James Glass is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities, Santander Securities, Merrill, and Bank of America. He is also involved with Integrated Financial Concepts LLC/National Life Insurance Co. as a broker agent for insurance sales. 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 that blend long-term strategies with options for shorter-term trading and specialized instruments.

Michael Koutsoudakis is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Paulson Investment Advisors LLC, Paulson Investment Company, LLC, and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

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.

Meyer Laniado is a financial advisor with Guardian Life and holds a Series 66 designation. He has seven years of industry experience, including roles at Park Avenue Securities and The Guardian Life Insurance Company of America. Outside of his advisory work, he provides fee-based consulting for business and estates through Planning Alliance Consulting. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and both proprietary and third-party investment advisory programs.

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.

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 in Little Silver, NJ, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2009 and previously at Ferrara Financial and Northeast Planning Corporation. Bennett is involved with the BeThenDo Foundation, a family foundation that provides training for educators and coaches on CPR/AED for young children, and he also manages Graceful Equine LLC, related to equine purchases and maintenance. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individual, pension, charitable, and corporate clients offering brokerage services, financial planning, retirement consulting, and a range of investment advisory programs including discretionary and non-discretionary models from internal and third-party managers.

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 at Equity Services, Inc. with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Nomura Holding America, JP Morgan Chase & Co., and National Life Group. Zunno is also involved in insurance sales, including life insurance, long-term care, fixed annuities, and group insurance. 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 offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading and specialized instruments.

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.

Bulent Algokce is an advisor with Eagle Strategies (NY Life) based in Manalapan, NJ, holding Series 63 and Series 66 licenses and with 27 years of industry experience. His work history includes roles at Bridge Financial Group, LLC and New York Life Insurance Company since 2005. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types, with a focus on tailored recommendations and predominantly non-discretionary asset management.

Stefan Byramji is a financial advisor with Eagle Strategies (NY Life) based in Manalapan, NJ. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Eagle Strategies, he worked with Nylife Securities LLC and New York Life Insurance Co. Outside of his advisory role, he serves on the Board of Directors for the Point Pleasant Borough Chamber of Commerce, participating in event planning and community activities. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailoring solutions to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

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.

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 18 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Stifel, Benchmark Investments, LLC, and JMP Securities. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio and asset allocation strategies across a range of investments, integrating financial planning and tax services into many client relationships.

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.

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.