Alan Babbitt is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has been with Eagle Strategies since 2017 and has also worked with Nylife Securities LLC and New York Life Insurance Company since 2016. 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 multiple program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.

Justin Bennett is a financial advisor with Guardian Life based in Little Silver, NJ. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Bennett has worked at Guardian Life and its affiliates since 2009 and previously at Ferrara Financial and Northeast Planning Corporation. Outside of his advisory role, he is involved with the BeThenDo Foundation, a family foundation providing training for educators. He is affiliated with Park Avenue Securities LLC, a subsidiary of Guardian Life, which offers brokerage and investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a variety of proprietary and third-party programs.

Richard Zangara is a financial advisor at &PARTNERS with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Pruco Securities Corporation. Outside of his advisory role, he serves as chairman of the North Brunswick Planning Board and the North Brunswick Democratic Organization. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan services using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

William Grundig is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Commonwealth Financial Network and EverBank. He is the owner of Dynasty Advisors LLC, where he manages operational activities alongside his advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and employee education, serving approximately $79.8 billion in assets under management and including large institutional investors such as sovereign wealth funds.

Peter Zunno Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Red Bank, NJ, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Nomura Holding America, Nomura Securities International, and JP Morgan Chase & Co. He is also involved in the sale of life insurance, long-term care insurance, fixed annuities, and group insurance. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and third-party asset managers, combining predominantly long-term investment strategies with options for shorter-term trading, and manages both discretionary and non-discretionary client programs.

Kevin Hutnik is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Commonwealth Financial Network for nine years. Outside of advisory services, he serves as the director of group benefits at Dynasty Advisors LLC, managing employee benefit plans including medical, dental, vision, group life, and long-term disability coverages. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, benchmarking, and investment due diligence, managing approximately $79.8 billion in assets with clients that include sovereign wealth funds and large institutional investors.

Jay Heidt is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 registrations and possessing 42 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management delivers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Jay Post Jr. is a CFP®-certified financial advisor with 27 years of industry experience, currently serving at Citigroup Global Markets. He has been with Citigroup in various capacities since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and swap dealer activities.

Christian Becerra is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Penn Mutual Life Insurance Company and AXA Advisors LLC. Becerra is a trustee on the board of the nonprofit Women Rising. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning. The firm offers a combination of advisory and broker-dealer services, managing over $8 billion in discretionary assets as of the end of 2025.

Yinan Xiao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 registrations, and has 21 years of industry experience. Xiao has worked at Transamerica Financial Advisors since 2012 and has held roles at several firms including Fidelity Service LLC and Century 200 Group, LLC. Outside of advising, Xiao is involved with Union Synergy as an owner and administrator and provides estate planning services through LSPN Pro, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Bulent Algokce is an advisor with Eagle Strategies (NY Life) based in Manalapan, NJ, holding Series 63 and Series 66 licenses and with 27 years of industry experience. His work history includes roles at Bridge Financial Group, LLC and New York Life Insurance Company since 2005. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types, with a focus on tailored recommendations and predominantly non-discretionary asset management.

Stefan Byramji is a financial advisor with Eagle Strategies (NY Life) based in Manalapan, NJ. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Eagle Strategies, he worked with Nylife Securities LLC and New York Life Insurance Co. Outside of his advisory role, he serves on the Board of Directors for the Point Pleasant Borough Chamber of Commerce, participating in event planning and community activities. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailoring solutions to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

Robert Niehoff is a financial advisor at Primerica Advisors with over 33 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes long tenures at Guardian Life Insurance and Primerica Advisors, as well as his current roles with Park Avenue Securities and Guardian Life Insurance. He also occasionally sells non-Guardian insurance products. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a variety of account-level services.

Daniel Anerella Jr. is a financial advisor with Primerica Advisors based in Holmdel, NJ. He holds the Series 66 designation and has five years of industry experience. His prior work includes positions at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports multiple account-level services including lending solutions and donor-advised funds.

Christopher Oconnor is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Morgan Stanley and Citigroup Global Markets before joining Oppenheimer in 2012. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs with both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

Frank Stuart is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and bringing 25 years of industry experience. He previously worked at Lincoln Financial Advisors Corp. from 2003 to 2019 before joining Integrated Wealth Concepts and LPL Financial in 2019. Stuart is involved in conducting investment-related seminars through Financial Educators Network LLC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios that utilize mutual funds, ETFs, individual equities, and fixed income.

Haibo Liang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses. He has one year of industry experience and a background that includes entrepreneurial work in photonics and managing residential rental properties. Transamerica Financial Advisors serves a diverse client base with both advisory and broker‑dealer services, offering proprietary and third‑party model portfolios and managing approximately $2.1 billion in client assets as of the end of 2025.

Nino Finnigan is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America, Guardian Life Insurance Company, and Park Avenue Securities. Outside of financial advising, he works as a freelance court interpreter. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, and charitable organizations. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

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 Primerica Advisors and holds Series 63 and Series 66 licenses. He has 17 years of industry experience, including roles at Howley Financial Group and Guardian Life Insurance Company. Buisson also acts as an insurance agent for clients when it is advantageous to them. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, financial planning, and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies.