John Coyle is a financial advisor with Guardian Life and holds a Series 66 designation. He has experience working at Park Avenue Securities since 2026 and C&A Financial Group from 2024 to 2026. Prior to his financial roles, he spent time in education at Montclair State University and Howell High School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and investment advisory programs with both discretionary and non-discretionary options.

Mathew Solomon is a financial advisor with Eagle Strategies (NY Life) who holds a Series 66 designation and has 23 years of industry experience. He has been with Eagle Strategies since 2016 and concurrently affiliated with New York Life Insurance Company and Nylife Securities LLC since 2015. Outside of his advisory role, he participates as an employee on the inflation and vehicle teams for the Macy's Thanksgiving Day Parade balloons. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a large asset base primarily on a non-discretionary basis.

Anthony Ferrara is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 registrations and has 41 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Avantax Investment Services. Outside of advising, he is involved in income tax preparation services through TFA Income Tax Services, Inc. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account-level services.

Jeffrey Friedrich is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Equity Services Inc. since 2016 and is also affiliated with Integrated Financial Concepts, LLC. Outside of advisory work, he is involved in insurance sales through several business entities focused on fixed life insurance products. 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 and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

John Coyle Jr. is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Park Avenue Securities, LLC since 2019, with prior experience at Guardian Life Insurance Co of America and PricewaterhouseCoopers. He serves as president of the Notre Dame Club of the Jersey Shore. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm utilizes a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies for individual and institutional clients.

William Jasionowski is a CFP®-certified financial advisor with Benjamin F. Edwards & Company, Inc., where he has worked since 2013. He holds Series 63 and Series 66 registrations and has 28 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 organizations, offering a range of advisory programs, financial planning, and investment management solutions that include firm-developed and third-party model strategies with ongoing oversight and periodic reviews.

Daniel Nicolas is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Oppenheimer since 2019, following roles at Mass Mutual Investors Services and MetLife Securities Inc. earlier in his career. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with investment management, consulting, and retirement planning, employing strategic and tactical asset allocation across various investment vehicles.

Richard Looney is a financial advisor with Allworth Financial, L.P., holding a Series 63 designation and 38 years of industry experience. He worked at George McKelvey Co., Inc. for 37 years before joining Allworth Financial in 2024. 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 using various model strategies and employs technology to manage held-away retirement accounts, with ownership including private investment vehicles and the Ontario Teachers’ Pension Plan.

John Pontieri is a financial advisor with Equity Services, Inc. and holds a Series 66 designation. He has three years of industry experience, including roles at Integrated Financial Concepts and Pink. In addition to his advisory work, he is involved in educating teachers about their pensions and benefits through a related business activity. 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 utilizes multiple advisory platforms and third-party asset managers, offering both discretionary and non-discretionary management approaches.

Christopher Estevez is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Oppenheimer. He previously worked at City National Bank and RBC Capital Markets LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic asset allocation, manager selection, and various investment vehicles to meet client objectives.

Kenneth Taylor is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 designations. He has one year of industry experience and previously spent ten years at Monmouth University. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Todd Toro is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 registrations and bringing 23 years of industry experience. He has been with TIAA-CREF since 2015. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering both model-based and customized portfolio options.

Elena Ptchelintseva is a financial advisor at Primerica Advisors with 21 years of industry experience. She holds a Series 66 designation and has worked extensively with Park Avenue Securities and Guardian Life Insurance. Outside of her advisory role, she serves as Vice President Chair of a BNI Networking Organization. Primerica Advisors operates as an enterprise with a large team of advisors, serving a diverse retail client base including individual, high-net-worth, charitable, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and financial planning solutions.

Tyler Komack is a financial advisor at PNC Wealth Management with five years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and TMC Bonds LLC. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available via an invitation-only pilot for PNC Bank employees. The firm utilizes algorithm-driven portfolio selection and third-party strategists to manage investments primarily in mutual funds and ETFs.

Barry Nash is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and possessing 39 years of industry experience. He has worked at Park Avenue Securities since 2014 and Guardian Life Insurance since 2013. Outside of his advisory roles, he serves on the board of directors and volunteers at The Strand Theater in Lakewood, NJ. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning, retirement consulting, and business consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

Mitchell Reback is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oppenheimer since 2012. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans with a range of advisory programs and services, including both discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, employing strategic and tactical asset allocation across multiple asset classes.

John Sheehan is a Series 65 licensed advisor with Mariner, based in Manasquan, NJ, and has three years of industry experience. He has been with Mariner Wealth Advisors since 2021. Sheehan serves as a board member of the Manasquan High School Academy of Finance, participating in quarterly meetings focused on student events. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness solutions.

Brian Grande is a financial advisor with Primerica Advisors, holding a Series 66 designation and bringing 11 years of industry experience. He has worked with Guardian Life Insurance Company since 2013 and Park Avenue Securities since 2014. In addition to his advisory roles, Grande organizes skateboarding contests and demonstrations for youth through his business, Skate Nugg LLC. Park Avenue Securities serves a diverse 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, employing proprietary and third-party investment strategies across various account types and supporting features such as lending solutions and donor-advised funds.

Steven Francione is a financial advisor with Guardian Life, holding Series 65 and Series 63 credentials and two years of industry experience. He has worked with Park Avenue Securities, Northeast Financial Network, NYLIFE Securities LLC, New York Life Insurance Co, Equitable Advisors, and Northwestern Mutual Investment Services. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser, serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and advisory programs.

Nicholas Raffetto is a CFP® with 14 years of industry experience, currently serving as a Senior Wealth Advisor at Mariner. His career includes roles at Msec, LLC, Capital Analysts, Inc., and Lincoln Investment. Raffetto works with clients to develop and implement financial plans and investment strategies. Mariner serves a diverse client base—including high-net-worth individuals, pension plans, trusts, and charitable organizations—offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by an internal investment team and integrates comprehensive tax and accounting capabilities uncommon for a firm of its scale.