Michael Ormond is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 13 years of industry experience. He has worked at PNC Investments since 2015 and at PNC Bank from 2015 to 2017. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital portfolio offering that utilizes algorithm-driven risk assessments and invests primarily in mutual funds and ETFs with annual rebalancing.

Christopher Veal is a financial advisor at Brookstone Capital Management LLC with 16 years of industry experience. He holds a Series 65 designation and has worked previously at Secure Investment Management, LLC and Investment Advisor Corp. In addition to his advisory role, Veal operates insurance agencies focused on annuities, life insurance, and employee benefits consulting. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and institutional investors such as sovereign wealth funds. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.

Colleen Silver is a CFA® charterholder with four years of industry experience, currently affiliated with Truist Advisory Services. She previously spent 14 years at Fiduciary Trust Co International/Franklin Templeton Investments. Colleen serves as a volunteer investment committee member for the Science Museum of Minnesota, assisting with oversight of the museum’s endowment management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Joseph Fiumara is a financial advisor with PNC Wealth Management in Stanhope, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with PNC Investments since 2010. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary account that uses algorithm-driven risk assessment to guide investment in approved mutual funds and ETFs.

Dennis Alicea is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 16 years of industry experience. His career includes roles at Santander Securities, Santander Bank, LPL Financial, M&T Bank, and JPMorgan Chase. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven portfolio selection and third-party portfolio management.

Thomas Nolan Jr. is a financial advisor with PNC Wealth Management, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with PNC Investments since 2006. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm’s approach involves algorithm-driven risk assessments and the use of approved model strategies managed by PNC or third-party strategists.

Robert Greulich is a financial advisor with Integrated Wealth Concepts LLC in Montville, NJ, holding a Series 65 designation and three years of industry experience. He also works with Hoogstra Greulich PC as a CPA, a role he has held since 2014. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, using customized portfolios with a primarily long-term investment approach.

Jonathan Sot is a financial professional at Cetera with one year of industry experience and holds a Series 66 designation. His prior roles include positions at the University of Notre Dame and RMR Group, as well as work in insurance sales. He is also involved in financial services through Allied Wealth Partners alongside his advisory duties. Cetera Investment Advisers LLC serves individuals across wealth levels, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and various program platforms. The firm operates a multi-manager platform with access to both affiliated and unaffiliated managers, managing over $256 billion in assets through more than 10,000 advisors.

John Mooney is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Advisory Services and Wealthspring Financial Partners. Outside of his advisory work, Mooney serves as treasurer of the Blairstown Rotary Club, where he manages financial transactions and account reconciliation. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, with a multi-manager platform that supports discretionary and non-discretionary portfolio management and financial planning.

Frederick Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Merrill. Outside of his advisory work, he is registered as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with operational tools and a broad array of financial products.

Davien Medina Centeno is a financial advisor with Primerica Advisors in Hackettstown, NJ, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he participates as a study participant with Clinilabs, Inc. and is an investor on the Fundrise online real estate platform. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through model-based recommendations managed by unaffiliated asset managers and supports trade execution and custody via BNY Mellon Advisors and Pershing.

Thomas Drongoski is a financial advisor with Edward Jones in Branchville, NJ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Prudential Investment Management Services LLC and PGIM Investments, LLC from 2013 to 2023. Outside of financial advising, he is also an owner and landlord of residential rental property. Edward Jones is a wealth management firm serving a broad range of clients, including individual, institutional, and charitable organizations. The firm offers various advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of advisors and branches.

Thomas Murray is a financial advisor with Ameriprise in Sparta, NJ, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kathleen Hernandez is a financial advisor at Merrill with 18 years of industry experience, including 15 years at UBS Financial Services prior to joining Merrill in 2021. She holds a Series 66 designation and is based in Boonton, NJ. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nicholas Russo is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at several firms, including Allied Wealth Partners and Securian Financial Services Inc. Outside of his advisory role, Russo serves as vice-president on the board of the Tri-Boro Chamber of Commerce and participates in ALS research fundraising through his fraternity. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base that includes individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, financial planning, and access to third-party money managers.

Michael Smith is a Series 66-licensed financial advisor with Cetera, bringing four years of industry experience. He has held positions at Cetera Wealth Services, Nisivoccia Wealth Advisors, and Avantax Investment Services, among others. Outside of investment advising, he serves as a principal at Nisivoccia LLP, a CPA firm providing audit, accounting, and tax services, and is a member of the Jefferson Township Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michael Sweeney is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Investment Services, Inc. He also owns John Sweeney Associates, a tax preparation and accounting business, and serves as treasurer for Freedom Christian Academy and Valley View Chapel. Cetera Investment Advisers LLC is an SEC-registered firm that supports a network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through various program platforms, allowing advisors to implement model portfolios, third-party managers, or custom strategies.

Phaedra Bachan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. Before joining Primerica, she worked at Walmart and PFS Investments Inc. She is also involved in tutoring through Homework Helpers. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies supported by third-party managers and custodians.

Gregory Nolan is a financial advisor with Wells Fargo Advisors in Sparta, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Advisors since 2012 and owns Nolan Wealth Management, LLC, a practice he operates independently. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with optional implementation through its brokerage or advisory programs.

Abdul Awan is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Equitable Advisors and Selective Insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.