Carlos Cadavillo is a financial advisor with Transamerica Financial Advisors in Edison, NJ. He holds the Series 63 and Series 66 credentials and has four years of industry experience. Prior to joining Transamerica, he worked at Wfgia and A.F. Paredes & Co. CPAs, and he spent 25 years at Philips Lighting Co. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services with access to proprietary and third-party model portfolios, managing approximately $1.66 billion in discretionary assets as of the end of 2025.

Peter Johnson is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP® and Series 63 designations and bringing 13 years of industry experience. His career includes roles at Goldman Sachs & Co, Folio Investments, and Morgan Stanley Distribution. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, high-net-worth clients, retirement plan sponsors, nonprofits, and businesses. The firm offers personalized financial planning and investment management through proprietary and third-party platforms, with a range of operational and lending solutions integrated into its advisory services.

William Van Winkle is a financial advisor with Eagle Strategies (NY Life) in Red Bank, NJ, holding a Series 63 designation and over 43 years of industry experience. He has worked with Eagle Strategies since 2012 and has longstanding affiliations with Van Winkle Associates, Nylife Securities Inc., and New York Life Insurance, spanning multiple decades. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations and managing a substantial portion of assets on a non-discretionary basis.

Shane Rogers is a financial advisor with Guardian Life, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked extensively within Guardian Life and its affiliates since 2011, with additional tenure at Park Avenue Securities. Rogers also serves as a trustee for a family trust. Guardian Life, through its subsidiary Park Avenue Securities, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment programs.

Anthony Ringston is a financial advisor at Equity Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equity Services since 2012. In addition to his advisory role, he has engaged in multiple insurance-related activities, including serving as a sales agent and director for several insurance and risk mitigation firms. 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, frequently utilizing third-party asset managers and model portfolios to deliver both long-term and specialized investment strategies.

Michael Braccia is a financial advisor at Eagle Strategies (NY Life) with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Alexander Capital Wealth Management LLC, Legend Securities Inc, and New York Life-related entities. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers a range of programs tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Elaine Freeman is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at JP Morgan Securities LLC, Farmers Financial Solutions, and Brooklyn Knight Insurance Brokerage. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs combined with broker-dealer execution and custody services. The firm is notable for its large institutional scale and unique market roles, including serving as a swap dealer and futures commission merchant.

Nicola Riverso is a CFP® and ChFC® with 32 years of industry experience, currently serving as a financial advisor at Equity Services, Inc. since 2016. He is also affiliated with Integrated Financial Concepts, LLC. Outside of advisory work, Riverso is involved with nonprofit organizations focused on raising awareness for medical conditions, including serving on the board of a nonprofit and chairing a donations committee for another. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers multiple advisory platforms with a mix of long-term and shorter-term investment strategies, leveraging third-party asset managers and model portfolios.

Anthony Campanile is a financial advisor with Guardian Life in Shrewsbury, NJ, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Guardian Life since 2010. Campanile serves as a board member for the Deal Golf and Country Club and the nonprofit organization All In. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, tailored financial planning, and access to insurance and alternative investment products.

Renee Archoleka is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and having 28 years of industry experience. She previously worked at Pruco Securities, LLC and Prudential Insurance Company of America for 20 years before joining PNC Investments in 2025. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments and approved model strategies managed or delegated to third parties, focusing on mutual funds and ETFs with annual rebalancing.

William Spinner is a CFP® professional with 34 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC since 2019. He previously worked at Lincoln Financial Advisors Corp. for 16 years. Spinner is also involved in conducting financial seminars through his own business activities. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans via a network of independent advisors. The firm provides discretionary investment management, financial planning, and family office services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, typically following a long-term investment approach.

Matthew Oconnor is a financial advisor with Equity Services, Inc., holding a Series 66 designation and beginning his industry career in 2025. His prior experience includes roles at Integrated Financial Concepts, SECOR Asset Management LP, and educational positions at Stevens Institute of Technology and the Academy for Information Technology. Outside of finance, he has been involved with Channel Marker Cafe and Teacher's Pension & Insurance Servicing. 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 employs multiple advisory platforms, often using third-party asset managers and model portfolios, and manages a mix of discretionary and non-discretionary client assets.

Julie Nawrocki is a financial advisor at Benjamin F. Edwards & Company, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley, Citigroup Global Markets, and Garden State Investment Advisory Services. Nawrocki has been with Benjamin F. Edwards since 2014. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including financial planning, retirement consulting, investment management, and brokerage, utilizing both proprietary and third-party strategies supported by an in-house trading desk.

Donald Brown is a financial advisor with Equity Services, Inc. and holds the Series 63 designation. He has 40 years of industry experience, including long tenures at MetLife Securities and Massachusetts Mutual Life Insurance Company. Brown serves on the boards of several community organizations, including the Woodbridge Metro Chamber of Commerce and Team 94, a nonprofit focused on autism awareness, and he founded a resource organization for special needs planning. 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 that combine long-term strategies with options for specialized instruments and trading, serving clients through both discretionary and non-discretionary programs.

Suresh Somisetty is an advisor at Hornor, Townsend & Kent, LLC with Series 63 and Series 65 licenses. He has prior experience at ICE Data Services and Brooklight Place Securities, and has been with Hornor, Townsend & Kent since 2026. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, with a platform that includes third-party asset managers and various account options.

Jennie Sherman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She previously worked at Smallwood Wealth Management for seven years. Sherman serves on the Board of Directors for the Woman's Club of Red Bank and acts as a Director Consultant for Business Networking International. Park Avenue Securities, a subsidiary of Guardian Life, 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 through both advisor-led discretionary management and model-based strategies, combining proprietary programs with third-party platforms.

Steven Barbesh is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Manning & Napier and AllianceBernstein. Outside of his advisory career, he has worked as a tax preparer and in various driving and food delivery roles. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, businesses, and organizations. The firm blends advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party solutions, including insurance products and alternative investments.

Azeez Namazi is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been affiliated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent Inc since 2012. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an advisory and broker-dealer platform, managing over $8 billion in discretionary assets with a combination of third-party asset manager relationships and tailored client strategies.

Sandra Zakhary is a financial advisor at &Partners with 19 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2024. &Partners serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, retirement plan consulting, and brokerage services through both discretionary and non-discretionary approaches. The firm combines fundamental, technical, and quantitative analysis with proprietary and third-party strategies, and supports municipal advisory roles as part of its service offerings.

Thomas Glynn is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2009, following seven years at Citigroup Global Markets. He serves as an alternate member of the Allenhurst, NJ Planning Board. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.