Kathleen Nolan is a financial advisor at AE Wealth Management, LLC with 28 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at firms including Global Financial Private Capital and Family Focus Private Wealth LLC. Nolan is also the president and owner of Family Focus Financial Group and serves as marketing director for Sage Tuition Rewards. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary management, financial planning, and consulting services.

Steven Foerschl is a financial advisor with Equity Services, Inc. He holds the ChFC® designation and Series 63 license and has 43 years of industry experience. His career includes long tenures at MetLife Securities Inc. and related firms since 1974, with his current roles at Equity Services, Inc. and Integrated Financial Concepts LLC beginning in 2017. 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 offers multiple advisory platforms combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Francis Detota is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 17 years of industry experience. He has been with Equity Services since 2011 and is also an insurance sales agent affiliated with National Life Insurance. He serves on the advisory board of St. Benedict Roman Catholic Church and School, participating in monthly financial council meetings. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms with both discretionary and non-discretionary management options and integrates long-term investment strategies with opportunities for specialized trading.

Alfred Polizzotto III is a CFP® with 27 years of industry experience. He is currently with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, joining in 2025 after nine years at Commonwealth Financial Network and a long tenure at Polizzotto & Polizzotto, where he also serves as managing member of the law firm. In addition to his advisory role, he is involved in insurance sales through Dynasty Advisors LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as plan design, fiduciary consulting, and employee education, with access to multiple management platforms and caters to both large institutional clients and plan sponsors.

Matthew Derby is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Planning Alliance, LPL Financial, and Alcove Private Wealth. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm utilizes a range of investment strategies through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary account management.

Drew Bukowiec is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Aon, the New York Jets, Deal Golf and Country Club, and Manhattan Bagel. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs.

Jeanne Moir is a financial advisor with Primerica Advisors and holds a Series 66 designation, with 13 years of industry experience. She has worked at Guardian Life Insurance Company and Park Avenue Securities since 2004. Outside of her advisory work, she is involved in nonprofit and community activities, serving as a board member of Play2Win, president of the Coastal LeTip networking group, and founder of The Giving Back Forum, which organizes blood drives. Park Avenue Securities LLC serves a diverse retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment strategies with options for discretionary and non-discretionary account management.

Mark Lowe is a CFP® and ChFC® with 40 years of industry experience. He has been with Primerica Advisors since 2010 and also maintains roles with Guardian Life Insurance Co. of America and the International Planning Alliance. Outside of his advisory work, he is writing a book on financial products and serves as president of The Conservative Advisor LLC. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers proprietary and third-party investment programs along with financial planning and consulting services.

Gregory Campanile is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Guardian and Park Avenue Securities since 2015. Campanile is involved in a health insurance group benefits business. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, financial and business consulting, and employs a range of investment strategies through proprietary and third-party platforms.

Jason Doviak is a Series 66 licensed financial advisor with 22 years of industry experience. He is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company, having previously worked at Primerica Advisors for 11 years. Outside of his advisory work, he manages several business entities related to tax planning and serves as managing trustee of The Sandy Shores Trust. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, implementing investment strategies through proprietary and third-party model portfolios, with programs available on discretionary and non-discretionary bases.

Brian Cunniff is a financial advisor with Primerica Advisors, holding a Series 66 designation and 16 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance since 2009. Outside of his advisory role, he participates as a trustee in charitable fundraising activities. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level solutions including lending and donor-advised funds.

Peter Mccarthy is a financial advisor with Guardian Life and Park Avenue Securities who holds Series 65 and Series 63 licenses and has 36 years of industry experience. His prior roles include twelve years at E D & F Man Capital Markets Inc., and more recent positions at C & A Financial Group, LLC. He serves as a board member of the YMCA of Greater Monmouth County and is involved in business planning through Core One Consulting LLC. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser under Guardian Life, serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a variety of investment advisory programs, including both discretionary and non-discretionary options.

Kevin Lynch is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and bringing 25 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, MML Distributors, LLC, MassMutual Financial Group, and affiliated Transamerica entities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs focused on asset allocation, contribution guidance, and retirement planning, utilizing Morningstar Investment Management’s proprietary tools and model portfolios. The firm operates at scale with over 300 advisors and emphasizes non-discretionary advice for a broad client base rather than high-net-worth or corporate clients.

Daniel Mueller is a financial advisor at Eagle Strategies (NY Life) with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with firms including GM Wealth Partners, LLC and Podell Financial Group, LLC. Outside of his advisory work, Mueller is involved in several nonprofit and community activities, serving as a board member for David's Dream and Believe Cancer Foundation and the Robin Mainardi Scholarship Fund, and operates a music production business. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a variety of program types and emphasizes tailored recommendations, managing the vast majority of regulatory assets on a non-discretionary basis while maintaining fiduciary responsibilities to retirement investors.

Joslain Joseph is a financial advisor at Oppenheimer & Co. Inc. with 19 years of industry experience and holds a Series 66 designation. He has been with Oppenheimer since 2016. Oppenheimer serves a broad client base including individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of December 31, 2025.

Jason Basso is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at NYLife Securities LLC and New York Life Insurance Co, as well as positions outside finance with Disney, Conde Nast/Vanity Fair, and CNN/Time Warner. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis, with a focus on fiduciary responsibilities to retirement investors.

Patrick Burgdorf is a financial advisor at Citizens Securities, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes over three decades at TIAA-CREF and roles at WestPark Capital, Inc., Cetera, and Investors Bank. Outside of his advisory work, he serves as a volunteer firefighter and treasurer for the Exempt Firemen's Association of Deal. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates a digital advisory program alongside managed accounts and functions as a broker-dealer and insurance agency.

James Mcateer is a financial advisor at Equity Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metropolitan Life Insurance Company and Mass Mutual Investors Services. In addition to his advisory role, he is involved in insurance sales, marketing and servicing disability income policies. 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 a range of advisory platforms, incorporating long-term investment strategies with options for shorter-term trading and specialized instruments.

John Schaefer is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience, including roles at Park Avenue Securities and Northwestern Mutual. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a range of advisory programs.

James Alban is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at New York Life Insurance Company, Principal Life Insurance, Fidelity Personal and Workplace Advisors, and Strategic Advisers, Inc. Mariner serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, utilizing discretionary, customized portfolios supported by both in-house and third-party management.