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 (NY Life) in Wall, NJ, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes five years at AssuredPartners and five years at Towson University. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary management across a broad network of affiliated advisers within the New York Life affiliate structure.

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 ChFC® credentialed financial advisor with over 31 years of industry experience. He has been with Hornor, Townsend & Kent, LLC and Penn Mutual since 2002. In addition to his advisory role, he teaches adult education classes in financial planning at Richard Stockton University and serves as an officer on a professional networking group’s 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 operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

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. He holds a Series 66 designation and has 16 years of industry experience. His prior roles include positions at UBS Financial Services, Bank of America, and Merrill Lynch. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and internal research tools. The firm focuses on tailored recommendations and typically offers separately managed accounts managed by third-party or affiliated money managers.

Michael Rahbari is a financial advisor at Guardian Life with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life since 2023, with prior experience at Heritage Group of Companies and Prosperity Capital Advisors. Guardian Life’s Park Avenue Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and a range of advisory programs using both in-house and third-party investment models.

Phillip Dambrisi is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes a year at Hornor, Townsend & Kent, LLC. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients through brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

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 Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior experience includes a year at Morgan Stanley and multiple roles within Guardian Life and Park Avenue Securities since 2016. Outside of his advisory work, he serves on the Colts Neck Zoning Board, acts as a FINRA arbitrator, and provides business planning and management advice through Blanton Research, LLC. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients, utilizing both proprietary and third-party strategies.

Emily Zeigler is a CFP® with eight years of industry experience, currently affiliated with Primerica Advisors and associated with Park Avenue Securities, Guardian Life Insurance Co of America, and C&A Financial Group since 2017. Prior to her current roles, she worked at Service Works Inc. from 2014 to 2017. She is involved in a non-investment business, Commitment to Excellence LLC, which manages payroll for her assistants. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.

Ernest Caponegro is a financial advisor at Osaic Advisory Services, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc. and National Securities Corporation. Outside of his advisory role, he owns and operates a full-service insurance agency and serves as a board member of the Brick Police Athletic League. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms to tailor portfolios for clients.

Edward Schuler Jr. is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with Kestra Advisory and has previous experience at Woodbury Financial Services Inc and OSAIC. Outside of advising, he serves on the board of a nonprofit organization, A Need We Feed, contributing to governance and oversight. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Richard Seyfried Jr. is a financial advisor at Mariner with six years of industry experience and holds a Series 66 designation. Prior to joining Mariner in 2025, he worked at Bank of America and Merrill. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm combines discretionary, customized portfolios with in-house research and third-party allocations, and provides integrated tax and accounting services uncommon for a firm of its size.

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 63, 65, and 66 licenses and has previously worked at Fidelity Investments, Ameriprise, Raymond James Financial, and LPL Financial. Prior to joining PNC, he was involved with Shopoff Realty Investments and ShopOff Securities Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and implements investments via approved model strategies managed by PNC or third parties.

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 with Primerica Advisors, holding a Series 66 designation and eight years of industry experience. She previously worked at RBC Capital Markets LLC for ten years and is currently associated with Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory role, she serves as the Executive Committee Treasurer of a local yacht club. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

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.