Brendan Sheehan is a financial advisor at Wealthcare Advisory Partners LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he owns Brendan's Tax Service LLC, where he prepares income tax returns. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning approach supported by proprietary software and integrates quantitative and fundamental analyses to build long-term portfolios.

John Alexander III is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. He holds a Series 66 designation and previously worked at George McKelvey Co., Inc. for 15 years. John is also involved in Alexander Investments, LLC, a family-owned investment firm, where he participates in securities research and tax preparation as a non-compensated activity. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies including core-satellite, pure-index, and specialized offerings such as Buffered Equity ETFs and options-based overlays, and utilizes third-party sub-advisers alongside proprietary technology to manage held-away accounts.

Patrick Pryz is a CFP® professional with 17 years of industry experience. He is currently with Mariner and has previously worked at Msec, LLC, Millington Securities, Inc., WBI Investments Inc., and Quasar Distributors, LLC. Pryz holds Series 65 and Series 66 registrations. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by an internal team and external managers, offering a range of strategies including equity, fixed income, alternatives, and digital assets, along with integrated tax and accounting services uncommon at its enterprise scale.

Jeffrey Artherholt is a CFP® with 27 years of industry experience. He is currently affiliated with Kestra Advisory and Kestra Investment Services, having joined in 2024. Prior to this, he worked at Woodbury Financial Services Inc and Securian Financial Services Inc., among other firms. He is also involved with Obsidian Wealth Advisors in a financial advisor capacity focusing on financial planning and portfolio management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Patrick Housen is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 14 years of industry experience. He has been with Mariner since 2014 and previously worked at Lincoln Investment and Capital Analysts Incorporated. Outside of advisory work, he owns an LLC that invests in a franchise store. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized portfolios and maintains integrated tax and accounting capabilities alongside administrative CFO services.

Gregory Kuras is a financial advisor at Osaic Advisory Services, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with American Portfolio's Financial Services and Froehlich Financial Group Ltd. He is also president and part owner of New Jersey Senior Tax Advisors, where he provides tax advice and brokerage services for Medicare-related insurance. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and nonprofits. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary guidance and third-party platforms.

Michael Fish is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Dynasty Advisors LLC Wealth Management and Commonwealth Financial Network for nine years. Outside of his advisory role, he is involved in coaching ice hockey. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports a variety of management platforms and third-party solutions.

Sean Monahan is a CFP® professional with over 23 years of experience in the financial industry. He is affiliated with Commonwealth Financial Network and has been involved with Financial Alternatives, Inc. since 2009. Monahan serves as president and owner of Financial Alternatives, LLC, and acts as a FINRA arbitrator. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, compliance, and practice-management support to affiliated advisors.

Michael Ferrone is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes positions at Park Avenue Securities and Guardian Life Insurance Company, where he has been licensed since 1988. Ferrone is also licensed to sell insurance products outside of Guardian. Park Avenue Securities serves a broad retail client base with a mix of brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting.

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.

Dimitrie Radinovic is a Series 66-licensed financial advisor at Rockefeller Financial LLC with three years of industry experience. He previously worked at Fidelity Investments and Halstead Management Ltd before joining Rockefeller Capital Management and Rockefeller Financial LLC. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer that provides securities transactions, variable insurance products, and placement and investment banking services through a consolidated investment platform.

Robert Hannam is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at LPL Financial for 15 years and Safe Harbor Wealth Management. Outside of advising, he is a co-owner of Sportsbeef USA, a sports reality television company, and is involved in tax preparation services through Ocean Tax Pros. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including investment management, technology, and compliance. The firm offers customizable portfolio solutions and discretionary model portfolios managed by its Investment Management and Research team.

David Suckey is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance for the past 10 years. Outside of his advisory role, he is a passive investor in three Jersey Mike’s sub shops in North Lake, Texas. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and investment advisory programs, including discretionary and non-discretionary portfolio management.

George Steiner is a financial advisor at Mariner with 19 years of industry experience and holds a Series 65 credential. His prior work includes positions at Msec, LLC, Capital Analysts, Inc., Lincoln Investment, and various Mariner entities. Outside of his advisory role, he is a firefighter with the FDNY and serves as vice chair for the Manasquan Turkey Run, a local fundraising event. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by an Investment Committee and internal research, integrating tax and accounting services alongside typical portfolio management.

Jonathan Hempstead is a financial advisor at Eagle Strategies (NY Life) with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at AssuredPartners for five years. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages its 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.

Carl Demarco Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including 24 years at Hornor, Townsend & Kent and Penn Mutual. Outside of advising, he teaches adult education classes in financial planning at Richard Stockton University and serves as an officer on the NAC Executive Committee. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and employs third-party asset manager relationships with both discretionary and non-discretionary account options.

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.

Philip Yohannan is a financial advisor with Schwab Wealth Advisory, Inc., holding a Series 66 designation and 16 years of industry experience. Prior to joining Schwab in 2023, he worked at UBS Financial Services and Bank of America, including Merrill Lynch, Pierce, Fenner & Smith Inc. He is based in Freehold, New Jersey. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of asset classes. The firm’s advice is delivered through Schwab’s proprietary asset allocation models and research tools, with final trading decisions made by clients.

Michael Rahbari is a financial advisor with Guardian Life, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Heritage Group of Companies and Prosperity Capital Advisors. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers a range of brokerage and advisory services to individuals, retirement plans, charitable organizations, and corporate clients, combining proprietary and third-party investment strategies with digital advisory solutions.