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Leslie K
CFP®, Series 63, Series 66, Series 65
Morristown, NJ
Private Advisor Group, LLC
Leslie Krajnak is a CFP® with 11 years of experience in the financial services industry. She is currently with Private Advisor Group, LLC and LPL Financial, having previously worked at firms including New York Life Insurance Company and Palante Wealth Advisors. Outside of finance, she operated Fit 4 Life Personal Training LLC for four years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates both discretionary and non-discretionary strategies and utilizes technology platforms and third-party managers.
Kyle C
Series 66
Morristown, NJ
Private Advisor Group, LLC
Kyle Colwell is a financial advisor with Private Advisor Group, LLC who holds a Series 66 designation and has 14 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions and third-party investment programs. The firm’s advisory model is fiduciary-based, utilizing various strategies and technology platforms while often implementing advice through third-party managers and TAMPs.
Diana C
Series 66, Series 65
Berkeley Heights, NJ
Valic Financial Advisors
Diana Carney is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 66 and Series 65 credentials and bringing 23 years of industry experience. She has been with Valic Financial Advisors since 2013 and has also worked with Agia since 2022. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.
Sean W
Series 66
Summit, NJ
Tlg Advisors, Inc.
Sean Wickersham is a financial advisor with TLG Advisors, Inc. in Colts Neck, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with TLG Advisors since 2009 and previously worked at LFI Advisory from 2017 to 2021. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor portfolios.
Paul V
Series 63
Somerville, NJ
Guardian Life
Paul Vecchione is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has 32 years of industry experience, including roles at Guardian Life Insurance and Park Avenue Securities. He serves as treasurer and board member for the Montgomery Lacrosse Club and is a board member at Princeton Academy of the Sacred Heart. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers a variety of investment programs and platforms, managing approximately $15 billion in regulatory assets under management through proprietary and third-party strategies.
Marc P
Series 63, Series 65
Florham Park, NJ
Oppenheimer
Marc Petrognani is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2003. Outside of his advisory role, he is involved in his family business as a part-owner and executive of Hunter Industrial Corporation and Lastec Industrial Corp., and serves on the Tewksbury Township Community Safety Subcommittee. 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 wide range of investment and consulting services, including discretionary and non-discretionary portfolio management, with a notable share of its advisory assets managed on a non-discretionary basis.
Christopher R
Series 66
Chester, NJ
Eagle Strategies (NY Life)
Christopher Riebling is a financial advisor with Eagle Strategies (NY Life) based in Chester, NJ, holding a Series 66 designation and 16 years of industry experience. He has worked with Eagle Strategies and affiliated New York Life entities since 2010 and operates several related firms, including Riebling Wealth Strategies, LLC and Mahoney Financial Organization, LLC. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, delivering a range of program types with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.
Michael S
Series 63, Series 66
Bernardsville, NJ
TD private Client Wealth LLC
Michael Stigliano is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior roles include positions at TD Bank N.A., Bank of America, Merrill, and Finalis Securities LLC. Outside of finance, he was involved with Jersey City Unleashed LLC for 16 years. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, with a focus on percentage-of-AUM wrap fees and a cross-border Private Investment Advisor model.
Justin C
Series 66
Bridgewater, NJ
PNC Wealth Management
Justin Cannella is a financial advisor with PNC Wealth Management in Bridgewater, NJ, holding a Series 66 designation and 21 years of industry experience. He has worked at PNC Investment since 2006. Outside of his advisory role, he owns and operates a residential short-term rental property via Airbnb. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.
Ryan C
Series 63, Series 65
Edison, NJ
Eagle Strategies (NY Life)
Ryan Catlaw is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His career includes roles at Eagle Strategies since 2016, NYLife Securities LLC since 2014, and New York Life Insurance Co. since 2013. He is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.
Alexander V
CFP®
Warren, NJ
Wealth Enhancement Advisory Services, LLC
Alexander Vaccarella is a CFP® professional with eight years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2019. Prior to that, he was with AEPG Wealth Strategies from 2014 to 2019. He is also involved with Wealth Enhancement Group as a non-variable insurance representative. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, using a strategic investment process that combines passive and active management guided by quantitative and fundamental research.
Julian M
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Julian Manzano is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. He has four years of industry experience, including prior roles at Bank of America and Amazon. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm offers tailored strategies supported by proprietary research, a range of fee arrangements, and integration with Goldman Sachs’ broader financial ecosystem.
Michael Z
Series 66
Green Brook, NJ
Empower Advisory Group
Michael Zangrillo is a financial advisor with Empower Advisory Group holding a Series 66 credential and two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Altice USA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach involves proprietary financial planning tools and managed account solutions aligned with Empower’s recordkeeping and administrative platforms.
Earle J
CFP®, Series 66
Morristown, NJ
Corient
Earle Jarden Jr. is a CFP® professional with 18 years of experience in the financial industry. He currently works at Corient and has previously held roles at Beacon Trust, Facet Wealth, Prudential Insurance Company of America, PGIM Investments, and Charles Schwab. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party manager solutions, employing continuous portfolio monitoring and risk management tools to align investments with client objectives.
Devin W
Series 66
Westfield, NJ
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Devin Wendel is a financial advisor at United Planners Financial Services of America with two years of industry experience. He holds the Series 66 designation and has worked at United Planners Financial Services and Wendel Financial Group since 2023. Outside of his advisory role, he is involved as a Data Solutions Architect for AI fintech firms Mega Stock Picker Inc and My Stock Picker Inc. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers. The firm operates as both a registered investment adviser and broker-dealer, with a distinctive limited partnership ownership structure held mostly by financial professionals.
Faith R
Series 66
Morristown, NJ
Private Advisor Group, LLC
Faith Ryan is a Series 66-licensed financial advisor with Private Advisor Group, LLC, based in Morristown, NJ, and has two years of industry experience. She previously worked with LPL Financial and MACRO Consulting Group. Outside of advisory work, Faith is also a commissioned notary. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including its proprietary WealthSuite platform and third-party programs. The firm employs a fiduciary-based advisory model that combines client goal gathering with portfolio management and the selection of managers and model portfolios from major strategists.
Jeffrey D
Series 66
Short Hills, NJ
Sanctuary Advisors, LLC
Jeffrey Dattilo is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch, Guy Carpenter, and Lighthouse Wealth Management. Outside of his advisory work, he referees basketball and assists with managing a commercial real estate property. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a variety of investment advisory and financial planning services through a large network of independent advisor representatives, utilizing multiple analytical approaches and managing accounts on both a discretionary and non-discretionary basis.
William A
Series 63, Series 65
Berkeley Heights, NJ
Valic Financial Advisors
William Alvarez is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Valic Financial Advisors since 2008 and is also an agent with Agia. Outside of his advisory role, Alvarez serves as President of Kearny Thistle United FC, a nonprofit youth travel soccer club. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.
Kostas K
Series 63, Series 65
Metuchen, NJ
Commonwealth Financial Network
Kostas Koufidis is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 24 years of industry experience. He is co-owner of Reilly Financial Group, LLC, where he dedicates a significant portion of his time to investment-related activities. His prior experience includes roles at MassMutual Investors Services and Massachusetts Mutual Life Insurance Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of advisors and manages a broad range of client assets with discretionary and nondiscretionary managed-account programs and access to third-party asset managers.
Elvira C
Series 63, Series 65
Livingston, NJ
Eagle Strategies (NY Life)
Elvira Chaush is a financial advisor with Eagle Strategies (NY Life) based in Livingston, NJ. She holds Series 63 and Series 65 licenses and has five years of industry experience. Her prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Co. Outside of her advisory work, she is a volunteer Membership Committee member with Business Networking International. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.
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