Walter Pereira is a financial advisor at Empower Advisory Group with 10 years of industry experience. He has held positions at Wells Fargo and Merrill prior to joining Empower. Pereira holds Series 63 and Series 66 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates over short-term forecasts.

Bryan Kuderna is a CFP® with 16 years of experience currently with Primerica Advisors and Guardian Life Insurance Company. He has been with Primerica Advisors since 2010. Outside of his advisory role, he serves as Chairman of the Board of Directors for Family Health and Wellness at The Community YMCA, publishes financial literacy books, writes articles for Broker World, hosts a weekly podcast on finance and business topics, and assists medical residents with tax preparation. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various investment programs and utilizes proprietary models and third-party managers to provide diversified portfolio solutions.

Patrick Maly is a financial advisor with Equity Services, Inc. who holds 37 years of industry experience. His career includes long tenures at Metlife Securities Inc. and Mass Mutual Investors Services. Outside of advising, he is involved as an insurance agent with Integrated Financial Concepts LLC. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a wide range of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

David Gatto is a financial advisor with Private Advisor Group, LLC and holds a Series 65 designation. He has experience with firms including Capstone Wealth Management, Capstone Financial Group, and The Siegfried Group. Prior to his advisory career, he worked at L3Harris Technologies, Inc. from 2008 to 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and provides access to proprietary managed account solutions as well as third-party managers and technology platforms.

Deirdre De Rosa is a Certified Financial Planner® at Wealthspire Advisors with eight years of industry experience. She has previously worked at Purshe Kaplan Sterling Investments, Bank of America, Merrill Lynch, and Fiduciary Trust Company. De Rosa has also been involved with RoundAngle Advisors LLC, focusing on financial planning and model portfolio trading. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework using a combination of mutual funds, ETFs, private investments, and separate account managers, with services tailored through client interviews and ongoing monitoring.

Jennifer Chapman is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. She has been with Mariner since 2014. Mariner serves a diverse client base 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 and family office services, utilizing discretionary portfolios supported by both in-house research and third-party managers.

Richard Poveromo is a financial advisor at SPC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC and Sigma Financial Corporation since 2005. Outside of his advisory work, he is a fiction writer and self-publishes novels under his imprint, Blue Coral Books, and also assists with his wife's resale business. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice delivered at the individual advisor level.

Christine Weighell is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. She is based in Shrewsbury, NJ. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a range of investment approaches and account management styles through a network of more than 400 independent adviser representatives.

Nancy Protopapas is a financial advisor with Principal Financial Services in Holmdel, NJ, holding a Series 63 designation and over 22 years of industry experience. She has worked at Principal Securities Inc. since 2002 and Principal Life Insurance since 2001. Outside of her advisory role, she serves as president of Auto Solutions Inc. and is a designated bank officer at Principal Bank and Trust Company, supporting retirement plan account relationships. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Richard Pasick is a ChFC® credentialed financial advisor with 40 years of industry experience. He has been with Guardian Life and its subsidiary Park Avenue Securities for 10 years and has also operated Congilose & Associates since 1983. Pasick conducts Social Security workshops and provides coaching and education to agents on the sales process. He is affiliated with Park Avenue Wealth Management, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which serves individuals, pension plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a mix of proprietary and third-party investment advisory programs.

Richard Harris 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 worked with National Life Group, Equity Services Inc., and Maxwell Harris Co. since 2001. Outside of advisory services, he is an active insurance agent specializing in life, disability, long-term care, and health insurance. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with various advisory platforms and frequently uses third-party asset managers and model portfolios.

Daravy Son is a financial advisor at Allworth Financial, L.P. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for George McKelvey Co., Inc. for 21 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 employs customized portfolio strategies, including core-satellite and specialized approaches, and incorporates technology to manage held-away retirement accounts.

Eric Colella is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. Prior to joining Kestra in 2025, he spent nine years with Commonwealth Financial Network. He is also an insurance agent with Dynasty Advisors LLC, a role he has held since 2005. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, serving clients such as large institutional investors and sovereign wealth funds.

Andrew Despotakis is a CFP® professional with nine years of industry experience, currently serving as an advisor at Mariner Wealth Advisors. His prior experience includes roles at Msec, LLC, CETERA Advisor Networks, and Wealth Enhancement Advisory Services. Outside of his advisory work, he owns Monument Fingerboards, a business that manufactures miniature skateboard products, and he is also a piano composer who publishes original piano content. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized investment approach supported by an internal portfolio management team and integrates tax and accounting services alongside traditional portfolio management.

Steven Cucinelli is a financial advisor with Primerica Advisors in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been affiliated with Primerica Advisors and Guardian Life Insurance Company of America since 2010. Outside of his advisory role, he serves as President of Coastal LeTip and manages a youth soccer team with the Middletown Soccer Club Wave Black. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers proprietary and third-party investment programs and supports a range of account management options and lending solutions.

Alexander Saulon Jr. is a financial advisor with Kestra Advisory Services, LLC, holding a CFP® designation and over 28 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Everbank. He is also involved with Dynasty Advisors LLC, where he provides comprehensive financial planning and life and health insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, with approximately $79.8 billion in assets under management.

Jerome Pasichow is a financial advisor at Equity Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Guardian Life and Park Avenue Securities. Outside of his advisory role, he volunteers with the Econ Vitality Committee of the Metuchen Downtown Alliance, assisting local businesses with accessing public funds. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using a combination of long-term strategies and third-party asset managers, serving clients through both discretionary and non-discretionary arrangements.

Stanley Alterman is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 20 years before joining Osaic in 2024. Outside of his advisory role, he is involved in nonprofit activities related to sailing education and serves as president of his condominium association. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm offers a range of investment management and financial planning services through multiple program models, utilizing proprietary and third-party platforms.

John Shibles is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Prior to joining Commonwealth in 2017, he worked at Regal Securities for 11 years and Shibles Brothers LLC for 19 years. Outside of his advisory role, he is involved in commercial real estate management as a co-owner and executive of multiple entities in New Jersey. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $213 billion in client assets. The firm offers a broad adviser-support platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody/clearing services, enabling advisors to implement portfolios through both internal models and external platforms.

Rachel Cecere is a financial advisor at Equity Services, Inc. with five years of industry experience. She holds a Series 66 designation and has worked with Integrated Financial Concepts and National Life Group since 2020. Cecere is involved in pension education and special needs planning, focusing on helping public school employees and professionals with pensions. Equity Services, Inc., doing business 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 combines multiple advisory platforms with a range of investment strategies and offers both discretionary and non-discretionary management options.