Robert Richards is a CFP® professional with 44 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held roles at EPA Financial Services since 2020, serving as CEO and part owner, and previously worked at Ameriprise Financial Advisors and Cambridge Investment Research Advisors. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion to build client portfolios from diverse securities and insurance products.

Robert Hannam is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 36 years of industry experience. His prior roles include positions at LPL Financial, Banc of America Investment Services, and Wells Fargo Clearing. Outside of advising, he is a co-owner of Sportsbeef USA, LLC, a sports reality television company, and also provides tax preparation services through Ocean Tax Pros. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 advisors nationwide. The firm offers a range of managed-account programs, third-party asset manager access, and back-office services, serving both individual and institutional clients.

David Suckey is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with both firms since 2016. Outside of advising, he is a passive investor in three Jersey Mike’s sandwich shops in North Lake, Texas. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides customized client solutions through advisor-led discretionary management, model-based strategies, and various proprietary and third-party platforms.

George Steiner is a Series 65 licensed financial advisor with 19 years of industry experience. He is currently with Mariner and has previously worked at firms including Msec, LLC and Capital Analysts, Inc. Outside of his advisory role, Steiner serves as vice chair for the Manasquan Turkey Run, assisting with fundraising and event operations, and is a board member of the Mariner Foundation. He also has a longstanding career as a firefighter with the FDNY. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by an internal investment committee and combines in-house research with external managers across various asset classes, including alternatives and digital assets.

Jonathan Hempstead is a financial advisor with Eagle Strategies (New York Life) and holds Series 66 and Series 63 licenses. He has one year of industry experience and previously worked at AssuredPartners and Towson University. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Bryan Sitzer is a financial advisor at Farther with Series 63 and Series 65 licenses and four years of industry experience. His prior career includes roles at CohnReznick, EisnerAmpner, and Ernst & Young, among others. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach utilizing proprietary model portfolios and algorithmic rebalancing, mainly investing in ETFs, mutual funds, equities, and fixed income.

Marc Colasanto is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds a Series 66 designation and has worked at Gwfs Equities, Inc. since 2022 and Prudential Investment Management Services and Prudential Insurance Company of America since 2012. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within client savings plans.

Michael Rahbari is a financial advisor at Guardian Life with Series 65 and Series 63 designations and four years of industry experience. His prior roles include positions at Heritage Group of Companies and Prosperity Capital Advisors. He was also involved with Mars Properties LLC for six years. Guardian Life operates through its subsidiary Park Avenue® Wealth Management, serving individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions tailored to client needs.

Phillip Dambrisi is a financial advisor at Guardian Life with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Park Avenue Securities and Guardian Life since 2016, following a prior role at Hornor, Townsend & Kent, LLC. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies, combining proprietary programs with third-party platforms and customized client solutions.

Sean Nolan is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Family Focus Private Wealth LLC and Family Focus Retirement Group LLC. Outside of advising, he is president of Must Be Nice Media, Inc., a graphic design and project management company. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, and financial planning services.

Robert Farrell is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has 17 years of industry experience, including prior work at Morgan Stanley and Park Avenue Securities. Outside of his advisory role, Farrell serves on the Colts Neck Zoning Board and acts as a FINRA arbitrator, in addition to managing a business planning and management advisory firm. Guardian Life’s subsidiary Park Avenue Securities provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

Emily Zeigler is a CFP® professional with nine years of experience working at Guardian Life and its subsidiary Park Avenue Securities, LLC. She previously worked at Service Works Inc. for three years. She is involved with Commitment to Excellence LLC, managing payroll for assistants. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individual, corporate, and institutional clients through advisory and brokerage services. The firm combines advisor-driven management and model-based strategies, offering tailored financial planning and access to proprietary and third-party investment solutions.

Ernest Caponegro is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., National Securities Corporation, and several other firms dating back to 2006. Outside of his advisory work, he is the owner-operator of a full-service insurance agency and serves on the board of the nonprofit Brick Police Athletic League. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including high-net-worth individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, employing both fundamental and technical strategies, and works closely with multiple platform partners and affiliated managers to deliver comprehensive solutions.

Amanda Salemi is a Series 65-licensed financial advisor with 11 years of industry experience. She worked at Mariner Wealth Advisors for four years before joining Mariner. Mariner serves a diverse client base, including individuals, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and supports a broad range of strategies alongside integrated tax and administrative family office capabilities.

Mark Parisi is a financial advisor at PNC Wealth Management with 32 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and has worked at several firms including Fidelity Investments, Ameriprise, Raymond James Financial, and LPL Financial. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online, discretionary model account offered as an invitation-only employee pilot. The program uses algorithmic questionnaires to recommend risk bands and implements investments via approved model strategies managed by PNC or third-party strategists.

Richard Calabro is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 35 years of industry experience. He previously worked at PGIM Investments LLC for eight years before joining PNC Investments in 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that employs algorithm-driven risk assessments and third-party managed portfolios using mutual funds and ETFs.

Jessica Simpson is a financial advisor at Guardian Life with eight years of industry experience. She holds the Series 66 designation and previously worked for RBC Capital Markets LLC for ten years. She serves as Executive Committee Treasurer of a local yacht club. Jessica is affiliated with Park Avenue Securities LLC, a subsidiary of Guardian Life, which provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions, combining advisor-led discretionary management with model-based strategies and digital advisory options.

Dominic Todarello is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services and Sopher Financial Group. Outside of his advisory role, he is involved in selling and servicing life and medical insurance through various affiliated insurance businesses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including plan design, fiduciary consulting, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and offers multiple management platforms and third-party solutions within a supervisory framework.

Alan Ragovin is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Brookstone Capital Management LLC since 2016. He operates two related businesses, RAGOVIN Financial Services and RFS Financial & Insurance Solutions, alongside his role at Brookstone. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and business entities. The firm offers a range of investment strategies, including dynamic asset allocation models and options-enhanced strategies, and serves as both an investment advisor and sub-advisor through its BCM Platform.

Kenneth Bogert is a financial advisor with Guardian Life, holding a Series 66 designation and 11 years of industry experience. He has worked at Guardian Life since 2015 and is also affiliated with United Lacrosse since 2012. In addition to his advisory role, he is licensed to sell term insurance from companies other than Guardian to provide clients with cost-effective term policies. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning and investment management solutions, including discretionary and model-based strategies, tailored to meet diverse client needs.