Thomas Morelli is a financial advisor at Santander Securities LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Santander Securities and Santander Bank since 2014. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning through a managed-account platform that uses third-party investment managers and centralized implementation and compliance oversight.

Timothy Piacentini is a CFA® charterholder with 13 years of industry experience, currently serving at Pinnacle Associates, Ltd. since 2002. He holds a Series 63 license and is based in Holmdel, NJ. Pinnacle Associates, Ltd. is an investment management firm that serves individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs a fundamental, bottom-up investment approach with a valuation-sensitive, long-term focus and offers tailored equity and balanced strategies alongside fixed income and option overlays for non-institutional clients.

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.

Eric Leibowitz is a financial advisor at ThePARTNERS Wealth Management with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Belpointe Asset Management, Cambridge Investment Research Advisors, and Ambre Financial. Outside of his advisory work, he operates as an independent insurance agent with Belpointe Insurance, LLC. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm utilizes a blend of customized portfolios, model-based management, and access to third-party investment managers, supported by proprietary and third-party tools.

Mohammad Abdul Fattah is a financial advisor with Santander Securities LLC, holding Series 65 and Series 63 credentials and seven years of industry experience. He has worked at Santander Securities and Santander Bank since 2016. Outside of his advisory role, he is involved with Naturz Natural Inc. as a receiver and inventory stocker. Santander Securities LLC serves a broad retail client base with over $3 billion in regulatory assets under management, providing investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm offers a range of strategies implemented by third-party managers and operates as both a registered investment adviser and a FINRA-registered broker-dealer.

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.

Gary Ronan is a financial advisor with Triad Wealth Partners, LLC, holding Series 63 and 65 licenses and 14 years of industry experience. He is the owner of Alicorn Financial Advisors, LLC, through which he conducts his advisory and insurance business, and also owns AFG Tax Services LLC, offering tax preparation and consulting services. Triad Wealth Partners serves individual and institutional clients through an independent network of Investment Adviser Representatives and a Turnkey Asset Management Platform, providing discretionary portfolio management, access to third-party managers, and financial planning services. The firm uses strategic asset allocation and an investment committee to manage proprietary and third-party models, offering diversified investment strategies across multiple asset classes.

Henry Angelucci Jr. is a financial advisor with Portfolio Medics, LLC, holding Series 65 and Series 66 licenses and six years of industry experience. His previous roles include positions at Signal Advisors, Magellan Financial, and Knights of Columbus, among others. In addition to his advisory work, he operates as 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 employs a range of investment strategies combining fundamental, technical, and cyclical analysis to create customized portfolios.

Amul Sant is a financial advisor with Santander Securities LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Santander Securities and Santander Bank since 2012. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs, financial planning, and securities-based lending, delivering investment advice through the FMAX managed-account platform with discretionary management and ongoing suitability reviews.

Jordan Alexander is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Rockefeller Capital Management. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

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.

Shannon O'Neil is a financial advisor with TIAA-CREF in Princeton, NJ, holding a Series 66 designation and six years of industry experience. Prior to joining TIAA-CREF in 2022, Shannon worked at Janney Montgomery Scott for three years and has professional experience in behavioral health, real estate, and the restaurant industry. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both one-time financial plans and ongoing portfolio management using model and customized portfolios under a fiduciary standard.

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.

Michael Fish is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Dynasty Advisors LLC Wealth Management and Commonwealth Financial Network for nine years. Outside of his advisory role, he is involved in coaching ice hockey. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports a variety of management platforms and third-party 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.

Dominic Carter is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes positions at LPL Financial LLC and Equitable Advisors, LLC. Outside of finance, he is involved with Friends Cafe in New Brunswick, NJ. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers through multiple program structures combining in-house manager selection and third-party strategies.

Rachel Vergari is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. She has 24 years of industry experience, including roles at New York Life Insurance Co. and John Hancock. Vergari is also a board member of the DreamCatchers Youth Foundation, an organization supporting children with life-threatening illnesses. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Petrone is a CFP®-certified financial advisor with 19 years of industry experience. He is currently affiliated with Guardian Life and its subsidiary Park Avenue Securities, where he has worked since 2007. Outside of his advisory role, he is a part owner of Petrone Brokerage LLC, a business created to support Guardian-related activities. Park Avenue Securities, operating as Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment advisory services through a combination of discretionary management, model-based strategies, and access to proprietary and third-party platforms.