Michael Viselli is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at Charles Schwab, First American Trust, and several advisory firms. Mariner serves a diverse client base including individuals, pension plans, trusts, and nonprofit organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses discretionary, customized portfolios supported by an internal team and third-party managers, and it integrates tax and accounting services alongside traditional portfolio management.

Russell Bowman is a CFP® with five years of industry experience, currently serving at Rockefeller Financial LLC since 2023. He previously worked at Rockefeller & Co for 15 years. Outside of his advisory role, he is a member and co-manager of Snores LLC, an investment-related business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

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 Messinger is a financial advisor with Allworth Financial, L.P., holding a Series 63 designation and 31 years of industry experience. Prior to joining Allworth in 2024, he worked for George Mckelvey Co., Inc. for 19 years. Outside of his advisory role, Messinger serves as Vice President and Marlboro representative on the Freehold Regional High School Board of Education. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of strategies, including core-satellite, pure-index, and options-based overlays, and distinguishes itself through specialized divisions and affiliated businesses.

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.

Joseph Gaj is a ChFC® credentialed financial advisor with 17 years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has held roles at several firms including Integrity Marketing Group and First Palladium LLC. He also serves as a director for Wealth Enhancement Group in addition to his advisory duties. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach that combines passive and active managers, supported by an internal Investment Committee and a variety of implementation tools and services.

Albert Napolitano is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Fahnestock & Co., Inc. since 1997. In addition to his advisory role, he serves as a co-executor for an estate, managing investment liquidations on weekends. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and consulting services, managing assets through both discretionary and non-discretionary approaches while maintaining custody of client assets.

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.

Kim Trzeciak is a financial advisor at Allworth Financial, L.P. with 23 years of industry experience. He holds the Series 66 designation and previously worked at George McKelvey Co., Inc. for 11 years. Allworth Financial is an SEC-registered, fee-based adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management, comprehensive financial planning, and specialized strategies including defined-outcome ETFs and options overlays, supported by the use of technology and third-party sub-advisers.

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.

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.

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.

Christopher Padula is a financial advisor at Oppenheimer with 11 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 is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation along with manager selection and periodic reviews.

Eric Rios is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been associated with Park Avenue Securities and Guardian since 2014. Outside of his advisory work, Eric Rios speaks on financial literacy to business owners and finance students using compliance-approved presentations. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.