Luke Mathis is a financial advisor with Mariner holding a Series 66 license and one year of industry experience. Prior to joining Mariner, he worked at Equitable Advisors for two years and has a background that includes roles in healthcare solutions and education. Outside of finance, he has entrepreneurial experience with Doyle's Pour House Tuckerton. Mariner serves a broad range of clients including high-net-worth 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 and CFO services, implementing customized discretionary portfolios supported by in-house research and third-party managers.

Scott Mclean is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has previously worked at Sound Income Strategies LLC and Belpointe Asset Management, LLC, and has operated McLean Advisory Group, LLC since 2008. Outside of advisory work, he co-owns an equestrian boarding facility and has business interests in tax preparation and insurance services through McLean Tax Advisory Group LLC. Foundations Investment Advisors provides financial planning and portfolio management services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and third-party sub-advisers to deliver tailored investment solutions.

Anthony Indelicato is a financial advisor with PNC Wealth Management in Manasquan, NJ, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing, Penn Mutual Life Insurance Company, Hornor Townsend & Kent Inc, and Weichert Realtors. He is also the owner of Safe at 3rd Sportscards LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via approved strategies managed by PNC or third-party strategists.

Charlene Ciandella is a financial advisor with D.A. Davidson & Co. in Beachwood, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at RBC Wealth Management from 2015 to 2019 before joining D.A. Davidson & Co. in 2019. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Robert Handfuss is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with various Bankers Life entities since 2006, including roles in insurance sales and service of life, health, annuity, and long-term care products as a 1099 agent. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, periodic rebalancing, and tax efficiency. The firm integrates fundamental, technical, and cyclical analysis to inform investment decisions and offers access to outside managers and wrap programs.

Amy Mackin is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her career includes roles at GWFS Equities, Advised Assets Groups, Triad Advisors, Resources Investment Advisors, American Portfolios Financial Services, Cafaro Greenleaf, Greenleaf Advisors, and Empower Retirement. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms, including point-in-time financial plans and optional managed account solutions.

Charles Salvo is a financial advisor at Mariner in Manasquan, NJ, holding a Series 65 designation with seven years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously at BNY Mellon Wealth Management from 2016 to 2018. Mariner serves a broad client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and access to third-party managers. The firm offers customized portfolio management supported by an internal team and an Investment Committee, with integrated tax, accounting, and family office services that distinguish it from other large advisory enterprises.

Ellen Peifer is a financial advisor at Mariner Wealth Advisors with the PFS™ designation and Series 63 license. She has four years of industry experience and has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Mariner serves a broad mix of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm implements customized discretionary portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness tools.

Thomas Avellino is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and eight years of industry experience. He has previously worked at Horter Investment Management and Secure Investment Management and serves as a Senior Direct Advisor at JD Mellberg Financial, where he focuses on income planning and annuity sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Cory Allen is a CFP® with 19 years of industry experience, currently affiliated with Mariner. His career includes roles at Merrill, Citizens Securities, LPL Financial, and Mariner Wealth Advisors. Outside of his advisory work, he is also involved with Allen Lake House, a real estate venture in Wall, NJ. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an internal team and external managers, alongside integrated tax and accounting services and specialized financial wellness tools.

Kenneth Bogert is a CFP®-certified financial advisor with 39 years of industry experience, currently with Primerica Advisors since 2010. He also holds a license to sell insurance products beyond Guardian Life Insurance, where he has been associated since 2010. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base through transaction-based brokerage and fee-based advisory services. The firm offers multiple proprietary advisory programs, third-party manager platforms, and various account-level solutions including lending and donor-advised funds.

Louis Monderine is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Santander Securities and Sovereign Bank. Outside of finance, he owns Liberty Junk Removal LLC, a junk removal and clean-up business based in Howell, NJ. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm utilizes multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities, combining large institutional scale with unique market roles.

Kevin Carson is a CFP® professional at Mariner with 31 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Mariner and Msec, LLC. Outside of his financial advisory work, he bartends at The Shore Club in Spring Lake, NJ. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, providing investment management, financial planning, tax services, and coordinated family office support. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, along with specialized ERISA retirement plan solutions and integrated tax and accounting services.

Robert McKelvey is a financial advisor at Allworth Financial, L.P. with 50 years of industry experience. He held a position at George McKelvey Co., Inc. for 48 years before joining Allworth Financial. He holds the Series 63 designation. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs third-party sub-advisers as needed.

Jessica Baumgartner is a financial advisor with Allworth Financial, L.P. in Manasquan, NJ, holding a Series 66 designation and 20 years of industry experience. She previously worked at George McKelvey Co., Inc. for eight years before joining Allworth Financial and AW Securities in 2024. Allworth Financial is a fee-based SEC-registered 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 employer retirement accounts.

Michael Viselli is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at Charles Schwab, First American Trust, and several advisory firms. Mariner serves a diverse client base including individuals, pension plans, trusts, and nonprofit organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses discretionary, customized portfolios supported by an internal team and third-party managers, and it integrates tax and accounting services alongside traditional portfolio management.

Russell Bowman is a CFP® with five years of industry experience, currently serving at Rockefeller Financial LLC since 2023. He previously worked at Rockefeller & Co for 15 years. Outside of his advisory role, he is a member and co-manager of Snores LLC, an investment-related business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Michael Messinger is a financial advisor with Allworth Financial, L.P., holding a Series 63 designation and 31 years of industry experience. Prior to joining Allworth in 2024, he worked for George Mckelvey Co., Inc. for 19 years. Outside of his advisory role, Messinger serves as Vice President and Marlboro representative on the Freehold Regional High School Board of Education. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of strategies, including core-satellite, pure-index, and options-based overlays, and distinguishes itself through specialized divisions and affiliated businesses.

Joseph Gaj is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation along with Series 63, 65, and 66 licenses. He has 18 years of industry experience, with prior roles at firms including LPL Financial LLC, First Palladium LLC, and Integrity Marketing Group. Outside of advisory work, he is involved in a non-investment business entity, Cherry Tree Advisors LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a broad advisor network and employs a diversified investment approach combining passive and active managers, with oversight from an internal Investment Committee.

Kim Trzeciak is a financial advisor at Allworth Financial, L.P. with 23 years of industry experience. He holds the Series 66 designation and previously worked at George McKelvey Co., Inc. for 11 years. 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, comprehensive financial planning, and specialized strategies including defined-outcome ETFs and options overlays, supported by the use of technology and third-party sub-advisers.