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® with 20 years of industry experience, currently serving as a financial advisor at Primerica Advisors. She has previously worked with Park Avenue Securities, LLC and Guardian Life Insurance Company, as well as MetLife Securities Inc. Chan holds the Series 66 designation and is based in Old Bridge, NJ. 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, utilizing a range of proprietary and third-party investment strategies and platforms.

Christopher Hall is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup and Investors Bank. Outside of his advisory role, he is involved in fixed insurance marketing through his own business, Financial Strategies for Life. Equity Services, Inc., doing business 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 multiple advisory platforms with third-party asset managers and model portfolios, utilizing predominantly long-term strategies alongside options for shorter-term trading.

Christian Dapolito is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has six years of industry experience, including positions with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves on the board of the Matawan Football Alumni Foundation and operates a quarterback training camp, QB Sessions, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Kevin Cottrell is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 18 years of industry experience. He has been with PNC Investments since 2013, including his current role at PNC Wealth Management since 2017. Outside of his advisory work, he is noted as an owner of a rental property unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

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 Series 66 licensed financial advisor with 16 years of industry experience. She is currently with OSAIC Advisory Services, LLC and previously worked at Woodbury Financial Services Inc. for 10 years prior to joining Osaic. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, third-party manager selection, and related services through multiple program models, leveraging both proprietary 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.