Michael La Rosa Jr. is a financial advisor at Key Investment Services LLC with a Series 66 credential and two years of industry experience. His prior roles include positions at LPL Financial, MissionSquare Investment Services, and Citibank. Outside of his advisory work, he serves as an adjunct instructor for undergraduate business courses at Southern New Hampshire University and volunteers as a community manager for Mania Club Champions of Hope, a nonprofit focused on cancer and mental health causes. Key Investment Services LLC provides portfolio management and model-based advisory products to a range of clients, including individuals, trusts, estates, small businesses, and institutional plans. The firm uses a multi-provider platform with discretionary and non-discretionary options and integrates services from KeyCorp affiliates.

Jorge Garcia is a financial advisor at HSBC Securities (USA) Inc. with 14 years of industry experience. He holds a Series 66 designation and has held roles at HSBC Securities, HSBC Bank USA, Oppenheimer & Co., J.P. Morgan Securities, Chase Investment Services, and Merrill. Outside of his advisory work, he operates a small business providing notary services. HSBC Securities (USA) Inc. offers a range of managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach includes client-directed and discretionary portfolios using strategic and tactical asset allocation supported by affiliated asset management and fund due diligence providers.

Donna Dupre is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 credential and 10 years of industry experience. She has served as Senior Manager at Mark Scordato & Associates since 2006, overseeing marketing, compliance, client relations, and daily operations. Additionally, she is licensed to sell life insurance and annuities. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and annuity sub-account management for individual, high-net-worth, and institutional clients. The firm utilizes a range of investment strategies and platforms, including both discretionary and non-discretionary account management.

Maribel Perez is a financial advisor with Principal Financial Services in Rockaway, NJ, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 1997. Outside of finance, she is the owner and photographer of a registered non-compensated photography business, Sunkissed Photos by Maribel, and is a founder of the nonprofit SWAG Network Group. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Jeffrey Andrews is a financial advisor at &PARTNERS in Parsippany, NJ, holding a Series 66 credential with 11 years of industry experience. He worked at Wells Fargo Clearing for 10 years before joining &PARTNERS in 2026. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting through a combination of proprietary and third-party strategies, employing a mix of fundamental, technical, and quantitative analysis.

Michael Ormond is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 13 years of industry experience. He has worked at PNC Investments since 2015 and at PNC Bank from 2015 to 2017. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital portfolio offering that utilizes algorithm-driven risk assessments and invests primarily in mutual funds and ETFs with annual rebalancing.

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.

Colleen Silver is a CFA® charterholder with four years of industry experience and is currently an advisor at Truist Advisory Services. She previously worked at Fiduciary Trust Co International/Franklin Templeton Investments for 14 years. Colleen serves as a volunteer investment committee member for the Science Museum of Minnesota, assisting in the oversight of the museum’s endowment investment management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled research tools and inter-affiliate integration to support its AMC Advantage manager-selection program.

Joseph Fiumara is a financial advisor with PNC Wealth Management in Stanhope, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with PNC Investments since 2010. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary account that uses algorithm-driven risk assessment to guide investment in approved mutual funds and ETFs.

Dennis Alicea is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 16 years of industry experience. His career includes roles at Santander Securities, Santander Bank, LPL Financial, M&T Bank, and JPMorgan Chase. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven portfolio selection and third-party portfolio management.

Thomas Nolan Jr. is a financial advisor with PNC Wealth Management, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with PNC Investments since 2006. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm’s approach involves algorithm-driven risk assessments and the use of approved model strategies managed by PNC or third-party strategists.

Robert Greulich is a financial advisor with Integrated Wealth Concepts LLC in Montville, NJ, holding a Series 65 designation and three years of industry experience. He also works with Hoogstra Greulich PC as a CPA, a role he has held since 2014. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, using customized portfolios with a primarily long-term investment approach.

Jonathan Sot is a financial professional at Cetera with one year of industry experience and holds a Series 66 designation. His prior roles include positions at the University of Notre Dame and RMR Group, as well as work in insurance sales. He is also involved in financial services through Allied Wealth Partners alongside his advisory duties. Cetera Investment Advisers LLC serves individuals across wealth levels, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and various program platforms. The firm operates a multi-manager platform with access to both affiliated and unaffiliated managers, managing over $256 billion in assets through more than 10,000 advisors.

John Mooney is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Advisory Services and Wealthspring Financial Partners. Outside of his advisory work, Mooney serves as treasurer of the Blairstown Rotary Club, where he manages financial transactions and account reconciliation. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, with a multi-manager platform that supports discretionary and non-discretionary portfolio management and financial planning.

Frederick Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Merrill. Outside of his advisory work, he is registered as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with operational tools and a broad array of financial products.

Davien Medina Centeno is a financial advisor with Primerica Advisors in Hackettstown, NJ, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he participates as a study participant with Clinilabs, Inc. and is an investor on the Fundrise online real estate platform. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through model-based recommendations managed by unaffiliated asset managers and supports trade execution and custody via BNY Mellon Advisors and Pershing.

Thomas Drongoski is a financial advisor at Edward Jones with 17 years of industry experience. He previously worked for Prudential Investment Management Services LLC and PGIM Investments, LLC from 2013 to 2023. Outside of his advisory work, he is a residential rental property owner in Clifton, NJ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm operates with a large nationwide network of advisors and branch offices and provides affiliated mutual funds, trust services, and a securities-based lending option.

Thomas Murray is a financial advisor with Ameriprise in Sparta, NJ, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kathleen Hernandez is a financial advisor at Merrill with 18 years of industry experience, including 15 years at UBS Financial Services prior to joining Merrill in 2021. She holds a Series 66 designation and is based in Boonton, NJ. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nicholas Russo is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at several firms, including Allied Wealth Partners and Securian Financial Services Inc. Outside of his advisory role, Russo serves as vice-president on the board of the Tri-Boro Chamber of Commerce and participates in ALS research fundraising through his fraternity. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base that includes individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, financial planning, and access to third-party money managers.