Christine Weighell is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at Sanctuary Advisors, LLC and has prior experience at Wells Fargo Clearing. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports independent advisor representatives with a range of portfolio management options and employs various analytical approaches, acting as a fiduciary when a written advisory agreement is in place.

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 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.

Vatsal Patel is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding the Series 66 credential and seven years of industry experience. He has worked at firms including Bank of America, Merrill, Edward Jones, and New York Life. Outside of his advisory work, Patel owns and operates a beer and wine convenience store called Windsor Shoppe. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and focuses on tailoring advice to client goals, with a significant portion of assets managed on a non-discretionary basis.

Brian Segel is a financial advisor with Eagle Strategies (New York Life) based in Edison, NJ. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. His career includes previous roles at firms such as Cetera, MassMutual, and Citigroup Global Markets. Eagle Strategies serves a broad mix of individual and institutional clients, 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.

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.

Steven Cucinelli is a financial advisor with Guardian Life based in Red Bank, NJ. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. He currently serves as Managing Director in middle management, recruiting and training new hires, and moderates FSCP courses for financial advisers. Outside of his advisory role, he is President of Coastal LeTip and manages a youth soccer team with the Middletown Soccer Club Wave Black. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, businesses, and charitable organizations. The firm offers a range of financial planning and investment solutions combining advisor-led discretionary management with model-based strategies and proprietary as well as third-party platforms.

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.

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.

Joseph Reilly is a financial advisor with Commonwealth Financial Network in Metuchen, NJ, holding the ChFC® and Series 63 designations and bringing 33 years of industry experience. He is co-owner of Reilly Financial Group, LLC, which facilitates securities, advisory, and insurance business. Reilly also serves as an advisory board member for Thriv, a lifestyle conference in Metuchen. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services.

Oksana Gniza Yurchenko is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2021, following prior roles including four years at Icap Corporates LLC. Citigroup Global Markets serves individual and institutional clients across a range of segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research, and roles as a swap dealer and futures commission merchant.

Steven Foerschl is a financial advisor with Equity Services, Inc. He holds the ChFC® designation and Series 63 license and has 43 years of industry experience. His career includes long tenures at MetLife Securities Inc. and related firms since 1974, with his current roles at Equity Services, Inc. and Integrated Financial Concepts LLC beginning in 2017. 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 offers multiple advisory platforms combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Francis Detota is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 17 years of industry experience. He has been with Equity Services since 2011 and is also an insurance sales agent affiliated with National Life Insurance. He serves on the advisory board of St. Benedict Roman Catholic Church and School, participating in monthly financial council meetings. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms with both discretionary and non-discretionary management options and integrates long-term investment strategies with opportunities for specialized trading.

Alfred Polizzotto III is a CFP®-certified financial advisor with 28 years of industry experience. He is currently affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2025. Prior to joining Kestra, he worked at Commonwealth Financial Network for nine years and managed his own firm, Polizzotto & Polizzotto, for nearly three decades. In addition to his advisory work, he manages a law firm and is involved in selling life and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and investment advice, with a focus on large institutional investors and complex investment solutions.

Drew Bukowiec is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has previously worked at Aon and the New York Jets. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to a range of clients including individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Jeanne Moir is a Series 66-licensed financial advisor with over 14 years of industry experience. She is affiliated with Guardian Life and Park Avenue Securities, where she has worked since 2012. Outside of her advisory role, she is involved in several nonprofit and community organizations, serving as a board member for Play2Win, president of a local networking group, and founder of a volunteer blood drive initiative. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services supported by proprietary and third-party investment platforms, combining advisor-led discretionary management with model-based strategies.

William Smalls is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding Series 65 and Series 63 registrations and four years of industry experience. Prior to joining Eagle Strategies in 2025, he worked with NYLife Securities LLC and New York Life Insurance Company. Outside of financial services, he serves as president of the Deacon's Union and Women's Auxiliary of Monmouth and Adjacent Counties, a local Christian education organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a broad network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a significant portion of its assets on a non-discretionary basis.

Mark Lowe is a CFP® and ChFC® with 41 years of experience in the financial industry. He has been with Guardian Life since 2010 and previously worked at International Planning Alliance and First Montauk Securities Corp. He is also the author of a forthcoming book on financial products. He works at Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and 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, along with access to proprietary and third-party investment solutions.

Gregory Campanile is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2015. Outside of his advisory role, he is involved in a health insurance group benefits business. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm blends advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.