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.

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.

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.

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.

Salvatore Giorgio is a financial advisor with Guardian Life and holds the Series 66 designation. He has been with Guardian Life since 2024 and has prior experience at Shore Marketing Group, Park Avenue Securities, and other roles before entering the financial industry. He works at Park Avenue® Wealth Management, a subsidiary of Guardian Life, which provides brokerage and advisory services to individual and institutional clients, offering a range of financial planning and investment management solutions that include both advisor-led discretionary management and model-based strategies.

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 at Empower Advisory Group with 12 years of industry experience. She holds the Series 65 and Series 63 designations and has worked with firms including GWFS Equities, Advised Assets Groups, Triad Advisors, and American Portfolios Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage accounts. The firm’s integrated approach ties financial planning and managed account solutions to Empower’s recordkeeping and administrative platforms.

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® credentialed financial advisor with 40 years of industry experience, currently with Guardian Life since 2010. He is licensed to sell insurance products outside of Guardian as part of his business activities. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing tailored client solutions including financial planning, consulting, and access to proprietary and third-party investment programs.

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.

Oliver Eaton is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation. He has one year of industry experience, with prior roles at Evolution Financial Group and six years at Trinity Solar. Park Avenue Securities LLC, a 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 combines advisor-led discretionary management with model-based strategies and offers clients tailored financial planning, education, and access to proprietary and third-party advisory solutions.

Kevin Carson is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Mariner. His career includes positions at Fidelity, Wells Fargo Clearing, and Msec, LLC. Outside of finance, he works as a bartender at The Shore Club in Spring Lake, NJ. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm combines in-house research with third-party manager allocations across a range of strategies and maintains integrated tax and accounting capabilities uncommon for a firm of its size.

Robert McKelvey is a financial advisor at Allworth Financial, L.P. with 50 years of industry experience. He previously worked for George McKelvey Co., Inc. for 48 years before joining Allworth Financial in 2024. He holds a Series 63 designation. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity sub-account servicing, using both quantitative and qualitative analysis to implement customized investment strategies.

Amy Sonstein is a financial advisor at Guardian Life with 22 years of industry experience. She holds a PFS™ designation and a Series 63 license. Her career includes extended tenures at Guardian Life beginning in 2012 and more recently at Park Avenue Securities since 2023. Outside of her advisory role, she is involved in multiple ventures including accounting and tax consulting through Sonstein Consulting Services, participation as CFO in a startup apparel business, and offering Reiki healing sessions. Sonstein also serves on the Board of Trustees at Congregation Kol Ami and acts as treasurer for the Eastern Boys Wrestling Booster Club. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, institutions, and charitable organizations. The firm employs both advisor-led discretionary management and model-based strategies, offering a range of financial planning, consulting, and proprietary investment programs tailored to client needs.

Jessica Baumgartner is a financial advisor at Allworth Financial, L.P. with 20 years of industry experience. She holds a Series 66 designation and has previously worked at AW Securities, George McKelvey Co., Inc., Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars. The firm uses a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and portfolios.