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Emily Z
CFP®, Series 66
Wall, NJ
Guardian Life
Emily Zeigler is a CFP® professional with nine years of experience working at Guardian Life and its subsidiary Park Avenue Securities, LLC. She previously worked at Service Works Inc. for three years. She is involved with Commitment to Excellence LLC, managing payroll for assistants. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individual, corporate, and institutional clients through advisory and brokerage services. The firm combines advisor-driven management and model-based strategies, offering tailored financial planning and access to proprietary and third-party investment solutions.
Justin S
Series 66
Holmdel, NJ
Guardian Life
Justin Siracusa is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Northeast Financial Network. Outside of his financial advisory role, he is the finance and operations manager for Babysitters R Us LLC, a babysitting services company based in Staten Island, NY. Park Avenue Securities LLC, 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, combining advisor-led discretionary management with model-based strategies delivered through proprietary programs and third-party platforms.
Ernest C
Series 63, Series 65
Manasquan, NJ
Osaic Advisory Services, LLC
Ernest Caponegro is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., National Securities Corporation, and several other firms dating back to 2006. Outside of his advisory work, he is the owner-operator of a full-service insurance agency and serves on the board of the nonprofit Brick Police Athletic League. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including high-net-worth individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, employing both fundamental and technical strategies, and works closely with multiple platform partners and affiliated managers to deliver comprehensive solutions.
Edward S
ChFC®, Series 63
Tinton Falls, NJ
Kestra Advisory
Edward Schuler Jr. is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with Kestra Advisory and has previous experience at Woodbury Financial Services Inc and OSAIC. Outside of advising, he serves on the board of a nonprofit organization, A Need We Feed, contributing to governance and oversight. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.
Richard S
Series 66
Asbury Park, NJ
Mariner
Richard Seyfried Jr. is a financial advisor at Mariner with six years of industry experience and holds a Series 66 designation. Prior to joining Mariner in 2025, he worked at Bank of America and Merrill. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm combines discretionary, customized portfolios with in-house research and third-party allocations, and provides integrated tax and accounting services uncommon for a firm of its size.
Kevin W
Series 63, Series 65
Red Bank, NJ
Oppenheimer
Kevin Willett is a financial advisor at Oppenheimer with 36 years of industry experience. He has been with Oppenheimer since 2005 and previously worked at Morgan Stanley DW Inc. from 2002 to 2005. He holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of advisory programs delivered on discretionary and non-discretionary bases, with services spanning equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, manager selection, and portfolio reviews.
Craig J
Series 63, Series 66
Red Bank, NJ
Oppenheimer
Craig Jantz is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and consulting services, including discretionary and non-discretionary portfolio management and retirement planning.
Margaret A
Series 63
Red Bank, NJ
Equity Services, inc.
Margaret Antoniello is a financial advisor with Equity Services, Inc. in Red Bank, NJ, holding a Series 63 credential and over 22 years of industry experience. She has been with Equity Services and National Life Group since 2011. Antoniello is involved in nonprofit activities, including volunteering and committee work with the American Cancer Society and mentoring students at Saint Joseph’s University. Equity Services, Inc., operating 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, often utilizing third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.
Chirag S
Series 66
Red Bank, NJ
Equity Services, inc.
Chirag Savalia is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Red Bank, NJ, holding a Series 66 license and having 12 years of industry experience. He has worked at Equity Services since 2016 and is also a founding partner and chief strategist at Afton Financial Group. Equity Services, Inc. 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 and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.
Michael K
Series 63, Series 66
Little Silver, NJ
Schwab Wealth Advisory
Michael Keating is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at BLACKROCK for 17 years before joining Schwab Wealth Advisory and Charles Schwab & Co., Inc. in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses standardized asset-allocation models and internal research tools to guide investment selection, with client authorization required for all trades.
Amanda S
Series 65
Manasquan, NJ
Mariner
Amanda Salemi is a Series 65-licensed financial advisor with 11 years of industry experience. She worked at Mariner Wealth Advisors for four years before joining Mariner. Mariner serves a diverse client base, including individuals, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and supports a broad range of strategies alongside integrated tax and administrative family office capabilities.
Damon G
Series 63, Series 65
Tinton Falls, NJ
Guardian Life
Damon Gruss is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company of America, spanning over two decades. Park Avenue Securities LLC, a 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 tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory programs.
Justin P
Series 63, Series 65
Red Bank, NJ
Equity Services, inc.
Justin Paine is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has held positions at Metropolitan Life Insurance Company and Mass Mutual Investors Services and has been with Equity Services since 2017. Paine is also involved in providing health, life, and property & casualty insurance solutions through his own firm, DFP LLC, and serves as a broker and consultant for insurance products. Equity Services, Inc. offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, utilizing multiple advisory platforms and third-party asset managers to implement primarily long-term investment strategies alongside options for shorter-term trading.
Richard C
Series 63, Series 65
Brick Township, NJ
PNC Wealth Management
Richard Calabro is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 35 years of industry experience. He previously worked at PGIM Investments LLC for eight years before joining PNC Investments in 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that employs algorithm-driven risk assessments and third-party managed portfolios using mutual funds and ETFs.
Jessica S
Series 66
Wall, NJ
Guardian Life
Jessica Simpson is a financial advisor at Guardian Life with eight years of industry experience. She holds the Series 66 designation and previously worked for RBC Capital Markets LLC for ten years. She serves as Executive Committee Treasurer of a local yacht club. Jessica is affiliated with Park Avenue Securities LLC, a subsidiary of Guardian Life, which provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions, combining advisor-led discretionary management with model-based strategies and digital advisory options.
Michael M
Series 63, Series 65
Red Bank, NJ
Equity Services, inc.
Michael Marino is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Red Bank, NJ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at National Life Insurance Company and Equity Services, Inc. since 2015. In addition to his advisory work, Marino is involved in educating professionals and municipal employees on retirement portfolios and insurance products through roles with several pension and insurance education organizations. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering various advisory platforms that include both discretionary and non-discretionary management, often utilizing third-party asset managers and model portfolios.
Dominic T
Series 63, Series 65
Howell, NJ
Kestra Advisory
Dominic Todarello is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services and Sopher Financial Group. Outside of his advisory role, he is involved in selling and servicing life and medical insurance through various affiliated insurance businesses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including plan design, fiduciary consulting, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and offers multiple management platforms and third-party solutions within a supervisory framework.
Alan R
CFP®, Series 66
Lakewood, NJ
Brookstone Capital Management LLC
Alan Ragovin is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Brookstone Capital Management LLC since 2016. He operates two related businesses, RAGOVIN Financial Services and RFS Financial & Insurance Solutions, alongside his role at Brookstone. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and business entities. The firm offers a range of investment strategies, including dynamic asset allocation models and options-enhanced strategies, and serves as both an investment advisor and sub-advisor through its BCM Platform.
Michael P
Series 63, Series 65, Series 66
Holmdel, NJ
Guardian Life
Michael Pandolpho is a financial advisor with Guardian Life, holding Series 63, 65, and 66 credentials and over 31 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory role, he serves as a notary public and works as a card dealer at Casino Night events. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with financial planning, consulting, and access to proprietary and third-party investment programs.
Kenneth B
Series 66
Brielle, NJ
Guardian Life
Kenneth Bogert is a financial advisor with Guardian Life, holding a Series 66 designation and 11 years of industry experience. He has worked at Guardian Life since 2015 and is also affiliated with United Lacrosse since 2012. In addition to his advisory role, he is licensed to sell term insurance from companies other than Guardian to provide clients with cost-effective term policies. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning and investment management solutions, including discretionary and model-based strategies, tailored to meet diverse client needs.
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