Todd Leonhardt is a CFP® professional with 38 years of industry experience, currently serving at Benjamin F. Edwards & Company, Inc. since 2011. He is a member of the Manasquan Board of Education, where he serves as a school board member. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, combining discretionary and non-discretionary strategies overseen by an Investment Strategy Committee.

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 with Benjamin F. Edwards & Company, Inc., holding a Series 66 credential and beginning her advisory career in 2026. Her prior experience includes roles in healthcare communications and advertising firms such as FCB Health, Grey Group, and Furman Roth Advertising. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment management services, utilizing both internal and third-party strategies across various asset classes.

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.

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.

John Mormile is a financial advisor with Oppenheimer, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked with Oppenheimer since 2004. 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 programs including asset management, consulting, and retirement services, with advisory strategies covering equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

Antoinette Yock is a financial advisor at Kestra Advisory with 30 years of industry experience. She holds the Series 63 and Series 66 credentials. Her background includes long-term roles at Foresters Financial Services from 1994 to 2019 and subsequent positions within Kestra Investment Services and Kestra Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and 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.

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.

Michael Feeney is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Mass Mutual Investors Services and Commonwealth Financial Network. Outside of his advisory role, Feeney is a Personal Development Coach through his own business in Manalapan, NJ. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan design, and employee education, supporting recommended investments with thorough due diligence and serving significant institutional clients such as sovereign wealth funds.

Michael Parker is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at RBC Capital Markets, Hightower Advisors, and LPL Financial. Outside of advising, he co-authored the book *The Positive Influence: Helping People Become Their Best Self* with his father. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates a broker-dealer and offers an integrated platform providing direct portfolio management, access to third-party managers, and personalized managed account services.

Richard Niekrash Jr. is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2011. He holds the Series 66 designation and is based in Red Bank, NJ. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers comprehensive services such as financial planning, retirement consulting, and investment management through various discretionary and non-discretionary wrap programs and managed portfolio strategies.

Kelsey Bornstein Murphy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Paychex, and Optimum Health Exercise Therapy. She serves as president and board member of BNI First Class NJ, a non-investment-related organization. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering various proprietary and third-party investment programs and financial planning solutions. The firm manages approximately $15 billion in regulatory assets under management through an integrated operating model and multiple account-level services.

William Blanco is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked with Equity Services since 2009 and previously held positions at National Life Group, Chase Investment Services Corp., and Merrill. Blanco is also involved in health insurance and elder care-related activities, including roles with United Health Care, PGP Benefits, and the Orion Resource Group. Equity Services, Inc. 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 utilizing third-party asset managers and model portfolios, and services a combination of discretionary and non-discretionary client assets.

Kevin Pent is a financial advisor at Equity Services, Inc. (ESI Financial Advisors) with 20 years of industry experience. He holds the Series 66 designation and has previously worked at National Life Group, Royal Alliance Associates, Signator Investors Inc., Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory role, he has served as Past Exalted Ruler for the Benevolent & Protective Order of Elks in Keyport, NJ, where he volunteers and advises on organizational procedures, and he provides coaching on special needs funding to assist families with planning. Equity Services, Inc. offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, utilizing multiple advisory platforms and third-party asset managers to deliver predominantly long-term investment strategies alongside options for shorter-term trading.