Vincent Acierno is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds a Series 63 designation and has been with Equity Services and NL Financial Alliance/National Life Insurance since 2011. He is also the owner of Integrity Consultants LLC, which focuses on life insurance commissions. 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 combines long-term investment strategies with options for shorter-term trading and specializes in advisory programs administered through a network of investment adviser representatives.

Michael Carlucci is a CFP® with 32 years of industry experience, currently serving at Independent Financial Group, LLC since 2009. He holds Series 63 and Series 65 licenses and operates a marketing DBA under MJC Advanced Financial Strategies, LLC. Additionally, he is licensed as a New Jersey insurance agent offering various insurance products outside of his work at IFG. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser providing brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers multiple advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

Peter Van Alstine is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has one year of industry experience and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, Equitable Advisors, LLC, Workiva, Toppan Merrill, and RR Donnelley. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers a range of advisory programs tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Thomas Dogas is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Park Avenue Securities and has prior experience at Primerica Advisors and Guardian Life Insurance Company. Outside of his advisory work, he holds leadership and volunteer roles in community organizations including serving as Vice President of the Holy Name Society at St Leo The Great Church, a presenter for the National Alliance for Mental Illness, and an officer with the Red Bank NJ Elks. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary accounts.

Frank Congilose is a financial advisor with Primerica Advisors who holds the CFP® and ChFC® designations and has 41 years of industry experience. His career includes roles at Park Avenue Securities since 2016 and Guardian Life Insurance from 1991 to 2016, among others. He is the author of multiple books on responsible wealth and serves as a hospital board trustee for Monmouth Medical Center Southern Campus. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting solutions.

Raymond Anello is a CFP® and CFA® with two years of industry experience, currently associated with Guardian Life and Park Avenue Securities. He previously worked at Invesco for 12 years and serves as a student mentor at Iona University. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services and advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, combining proprietary and third-party investment strategies.

Todd Schaefer is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with PNC Investments since 2006. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic questionnaires to recommend investment risk bands and employs mutual funds and ETFs with annual rebalancing.

Corinne Brogan is a financial advisor at Mariner with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services, Inc., 1792 Wealth Advisors, and Tupler Financial. Brogan also supported 1792 Wealth Advisors in investment research and portfolio management. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various investment vehicles. The firm combines in-house research with third-party managers and provides services such as tax compliance, CFO support, and employer financial-wellness tools.

Paige Foley is a financial advisor at Allworth Financial, L.P. with three years of industry experience. She holds a Series 65 designation and previously worked at George McKelvey Co. for ten years before joining Allworth Financial. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including core-satellite, index allocations, and options-based models, and is noted for its ownership structure involving private investment vehicles and the Ontario Teachers’ Pension Plan.

Charles Blatz is a Series 63-licensed advisor with Benjamin F. Edwards & Company, Inc., where he has worked since 2012. He has 46 years of industry experience. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations using a range of model strategies and advisory programs, with oversight from an Investment Strategy Committee.

Philip Demarco is a Series 66-registered advisor with PNC Wealth Management, where he has worked since 2008. He has 21 years of experience in the financial industry. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering available by invitation to employees. This program uses algorithm-driven risk assessments to implement managed model strategies with mutual funds and ETFs, focusing on digital execution and discretionary portfolio management.

Michael Mazzeo is a financial advisor at Mariner with CFP® and ChFC® designations and six years of industry experience. He previously worked at CoreCap Investments, Dworetsky Financial, Equitable Advisors, and Axa Advisors. Mazzeo has contracted as an independent agent with insurance carriers prior to joining Mariner and has occasionally placed business for family members. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an Investment Committee and offers integrated tax services and administrative CFO capabilities uncommon among large advisory firms.

Michael Husar is a financial advisor with Eagle Strategies (NY Life) based in Wall, NJ. He holds Series 63 and Series 66 licenses and has eight years of industry experience, including roles with NyLife Securities LLC and New York Life Insurance Company since 2018. Outside of his advisory work, he serves as treasurer for multiple nonprofit and fraternal organizations and participates in a small business networking group. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers various program types and emphasizes tailoring advice to client objectives, with most assets managed on a non-discretionary basis.

Lawrence Larmer is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. Before joining OSAIC in 2024, he worked for American Portfolios Financial Services, Inc. for 20 years. Outside of his advisory role, he is the owner of Creative Capital Group and serves as chairman of the Trust Committee for the fraternal organization Order of AHEPA. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of investment management and financial planning services, utilizing multiple program models and third-party platforms to construct and monitor portfolios.

Stuart Van Winkle is a financial advisor with Eagle Strategies (NY Life) in Red Bank, NJ, holding the CFP® designation and Series 63 and 65 licenses, with 39 years of industry experience. His career includes roles at Mahoney Financial Organization, LLC since 2012, Eagle Strategies since 2009, and Nylife Securities Inc. and New York Life since the late 1980s. He serves as Chairman of the Little Silver Republican County Committee. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, emphasizing tailored recommendations and offering multiple program types through a large network of affiliated advisers.

Joseph Gyumolcs is a financial advisor with Eagle Strategies (New York Life) and holds Series 65 and Series 63 registrations. He has four years of industry experience, including roles at NYLife Securities LLC and New York Life Insurance Company. Gyumolcs is also the owner of Gyumols Insurance Agency, LLC, which focuses on property and casualty insurance, and hosts the Fuel Your Mornings podcast featuring conversations with professionals from various fields. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kimberly Van Houtte is a financial advisor at Allworth Financial, L.P. with 19 years of industry experience and holds the Series 66 designation. She worked at George McKelvey Company for 20 years before joining Allworth Financial in 2024. 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 strategies, including model allocations and options-based overlays, and provides both discretionary and non-discretionary asset management and financial planning services.

James Reuter is a financial advisor at Eagle Strategies (NY Life) based in Wall Township, NJ, holding a Series 66 designation with six years of industry experience. His prior work includes service with Podell Financial Group and New York Life, as well as an 11-year career with the NYPD. Eagle Strategies serves individual and institutional clients by providing 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 primarily manages assets on a non-discretionary basis, working extensively with plan sponsors and integrating advisory services with insurance and annuity products.

Mary O'hern is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 19 years of industry experience. She has been with Bankers Life and its affiliates since 2015, including her current role at Bankers Life Advisory Services, Inc. since 2026. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on client goals, risk tolerances, and time horizons.

Robert Cole is a financial advisor with TIAA-CREF in Oceanport, NJ, holding a Series 66 designation and 14 years of industry experience. He has been with TIAA-CREF since 2013. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm is notable for advising the TIAA Donor Advised Fund and operating within a vertically integrated group that utilizes affiliated funds.