Anthony Marotti is a CFP® with 17 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC since 2020. Prior to this, he worked for 13 years at Berson & Corrado Investment Advisors, LLC. He is president of the Anthony Marotti Memorial Scholarship Foundation, which supports youth sports through scholarships and donations, and serves on the board of the Union College Fighting Dutchmen Gridiron Club, a booster organization for the college football team. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, using customized portfolios with a mix of mutual funds, ETFs, individual equities, and fixed income, and combines its enterprise scale with a broad selection of model and wrap-fee options.

James Sahagian is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and also provides investment advisory and financial planning services through Ramapo Wealth Advisors. Outside of his advisory work, he is involved in a family-owned Unishippers franchise, assisting with financial matters and general guidance. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management solutions alongside financial planning and consulting services.

Nicholas Capezzuto is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior work includes roles at StoneX Financial Inc., Ameriprise, and Oppenheimer & Co. Inc. Outside of advisory services, he acts as a consultant for knowledge-on-demand firms Alphasights and Dialectia, providing insights on advisory services to brokerage houses and banks. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through Steward Partners-branded solutions and third-party managers.

Margot Tubul is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 licenses. She has eight years of industry experience, including roles at JPMorgan Securities LLC and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and other investment products. The firm emphasizes client direction in portfolio selection while providing non-binding recommendations and ongoing monitoring.

Salvatore Leone is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 registrations and possessing 22 years of industry experience. His prior work includes roles at Morgan Stanley and E*TRADE Capital Management. Outside of his advisory work, he serves as a director at Apex Petrochemical, Inc. and is a board member of Saker Energy Systems Incorporated, both in the energy sector. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation using affiliated and third-party sub-managers, with custodial and advisory platforms provided by Pershing and Envestnet.

Frank Loscalzo is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently affiliated with Park Avenue Securities and Guardian Life, having worked at Guardian Life since 1991. Outside of his advisory role, he participates in the Williams College Annual Alumni Fund campaign. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary models and a hybrid digital advisory solution.

Christopher Veal is a financial advisor at Brookstone Capital Management LLC with 16 years of industry experience. He holds a Series 65 designation and has worked previously at Secure Investment Management, LLC and Investment Advisor Corp. In addition to his advisory role, Veal operates insurance agencies focused on annuities, life insurance, and employee benefits consulting. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and institutional investors such as sovereign wealth funds. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.

Eric Gerstein is a financial advisor with GWN Securities Inc., holding a Series 63 designation and 40 years of industry experience. He has been with GWN Securities since 2012. Outside of his advisory role, he co-owns a real estate investment venture with his son focused on residential properties in the Chicago area. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Kevin Brodbeck is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley, MUFG, and Citigroup Global Markets. Outside of his advisory work, he has operated a small business named Mr. Fix It. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, combining strategic and tactical asset allocation through affiliated and third-party sub-managers. The firm employs a percentage-of-AUM wrap fee model and serves clients with a cross-border Private Investment Advisor approach.

Elise Lam is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has previously worked at Wells Fargo Advisors Financial Network and Chase Investment Services Corp. among other firms. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail US clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Yanbin Linsim is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Raymond James Financial Services, Inc. and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Michael Mendez is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TD Bank N.A. and TD Private Client Wealth LLC since 2013. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm offers portfolio management, financial planning support, and custody services through a combination of affiliated and third-party sub-managers and uses a percentage-of-AUM wrap fee model.

Christopher Rotella is a ChFC® credentialed financial advisor with 29 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Burklow & Rotella, LLC and Ameriprise, each for 19 years. Outside of his advisory work, he serves as a board member for the nonprofit fraternal fellowship NCS Bergen County. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations through both discretionary and non-discretionary portfolio management solutions.

Darien Dacosta is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Ameritas Life Insurance Corp and Ameritas Investment Company, LLC. Outside of finance, he is involved in providing photography services primarily at events. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides a range of fee-based asset management and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a particular focus on retirement-plan consulting and management.

Vruti Patel is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TD Bank N.A. since 2014, including her current roles at TD Private Client Wealth LLC since 2020 and TD Bank N.A. since 2021. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing strategic and tactical asset allocation through both affiliated and third-party sub-managers. The firm offers portfolio management, financial planning support, and custody services via third-party custodians.

Emily Minick is a CFP® and Series 66-registered advisor with eight years of industry experience. She is currently with Creative Planning, where she has worked since 2023. Her prior experience includes roles at Bank of America, Merrill, Boston Financial Data Services, and the University of Kansas. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various active and passive strategies.

Russell Meccia is a financial advisor at Steward Partners Investment Advisory, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked with Wells Fargo Bank, NA and Raymond James Financial Services, Inc. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account programs.

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.

Anand Thakkar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping busy professionals, business owners, and families develop coordinated, tax-aware financial strategies that align with their personal and long-term goals. Anand works closely with clients through personalized wealth management approaches, including college education planning, retirement income design, estate and legacy planning, tax minimization, and managing new wealth. With expertise in equity compensation strategies, concentrated positions, insurance and risk management, and philanthropic planning, Anand supports clients facing major financial events such as business sales, IPOs, and wealth transfers. He combines Merrill Lynch's investment insights with the banking and lending solutions of Bank of America to deliver comprehensive financial planning. Anand holds the Personal Investment Advisor designation and has completed executive education at Harvard Business School, in addition to earning a Bachelor's degree from Wayne State University. Anand is also committed to community involvement, volunteering with local organizations. Outside of work, he enjoys basketball, tennis, music, and reading. His approach emphasizes building one-on-one relationships to provide tailored, actionable financial strategies designed to help clients achieve their financial objectives.

John Orlikowski is a financial advisor with TD Private Client Wealth LLC in Ramsey, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior firms include TD Bank N.A., Bank of America, Merrill, Morgan Stanley, E*TRADE Securities, Equitable Advisors, and AXA Advisors. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm employs a blend of strategic and tactical asset allocation utilizing both affiliated and third-party sub-managers, with custody and reporting supported by third-party custodians.