Alison Rodriguez is a financial advisor at Osaic Advisory Services, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Woodbury Financial Services Inc. for 10 years before joining Osaic. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Andrew Morris is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Santander Securities, Santander Bank, Prudential Insurance, and several other firms. Outside of his advisory work, he is a partner in a vending business unrelated to investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital investment platform available by invitation to employees with PNC Bank online credentials. The firm employs algorithm-driven risk assessment and uses approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

James Ortenzio is a financial advisor at Equity Services, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked with NL Financial Alliance/National Life and Equity Services, Inc. since 2012. Ortenzio serves as a board member for Team 94, a nonprofit organization focused on raising awareness of certain conditions. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term strategies with options for shorter-term trading and specialized instruments, utilizing multiple advisory platforms and third-party asset managers to serve a broad client base.

Michael Doherty is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2011. He holds a Series 63 license and is based in Red Bank, NJ. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a variety of managed strategies and maintaining an internal trading desk to support its services.

Albert Napolitano is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Fahnestock & Co., Inc. since 1997. Outside of his advisory role, he serves as co-executor for an estate, managing investment liquidations several hours per week. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with client accounts reviewed regularly and cash balances swept into its Advantage Bank Deposit Program.

Emil Dix is a Series 66-credentialed advisor with Guardian Life and has one year of industry experience. Prior to joining Guardian Life, he worked at Antares Capital for five years and Bank of America for six years. Outside of his financial career, Dix serves as a driving instructor at various private road course tracks. Park Avenue Securities LLC, where he practices, is a dually registered broker-dealer and SEC-registered investment adviser that provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Daniel Thurm is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently with Primerica Advisors and has also been associated with Guardian Life Insurance Company since 2006. Thurm operates Comprehensive Wealth Strategies, LLC, a related investment business. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, offering various proprietary and third-party investment programs alongside financial and retirement planning.

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 38 years of industry experience, currently serving at Benjamin F. Edwards & Company, Inc. since 2011. He is a member of the Manasquan Board of Education, where he serves as a school board member. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, combining discretionary and non-discretionary strategies overseen by an Investment Strategy Committee.

Ujwala Kale is a financial advisor at PNC Wealth Management with nine years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Wells Fargo Bank and Santander Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discreet online discretionary account pilot available to select employees. The firm employs algorithm-driven model selection and uses approved mutual funds and ETFs for portfolio implementation.

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® with 27 years of experience in the financial services industry. She is affiliated with Commonwealth Financial Network and has worked there for 18 years. Her prior experience includes six years at Ameriprise and ten years at Kornblum & Haverstick Financial Services. Outside of advising, she is a co-owner of Lightheart Lane, LLC, an online gift shop. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, and custodial services for individual and institutional clients.

Dennis Schlegel Jr. is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at LPL Financial, MassMutual, and Gitterman Wealth Management. He is also an agent selling non-variable insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a diverse range of portfolio management and consulting services and utilizes centralized due diligence and technology tools to support advisors and clients.

Roger Healy is a CFP® credentialed financial advisor at Creative Planning with eight years of industry experience. He previously worked at Hibernian Financial Planning, LLC and Global Family Advisers, LLC. Healy also teaches business courses at New York University and serves as a director for the New Jersey Society of Enrolled Agents. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental options and vertically integrated affiliated businesses.

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 with Benjamin F. Edwards & Company, Inc., holding a Series 66 credential and beginning her advisory career in 2026. Her prior experience includes roles in healthcare communications and advertising firms such as FCB Health, Grey Group, and Furman Roth Advertising. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment management services, utilizing both internal and third-party strategies across various asset classes.

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.

Timothy Pedrero is a financial advisor with TIAA-CREF in New Brunswick, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with TIAA-CREF since 2006. Outside of his advisory role, he owns several real estate properties, including residential rentals and an empty lot. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both one-time financial planning and ongoing portfolio management, with offerings that include model and customized portfolios managed under fiduciary standards.

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.