Daniel Mueller is a financial advisor at Eagle Strategies (NY Life) with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with firms including GM Wealth Partners, LLC and Podell Financial Group, LLC. Outside of his advisory work, Mueller is involved in several nonprofit and community activities, serving as a board member for David's Dream and Believe Cancer Foundation and the Robin Mainardi Scholarship Fund, and operates a music production business. Eagle Strategies serves a diverse client base with 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 emphasizes tailored recommendations, managing the vast majority of regulatory assets on a non-discretionary basis while maintaining fiduciary responsibilities to retirement investors.

Kevin Charos is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2001. Outside of his advisory role, he serves as a co-executor of a will and manages a family limited partnership related to estate planning. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple program platforms.

Joslain Joseph is a financial advisor at Oppenheimer with 19 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2016. Prior to that, he was with Merrill from 2008 to 2016 and Ameriprise from 2007 to 2008. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services that include strategic and tactical asset allocation, manager selection, and retirement consulting across discretionary and non-discretionary accounts.

Michael Schwartz is a financial advisor with Guardian Life and holds a Series 66 designation. He has 19 years of industry experience, including extensive work at Park Avenue Securities and Guardian Life Insurance Company. He is also the single member of Schwartz Planning Group, LLC, an active business separate from his work at Guardian Life. Park Avenue Securities, 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 tailored client relationships combining advisor-led discretionary management, model-based strategies, and access to proprietary and third-party investment solutions.

Patrick Burgdorf is a financial advisor at Citizens Securities, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Citizens Securities, he worked at TIAA-CREF for 32 years and held positions at WestPark Capital, Inc., Cetera, and Investors Bank. Outside of his advisory role, Burgdorf serves as a volunteer firefighter and treasurer for the Exempt Firemen's Association of Deal. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, with a focus on ETF-based portfolios through its proprietary digital advisory platform and managed account programs.

James Mcateer is a financial advisor at Equity Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metropolitan Life Insurance Company and Mass Mutual Investors Services. In addition to his advisory role, he is involved in insurance sales, marketing and servicing disability income policies. 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 offers a range of advisory platforms, incorporating long-term investment strategies with options for shorter-term trading and specialized instruments.

Michael Soroko is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services and MassMutual. Soroko is a co-owner of Emeritus Wealth, LLC, a business entity for tax and investment purposes. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support clients and advisors.

John Schaefer is a financial advisor with Guardian Life holding a Series 66 designation and five years of industry experience. He has worked with Park Avenue Securities and Northwestern Mutual and is currently based in Shrewsbury, NJ. 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 with brokerage and investment advisory services. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

James Alban is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at New York Life Insurance Company, Principal Life Insurance, Fidelity Personal and Workplace Advisors, and Strategic Advisers, Inc. Mariner serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, utilizing discretionary, customized portfolios supported by both in-house and third-party management.

Thomas Bauman is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP® and ChFC® designations and 37 years of industry experience. He has been with Guardian Life and its subsidiary Park Avenue Securities since 2013. Bauman also sells insurance products from companies other than Guardian Life. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, consulting, and access to proprietary and third-party investment solutions, using both advisor-led and model-based strategies.

Vincent Acierno is a financial advisor with Equity Services, Inc. in Red Bank, NJ, holding a Series 63 designation and 19 years of industry experience. He has been with Equity Services since 2011 and is also involved with NL Financial Alliance/National Life Insurance in an insurance sales capacity. Additionally, he owns Integrity Consultants LLC and is engaged in life insurance commission-related activities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers multiple advisory platforms and uses a range of third-party managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Michael Carlucci is a CFP® professional with 33 years of experience in the financial services industry, currently serving at Independent Financial Group, LLC since 2009. His prior experience includes roles at Osaic FA, Inc., Questar Asset Management, Inc., U.S. Allianz Securities, Inc., and Woodstock Financial Group, Inc. He is also the owner of a marketing DBA, MJC Advanced Financial Strategies, LLC, and is a licensed insurance agent in New Jersey. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm utilizes a combination of firm- and third-party investment models, offering discretionary and non-discretionary portfolio management with active and passive strategies across various risk profiles.

Peter Van Alstine is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has one year of industry experience and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, Equitable Advisors, LLC, Workiva, Toppan Merrill, and RR Donnelley. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers a range of advisory programs tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Thomas Dogas is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of industry experience, including roles at Guardian Life and Park Avenue Securities, where he has worked for eight years. Outside of his advisory work, Dogas serves as Vice President of the Holy Name Society at St. Leo The Great Church, is a presenter for the National Alliance for Mental Illness, and holds an officer position with the Red Bank NJ Elks. 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 investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Frank Congilose is a financial advisor at Guardian Life with over 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked across several firms including Park Avenue Securities and C&A Financial Group. Congilose is also an author of multiple books on responsible wealth and serves as a hospital board trustee at Monmouth Medical Center Southern Campus. Guardian Life, through its Park Avenue® Wealth Management subsidiary, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, and charitable organizations. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and various integrated financial solutions.

Gina Kletter is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and RBC Wealth Management. She serves on the board of directors for her personal residence homeowners association, assisting with community involvement and social affairs. Janney Montgomery Scott is a dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm provides a range of services to individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, delivering investment advice through in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Raymond Anello is a financial advisor with Guardian Life holding CFP® and CFA® designations and a Series 66 license, with two years of industry experience. He previously worked at Invesco for 12 years and is currently associated with Park Avenue Securities. Outside of his advisory role, he serves as a student mentor at Iona University. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, including high-net-worth clients, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client relationships through advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Todd Schaefer is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with PNC Investments since 2006. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic questionnaires to recommend investment risk bands and employs mutual funds and ETFs with annual rebalancing.

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., holding a Series 65 designation with three years of industry experience. She previously worked for George McKelvey Co. for ten years before joining Allworth Financial. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides a range of services such as financial and wealth planning, portfolio management, retirement plan consulting, and education through various media.