Matthew Kanakis is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Bank of America, and Merrill. Outside of finance, he has held roles in the restaurant industry. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Arthur Buisson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Howley Financial Group for eight years before joining Guardian Life in 2019. Buisson also acts as an insurance agent for clients when beneficial. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporations, retirement plans, and charitable organizations. The firm provides a range of financial planning, discretionary and model-based investment management, and access to proprietary and third-party advisory solutions.

Joyce Chan is a CFP® and holds a Series 66 license with 20 years of industry experience. She is affiliated with Guardian Life and Park Avenue Securities, where she has worked for the past 10 years. Her prior experience includes roles at MSI Financial Services, New England Securities, Walnut Street Securities, and Tower Square Securities. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Christopher Hall is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup and Investors Bank. Outside of his advisory role, he is involved in fixed insurance marketing through his own business, Financial Strategies for Life. 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 combines multiple advisory platforms with third-party asset managers and model portfolios, utilizing predominantly long-term strategies alongside options for shorter-term trading.

Adelaide Agyemang is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with NYLIFE Securities LLC and Carnegie Mellon University. Outside of her advisory role, she maintains an artist website showcasing her visual and written art and volunteers with the Carnegie Mellon University Alumni Association Board and the NAACP. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a significant focus on retirement investors and institutional plan sponsors.

Christian Dapolito is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He serves as a board member of the Matawan Football Alumni Foundation and operates QB Sessions, LLC, a quarterback training camp. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with tailored client solutions including financial planning and access to insurance products and alternative investments.

Kevin Cottrell is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 18 years of industry experience. He has been with PNC Investments since 2013, including his current role at PNC Wealth Management since 2017. Outside of his advisory work, he is noted as an owner of a rental property unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Michael Stanley Jr. is a financial advisor at &Partners with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Merrill, Triad Advisors, Inc., and Prestige Wealth Management. &Partners serves a diverse range of clients including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Brandon Meyers is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has three years of industry experience and previously worked at Northeast Financial Network. Outside of financial services, he serves as Director of Youth Operations at Sportsplex at Metuchen. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and a digital advisory platform.

Neil Renner is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds the CFP® and ChFC® designations and has 24 years of industry experience. His prior work includes roles at Commonwealth Financial Network, J.P. Morgan Securities, and Mass Mutual Investors Services. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets under management held on a non-discretionary basis.

Matthew Watson is a financial advisor with Oppenheimer who holds Series 63 and Series 65 credentials and has 30 years of industry experience. His career includes roles at Fulton Financial Corporation, Raymond James Financial Services, and Wells Fargo Clearing prior to joining Oppenheimer in 2017. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations through a variety of programs and advisory services. The firm offers both discretionary and non-discretionary portfolio management, with oversight processes including suitability reviews and branch manager supervision.

Matthew Marino is a financial advisor with Equity Services, Inc. in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at firms such as MetLife Securities, MassMutual Investors Services, and The Prudential Insurance Company of America. He is also involved in insurance sales as a broker agent with Integrated Financial Concepts LLC/National Life Insurance Co. 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 a variety of advisory platforms with both long-term and shorter-term investment strategies, utilizing third-party asset managers and model portfolios.

Francisco Acevedo is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, bringing prior experience from firms including Lincoln Financial, RobustWealth, Brinker Capital, Merrill, and Morgan Stanley. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and nonprofits. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with proprietary and third-party advisory solutions tailored to client needs.

Mario Meola is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 24 years of industry experience. He has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2010, following a prior role at Equitable Advisors from 2003 to 2010. Outside of his advisory work, he owns and operates a multi-line insurance business, Chimney Rock Financial, focusing on insurance sales and service for multiple carriers including Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Andrew Garcia is a CFA® charterholder with nine years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has previously worked at Hightower Advisors, LLC and Farr Miller & Washington, LLC. 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 and employs a diversified investment approach that combines passive and active managers, quantitative methods, and fundamental analysis.

James Dematteo is a CFP®-designated financial advisor with 21 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2006. Dematteo also operates JPD Financial, LLC, a business related to accounting and business income. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services combined with discretionary management and model-based strategies through proprietary and third-party platforms.

Diane Aurelio is a CFP® and Series 66 designated advisor with 17 years of industry experience. She has been with Transamerica Retirement Advisors, LLC since 2014, including roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement planning guidance, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Joshua Rodriguez is a financial advisor with Citizens Securities, Inc. in Matawan, NJ, holding the Series 63 and Series 66 licenses. He has 10 years of industry experience, including prior roles at Citigroup, New York Life Securities, and JPMorgan Chase. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital portfolio program managed in partnership with SigFig and a Managed Account program.

Robert Scrabis is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Commonwealth and Reilly Financial Group since 2021, with prior experience at Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and METLIFE Securities Inc. Outside of his advisory work, he is a band member of Blue Highways and Sheriff Restless. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

James Dee is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, First Capital Advisor Group, Wellesley Financial Planners, Cadaret, Grant & Co., Inc., and LPL Financial. Outside of advisory services, he is a business owner of a FedEx Ground delivery contracting company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting with an investment approach that combines strategic asset allocation, both passive and active management, and incorporates quantitative and fundamental research.