George Gotthold Jr. is a CFP® professional with 21 years of industry experience, currently serving at Advisory Services Network. His prior roles include positions at Park Piedmont Advisors LLC and Ciccone, Gotthold & Koseff, PC. He also manages an accounting and tax practice through George J Gotthold, Jr., CPA, PC. Advisory Services Network is an independent firm serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of over 200 advisors managing approximately $8.6 billion in client assets.

Lynette Lisiewski is a financial advisor with B. Riley Wealth Advisors, Inc. She holds a Series 66 designation and has 17 years of industry experience. Her prior work includes roles at Morgan Stanley Smith Barney and National Securities Corp. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services.

Paul Costadina is a financial advisor with Vanderbilt Advisory Services in Forked River, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at LPL Financial and Grove Point Advisor, LLC, alongside over two decades with Two River Mortgage & Investment, Inc. He also operates a mortgage and real estate services business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and integrates retirement-plan and benefits consulting with advisory services through relationships with specialized third parties.

Christine La Valle is a financial advisor at Santander Securities LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Santander in various capacities since 2007. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Collin Turner is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and just beginning his career in the industry. His prior work history includes roles at Mclean Advisory Group, Planning Alliance, and experience in education at various institutions. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a wide range of clients, including individuals, high-net-worth clients, and retirement plans, using model portfolios and an approach that combines fundamental, technical, and cyclical analysis.

Joseph Merkle is a financial advisor at NorthCoast Asset Management LLC with 12 years of industry experience. He holds the Series 65 designation and has worked at Kovitz Investment Group Partners, LLC, Connectus Wealth, and NorthCoast Asset Management. Outside of his advisory role, he is a partner in Arthur & Associates, LLC, a real estate business focused on identifying and funding investment opportunities. NorthCoast Asset Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively driven, systematic investment approach and offers a range of strategies including equity, fixed income, options overlays, and alternative interval funds.

Edward Grampp Jr. is a financial advisor at Santander Securities LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2010. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Christopher Roth is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Barnegat, NJ. He holds the Series 63 designation and has 37 years of industry experience, including 28 years with Equity Services. In addition to his advisory role, he works as an insurance agent selling life, disability, and health 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 offers multiple advisory platforms utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Sean Monahan is a CFP® professional with over 23 years of experience in the financial industry. He is affiliated with Commonwealth Financial Network and has been involved with Financial Alternatives, Inc. since 2009. Monahan serves as president and owner of Financial Alternatives, LLC, and acts as a FINRA arbitrator. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, compliance, and practice-management support to affiliated advisors.

Michael Ferrone is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Guardian Life since 1988 and Park Avenue Securities since 2024. Ferrone is also licensed to sell insurance products outside of Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, advisory services, and access to proprietary and third-party investment programs, combining advisor-led discretionary management with model-based strategies.

Robert Richards is a CFP® professional with 44 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held roles at EPA Financial Services since 2020, serving as CEO and part owner, and previously worked at Ameriprise Financial Advisors and Cambridge Investment Research Advisors. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion to build client portfolios from diverse securities and insurance products.

Robert Hannam is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 36 years of industry experience. His prior roles include positions at LPL Financial, Banc of America Investment Services, and Wells Fargo Clearing. Outside of advising, he is a co-owner of Sportsbeef USA, LLC, a sports reality television company, and also provides tax preparation services through Ocean Tax Pros. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 advisors nationwide. The firm offers a range of managed-account programs, third-party asset manager access, and back-office services, serving both individual and institutional clients.

Kristine Wiley is a financial advisor with Guardian Life, holding a Series 66 designation and 17 years of industry experience. She has worked with Guardian Life and Park Avenue Securities since 2019. Outside of her advisory work, she is a registered New Jersey notary. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, 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 through proprietary and third-party platforms, including a digital advisory solution and access to insurance products and alternative investments.

Mark Parisi is a financial advisor at PNC Wealth Management with 32 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and has worked at several firms including Fidelity Investments, Ameriprise, Raymond James Financial, and LPL Financial. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online, discretionary model account offered as an invitation-only employee pilot. The program uses algorithmic questionnaires to recommend risk bands and implements investments via approved model strategies managed by PNC or third-party strategists.

Charlene Ciandella is a financial advisor with D.A. Davidson & Co. in Beachwood, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at RBC Wealth Management from 2015 to 2019 before joining D.A. Davidson & Co. in 2019. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Robert Handfuss is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with various Bankers Life entities since 2006, including roles in insurance sales and service of life, health, annuity, and long-term care products as a 1099 agent. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, periodic rebalancing, and tax efficiency. The firm integrates fundamental, technical, and cyclical analysis to inform investment decisions and offers access to outside managers and wrap programs.

Thomas Avellino is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and eight years of industry experience. He has previously worked at Horter Investment Management and Secure Investment Management and serves as a Senior Direct Advisor at JD Mellberg Financial, where he focuses on income planning and annuity sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

James Rachlin is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His entire career has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering brokerage, financial planning, consulting, and multiple advisory programs.

Erin Eads is a financial advisor with TD Private Client Wealth LLC, holding a Series 65 credential and four years of industry experience. She has been with TD Private Client Wealth since 2021 and has worked at TD Bank N.A. since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm constructs portfolios using strategic and tactical asset allocation with both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody through third-party custodians.

Laura Anacker is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2014 to 2022 before joining Sanctuary Advisors and Sanctuary Securities in 2022. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services delivered through a network of over 400 independent investment adviser representatives utilizing multiple analytical approaches and both discretionary and non-discretionary management.