Nino Finnigan is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America, Guardian Life Insurance Company, and Park Avenue Securities. Outside of financial advising, he works as a freelance court interpreter. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, and charitable organizations. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Arthur Buisson is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 17 years of industry experience, including roles at Howley Financial Group and Guardian Life Insurance Company. Buisson also acts as an insurance agent for clients when it is advantageous to them. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, financial planning, and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies.

Joyce Chan is a CFP® professional with 20 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. Her work history includes roles at MSI Financial Services and multiple securities firms dating back to 2008. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and advisory services.

Christopher Hall is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup and Investors Bank. Outside of his advisory role, he is involved in fixed insurance marketing through his own business, Financial Strategies for Life. Equity Services, Inc., doing business 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 combines multiple advisory platforms with third-party asset managers and model portfolios, utilizing predominantly long-term strategies alongside options for shorter-term trading.

Christian Dapolito is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has six years of industry experience, including positions with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves on the board of the Matawan Football Alumni Foundation and operates a quarterback training camp, QB Sessions, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Kevin Cottrell is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 18 years of industry experience. He has been with PNC Investments since 2013, including his current role at PNC Wealth Management since 2017. Outside of his advisory work, he is noted as an owner of a rental property unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Brandon Meyers is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current role, he worked at Northeast Financial Network and has served as Director of Youth Operations at Sportsplex at Metuchen. Park Avenue Securities, operating as Park Avenue® Wealth Management, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory solutions, including proprietary model portfolios and a digital advisory platform.

Michael Macri is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, discretionary model account available via an invitation-only employee pilot. The firm utilizes algorithmic questionnaires to recommend investment strategies implemented through mutual funds and ETFs, with portfolio management delegated to third parties.

Matthew Watson is a financial advisor with Oppenheimer and Co. Inc, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Specific Solutions and Fulton Financial Corporation, where he worked from 2009 to 2017. Watson has been with Oppenheimer since 2017. Oppenheimer serves a diverse client base, including high-net-worth individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic asset allocation, manager selection, and rebalancing.

Connor Mawn is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he worked at Park Avenue Securities and Guardian Life Insurance Company. Before entering the financial industry, he was affiliated with Spring Lake Golf Club and has an educational background from Hartwick College. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.

Matthew Marino is a financial advisor with Equity Services, Inc. in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms, including Integrated Financial Concepts LLC/National Life Insurance Company since 2019. Equity Services, Inc., also known 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, combining long-term strategies with options for shorter-term trading and specialized instruments, and utilizes a network of third-party asset managers and model portfolios.

Francisco Acevedo is a financial advisor with Guardian Life and holds a Series 66 designation. He has 15 years of industry experience and has worked at firms including Lincoln Financial Securities, RobustWealth, and Brinker Capital. He is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities, doing business as Park Avenue® Wealth Management, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and investment advisory programs using both proprietary and third-party models.

Andrew Garcia is a CFA® charterholder with nine years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has previously worked at Hightower Advisors, LLC and Farr Miller & Washington, LLC. 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 and employs a diversified investment approach that combines passive and active managers, quantitative methods, and fundamental analysis.

James Dematteo is a CFP® credentialed advisor with 21 years of experience, currently affiliated with Guardian Life and Park Avenue Securities. His career has spanned both firms since 2006, focusing on integrated financial and insurance solutions. He is also involved with JPD Financial, LLC, an S-corp related to business income and accounting. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and retirement consulting services, utilizing proprietary and third-party investment advisory programs.

Jason Grantz is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63, 65, and 66 licenses and four years of industry experience. He previously worked at Unified Trust Company for 12 years, followed by roles at American Trust and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Oliver Eaton is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation. He has one year of experience in the financial services industry and previously worked at Evolution Financial Group. Before entering the financial sector, he spent six years at Trinity Solar and has experience in other industries dating back to 2015. 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 brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Joshua Rodriguez is a financial advisor with Citizens Securities, Inc. in Matawan, NJ, holding the Series 63 and Series 66 licenses. He has 10 years of industry experience, including prior roles at Citigroup, New York Life Securities, and JPMorgan Chase. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital portfolio program managed in partnership with SigFig and a Managed Account program.

James Dee is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, First Capital Advisor Group, Wellesley Financial Planners, Cadaret, Grant & Co., Inc., and LPL Financial. Outside of advisory services, he is a business owner of a FedEx Ground delivery contracting company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting with an investment approach that combines strategic asset allocation, both passive and active management, and incorporates quantitative and fundamental research.

Amy Sonstein is a financial advisor with Primerica Advisors, holding the PFS™ and Series 63 credentials and possessing 21 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2023 and was with Primerica Advisors and Guardian Life Insurance Co of America from 2012 to 2023. Outside of her advisory role, she provides accounting and tax planning services through her consulting firm, is involved in a start-up apparel business as CFO, offers Reiki healing sessions, and serves on the Board of Trustees for Congregation Kol Ami as well as treasurer of the Eastern Boys Wrestling Booster Club. Park Avenue Securities LLC serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports multiple account-level services such as lending solutions and donor-advised funds.

Corey Palazzolo is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Integrated Financial Concepts. Outside of his advisory roles, Palazzolo conducts educational sessions for teachers on their pensions and retirement benefits. 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 various advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.