Kristin Klein is a financial advisor at TIAA-CREF with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2014. Outside of her advisory role, she serves as Vice President of Finance and Co-Treasurer for the PTA at St. Mary Academy, where she coordinates fundraising events and participates in board activities. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time financial planning from ongoing portfolio management, offering both model-based and customized investment solutions.

Kim Durham is a financial advisor at TIAA-CREF with 18 years of industry experience. She has held her current position since 2014. Durham holds Series 63 and Series 66 designations. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

David Bossio is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with his current firms since 2002. In addition to his advisory work, he sells fixed annuities, term life insurance, and long-term care insurance with carriers other than Guardian. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions through both advisor-led discretionary management and model-based strategies.

Dipanwita Das is a financial advisor with Truist Advisory Services holding Series 63 and Series 66 credentials and nine years of industry experience. Her prior work includes roles at Bank of America, Merrill, Wells Fargo, HSBC, Equitable Advisors, and JP Morgan. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with third-party platform partnerships and uses AI-enabled tools to support investment research and manager oversight.

Louis Cammisa II is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 license, and has 28 years of industry experience. He has been with Commonwealth Financial Network and operates Cammisa Financial Services, LLC since 2010. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction alongside proprietary model portfolios managed by its Investment Management and Research team.

Jason Katz is a financial advisor with TIAA-CREF in Princeton, NJ, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Bank of America. 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 retirement plan relationships. The firm offers model-based and customized portfolio management under a fiduciary standard and also advises the TIAA Donor Advised Fund.

Richard Carrier is a financial advisor at Rockefeller Financial LLC with 35 years of industry experience. He holds a Series 63 designation and has worked with several firms, including Axiom Capital Management, Inc., and multiple entities within the Summit Financial group, before joining Rockefeller Financial in 2020. 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, variable insurance products, and placement and investment banking services.

James Kozik is a financial advisor at Kestra Advisory with six years of industry experience. He holds a Series 66 designation and has worked with Kestra Advisory Services LLC and Kestra Investment Services LLC since 2020. In addition to his advisory role, Kozik is a general partner at New Century Tax & Accounting Services, where he manages bookkeeping, tax preparation, and business operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice supported by due diligence, and serves clients including sovereign wealth funds through multiple management platforms and third-party solutions.

Matthew Carey is a financial advisor at Oppenheimer in Princeton, NJ, holding a Series 66 designation with seven years of industry experience. His prior work includes a role at Cognivue Inc. and a four-year tenure at Ithaca College before joining Oppenheimer in 2019. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services that include discretionary and non-discretionary portfolio management, with a notable focus on custody of client assets and a significant portion of advisory assets managed on a non-discretionary basis.

Vincent Selip is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC, where he has worked since 2022, following eight years at 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Daniel Bremen is a financial advisor with TD Private Client Wealth LLC in Princeton, NJ. He holds the Series 63 and Series 65 licenses and has 15 years of industry experience. His work history includes roles at TD Bank N.A. and PNC Bank, where he has been employed since 2012. 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 TDIS clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Roger Healy is a CFP® credentialed financial advisor at Creative Planning with eight years of industry experience. He previously worked at Hibernian Financial Planning, LLC and Global Family Advisers, LLC. Healy also teaches business courses at New York University and serves as a director for the New Jersey Society of Enrolled Agents. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental options and vertically integrated affiliated businesses.

Zachary Gildenberg is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial professional at GWN Securities Inc. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. In addition to his advisory role, he is a broker specializing in group benefits, life and disability insurance, and property and casualty insurance for clients. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm combines model-based allocations with discretionary portfolio management and allows advisors to select sub-advisers, maintaining a notable use of market-timing and momentum-based strategies in its investment approach.

Colin Lessard is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs and Stifel. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering a range of portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and utilizes a Private Advisor model with a consolidated investment platform to deliver customized investment solutions.

Jacquelyn Gage is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation. She has experience working at Prudential Financial from 2021 to 2024 before joining Mercer in 2024. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial, retirement, tax, and estate planning services.

Shawn Neice is a financial advisor at TD Private Client Wealth LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PNC Investments LLC, Santander Securities, Lord, Abbett & Co. LLC, and Uber. Neice is currently based in Princeton, NJ. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios using a combination of affiliated and third-party managers, offering ongoing portfolio management, financial planning support, and custody services.

Richard Barberi is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with PNC Wealth Management, having worked previously at Wells Fargo Clearing and Wells Fargo Bank. Barberi’s background includes several years at PNC’s investment divisions prior to his current role. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and invests via approved mutual fund and ETF strategies managed by PNC or third-party strategists.

Micheal Corcione is a financial advisor at Oppenheimer with nine years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill Lynch. His career also includes four years at Marist College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers diverse programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

John Moreno is a financial advisor at TLG Advisors, Inc. with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including CUNA Mutual Group and J Alden Associates Inc. Outside of his advisory roles, Moreno is involved with Newcleus, an entrepreneurial venture he has been engaged with since 2017. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and offers both managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Robert Johnson is a Senior Financial Consultant at Kestra Advisory with 26 years of industry experience. He has worked with Kestra Advisory since 2017 and was previously with Cadaret, Grant & Co., Inc. for eight years. Outside of advisory roles, he is involved with New Century Tax and Accounting LLC, providing income tax preparation services for individuals and small businesses. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, and investment advice, supporting recommended investments with due diligence and offering access to multiple management platforms and complex product solutions.