Michael Mallon is a financial advisor at Guardian Life with 20 years of industry experience. He holds the Series 66 designation and previously worked at BlackRock Investments, Inc. for 23 years before joining Guardian Life and Park Avenue 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 brokerage, financial planning, retirement plan consulting, and investment advisory programs.

Francis Detota is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 17 years of industry experience. He has been with Equity Services since 2011 and is also an insurance sales agent affiliated with National Life Insurance. He serves on the advisory board of St. Benedict Roman Catholic Church and School, participating in monthly financial council meetings. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms with both discretionary and non-discretionary management options and integrates long-term investment strategies with opportunities for specialized trading.

Alfred Polizzotto III is a CFP®-certified financial advisor with 28 years of industry experience. He is currently affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2025. Prior to joining Kestra, he worked at Commonwealth Financial Network for nine years and managed his own firm, Polizzotto & Polizzotto, for nearly three decades. In addition to his advisory work, he manages a law firm and is involved in selling life and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and investment advice, with a focus on large institutional investors and complex investment solutions.

Jason Doviak is a Series 66 licensed financial advisor with 22 years of industry experience. He is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company, having previously worked at Primerica Advisors for 11 years. Outside of his advisory work, he manages several business entities related to tax planning and serves as managing trustee of The Sandy Shores Trust. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, implementing investment strategies through proprietary and third-party model portfolios, with programs available on discretionary and non-discretionary bases.

Brian Cunniff is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 16 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2016. Outside of his primary role, he participates in charitable fundraising activities as a trustee for FSSP. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory relationships using in-house and third-party model portfolios.

Peter Mccarthy is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior experience includes 12 years at E D & F Man Capital Markets Inc. He serves on the board of the YMCA of Greater Monmouth County and is involved in business planning through Core One Consulting LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Daniel Mueller is a financial advisor at Eagle Strategies (NY Life) with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with firms including GM Wealth Partners, LLC and Podell Financial Group, LLC. Outside of his advisory work, Mueller is involved in several nonprofit and community activities, serving as a board member for David's Dream and Believe Cancer Foundation and the Robin Mainardi Scholarship Fund, and operates a music production business. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a variety of program types and emphasizes tailored recommendations, managing the vast majority of regulatory assets on a non-discretionary basis while maintaining fiduciary responsibilities to retirement investors.

Kevin Charos is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2001. Outside of his advisory role, he serves as a co-executor of a will and manages a family limited partnership related to estate planning. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple program platforms.

Ishaan Maisuria is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has two years of industry experience and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Schwartz is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 19 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2009. Outside of his primary roles, he operates Schwartz Planning Group, LLC, through which he manages his own advisory business. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs involving both proprietary and third-party models.

Joseph Falisi is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Ameritas Advisory Services since 2021, Mulberry Lane Advisors since 2016, and Independent Financial Solutions since 2015. Falisi is also involved in managing and training agents in the sale of life insurance and annuities and develops personalized Social Security claiming strategies through his other business activities. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of portfolio management options utilizing model portfolios, mutual funds, ETFs, interval funds, and individual securities, supported by multiple program platforms and third-party technology.

Jason Basso is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at NYLife Securities LLC and New York Life Insurance Co, as well as positions outside finance with Disney, Conde Nast/Vanity Fair, and CNN/Time Warner. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis, with a focus on fiduciary responsibilities to retirement investors.

James Mcateer is a financial advisor at Equity Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metropolitan Life Insurance Company and Mass Mutual Investors Services. In addition to his advisory role, he is involved in insurance sales, marketing and servicing disability income policies. 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 a range of advisory platforms, incorporating long-term investment strategies with options for shorter-term trading and specialized instruments.

Michael Soroko is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services and MassMutual. Soroko is a co-owner of Emeritus Wealth, LLC, a business entity for tax and investment purposes. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support clients and advisors.

Thomas Bauman is a CFP® and ChFC® with 36 years of industry experience, currently affiliated with Primerica Advisors in Lafayette, NJ. He has held positions at Guardian Life Insurance Company and Park Avenue Securities over multiple periods since 2013. Bauman also engages in selling insurance products from companies other than Guardian Life and Berkshire Life. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a variety of proprietary and third-party investment strategies and platforms, managing approximately $15 billion in regulatory assets under management with a network of over 1,900 investment adviser representatives.

Vincent Acierno is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds a Series 63 designation and has been with Equity Services and NL Financial Alliance/National Life Insurance since 2011. He is also the owner of Integrity Consultants LLC, which focuses on life insurance commissions. 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 combines long-term investment strategies with options for shorter-term trading and specializes in advisory programs administered through a network of investment adviser representatives.

Michael Carlucci is a CFP® professional with 33 years of experience in the financial services industry, currently serving at Independent Financial Group, LLC since 2009. His prior experience includes roles at Osaic FA, Inc., Questar Asset Management, Inc., U.S. Allianz Securities, Inc., and Woodstock Financial Group, Inc. He is also the owner of a marketing DBA, MJC Advanced Financial Strategies, LLC, and is a licensed insurance agent in New Jersey. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm utilizes a combination of firm- and third-party investment models, offering discretionary and non-discretionary portfolio management with active and passive strategies across various risk profiles.

Peter Van Alstine is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has one year of industry experience and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, Equitable Advisors, LLC, Workiva, Toppan Merrill, and RR Donnelley. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers a range of advisory programs tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Thomas Dogas is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Park Avenue Securities and has prior experience at Primerica Advisors and Guardian Life Insurance Company. Outside of his advisory work, he holds leadership and volunteer roles in community organizations including serving as Vice President of the Holy Name Society at St Leo The Great Church, a presenter for the National Alliance for Mental Illness, and an officer with the Red Bank NJ Elks. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary accounts.

Frank Congilose is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP® and ChFC® designations and over 40 years of industry experience. He has worked since 1982 in various roles including leading Congilose & Associates and C&A Financial Group. Congilose is also an author of five books focused on responsible wealth and teaches financial adviser practice and education coaching. He serves as a hospital board trustee for Monmouth Medical Center Southern Campus. Park Avenue Wealth Management, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary investment management using both proprietary and third-party models, along with retirement plan consulting and financial planning services.