Thomas Glynn is a financial advisor at Oppenheimer with 40 years of industry experience. He has been with Oppenheimer since 2009 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as an alternate member of the Allenhurst, NJ Planning Board. 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 retirement planning. The firm employs strategic asset allocation and manager selection across various investment vehicles, with a combination of discretionary and non-discretionary account management.

William Gallagher is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including Zynergy Retirement Planning, Facet Wealth, and Millington Securities, Inc. Gallagher’s background also includes roles outside traditional advisory firms, such as a position at Amazon. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and a range of program offerings such as no-transaction-fee mutual funds, ETF model portfolios, and specialized retirement plan consulting.

Emily Zeigler is a CFP® with eight years of industry experience, currently affiliated with Primerica Advisors and associated with Park Avenue Securities, Guardian Life Insurance Co of America, and C&A Financial Group since 2017. Prior to her current roles, she worked at Service Works Inc. from 2014 to 2017. She is involved in a non-investment business, Commitment to Excellence LLC, which manages payroll for her assistants. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.

Justin Siracusa is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northeast Financial Network since 2025. Outside of finance, 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 serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs proprietary and third-party investment strategies and supports various account-level services, managing approximately $15 billion in regulatory assets under management.

Ernest Caponegro is a financial advisor at OSAIC Advisory Services, LLC with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at American Portfolios Financial Services, Inc. and National Securities Corporation. Outside of advising, he owns and operates a full-service property, casualty, and life insurance agency and serves on the board of the Brick Police Athletic League, a nonprofit organization. OSAIC Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement consulting, and third-party manager oversight through multiple program models.

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 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.

Kristin Hovmiller is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 credentials, with 24 years of industry experience. She has been with Principal Financial Services and Principal Life Insurance Company since 2001. Kristin also serves as a bank/trust officer to support and manage Principal retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through direct advisory programs.

Kevin Willett is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2005. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment vehicles to construct client solutions, with an emphasis on both discretionary and non-discretionary management.

Craig Jantz is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Oppenheimer in 2023, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment strategies, providing both discretionary and non-discretionary management programs.

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 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 Keating is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co., Inc. in 2025, he spent 17 years at BlackRock. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem and delivers advice through standardized asset allocation models and research tools, with final investment decisions made by clients.

Amanda Salemi is a Series 65 licensed advisor with Mariner, where she has worked since 2014. She has 10 years of industry experience. Mariner serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office support, using discretionary, customized portfolios overseen by an Investment Committee and supported by internal and third-party managers.

Robert Bowden is a CFA® charterholder with 23 years of industry experience. He currently works at D.A. Davidson & Co., where he has been since 2020. Prior to that, he held roles at Amherst Pierpont Securities LLC and Brownstone Investment Group, LLC. Outside of his advisory work, Bowden serves as CFO of Navesink Wellness Center, a mental health services provider in Rumson, NJ. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides comprehensive financial planning and portfolio management under a fiduciary standard, with specialized programs for high-net-worth clients and unique capabilities as a municipal advisor and qualified custodian.

Justin Pagan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Citigroup since 2015. Outside of his advisory role, he serves as Marketing Manager for Jade Management Services LLC, a medical management company focused on cosmetic medical services. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm’s scale and market roles include in-house research, derivatives and futures services, and bespoke solutions for large clients.

Damon Gruss is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at Park Avenue Securities LLC and Guardian Life Insurance Company of America since 2001. 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, financial planning, and consulting, utilizing a range of proprietary and third-party investment strategies across various account types.

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.

Jessica Simpson is a financial advisor with Primerica Advisors, holding a Series 66 designation and eight years of industry experience. She previously worked at RBC Capital Markets LLC for ten years and is currently associated with Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory role, she serves as the Executive Committee Treasurer of a local yacht club. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

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.