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.

Richard Limekiller is a CFP® and CFA® credentialed advisor with 19 years of industry experience. He has worked at City National Rochdale, Rim Securities LLC, and City National Bank since 2012. Outside of his advisory role, he serves as a board member for the Lincroft Little League, coordinating the tee ball division. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and governmental entities. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools to align portfolios with client Investment Policy Statements.

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.

Sean Rath is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has 11 years of industry experience. He has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research, swap dealer and futures commission merchant roles.

Gregory Napolitano is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Strategic Alliance Partners and Independent Financial Solutions for several years. Outside of his advisory role, he serves as president of Independent Financial Solutions and managing partner of Strategic Alliance Partners, where he recruits and trains fixed insurance brokers. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a particular focus on services for plan sponsors and participants.

William Jasionowski is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2013. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to a broad client base including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a mix of model-based and customized investment strategies and operates both as an advisory firm and broker-dealer with in-house trading capabilities.

Daniel Nicolas is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Oppenheimer since 2019, following roles at Mass Mutual Investors Services and MetLife Securities Inc. earlier in his career. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with investment management, consulting, and retirement planning, employing strategic and tactical asset allocation across various investment vehicles.

Brandon Riso is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 credentials and has two years of industry experience. His prior roles include positions at Fidelity Investments and self-employment engagements. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns through proprietary and third-party methodologies and integrates its services with Empower’s administrative and recordkeeping platforms.

Richard Looney is a financial advisor with Allworth Financial, L.P., holding a Series 63 designation and 38 years of industry experience. He worked at George McKelvey Co., Inc. for 37 years before joining Allworth Financial in 2024. Allworth Financial is an SEC-registered, fee-based adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away retirement accounts, with ownership including private investment vehicles and the Ontario Teachers’ Pension Plan.

John Pontieri is a financial advisor with Equity Services, Inc. and holds a Series 66 designation. He has three years of industry experience, including roles at Integrated Financial Concepts and Pink. In addition to his advisory work, he is involved in educating teachers about their pensions and benefits through a related business activity. 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 utilizes multiple advisory platforms and third-party asset managers, offering both discretionary and non-discretionary management approaches.

Christopher Estevez is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Oppenheimer. He previously worked at City National Bank and RBC Capital Markets LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic asset allocation, manager selection, and various investment vehicles to meet client objectives.

Kenneth Taylor is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 designations. He has one year of industry experience and previously spent ten years at Monmouth University. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Todd Toro is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 registrations and bringing 23 years of industry experience. He has been with TIAA-CREF since 2015. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering both model-based and customized portfolio options.

Elena Ptchelintseva is a financial advisor at Primerica Advisors with 21 years of industry experience. She holds a Series 66 designation and has worked extensively with Park Avenue Securities and Guardian Life Insurance. Outside of her advisory role, she serves as Vice President Chair of a BNI Networking Organization. Primerica Advisors operates as an enterprise with a large team of advisors, serving a diverse retail client base including individual, high-net-worth, charitable, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and financial planning solutions.

Nicholas Ippolito III is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company, as well as positions at Calton & Associates, Inc. and VOYA Financial Advisors. He is also involved with VIP Wealth Management LLC, an investment-related business. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.

Tyler Komack is a financial advisor at PNC Wealth Management with five years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and TMC Bonds LLC. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available via an invitation-only pilot for PNC Bank employees. The firm utilizes algorithm-driven portfolio selection and third-party strategists to manage investments primarily in mutual funds and ETFs.