Bruce Risler is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 33 years of industry experience. He has been with Private Advisor Group since 2013 and has also worked with LPL Financial since 1997. Risler serves as a board member of the Transformation Yoga Project, a nonprofit focused on health initiatives for at-risk youth and incarcerated individuals. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and retirement plan consulting through a variety of discretionary and non-discretionary strategies.

Dylan La Croix is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has worked in the restaurant industry and has been involved with educational institutions such as the University of Maryland and Lakeland Regional High School. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to individual and institutional clients, with an emphasis on non-discretionary asset management and fiduciary responsibilities for retirement investors.

Brian Testino is a financial advisor at Private Advisor Group, LLC with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Private Advisor Group in 2023, he worked at LPL Financial and Independent Financial Partners. Outside of his advisory role, he serves as a captain with North Hudson Regional Fire and Rescue, a position he has held since 2004. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

David Bubnowski is a financial advisor with PNC Wealth Management, holding a Series 66 designation and having 20 years of industry experience. He has been with PNC investments since 2010. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven, discretionary model account available to employees with PNC Bank online-banking credentials. The firm uses approved model strategies managed by PNC or third-party strategists and executes investments via mutual funds and ETFs with annual rebalancing.

Michael Digirolamo is a Series 66-licensed financial advisor with Primerica Advisors and has four years of industry experience. He has worked at Park Avenue Securities since 2019 and at Guardian Life Insurance Company since 2018. Outside of financial services, he was involved with Finks Barbecue Roadhouse & Cheesesteak from 2016 to 2020. Park Avenue Securities serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporations. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Giorgio Caputo is a financial advisor with TLG Advisors, Inc. based in Summit, NJ, holding Series 63 and Series 65 licenses with 12 years of industry experience. His prior roles include positions at JOHCM (USA) Inc., Foreside Financial Services, LLC, and JOHCM Funds Distributors, LLC. He is also a Senior Portfolio Manager at Gideon, where he manages client portfolios and contributes market updates. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm focuses on investment supervisory services and portfolio management, utilizing fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, often managed through sub-advisors and program platforms.

Paul Holman is a financial advisor at Wealth Enhancement Advisory Services, LLC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at First Republic Investment Management and First Republic Securities Company. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach blending passive and active management overseen by an internal Investment Committee.

Adam Schlossberg is a CFP® professional with 13 years of experience in the financial services industry. He currently works with Park Avenue Securities and Guardian Life Insurance Company, where he has been employed since 2014. Schlossberg is also the owner of NS Private Client Group LLC and Private Client Insurance Services LLC, businesses that provide insurance and investment-related services. Park Avenue Securities LLC serves a wide range of clients, including individual investors, high-net-worth individuals, charitable organizations, and corporations. The firm offers brokerage and advisory services along with financial planning and consulting, utilizing proprietary and third-party investment strategies across various asset classes.

Robert Baker is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior work includes roles at Raymond James Financial Services and Wells Fargo Advisors. He is also the owner of Baker - Sarama Wealth Managers, a support company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Larenz Mitchell is a financial advisor with PNC Wealth Management in Wayne, NJ, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill and TD Bank before joining PNC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only employee pilot that uses algorithm-driven portfolio recommendations and invests in mutual funds and ETFs with annual rebalancing.

James Rohmann is a financial advisor at Sanctuary Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for nine years. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, retirement plan consulting, and access to various managed account solutions, operating as a fiduciary under written agreements.

Theresa Castro is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has three years of industry experience. Her career includes roles at NYLIFE Securities LLC and New York Life since 2023, along with prior experience in sports and camp management. She leads a local networking group, Horseneck Networking Group, engaging with community members outside of her advisory work. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, predominantly managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Maria Licini is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has worked at Steward Partners Investment Advisory since 2017 and has prior experience with Raymond James and Wells Fargo. Licini has a role supporting administrative and operational duties at Baker Sarama Wealth Management Group and serves as a personal representative with limited power of attorney on an IRA account. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Maxwell Kopelman is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and one year of industry experience. He previously worked at Raymond James Financial Services and M Holdings Securities, and has experience in real estate and country club management. Kopelman is also associated with Eagle Rock Wealth and Greenberg and Rapp in financial advisory roles. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates multiple asset types and affiliated service offerings within its platform.

Simi Schwartz is a CFP® with 17 years of experience in the financial services industry. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services, Bank of America, and Merrill. She is a partner and advisor at Steward Partners Global Advisory, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as institutions, providing a range of advisory and portfolio management services through both proprietary and third-party solutions.

Daniel Brennan is a financial advisor at Goldman Sachs Wealth Services with a Series 66 license and two years of industry experience. His background includes service in the United States Army from 2016 to 2021 and work at the University of Miami before joining Goldman Sachs. Goldman Sachs Wealth Services serves a broad client base, offering financial planning and portfolio management tailored to individual investors, corporate clients, executives, and institutional clients, supported by strategic allocation models and integration across the Goldman Sachs platform.

Joann Mcdevitt is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at Benjamin F. Edwards & Company, Inc. since 2021 and previously held roles at Steward Partners Investment Advisory, Raymond James Financial Services, and Wells Fargo Advisors. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies including firm-developed and third-party models with ongoing portfolio oversight.

Min Chul Kim is a financial advisor with Eagle Strategies (NY Life) based in Saddle Brook, NJ. He holds Series 65 and Series 63 licenses and has four years of industry experience. His career includes roles at New York Life and its affiliated entities since 2021, as well as prior positions at Cosmos Boutique LTD and Cosmos Queens LTD. Eagle Strategies serves individual and institutional clients through financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives and operates largely on a non-discretionary basis within an integrated New York Life affiliate structure.

John Geraghty is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 credentials and 20 years of industry experience. He previously worked for Rochdale Investment Management for 18 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2023. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active strategies overseen by an internal Investment Committee.

Leopoldo Matarazzo is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2016. Outside of his advisory role, Matarazzo is involved in estate planning through his own law office and consults on estate and business succession plans with Wiss & Company, LLP. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker‑dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with financial planning, brokerage services, and investment advisory programs.