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.

Laura Hickman is a financial advisor at MAI Capital Management, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Stifel, Benchmark Investments, LLC, and JMP Securities. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio and asset allocation strategies across a range of investments, integrating financial planning and tax services into many client relationships.

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 Certified Financial Planner (CFP®) with 19 years of industry experience. He is affiliated with Mariner and has been associated with Mariner Wealth Advisors since 2015 and Msec, LLC since 2017. Allen is based in Manasquan, NJ. Mariner serves a diverse client base including individuals, retirement plans, trusts, and institutions, providing comprehensive investment management, financial planning, and tax services. The firm employs discretionary, customized portfolios supported by an investment committee and internal research, alongside access to third-party managers, offering a range of strategies from equities to alternatives and integrated tax and accounting capabilities.

Connor Mawn is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he worked at Park Avenue Securities and Guardian Life Insurance Company. Before entering the financial industry, he was affiliated with Spring Lake Golf Club and has an educational background from Hartwick College. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.

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.

Oliver Eaton is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation. He has one year of experience in the financial services industry and previously worked at Evolution Financial Group. Before entering the financial sector, he spent six years at Trinity Solar and has experience in other industries dating back to 2015. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

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.

Amy Sonstein is a financial advisor with Primerica Advisors, holding the PFS™ and Series 63 credentials and possessing 21 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2023 and was with Primerica Advisors and Guardian Life Insurance Co of America from 2012 to 2023. Outside of her advisory role, she provides accounting and tax planning services through her consulting firm, is involved in a start-up apparel business as CFO, offers Reiki healing sessions, and serves on the Board of Trustees for Congregation Kol Ami as well as treasurer of the Eastern Boys Wrestling Booster Club. Park Avenue Securities LLC serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports multiple account-level services such as lending solutions and donor-advised funds.

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 four years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. He previously worked at Rockefeller & Co for 15 years. Outside of his advisory role, he is a member and co-manager of Snores LLC, a part-time rental business. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services under the Rockefeller Global Family Office platform and offers access to alternative and private investments.

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 ChFC® credentialed financial advisor with 17 years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has held roles at several firms including Integrity Marketing Group and First Palladium LLC. He also serves as a director for Wealth Enhancement Group in addition to his advisory duties. 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 employs a diversified, risk-class based investment approach that combines passive and active managers, supported by an internal Investment Committee and a variety of implementation tools and services.

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.

James Rachlin is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His entire career has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering brokerage, financial planning, consulting, and multiple advisory programs.

Eric Rios is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been associated with Park Avenue Securities and Guardian since 2014. Outside of his advisory work, Eric Rios speaks on financial literacy to business owners and finance students using compliance-approved presentations. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.