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.

Kim Trzeciak is a financial advisor at Allworth Financial, L.P. with 23 years of industry experience. He holds the Series 66 designation and previously worked at George McKelvey Co., Inc. for 11 years. Allworth Financial is an SEC-registered, fee-based adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management, comprehensive financial planning, and specialized strategies including defined-outcome ETFs and options overlays, supported by the use of technology and third-party sub-advisers.

William D'angelo is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Red Bank, NJ, holding a Series 63 designation and 17 years of industry experience. His career includes roles at NL Financial and Equity Services Inc, both starting in 2013, and previously Subconscious Threads LLC. Outside of his advisory work, he serves as president of the Nicholas Vincent D'Angelo Foundation, which funds premature birth research, and holds board positions supporting nonprofit causes such as autism awareness and medical center fundraising. 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 with a blend of long-term investment strategies and shorter-term trading options, working through a network of investment adviser representatives and utilizing third-party asset managers and model portfolios.

Todd Leonhardt is a CFP® professional with 38 years of industry experience, currently serving as an advisor at Benjamin F. Edwards & Company, Inc. since 2011. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also a member of the Manasquan Board of Education. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs and investment management solutions combining proprietary strategies and third-party model portfolios.

Konstantinos Kostakis is a CFP® and ChFC® with 40 years of industry experience, currently practicing at Kestra Advisory. His prior roles include long tenures at Stonebridge Capital Management and Cadaret, Grant & Co., Inc. He also serves as president and shareholder of Stonebridge Financial, Inc., where he oversees corporate financials and shareholder distributions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Alexander Coun is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he was with Equitable Advisors, LLC and has a background that includes time at Rutgers University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Nicole Haverstick is a CFP® with 27 years of experience in the financial services industry. She is affiliated with Commonwealth Financial Network and has worked there for 18 years. Her prior experience includes six years at Ameriprise and ten years at Kornblum & Haverstick Financial Services. Outside of advising, she is a co-owner of Lightheart Lane, LLC, an online gift shop. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, and custodial services for individual and institutional clients.

Dennis Schlegel Jr. is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at LPL Financial, MassMutual, and Gitterman Wealth Management. He is also an agent selling non-variable insurance. 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 investment adviser representatives. The firm offers a diverse range of portfolio management and consulting services and utilizes centralized due diligence and technology tools to support advisors and clients.

Matthew Bondurant is a financial advisor with Empower Advisory Group in Neptune, NJ, holding a Series 66 credential and three years of industry experience. His prior roles include positions at LPL Financial, Wealthcare Advisory Partners LLC, and Prudential Financial Planning Services. Bondurant also provides administrative support to Wealthcare Advisory Partners, an independent investment advisor firm. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services combine proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Tess Magovern is a financial advisor at Benjamin F. Edwards & Company, Inc. with a Series 66 credential and prior experience in marketing and advertising roles at firms including FCB Health, Grey Group, and Furman Roth Advertising. She has been with Benjamin F. Edwards for a total of five years in two separate periods. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting using proprietary and third-party strategies across equity and fixed income portfolios.

Kalyan Jampala is a financial advisor at Equity Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Voya Financial Advisors and Partners Realty Group. Outside of his advisory role, he serves as a director organizing charitable activities for underprivileged children. Equity Services, Inc., doing business 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 using third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Christopher Padula is a financial advisor at Oppenheimer with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer & Co. Inc since 2012. Outside of his advisory role, he delivers food for DoorDash using his own car. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation along with manager selection and periodic reviews.

Eric Rios is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been associated with Park Avenue Securities and Guardian since 2014. Outside of his advisory work, Eric Rios speaks on financial literacy to business owners and finance students using compliance-approved presentations. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Paul Conforti is a CFP® with 31 years of industry experience, currently affiliated with Mariner. His prior experience includes roles at Msec, LLC, Mariner Wealth Advisors, Lincoln Investment, and Capital Analysts Incorporated. Outside of his advisory work, he serves as treasurer and a board member of the Spring Lake Golf Club in Spring Lake, NJ. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, and it maintains integrated tax and accounting services uncommon among large enterprises.

Gregory Jacobson is a CFP® professional with 27 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Pick & Roll Wealth Management, having previously worked at B. Riley Wealth Advisors, National Asset Management, and Ameriprise Financial Services. Jacobson also spends a portion of his time engaged in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports its affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Joseph Fitzgerald is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP®, Series 63, and Series 65 designations. He has 17 years of industry experience, with a long tenure at both firms since 2009. Outside of his advisory role, he is involved in buying and selling collectibles such as comic books, video games, and Pokémon cards. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and a range of investment advisory programs that include proprietary and third-party models.

Robert Giunco Jr. is a financial advisor at Allworth Financial, L.P. with 34 years of industry experience. He previously worked at George McKelvey Co., Inc. for 34 years before joining Allworth Financial in 2024. He holds the Series 63 designation. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of strategies, including model allocations and options-based overlays, and is notable for its ownership structure and specialized services such as an Airline division and management of privately offered income funds.

Jacob Manna is a Series 65-licensed financial advisor with Wealth Enhancement Advisory Services, LLC. He has been with the firm and its affiliated entities since 2025 and has previous experience with the National Futures Association and other financial and healthcare organizations. He completed his studies at Monmouth University from 2020 to 2024. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets across a broad advisor network, employing a diversified investment approach that combines passive and active management supported by an internal Investment Committee.

Patrick Kenny is a CFP® with 19 years of industry experience, currently serving at Guardian Life and Park Avenue Securities. He has been with both firms since 2016. Outside of his advisory role, Kenny officiates lacrosse games. 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. The firm offers a range of brokerage, financial planning, retirement consulting, and advisory programs including discretionary and non-discretionary models.

Alexander Tragnitz is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Guardian Life Insurance Co since 2015. Outside of his advisory role, he assists clients and others with tax preparation and serves on the golf committee of CPC Behavioral Healthcare, a nonprofit organization. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with both brokerage and advisory services. The firm offers multiple proprietary and third-party investment programs, including discretionary and non-discretionary management, and provides financial planning, retirement-plan consulting, and business consulting services.