Robert Niehoff is a financial advisor at Primerica Advisors with over 33 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes long tenures at Guardian Life Insurance and Primerica Advisors, as well as his current roles with Park Avenue Securities and Guardian Life Insurance. He also occasionally sells non-Guardian insurance products. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a variety of account-level services.

Daniel Anerella Jr. is a financial advisor with Primerica Advisors based in Holmdel, NJ. He holds the Series 66 designation and has five years of industry experience. His prior work includes positions at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports multiple account-level services including lending solutions and donor-advised funds.

Mark Gold is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials. He has been in the financial services industry since 2026 and has prior experience in healthcare and startup sectors. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Christopher Oconnor is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2012. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside multiple investment management programs.

Nino Finnigan is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America, Guardian Life Insurance Company, and Park Avenue Securities. Outside of financial advising, he works as a freelance court interpreter. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, and charitable organizations. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Matthew Kanakis is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America N.A., and Merrill. Outside of finance, he has experience in the restaurant industry, having worked at Molaoi Restaurant Corp and Kabooz's Bar & Grill. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and a Managed Account program while operating as a broker-dealer and insurance agency.

Arthur Buisson is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 17 years of industry experience, including roles at Howley Financial Group and Guardian Life Insurance Company. Buisson also acts as an insurance agent for clients when it is advantageous to them. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, financial planning, and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies.

Weal Goma Androus is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with CitiBank since 2012. Outside of his advisory role, Androus has held passive or silent partner positions in pharmacy-related businesses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diversified investment advisory programs and broker-dealer services. The firm combines large institutional scale with specialized market roles and provides multi-asset, multi-manager strategies across discretionary and non-discretionary programs.

Christopher Hall is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup and Investors Bank. Outside of his advisory role, he is involved in fixed insurance marketing through his own business, Financial Strategies for Life. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms with third-party asset managers and model portfolios, utilizing predominantly long-term strategies alongside options for shorter-term trading.

Christian Dapolito is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has six years of industry experience, including positions with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves on the board of the Matawan Football Alumni Foundation and operates a quarterback training camp, QB Sessions, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Terrance White is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Citigroup, Royal Alliance, and Platinum Wealth Solutions of Texas. Outside of his advisory role, he manages a website for a Christmas light installation business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program with ETF-based portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Brandon Meyers is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current role, he worked at Northeast Financial Network and has served as Director of Youth Operations at Sportsplex at Metuchen. Park Avenue Securities, operating as Park Avenue® Wealth Management, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory solutions, including proprietary model portfolios and a digital advisory platform.

Michael Macri is a financial advisor with PNC Wealth Management in Red Bank, NJ, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include seven years at Bank of America and nine years at Merrill. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessment and managed model strategies.

Matthew Watson is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Specific Solutions, Fulton Financial Corporation, and Raymond James Financial Services. He has been with Oppenheimer since 2017. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation with a variety of investment vehicles and acts as a qualified custodian for client assets.

Matthew Marino is a financial advisor with Equity Services, Inc. in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms, including Integrated Financial Concepts LLC/National Life Insurance Company since 2019. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading and specialized instruments, and utilizes a network of third-party asset managers and model portfolios.

Francisco Acevedo is a financial advisor with Guardian Life and holds a Series 66 designation. He has 15 years of industry experience and has worked at firms including Lincoln Financial Securities, RobustWealth, and Brinker Capital. He is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities, doing business as Park Avenue® Wealth Management, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and investment advisory programs using both proprietary and third-party models.

Andrew Garcia is a CFA® charterholder and holds the Series 65 designation, with nine years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC, where he has worked since 2026. Prior to this, he held positions at Hightower Advisors, LLC, Farr Miller & Washington, LLC, and JP Morgan Private Bank. Wealth Enhancement Advisory Services is a large enterprise managing over $122 billion in regulatory assets under management. The firm offers a range of financial planning and asset management services to individuals, high-net-worth clients, corporations, and retirement plans, employing a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

James Dematteo is a CFP® professional with 20 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His career includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company. He also operates JPD Financial, LLC, an S-corporation focused on business income and accounting. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial and retirement planning. The firm utilizes a combination of proprietary and third-party investment strategies and supports various account features including discretionary management, alternative investments, and securities-based lending.

Diane Aurelio is a CFP® and Series 66 designated advisor with 17 years of industry experience. She has been with Transamerica Retirement Advisors, LLC since 2014, including roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement planning guidance, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Joshua Rodriguez is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Citigroup, NYLife Securities, and JP Morgan. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program using proprietary algorithms and a managed account program, while also operating as a broker-dealer and insurance agency.