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.

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.

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.

James Dee is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, First Capital Advisor Group, Wellesley Financial Planners, Cadaret, Grant & Co., Inc., and LPL Financial. Outside of advisory services, he is a business owner of a FedEx Ground delivery contracting company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting with an investment approach that combines strategic asset allocation, both passive and active management, and incorporates quantitative and fundamental research.

Corey Palazzolo is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Integrated Financial Concepts. Outside of his advisory roles, Palazzolo conducts educational sessions for teachers on their pensions and retirement benefits. 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 various advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Alison Rodriguez is a financial advisor at Osaic Advisory Services, LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. for 10 years before joining OSAIC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals—including high-net-worth clients—as well as pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary guidance and third-party platforms.

James Ortenzio is a financial advisor at Equity Services, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked with NL Financial Alliance/National Life and Equity Services, Inc. since 2012. Ortenzio serves as a board member for Team 94, a nonprofit organization focused on raising awareness of certain conditions. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term strategies with options for shorter-term trading and specialized instruments, utilizing multiple advisory platforms and third-party asset managers to serve a broad client base.

Michael Doherty is a Certified Financial Planner (CFP®) with 42 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2011. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a variety of advisory programs and investment management solutions that combine firm-developed and third-party strategies.

Albert Napolitano is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Fahnestock & Co., Inc. since 1997. Outside of his advisory role, he serves as co-executor for an estate, managing investment liquidations several hours per week. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with client accounts reviewed regularly and cash balances swept into its Advantage Bank Deposit Program.

Emil Dix is a Series 66-credentialed advisor with Guardian Life and has one year of industry experience. Prior to joining Guardian Life, he worked at Antares Capital for five years and Bank of America for six years. Outside of his financial career, Dix serves as a driving instructor at various private road course tracks. Park Avenue Securities LLC, where he practices, is a dually registered broker-dealer and SEC-registered investment adviser that provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

William D'angelo is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Red Bank, NJ, holding a Series 63 designation and 17 years of industry experience. His career includes roles at NL Financial and Equity Services Inc, both starting in 2013, and previously Subconscious Threads LLC. Outside of his advisory work, he serves as president of the Nicholas Vincent D'Angelo Foundation, which funds premature birth research, and holds board positions supporting nonprofit causes such as autism awareness and medical center fundraising. 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 with a blend of long-term investment strategies and shorter-term trading options, working through a network of investment adviser representatives and utilizing third-party asset managers and model portfolios.

Todd Leonhardt is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2011. He is a member of the Manasquan Board of Education, a non-investment role he has held since 2020. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies.

Konstantinos Kostakis is a CFP® and ChFC® with 40 years of industry experience, currently practicing at Kestra Advisory. His prior roles include long tenures at Stonebridge Capital Management and Cadaret, Grant & Co., Inc. He also serves as president and shareholder of Stonebridge Financial, Inc., where he oversees corporate financials and shareholder distributions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Alexander Coun is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he was with Equitable Advisors, LLC and has a background that includes time at Rutgers University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Nicole Haverstick is a CFP® professional with 26 years of experience, currently affiliated with Commonwealth Financial Network. She has worked at Commonwealth since 2008 and previously at Kornblum & Tomas Financial Services. Outside of advisory work, she is a co-owner of an online gift shop, Lightheart Lane, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Dennis Schlegel Jr. is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at LPL Financial, MML Investors Services, MassMutual, Gitterman Wealth Management, and Triad Advisors. He is also licensed to sell non-variable insurance products. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a mix of mutual funds, ETFs, and individual securities.