John Boscarelli is a financial advisor at Commonwealth Financial Network with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services and JRB Wealth Management, which he owns. In addition to his advisory work, he is involved in tax preparation and accounting through his CPA firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Arnold Rosenbaum is a ChFC® and Series 66 licensed financial advisor with 56 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, having worked with both firms since 2000. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting services tailored to client needs.

Jason Midkiff is a financial professional with 11 years of industry experience, currently affiliated with GWN Securities Inc. He holds Series 63 and Series 65 licenses and has previous experience at Ameritas Advisory Services and other financial and insurance firms. Outside of his advisory role, he is involved in fixed and indexed insurance sales. GWN Securities Inc. serves individual and corporate clients with a variety of managed account programs and financial planning services. The firm employs both affiliated and unaffiliated sub-advisers and integrates tactical market-timing and momentum-based strategies in its portfolio management.

Chad Kinney is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2009 to 2022 and Morgan Stanley from 2022 to 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Dana Byquist is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. She has been with Commonwealth and Triad Financial Group since 2019 and previously worked at Principia College. She also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, technology, and operational support, with discretionary model portfolios managed by its Investment Management and Research team.

Mary Ann Lazzaro is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at JRB Wealth Management since 2019 and previously spent seven years with Ameriprise Financial Services. Outside of her advisory role, she is president and owner of Lazzaro Financial Services, Inc., which offers tax preparation, accounting, and financial advice services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, along with operations, trading, technology, and compliance support to affiliated advisors.

Komal Desai is a financial advisor with Steward Partners Investment Advisory, LLC and holds the Series 66 designation. She has 18 years of industry experience, including 18 years at Merrill before joining Steward Partners in 2023. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered 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, and managed account services.

Jovani Rivera is a financial advisor with Empower Advisory Group in Hamilton, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior experience includes roles at GWFS Equities, Prudential Investment Management Services, J.P. Morgan Securities, and PNC Bank. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Cheryl Rowan is a financial advisor at Rockefeller Financial LLC with 38 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Merrill for 32 years and Bank of America, N.A. for 2 years. Rowan has been with Rockefeller Financial since 2019. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform to provide discretionary, non-discretionary, and model-based portfolio management solutions, along with broker-dealer services and placement of alternative investment vehicles.

Anthony Mejia is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he collaborates directly with clients to define their financial goals and develop portfolio strategies aimed at pursuing those objectives. Anthony provides ongoing advice and adjusts client portfolios as their situations evolve. He has expertise in general investing, retirement planning, and saving for unexpected events. Anthony takes a personalized approach by getting to know clients and understanding what is important to them to create tailored financial strategies. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Anthony holds a High School Diploma/GED from Raritan Valley Community College.

Surajit Ghosh is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley for 14 years, followed by The Goodkind Group before joining Rockefeller Capital Management and Rockefeller Financial LLC. 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 a range of portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities including securities transactions, variable insurance products, placement, and investment banking services.

Michael Avenoso is a financial advisor with TD Private Client Wealth LLC in Princeton, NJ, holding Series 63 and Series 65 licenses and having six years of industry experience. He has been with TD Private Client Wealth LLC since 2021 and has been associated with TD Bank N.A. since 2015. 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, offering portfolio management, financial planning support, and custody through third-party custodians. The firm utilizes a combination of affiliated and third-party sub-managers and employs a cross-border Private Investment Advisor model for certain U.S. clients.

Steven Mekler is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2010, following prior positions at Morgan Stanley and Citigroup Global Markets. He serves as a board member of the James Madison High School Alumni Association. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs with both discretionary and non-discretionary management, spanning equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

Gonzalo Maldonado is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2019, following nine years at TD Bank N.A. prior to that. 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 TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, providing ongoing portfolio management, financial planning support, and custody services.

Amanda Virella is a Series 66-licensed financial advisor with four years of experience at TD Private Client Wealth LLC and TD Bank N.A. She previously worked at PNC Private Bank and Oppenheimer and Co. Inc. Among her prior roles, she has experience outside the financial industry at firms including Ultra Chemical and Alliance Pest Services. 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 employs strategic and tactical asset allocation across portfolios that include affiliated and third-party investments, offering financial planning, custody, and reporting services through third-party custodians.

Alan Woller is a financial advisor at Oppenheimer with 12 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2016, following two years at Morgan Stanley. Outside of his advisory role, he participates in a monthly networking group focused on fostering business relationships and referrals. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory strategies encompassing equity, balanced, and fixed-income portfolios on both discretionary and non-discretionary bases.

Christa Wendell is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Rockefeller Financial and Rock & Co LLC since 2018. Outside of her advisory role, she is a 50% owner of CWM Holdings LLC, a company involved in owning and leasing residential property. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management, financial planning, and consulting with brokerage and investment banking services, operating through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Thomas Granaghan is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Foresters Financial Services, Foresters Advisory Services LLC, and Lord, Abbett & Co. LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and an integrated investment platform, and it operates as a registered broker-dealer providing a range of securities, insurance, and investment banking services.

Sean Smith is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Merrill for eight years and Red Light Management for six years before joining Rockefeller Trust N.A. and Rockefeller Financial LLC in 2026. Outside of his advisory role, he consults on corporate strategy and operations for his family's business, Genesis Educational Service. 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, and consulting, and operates as a registered broker-dealer providing securities transactions, placement, and investment banking services through a Private Advisor model and a consolidated investment platform.

Cory Logan is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for 19 years. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and also operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.