Kathleen Nolan is a financial advisor at AE Wealth Management, LLC with 28 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at firms including Global Financial Private Capital and Family Focus Private Wealth LLC. Nolan is also the president and owner of Family Focus Financial Group and serves as marketing director for Sage Tuition Rewards. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary management, financial planning, and consulting services.

Steven Foerschl is a financial advisor with Equity Services, Inc. He holds the ChFC® designation and Series 63 license and has 43 years of industry experience. His career includes long tenures at MetLife Securities Inc. and related firms since 1974, with his current roles at Equity Services, Inc. and Integrated Financial Concepts LLC beginning in 2017. 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 offers multiple advisory platforms combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Michael Mallon is a financial advisor at Guardian Life, holding a Series 66 designation with 21 years of industry experience. His career includes a 23-year tenure at Blackrock Investments, Inc., followed by his current roles at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

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.

Nicholas Gargiulo is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience. He holds a Series 65 credential and has worked previously at KML Financial Services Group, LLC, and Personal Financial Solutions LLC. Outside of finance, he is the Director of the Karate Program at Epic Gymnastics, a gymnastics and karate school where he has been involved since 1997. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, using globally diversified, risk-appropriate portfolios and a mix of low-cost ETFs, index funds, separate account managers, direct indexing, and private funds.

Drew Bukowiec is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has previously worked at Aon and the New York Jets. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to a range of clients including individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Jeanne Moir is a Series 66-licensed financial advisor with over 14 years of industry experience. She is affiliated with Guardian Life and Park Avenue Securities, where she has worked since 2012. Outside of her advisory role, she is involved in several nonprofit and community organizations, serving as a board member for Play2Win, president of a local networking group, and founder of a volunteer blood drive initiative. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services supported by proprietary and third-party investment platforms, combining advisor-led discretionary management with model-based strategies.

Mark Lowe is a CFP® and ChFC® with 41 years of experience in the financial industry. He has been with Guardian Life since 2010 and previously worked at International Planning Alliance and First Montauk Securities Corp. He is also the author of a forthcoming book on financial products. He works at Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party investment solutions.

Gregory Campanile is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2015. Outside of his advisory role, he is involved in a health insurance group benefits business. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm blends advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.

Jason Doviak is a financial advisor with Guardian Life and holds a Series 66 designation. He has 22 years of industry experience, including over a decade with Guardian Life and current roles at Park Avenue Securities. Outside of his advisory work, he is a managing trustee of The Sandy Shores Trust and is involved in business ventures related to tax planning and payroll services through several LLCs. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning and investment solutions through a combination of advisor-led management and model-based strategies, leveraging proprietary programs and third-party platforms.

Brian Cunniff is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, 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 advisory role, he serves as a trustee involved in charitable fundraising activities. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Peter Mccarthy is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 licenses and bringing 36 years of industry experience. His prior roles include positions at E D & F Man Capital Markets Inc. and C & A Financial Group, LLC. He serves as a board member of the YMCA of Greater Monmouth County and is involved in business planning through Core One Consulting LLC. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions, combining advisor-led discretionary management with model-based strategies and proprietary platforms.

Kevin Lynch is a financial advisor at Transamerica Retirement Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Nationwide Investment Services Corp, Massmutual Financial Group, and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. The firm uses proprietary portfolio construction technology from Morningstar Investment Management and manages a large client base focused on asset allocation and retirement guidance.

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.

Joslain Joseph is a financial advisor at Oppenheimer with 19 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2016. Prior to that, he was with Merrill from 2008 to 2016 and Ameriprise from 2007 to 2008. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services that include strategic and tactical asset allocation, manager selection, and retirement consulting across discretionary and non-discretionary accounts.

Patrick Burgdorf is a financial advisor at Citizens Securities, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Citizens Securities, he worked at TIAA-CREF for 32 years and held positions at WestPark Capital, Inc., Cetera, and Investors Bank. Outside of his advisory role, Burgdorf serves as a volunteer firefighter and treasurer for the Exempt Firemen's Association of Deal. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, with a focus on ETF-based portfolios through its proprietary digital advisory platform and managed account programs.

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.

John Schaefer is a financial advisor with Guardian Life holding a Series 66 designation and five years of industry experience. He has worked with Park Avenue Securities and Northwestern Mutual and is currently based in Shrewsbury, NJ. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses with brokerage and investment advisory services. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

James Alban is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at New York Life Insurance Company, Principal Life Insurance, Fidelity Personal and Workplace Advisors, and Strategic Advisers, Inc. Mariner serves a wide range of clients, including 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 services, utilizing discretionary, customized portfolios supported by both in-house and third-party management.