Michael Viselli is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at Charles Schwab, First American Trust, and several advisory firms. Mariner serves a diverse client base including individuals, pension plans, trusts, and nonprofit organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses discretionary, customized portfolios supported by an internal team and third-party managers, and it integrates tax and accounting services alongside traditional portfolio management.

Russell Bowman is a CFP® with four years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. He previously worked at Rockefeller & Co for 15 years. Outside of his advisory role, he is a member and co-manager of Snores LLC, a part-time rental business. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services under the Rockefeller Global Family Office platform and offers access to alternative and private investments.

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 Messinger is a financial advisor with Allworth Financial, L.P., holding a Series 63 designation and 31 years of industry experience. Prior to joining Allworth in 2024, he worked for George Mckelvey Co., Inc. for 19 years. Outside of his advisory role, Messinger serves as Vice President and Marlboro representative on the Freehold Regional High School Board of Education. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of strategies, including core-satellite, pure-index, and options-based overlays, and distinguishes itself through specialized divisions and affiliated businesses.

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.

Joseph Gaj is a ChFC® credentialed financial advisor with 17 years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has held roles at several firms including Integrity Marketing Group and First Palladium LLC. He also serves as a director for Wealth Enhancement Group in addition to his advisory duties. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach that combines passive and active managers, supported by an internal Investment Committee and a variety of implementation tools and services.

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.

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 37 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2011. He is a member of the Manasquan Board of Education, a non-investment role he has held since 2020. Benjamin F. Edwards & Company 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 range of advisory programs and investment management solutions that include firm-developed and third-party model strategies.

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® professional with 26 years of experience, currently affiliated with Commonwealth Financial Network. She has worked at Commonwealth since 2008 and previously at Kornblum & Tomas Financial Services. Outside of advisory work, she is a co-owner of an online gift shop, Lightheart Lane, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Dennis Schlegel Jr. is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at LPL Financial, MML Investors Services, MassMutual, Gitterman Wealth Management, and Triad Advisors. He is also licensed to sell non-variable insurance products. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a mix of mutual funds, ETFs, and individual securities.

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. She holds a Series 66 credential and has been with the firm since 2026. Prior to rejoining Benjamin F. Edwards, she worked in various roles at firms including FCB Health, Dagger, Grey Group, Furman Roth Advertising, and Coach. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment strategies, from model-based to customized portfolios, and operates as both an advisory firm and a broker-dealer with in-house trading and a variety of consulting and advisory services.

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 10 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 serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation and provides both discretionary and non-discretionary investment management programs.

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.