Paul Conforti is a CFP® with 31 years of industry experience, currently affiliated with Mariner. His prior experience includes roles at Msec, LLC, Mariner Wealth Advisors, Lincoln Investment, and Capital Analysts Incorporated. Outside of his advisory work, he serves as treasurer and a board member of the Spring Lake Golf Club in Spring Lake, NJ. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, and it maintains integrated tax and accounting services uncommon among large enterprises.

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.

Robert Giunco Jr. is a financial advisor at Allworth Financial, L.P. with 34 years of industry experience. He previously worked at George McKelvey Co., Inc. for 34 years before joining Allworth Financial in 2024. He holds the Series 63 designation. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of strategies, including model allocations and options-based overlays, and is notable for its ownership structure and specialized services such as an Airline division and management of privately offered income 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.

Patrick Kenny is a CFP® with 19 years of industry experience, currently serving at Guardian Life and Park Avenue Securities. He has been with both firms since 2016. Outside of his advisory role, Kenny officiates lacrosse games. 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 a range of brokerage, financial planning, retirement consulting, and advisory programs including discretionary and non-discretionary models.

Alexander Tragnitz is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Guardian Life Insurance Co since 2015. Outside of his advisory role, he assists clients and others with tax preparation and serves on the golf committee of CPC Behavioral Healthcare, a nonprofit organization. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with both brokerage and advisory services. The firm offers multiple proprietary and third-party investment programs, including discretionary and non-discretionary management, and provides financial planning, retirement-plan consulting, and business consulting services.

Peter Congilose is a financial advisor at Guardian Life with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life since 2016. He founded Congilose & Associates in 1983 and continues to maintain that practice. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporations. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

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.

Brian Blair is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and having 36 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is a musician with the group The Soulstirs. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven model strategies executed via mutual funds and ETFs with annual rebalancing.

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® and Series 66 registered advisor with 21 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2011 and previously held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and M&A advisory services.

Zachary Housen is a financial advisor at Mariner with six years of industry experience. He holds a Series 65 designation and has been with Mariner since 2017, including time at Mariner Wealth Advisors and Mariner Wealth Advisors prior to the current firm structure. He also has a background working at the University of Delaware. Mariner serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, and private funds, providing services such as investment management, financial planning, retirement consulting, and tax coordination. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and financial wellness offerings uncommon among large advisory enterprises.

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.

Austin Paglia is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 registrations and five years of industry experience. His prior roles include positions at Merrill and Mirae Asset Securities. He has been with Sanctuary Wealth since 2021. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who use various investment strategies and platforms, offering discretionary and non-discretionary management and acting as a fiduciary under written agreements.

Alisha Patel is a Series 65 licensed financial advisor at Mariner with one year of industry experience. Her career includes roles at TritonPoint Capital, TritonPoint Wealth, and Sage Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm offers customized discretionary portfolios supported by in-house research and a range of strategies spanning equities, fixed income, alternatives, and digital assets, along with integrated tax and accounting services.

Michael Previti is a financial advisor with Equity Services, Inc. in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Equity Services since 2016 and also operates Integrated Financial Concepts LLC, where he works as an insurance sales agent and provides employee benefit solutions. Previti serves as president of the Egg Harbor Township Soccer Club, overseeing club activities and board meetings. 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, often using third-party asset managers and model portfolios, and operates both as a broker-dealer and an SEC-registered investment adviser.

Michael Oberdorf is a financial advisor with Commonwealth Financial Network, holding the CFA® designation and Series 63 license. He has 15 years of industry experience, including roles at Regal Securities, Inc. and Commonwealth Financial Network since 2017. Outside his advisory work, he is a co-owner of 520 Real Estate Ventures, LLC, a company involved in managing commercial real estate. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their clients. The firm provides a range of managed-account programs, third-party asset manager access, and custody services, supporting advisors in portfolio implementation through both internal and external models.