Alan Woller is a financial advisor at Oppenheimer & Co. Inc. in Princeton, NJ, holding a Series 66 designation with 12 years of industry experience. He has been with Oppenheimer since 2016. Outside of his advisory role, he participates in a local networking group focused on fostering business relationships through referrals. Oppenheimer serves a diverse client base, including high-net-worth individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Renee Archoleka is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and having 28 years of industry experience. She previously worked at Pruco Securities, LLC and Prudential Insurance Company of America for 20 years before joining PNC Investments in 2025. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments and approved model strategies managed or delegated to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Christa Wendell is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Rockefeller Financial and its affiliate 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 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 offer discretionary and non-discretionary portfolio management, financial planning, and consulting services, while also operating as a registered broker-dealer.

Thomas Granaghan is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Rockefeller Financial since 2021 and concurrently with Foresters Advisory Services LLC and Foresters Financial Services since 2016. 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, consulting, and operates as a registered broker-dealer offering investment banking and variable insurance products through an integrated Private Advisor model and consolidated investment platform.

Ryan Hamilton is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Janney Montgomery Scott since 2014. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Sean Smith is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eight years and Red Light Management for six years. Outside of his advisory role, he provides consulting services for his family's business, assisting with corporate strategy and operations. 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, operating as a registered broker-dealer with integrated services including trust, insurance, and investment banking.

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 for Prudential Insurance Company of America and Pruco Securities, LLC for 19 years. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and access to alternative and private investments within a comprehensive wealth management platform.

Shawn Purdy is a CFP® with 33 years of industry experience currently serving as an advisor at Integrity Alliance, LLC. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. for over a decade. Outside of his advisory role, he is the sole owner of Pinnacle Ventures LLC. Integrity Alliance is an enterprise firm with over 300 independent advisors managing approximately $5.4 billion in client assets. It offers a range of advisory and brokerage services to individual investors, corporations, and retirement plans, utilizing various portfolio management strategies and platforms.

Frank Weckenman is a Certified Financial Planner (CFP®) with 48 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1979. 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 wide range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

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.

Tyler Hamilton is a CFP® with 11 years of industry experience. He is currently with Janney Montgomery Scott, where he has worked since 2023. Prior to this, he spent nine years at The Stanley Laman Group. Janney Montgomery Scott 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, offering brokerage services, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

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 with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at TD Bank N.A., Santander Securities, LLC, and Northwestern Mutual Wealth Management Company. He is also affiliated with Pennsylvania State University. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios.

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.

Jay Heidt is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 registrations and possessing 42 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management delivers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests via mutual funds and ETFs with annual rebalancing.