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 and holds a Series 66 designation. He has five years of industry experience, including roles at Park Avenue Securities and Northwestern Mutual. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a range of advisory programs.

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 CFP® and ChFC® with 36 years of industry experience, currently affiliated with Primerica Advisors in Lafayette, NJ. He has held positions at Guardian Life Insurance Company and Park Avenue Securities over multiple periods since 2013. Bauman also engages in selling insurance products from companies other than Guardian Life and Berkshire Life. 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 and business consulting. The firm utilizes a variety of proprietary and third-party investment strategies and platforms, managing approximately $15 billion in regulatory assets under management with a network of over 1,900 investment adviser representatives.

Vincent Acierno is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds a Series 63 designation and has been with Equity Services and NL Financial Alliance/National Life Insurance since 2011. He is also the owner of Integrity Consultants LLC, which focuses on life insurance commissions. 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 combines long-term investment strategies with options for shorter-term trading and specializes in advisory programs administered through a network of investment adviser representatives.

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 Series 66-licensed financial advisor with eight years of industry experience. He is currently with Park Avenue Securities and has prior experience at Primerica Advisors and Guardian Life Insurance Company. Outside of his advisory work, he holds leadership and volunteer roles in community organizations including serving as Vice President of the Holy Name Society at St Leo The Great Church, a presenter for the National Alliance for Mental Illness, and an officer with the Red Bank NJ Elks. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary accounts.

Frank Congilose is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP® and ChFC® designations and over 40 years of industry experience. He has worked since 1982 in various roles including leading Congilose & Associates and C&A Financial Group. Congilose is also an author of five books focused on responsible wealth and teaches financial adviser practice and education coaching. He serves as a hospital board trustee for Monmouth Medical Center Southern Campus. Park Avenue Wealth Management, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary investment management using both proprietary and third-party models, along with retirement plan consulting and financial planning services.

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 CFP® and CFA® with two years of industry experience, currently associated with Guardian Life and Park Avenue Securities. He previously worked at Invesco for 12 years and serves as a student mentor at Iona University. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services and advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, combining proprietary and third-party investment strategies.

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. with three years of industry experience. She holds a Series 65 designation and previously worked at George McKelvey Co. for ten years before joining Allworth Financial. 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, index allocations, and options-based models, and is noted for its ownership structure involving private investment vehicles and the Ontario Teachers’ Pension Plan.

Charles Blatz is a financial advisor with Benjamin F. Edwards & Company, Inc. in Red Bank, NJ, holding a Series 63 designation and 46 years of industry experience. He has been with Benjamin F. Edwards since 2012. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm provides investment management, financial planning, and retirement consulting through fee-based wrap programs and employs both discretionary and non-discretionary strategies managed internally and by third parties.

Philip Demarco is a Series 66-registered advisor with PNC Wealth Management, where he has worked since 2008. He has 21 years of experience in the financial industry. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering available by invitation to employees. This program uses algorithm-driven risk assessments to implement managed model strategies with mutual funds and ETFs, focusing on digital execution and discretionary portfolio management.

Keith Woetzel is a financial advisor at PNC Wealth Management with four years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and in academic roles at the University at Buffalo and Lehigh University. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and invests via approved model strategies with annual rebalancing.

Michael Mazzeo is a financial advisor at Mariner with CFP® and ChFC® designations and six years of industry experience. He previously worked at CoreCap Investments, Dworetsky Financial, Equitable Advisors, and Axa Advisors. Mazzeo has contracted as an independent agent with insurance carriers prior to joining Mariner and has occasionally placed business for family members. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an Investment Committee and offers integrated tax services and administrative CFO capabilities uncommon among large advisory firms.

Michael Husar is a financial advisor with Eagle Strategies (NY Life) based in Wall, NJ. He holds Series 63 and Series 66 licenses and has eight years of industry experience, including roles with NyLife Securities LLC and New York Life Insurance Company since 2018. Outside of his advisory work, he serves as treasurer for multiple nonprofit and fraternal organizations and participates in a small business networking group. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers various program types and emphasizes tailoring advice to client objectives, with most assets managed on a non-discretionary basis.