Mark Henderson is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Abmm Financial, Madison Brokerage, GWN Securities, and Ameritas Investment Company. Outside of finance, he has worked as a freelance commercial diver for over a decade. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently employs third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Regina Spano is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and has worked at Rockefeller Capital Management since 2018, following five years at Merrill Lynch. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with an integrated investment platform that offers a range of solutions including direct portfolio management, third-party manager access, and personalized managed accounts.

Ronald Lomangino is a financial advisor at Kestra Advisory with 33 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. His prior experience includes roles at Commonwealth Financial Network, Everbank, Securities America Advisors, and Cetera Advisors. Lomangino is the owner and managing director of Dynasty Advisors LLC, where he manages day-to-day operations and client relations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting recommended investments with due diligence on performance, fees, and manager tenure.

Cassandra Minervini is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 19 years of industry experience. She worked at Merrill from 2002 to 2020 before joining Rockefeller Financial in 2020. 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 a range of portfolio management and financial planning services and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

James Bladel is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fahnestock & Co., Inc. since 1992. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs, including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

Thomas Woods is a financial advisor with GWN Securities Inc. in Bordentown, NJ, holding a Series 66 designation and eight years of industry experience. He has been associated with ABMM Financial since 2014. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, combining affiliated and unaffiliated sub-advisers and model-based allocations. The firm offers both discretionary portfolio management and financial planning, employing tactical strategies including market-timing and momentum-based approaches in select programs.

Craig Adams is a CFP® professional with 22 years of experience in the financial services industry. He is currently associated with United Planners Financial Services of America and also serves as president and co-founder of Central Jersey Professional Partners, a business development and networking organization. His prior experience includes roles at CMA Wealth Management, Grove Point Advisors, Bordentown Letip, and H. Beck, Inc. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial planning, portfolio management, and brokerage solutions through its network of 477 independent advisors.

Eric Colella is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. Prior to joining Kestra in 2025, he spent nine years with Commonwealth Financial Network. He is also an insurance agent with Dynasty Advisors LLC, a role he has held since 2005. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, serving clients such as large institutional investors and sovereign wealth funds.

Whitney Struble is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley, Merrill, Purshe Kaplan Sterling Investments, and QP Wealth Management prior to joining Rockefeller Financial. 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 a broad range of investment management and financial planning services, operating uniquely as both an adviser and a registered broker-dealer with integrated trust, insurance, and asset management capabilities.

Alexander Saulon Jr. is a financial advisor with Kestra Advisory Services, LLC, holding a CFP® designation and over 28 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Everbank. He is also involved with Dynasty Advisors LLC, where he provides comprehensive financial planning and life and health insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, with approximately $79.8 billion in assets under management.

David Larocca is a CFP® and Series 65 credentialed financial advisor with 13 years of industry experience. He is currently with Creative Planning, where he has worked since 2018, following six years at RDM Capital Associates. Outside of advisory work, he serves as vice president and member of an LLC involved in a real estate investment business. Creative Planning is a large enterprise advisory firm managing approximately $217 billion in client assets. The firm serves a diverse client base with a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized equity and tax management approaches, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Kevin Fullerton is a financial advisor with Money Concepts Capital Corp in Columbus, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Money Concepts Capital Corp since 2014 and also leads Fullerton Financial Services, which he founded in 1992. Outside of his advisory roles, Fullerton serves on the Board of Governors for the Burlington Country Club. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets.

Jadah Riley is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. Prior to joining Focus Partners, she held roles at Buckingham Strategic Wealth, Francis Financial, RTD Financial, Oppenheimer & Co, Inc, Financial Advisor Magazine, and Allstate Insurance Company. She also serves as treasurer for the Keep it Goins Foundation, a nonprofit providing free pest control services to low-income families. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies, third-party managers, and private funds.

Evelyn Rubinstein is a financial advisor at Oppenheimer in Princeton, NJ, holding a Series 66 designation with five years of industry experience. She has been with Oppenheimer since 2019 and previously worked for 15 years at Advocate Primary Care / Derma Laser Centers. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs and services, including strategic and tactical asset allocation, manager selection, and retirement consulting, with both discretionary and non-discretionary management options.

Vivian Capano is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill for 20 years, as well as TD Private Client Wealth LLC and TD Bank N.A. She has been with Rockefeller Financial since 2022. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering both discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer, providing securities transactions, variable insurance products, and investment banking services through a consolidated investment platform and a Private Advisor model.

George Rusnak is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Wells Fargo Investment Institute, Inc. He has been with Wells Fargo since 2007, including 14 years at Wells Fargo Bank NA and five years at the Investment Institute. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo’s wealth and fiduciary businesses and select external clients. The firm operates through specialized divisions focused on manager research, securities analysis, asset allocation, and portfolio management, offering research and model guidance rather than direct investment discretion.

Victor Pagano is a financial advisor with Rockefeller Financial LLC, holding a Series 63 designation and bringing 39 years of industry experience. He previously worked at Citigroup Global Markets for 14 years before joining Rockefeller Financial in 2021. 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, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Stephen Albinson is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 14 years of industry experience. He has worked at Valic Financial Advisors since 2011 and holds a non-securities insurance agent position with Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Alfred Polizzotto III is a CFP®-certified financial advisor with 28 years of industry experience. He is currently affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2025. Prior to joining Kestra, he worked at Commonwealth Financial Network for nine years and managed his own firm, Polizzotto & Polizzotto, for nearly three decades. In addition to his advisory work, he manages a law firm and is involved in selling life and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and investment advice, with a focus on large institutional investors and complex investment solutions.

Lawrence Rubinstein is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co., Inc. since 1988. Rubinstein serves as co-trustee of the Gelbman Family Irrevocable Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches.