Tyler Tanen is a financial advisor at Truist Advisory Services with a Series 65 designation and three years of industry experience. He has worked at Truist Advisory Services and Truist Securities since 2021 and spent three years employed by the University of Rochester prior to that. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated approach with affiliated broker-dealer and banking services.

Lorraine Eugenio is a CFP® professional with seven years of experience in financial advising. She is currently with Mercer Global Advisors Inc., where she has worked since 2023. Prior to that, she was associated with Middleton Financial Management, LLC, and Brighton Financial Planning for a combined total of several years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor tilts, with offerings that include discretionary and non-discretionary portfolio management and comprehensive financial planning services.

Lance Lipset is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with MAI Capital Management, LLC and previously worked at LWS Wealth Advisors and PURSHE KAPLAN STERLING INVESTMENTS, Inc. He serves on the finance committee of the Cape May Point Volunteer Fire Company No 1. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of portfolio strategies and offers trust and insurance administrative services, managing over $72 billion in assets as of May 2026.

Jonathan Tulman is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds a Series 66 designation and has worked at Citibank, N.A. and Citi since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies using both discretionary and non-discretionary approaches, combining large institutional scale with specialized market roles.

Eric Abramson is a financial advisor with Primerica Advisors in Paramus, NJ, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1999 and has worked concurrently with Guardian Life Insurance Company of America since 1993. Abramson serves as vice president of the Greater New Jersey Estate Planning Council, is involved in a management partnership arranging speaking engagements on non-financial topics, owns thoroughbred racehorses, and sits on the Board of Trustees for the CarePlus NJ Foundation. Primerica Advisors operates as part of Park Avenue Securities LLC, offering brokerage and advisory services to a diverse client base including individuals, high-net-worth investors, charities, and corporations. The firm provides a variety of investment programs, financial planning, and consulting services, utilizing proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Dennis Amico is a financial advisor at Kestra Advisory Services, LLC with 55 years of industry experience. He holds a Series 63 designation and has been with Kestra since 2006, currently serving as an Investment Advisor Representative. Outside of Kestra, he is president of Dancole Associates, an insurance company, and provides investment advisory and estate planning services through Wealth Preservation Solutions, LLC. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan design, compliance testing, and employee education, supporting both discretionary and non-discretionary investment management within a broad supervisory framework.

Jean Heath is a financial advisor with Clearstead and Clearstead Advisory Solutions, holding Series 63 and Series 66 designations and 17 years of industry experience. Her prior work includes 21 years at Brinker Capital Securities, Inc. and six years with Envestnet Asset Management, Inc. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, family office administration, and consulting services. The firm manages approximately $33.9 billion in assets across more than 4,300 client relationships, employing a disciplined investment process that incorporates portfolio analytics, manager research, and strategic asset allocation.

James Forsythe is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and a variety of investment vehicles tailored to client objectives.

Matthew Mignon is a financial advisor with Corient who holds a Series 65 designation and has 10 years of industry experience. He previously worked at RegentAtlantic for eight years before joining Corient and its related entities. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Robert Palumbo is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 registrations with eight years of industry experience. His prior roles include positions at Fidelity Investments, Citigroup, First Republic Bank, and Northwestern Mutual. Outside of his advisory work, he is involved in insurance brokering for non-registered products with appointments at outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client and plan sponsor objectives, with a significant portion of its assets managed on a non-discretionary basis.

Eric Degrandpre is a financial advisor at Goldman Sachs Wealth Services with 24 years of industry experience. He holds a Series 63 designation and previously worked for The Ayco Company/Mercer Allied Company, L.P. for 21 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

William Greenlay is a financial advisor at Citigroup Global Markets with one year of industry experience. He has worked at Citigroup since 2017 and was previously employed by Deutsche Bank from 2015 to 2017. He holds a Series 66 designation. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Rebecca Schachtel is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and the University of Miami. Prior to her finance career, she was involved in retail management at Party Girl Dress Store. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including specialized market roles such as a security-based swap dealer and futures commission merchant.

John Occhipinti is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Burklow & Rotella, LLC and Ameriprise Financial Services, LLC. He serves as Treasurer on the Board of Directors for North Jersey Friends of NRA, a nonprofit focused on firearm education and safety for youth. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm provides investment advisory, financial planning, pension consulting, and managed account services to individuals, pension plans, corporations, trusts, estates, and charitable organizations through a variety of portfolio management programs and third-party manager selections.

Bryan Smalley is a financial advisor at Corient with 15 years of industry experience. He holds a Series 65 designation and has worked at Corient since 2022, following over a decade at RegentAtlantic. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs advanced risk management tools to align portfolios with client objectives.

Scott Kesselman is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Kathryn Frevola is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 17 years before joining Citigroup Global Markets. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs supported by internal standards and oversight committees.

Peter Contini is a financial advisor with TIAA-CREF who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with TIAA since 1990 and with TIAA-CREF since 2001. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm provides a fiduciary standard for its advisory services and operates within a vertically integrated structure that includes affiliated funds and donor-advised fund management.

Roy Shubert is a financial advisor with Private Advisor Group, LLC, holding the ChFC® and PFS™ designations and Series 63 and 65 licenses. He has 29 years of industry experience, including roles at LPL Financial since 2009 and Private Advisor Group since 2016. Outside of his advisory work, he is involved in the sale of fixed life insurance in conjunction with a Massachusetts Mutual Life agent. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a variety of investment strategies and supporting held-away account management through technology partnerships.

Victor Delgado is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and over 14 years of experience in the industry. His prior experience includes nine years at J.P. Morgan Securities. Outside of his advisory role, he is a partial owner and director of Delgado Family Group Inc., a small engine power equipment sales and service business, and DF Group Realty LLC, which holds real estate assets. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.