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 financial advisor with Benjamin F. Edwards & Company, Inc. in Red Bank, NJ, holding a Series 63 designation and 46 years of industry experience. He has been with Benjamin F. Edwards since 2012. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm provides investment management, financial planning, and retirement consulting through fee-based wrap programs and employs both discretionary and non-discretionary strategies managed internally and by third parties.

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 credentials and bringing 45 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 20 years. Outside of advising, he is chairman of the trust committee for the Order of AHEPA, a fraternal organization. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofit entities. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight.

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.

Kenneth Leblanc is a CFP® with 25 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Network 1 Financial Securities, Inc. and KML Financial Services Group, LLC, where he was a managing member. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of advisory services including retirement plan consulting and family office services. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified portfolios using a mix of low-cost ETFs, index funds, and specialized fund platforms.

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.

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® professional with 29 years of experience in the financial industry. He has been with Benjamin F. Edwards & Company, Inc. since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment management and consulting services through fee-based wrap programs and combines custody and execution features with in-house trading capabilities.

Daniel Nicolas is a financial advisor at Oppenheimer with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Mass Mutual Investors Services and MetLife Securities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of programs and advisory services including asset management, financial planning, consulting, and retirement services delivered through both discretionary and non-discretionary approaches.