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.

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 at Oppenheimer with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2004. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment strategies, with an emphasis on both discretionary and non-discretionary management.

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 at Rockefeller Financial LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RBC Capital Markets, Hightower Advisors, and LPL Financial. Outside of his advisory role, he is co-author of the book *The Positive Influence: Helping People Become Their Best Self*, which he wrote with his father. 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 capabilities and offers access to alternative and private investments through a distinctive ownership and operating structure.

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 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 with oversight from an Investment Strategy Committee.

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. in Red Bank, NJ, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has worked with Equity Services since 2009 and is involved with multiple affiliated financial and insurance organizations. Blanco is also a member of a senior and elder care specialist organization that focuses on long-term care, Medicare, and life insurance referral sources. 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 multiple advisory platforms, often employing third-party managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.