Kenneth Kamen is a financial advisor at CW Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Mercadien Asset Management, LLC, and Mercadien Securities, LLC for more than two decades. CW Advisors, LLC is a multi-team advisory firm serving a broad client base including individuals, trusts, charitable organizations, pension plans, and business entities. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides services ranging from wealth management and financial planning to family office support.

Richard Suro is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Lincoln Investment and Questar Asset Management, as well as operating his own firm, Richard T Suro Associates, Inc., since 2001. Additionally, he is involved as a real estate referral agent for New Jersey buyers and sellers. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment approaches, supported by an in-house research team and proprietary mutual fund screening.

Brandon George Slinn is an investment advisor representative with The AmeriFlex Group, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cambridge Investment Research, Inc. and OSAIC. Outside of advisory services, he is involved with Knox Grove Financial LLC, focusing on paraplanning and insurance-related activities. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations, discretionary manager relationships, and multiple wrap program platforms.

Frank Zukowski is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at firms such as ARK Global LLC and Guinness Atkinson Asset Management. Outside of advisory work, he serves as an Investment Product Manager for Vanderbilt Securities, LLC, coordinating investment product offerings on the firm’s platform. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation process incorporating fundamental and technical analysis and offers a range of portfolio management and financial planning services through independent Advisor Representatives.

Deepak Appaya is a financial advisor with ON Investment Management Company, holding a Series 63 designation and bringing 40 years of industry experience. His prior work includes roles at Ohio National Financial Services and The O.N. Equity Sales Company. Outside of investment advisory, he serves as president of Appaya Financial, a business involved in the sale and service of non-registered insurance products. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of financial planning and portfolio management services, utilizing both discretionary and non-discretionary investment programs.

Henry Angelucci Jr. is a financial advisor with Portfolio Medics, LLC in Princeton, NJ, holding Series 65 and Series 66 licenses and six years of industry experience. He has worked at several firms including Signal Advisors and Magellan Financial. In addition to his advisory role, he is an independent insurance agent through Signal Advisors, focusing on life insurance and annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios that combine fundamental, technical, and cyclical analysis, employing various strategies aligned with clients’ objectives and risk tolerance.

Jordan Alexander is a Series 66-licensed financial advisor at Rockefeller Financial LLC with seven years of industry experience. He previously worked at Merrill from 2016 to 2022 before joining Rockefeller Capital Management in 2022. 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 portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary, non-discretionary, and model-delivery solutions across various asset classes.

Ray Tucholski III is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Rock & Co LLC since 2019 and has prior experience with Bank of America, N.A. and Merrill. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Debra Osifat is a financial advisor with Commonwealth Financial Network, holding Series 63 and 65 licenses and bringing 24 years of industry experience. She has worked at JRB Wealth Management and Ameriprise Financial Services, Inc. Prior to her current role, she has also provided tax preparation and general accounting services through JRB Wealth Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm supports its advisors with a range of managed account programs, access to third-party asset managers, and custody and clearing services.

James Bell is a CFP® with 27 years of industry experience, currently affiliated with Commonwealth Financial Network and Foundations Financial Partners since 2025. He previously worked at FSC Securities Corporation for 21 years and OSAIC for two years. Bell is the owner of Bell Planning Group, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a variety of investment program structures and serves as a platform provider delivering operations, trading, technology, compliance, and practice-management support.

Shannon O'neil is a financial advisor at TIAA-CREF with five years of industry experience. She holds a Series 66 designation and previously worked at Janney Montgomery Scott, Berkshire Hathaway Home Services, and Foundations Behavioral Health. Outside of finance, she has experience in the restaurant industry through her role at La Stalla Restaurant. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered retirement plans. The firm provides both point-in-time planning and ongoing managed account services, applying a fiduciary standard while employing model or customized portfolio management.

Michael Rabbitt is a financial advisor at TIAA-CREF in Princeton, NJ, holding a Series 66 designation with 14 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services, including model-based and customized portfolios, operating within a vertically integrated structure that includes affiliated funds.

Ian Pontell Schaefer is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. He has been with Empower Advisory Group since 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm combines its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Tyler Richards is a financial advisor with PNC Wealth Management in Hamilton, NJ, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, among other firms. Outside of his advisory role, Richards also works as a driver for Lyft and Uber. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account pilot available to select employees. The firm employs algorithm-driven risk assessments and utilizes third-party strategists and investment delegates for portfolio management.

Kevin Sweeney is an advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. His prior work history includes roles at TD Bank NA from 2021 to 2026 and several positions in the retail and service sectors. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Prakash Shetty is a financial advisor at Citizens Securities, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has held previous roles at Citigroup and HSBC, including HSBC Bank USA NA and HSBC Securities (USA) Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers both investment advisory programs—such as a proprietary digital advisory platform managed with SigFig—and brokerage and insurance services.

Robert Weckenman is a CFP® with 44 years of experience in the financial services industry. He has been with Janney Montgomery Scott since 1979. He volunteers as a fundraising cabinet member for the Central Association of the Miraculous Medal Fund in Philadelphia. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Rachel Vergari is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 designation. She has 23 years of industry experience, including roles with New York Life Insurance Co. and John Hancock. Outside of her advisory work, she serves as a board member for the DreamCatchers Youth Foundation Inc., which supports children with life-threatening illnesses. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, particularly in connection with insurance and annuity products.

Michael Petrone is a CFP®-certified financial advisor with 18 years of experience, currently with Primerica Advisors and affiliated with Park Avenue Securities and Guardian Life Insurance since 2013. He is a part owner of Petrone Brokerage LLC, an entity created for Guardian business. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party managers and supports various account-level services such as lending solutions and donor-advised funds.

Philip Rothman is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2010. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs covering equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary advisory services.