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 Primerica Advisors who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has worked primarily with Park Avenue Securities and Guardian Life Insurance Company since 2016. Outside of his advisory role, he serves on the Colts Neck Zoning Board and acts as a FINRA arbitrator, in addition to owning a business consulting firm. Primerica Advisors operates as an enterprise with nearly 2,000 advisors, serving a diverse retail client base through brokerage and advisory services. The firm offers various investment programs and financial planning solutions tailored to individual, charitable, and corporate clients.

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 advisor with Mariner, where she has worked since 2014. She has 10 years of industry experience. Mariner serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office support, using discretionary, customized portfolios overseen by an Investment Committee and supported by internal and third-party managers.

Mark Parisi is a financial advisor with PNC Wealth Management, holding Series 63, Series 65, and Series 66 designations and bringing 32 years of industry experience. His background includes positions at Fidelity Investments, Terra Capital Markets, and Shopoff Realty Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to PNC Bank employees, which utilizes approved model strategies implemented via mutual funds and ETFs.

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.

Kenneth Bogert is a Series 66 licensed advisor with Primerica Advisors, based in Brielle, NJ, and has 11 years of industry experience. He has worked at Guardian Life Insurance and Primerica Advisors since 2015 and is also involved with United Lacrosse. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various investment programs and financial planning solutions, utilizing proprietary and third-party strategies across multiple asset types.

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.

William Grundig is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Commonwealth Financial Network and EverBank. He is the owner of Dynasty Advisors LLC, where he manages operational activities alongside his advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and employee education, serving approximately $79.8 billion in assets under management and including large institutional investors such as sovereign wealth funds.

Kevin Hutnik is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Commonwealth Financial Network for nine years. Outside of advisory services, he serves as the director of group benefits at Dynasty Advisors LLC, managing employee benefit plans including medical, dental, vision, group life, and long-term disability coverages. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, benchmarking, and investment due diligence, managing approximately $79.8 billion in assets with clients that include sovereign wealth funds and large institutional investors.

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 Park Avenue Securities, holding a Series 66 designation. He has over three years of industry experience, including five years at Shore Marketing Group and two years with Guardian Life Insurance Company. Prior to his financial services career, he worked at Sheraton Eatontown Hotel for six years. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement plan consulting, and investment advisory programs.