David Selenko is a financial professional with 24 years of industry experience, currently affiliated with GWN Securities Inc. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, MetLife Securities, Morgan Stanley, and Ameriprise. He is also an inactive attorney and holds insurance licenses across multiple lines. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and introductions to third-party managers. The firm offers a range of branded programs that incorporate discretionary portfolio management and model portfolios, using both affiliated and unaffiliated sub-advisers and strategies including market-timing and momentum-based approaches.

Yu Oen is a financial advisor at Hightower Advisors with 16 years of industry experience. He holds a Series 65 designation and previously worked at Optimal Portfolio, LLC for 12 years before joining Hightower in 2022. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers access to a wide range of investment vehicles and customized portfolio solutions.

Stacy Hoffman is a financial advisor with Eagle Strategies (NY Life) based in Old Bridge, NJ, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. In addition to her advisory work, she is involved as a distributor and health coach with Isagenix, a health and wellness company. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and primarily non-discretionary asset management within an integrated New York Life affiliate structure.

Luigia Massaro is a financial advisor at TIAA-CREF with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and TIAA-CREF during her career. 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 relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering model-based and customized investment approaches within a vertically integrated structure.

Christopher Oneill is a financial advisor with TIAA-CREF in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at TIAA-CREF since 2007. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point‑in‑time planning services and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

Christopher Uliano is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Santander Securities, Northwestern Mutual, and TD Bank. He is also affiliated with Pennsylvania State University. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm utilizes strategic and tactical asset allocation, combining investments from affiliated and third-party sub-managers through platforms like Envestnet and custodians such as Pershing.

Randall Cohen is a financial advisor with TIAA-CREF in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with TIAA-CREF and TIAA since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and advisory services such as donor-advised funds.

Jordan Jackson is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining TD Private Client Wealth in 2023, he worked at Lincoln Investment from 2019 to 2023. Outside of his advisory role, he also works independently providing commercial cleaning services. 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 investors. The firm’s investment approach combines strategic and tactical asset allocation through proprietary and third-party sub-managers, delivering portfolio management, financial planning support, and custody solutions.

Angela Thayer is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. She holds Series 63 and Series 65 securities licenses. Her career includes multiple roles at TD Bank N.A. dating back to 2015, as well as earlier experience at Toys R Us. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Lindsay Bennett is a financial advisor with PNC Wealth Management, holding a Series 66 designation and eight years of industry experience. Her work history includes multiple roles at PNC Investments and a year at RBC Capital Markets. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an invitation-only employee pilot. The firm uses algorithmic assessments to recommend risk bands and implements investments via approved model strategies managed by PNC or third-party strategists.

James Karalis is a financial advisor with TIAA-CREF in Princeton, NJ, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates planning services from ongoing management and provides customized portfolio management under a fiduciary standard.

Nicholas Chiarolanzio is a financial advisor at Rockefeller Financial LLC with one year of industry experience and holds a Series 66 designation. His work history includes roles at Rockefeller Capital Management and Bank of America 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 provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Shabana Mosiello is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 licenses and five years of industry experience. She has been with TD Private Client Wealth LLC since 2020 and has worked with TD Bank N.A. since 2015. 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 clients, utilizing strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Jamil Barnes is a financial advisor with Eagle Strategies (New York Life) based in Princeton, NJ. He holds Series 63 and Series 65 licenses and has eight years of industry experience, including prior work with TD Bank. Barnes serves as a board member on a local condominium housing board. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs with an emphasis on tailored recommendations and manages the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Martin Byrne is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Financial, Rockefeller & Co LLC, and Rockefeller Capital Management since 2018, following four years at Lincoln Financial Network. 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 combines a Private Advisor model with a consolidated investment platform to provide discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services, including placement and investment banking.

Devin Dmitrzak is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and with five years of industry experience. He has been with TD Private Client Wealth LLC since 2020 and has prior experience at TD Bank N.A. dating back to 2015. Outside of his advisory role, he engages in a personal collectible hobby involving the buying and selling of toys, LEGO, and other collectibles on weekends. 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 utilizes a blend of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios, offering comprehensive financial planning, custody, and reporting services.

Janet Burnett is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining TIAA-CREF in 2017, she worked at Bank of America and Merrill Lynch Pierce Fenner & Smith Incorporated from 2012 to 2017. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management under a fiduciary standard.

Vladimir Vinokurov is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo, Citigroup, Merrill, Bank of America, and Santander. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Sharon Lolk is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and affiliated entities since 2011, with prior experience at Biondo Investment Advisors LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various institutional clients. The firm combines point-in-time planning services with ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Michael Ahearn is a financial advisor at TD Private Client Wealth LLC in Princeton, NJ, holding Series 63 and Series 65 licenses with six years of industry experience. He has been with TD Bank and its affiliates since 2014. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm employs a combination of strategic and tactical asset allocation through both affiliated and third-party managers, delivering portfolio management, financial planning support, and custody services.