodians and third-party money managers, primarily managing non-discretionary assets.

Jennifer Chapman is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. She has been with Mariner since 2014. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing discretionary portfolios supported by both in-house research and third-party managers.

Richard Poveromo is a financial advisor with SPC in Jackson, NJ, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2005. Outside of his advisory role, he is a fiction writer and novelist with a self-publishing imprint, Blue Coral Books, and assists his wife with her eBay resale business. SPC serves individual clients, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and ERISA-related services. The firm employs a network of over 460 advisers managing approximately $5.66 billion in assets, offering discretionary and nondiscretionary investment strategies alongside retirement plan fiduciary and consulting services.

Christine Weighell is a financial advisor at Sanctuary Advisors, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a range of account types and utilizes sub-advisors and third-party model platforms to implement strategies, supported by its integrated affiliate structure and recent consolidation activity.

Richard Pasick is a ChFC® with over 40 years of experience in the financial services industry. He has been with Guardian Life and its subsidiaries since 1992 and currently works at Park Avenue Securities. Outside of his advisory role, he conducts Social Security workshops and provides coaching and education to agents on sales techniques and client service. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, retirement plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs using both proprietary and third-party strategies.

Daravy Son is a financial advisor at Allworth Financial, L.P. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for George McKelvey Co., Inc. for 21 years before joining Allworth Financial in 2024. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including core-satellite and specialized approaches, and incorporates technology to manage held-away retirement accounts.

Eric Colella is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He previously worked at Commonwealth Financial Network for nine years before joining Kestra in 2025. Outside of his advisory role, he is also involved with Dynasty Advisors LLC as an insurance agent. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients that include large institutional investors such as sovereign wealth funds.

Andrew Despotakis is a CFP® professional with nine years of industry experience, currently serving as an advisor at Mariner Wealth Advisors. His prior experience includes roles at Msec, LLC, CETERA Advisor Networks, and Wealth Enhancement Advisory Services. Outside of his advisory work, he owns Monument Fingerboards, a business that manufactures miniature skateboard products, and he is also a piano composer who publishes original piano content. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized investment approach supported by an internal portfolio management team and integrates tax and accounting services alongside traditional portfolio management.