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 Pandolpho is a financial advisor with Primerica Advisors, holding Series 63, 65, and 66 licenses and bringing 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 serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with a variety of investment programs, combining proprietary portfolios, third-party managers, and digital advice solutions.

Kenneth Bogert is a Series 66 licensed advisor with Primerica Advisors, based in Brielle, NJ, and has 11 years of industry experience. He has worked at Guardian Life Insurance and Primerica Advisors since 2015 and is also involved with United Lacrosse. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various investment programs and financial planning solutions, utilizing proprietary and third-party strategies across multiple asset types.

Luke Mathis is a financial advisor with Mariner holding a Series 66 license and one year of industry experience. Prior to joining Mariner, he worked at Equitable Advisors for two years and has a background that includes roles in healthcare solutions and education. Outside of finance, he has entrepreneurial experience with Doyle's Pour House Tuckerton. Mariner serves a broad range of clients including high-net-worth 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 CFO services, implementing customized discretionary portfolios supported by in-house research and third-party managers.

Justin Bennett is a financial advisor with Guardian Life based in Little Silver, NJ. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Bennett has worked at Guardian Life and its affiliates since 2009 and previously at Ferrara Financial and Northeast Planning Corporation. Outside of his advisory role, he is involved with the BeThenDo Foundation, a family foundation providing training for educators. He is affiliated with Park Avenue Securities LLC, a subsidiary of Guardian Life, which offers brokerage and investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a variety of proprietary and third-party programs.

William Grundig is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Commonwealth Financial Network and EverBank. He is the owner of Dynasty Advisors LLC, where he manages operational activities alongside his advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and employee education, serving approximately $79.8 billion in assets under management and including large institutional investors such as sovereign wealth funds.

Peter Zunno Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Red Bank, NJ, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Nomura Holding America, Nomura Securities International, and JP Morgan Chase & Co. He is also involved in the sale of life insurance, long-term care insurance, fixed annuities, and group insurance. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and third-party asset managers, combining predominantly long-term investment strategies with options for shorter-term trading, and manages both discretionary and non-discretionary client programs.

Kevin Hutnik is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Commonwealth Financial Network for nine years. Outside of advisory services, he serves as the director of group benefits at Dynasty Advisors LLC, managing employee benefit plans including medical, dental, vision, group life, and long-term disability coverages. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, benchmarking, and investment due diligence, managing approximately $79.8 billion in assets with clients that include sovereign wealth funds and large institutional investors.

Anthony Indelicato is a financial advisor with PNC Wealth Management in Manasquan, NJ, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing, Penn Mutual Life Insurance Company, Hornor Townsend & Kent Inc, and Weichert Realtors. He is also the owner of Safe at 3rd Sportscards LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via approved strategies managed by PNC or third-party strategists.

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.

Salvatore Giorgio is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation. He has over three years of industry experience, including five years at Shore Marketing Group and two years with Guardian Life Insurance Company. Prior to his financial services career, he worked at Sheraton Eatontown Hotel for six years. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement plan consulting, and investment advisory programs.

Amy Mackin is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her career includes roles at GWFS Equities, Advised Assets Groups, Triad Advisors, Resources Investment Advisors, American Portfolios Financial Services, Cafaro Greenleaf, Greenleaf Advisors, and Empower Retirement. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms, including point-in-time financial plans and optional managed account solutions.

Charles Salvo is a financial advisor at Mariner in Manasquan, NJ, holding a Series 65 designation with seven years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously at BNY Mellon Wealth Management from 2016 to 2018. Mariner serves a broad client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and access to third-party managers. The firm offers customized portfolio management supported by an internal team and an Investment Committee, with integrated tax, accounting, and family office services that distinguish it from other large advisory enterprises.

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.

Laura Hickman is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Stifel, Benchmark Investments, LLC, and JMP Securities. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, institutional clients, and sports professionals. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into client relationships.

Christopher Oconnor is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Morgan Stanley and Citigroup Global Markets before joining Oppenheimer in 2012. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs with both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

Ellen Peifer is a financial advisor at Mariner Wealth Advisors with the PFS™ designation and Series 63 license. She has four years of industry experience and has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Mariner serves a broad mix of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm implements customized discretionary portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness tools.

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.

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.

Joyce Chan is a CFP® professional with 20 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities, LLC. Her career includes over a decade at Park Avenue Securities and Guardian Life Insurance Company of America, with prior experience at MSI Financial Services, New England Securities, Walnut Street Securities, and Tower Square Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.