Gary Ronan is a financial advisor with Triad Wealth Partners, LLC, holding Series 63 and 65 licenses and 14 years of industry experience. He is the owner of Alicorn Financial Advisors, LLC, through which he conducts his advisory and insurance business, and also owns AFG Tax Services LLC, offering tax preparation and consulting services. Triad Wealth Partners serves individual and institutional clients through an independent network of Investment Adviser Representatives and a Turnkey Asset Management Platform, providing discretionary portfolio management, access to third-party managers, and financial planning services. The firm uses strategic asset allocation and an investment committee to manage proprietary and third-party models, offering diversified investment strategies across multiple asset classes.

Jason Sari is a financial advisor with Garden State Investment Advisory Services, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining the firm in 2024, he worked at the University of Delaware and has experience in the hospitality and education sectors. Garden State Investment Advisory Services, LLC provides personalized investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities, managing approximately $674 million in client assets. The firm delivers discretionary portfolio management using a combination of fundamental, technical, and third-party research through a multi-advisor team.

Ronald York Jr. is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with Arkadios Wealth and Arkadios Capital since 2019 and was previously with Triad Advisors, Inc. from 2014 to 2019. York also owns a health and life insurance advisory business and provides real estate consulting and management services. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing advisor-managed accounts, third-party money managers, and proprietary portfolio models. The firm integrates a large network of advisory entities with an affiliated broker-dealer and an in-house portfolio management team.

Brendan Sheehan is a financial advisor at Wealthcare Advisory Partners LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he owns Brendan's Tax Service LLC, where he prepares income tax returns. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning approach supported by proprietary software and integrates quantitative and fundamental analyses to build long-term portfolios.

Herbert Thornton is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services. Thornton has been with Oppenheimer since 2019. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services—spanning equities, balanced, and fixed-income portfolios—using strategic and tactical asset allocation, manager selection, and ongoing portfolio monitoring.

Scott Breckenridge is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Bank of America, N.A. and Merrill. He has been with Rockefeller Capital Management and Rockefeller Financial LLC since 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, operating also as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Ralph Primavera is a financial advisor at Oppenheimer with 57 years of industry experience. He holds a Series 63 designation and has worked at Oppenheimer since 2016, following prior roles at Morgan Stanley and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches, and maintains custody of client assets as a qualified custodian.

Jeffrey Artherholt is a CFP® with 27 years of industry experience. He is currently affiliated with Kestra Advisory and Kestra Investment Services, having joined in 2024. Prior to this, he worked at Woodbury Financial Services Inc and Securian Financial Services Inc., among other firms. He is also involved with Obsidian Wealth Advisors in a financial advisor capacity focusing on financial planning and portfolio management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

William Bianculli is a CFP® professional with 13 years of industry experience. He has been with Equity Services, Inc. and National Life Group since 2014. Bianculli is also involved as a licensed sales agent for Integrated Financial Concepts LLC, where he sells property and casualty, life, health, disability, and long-term care insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with both discretionary and non-discretionary management, using a combination of third-party asset managers and model portfolios.

Jerome Goldberg is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been affiliated with both Penn Mutual and Hornor, Townsend & Kent since 2002. Goldberg is also involved in multiple life insurance brokerage ventures, including Primary Financial and Goldberg Financial Associates, where he focuses on life insurance and annuities sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes financial planning and retirement consulting. The firm offers a range of advisory programs alongside broker-dealer services, featuring discretionary and non-discretionary account options and managing substantial assets under management.

Shaun Wolcott is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 designation and one year of industry experience. He has worked at Connolly, Switaj, Fogler & Co LLP since 2005 as a CPA. Integrated Wealth Concepts 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 sponsors wrap-fee programs, utilizing customized portfolios with a combination of internal and third-party management.

John Ransom is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 39 years of industry experience, including over two decades with International Planning Alliance, LLC, and multiple engagements with Guardian Life and Park Avenue Securities. In addition to his advisory role, he is involved in other insurance activities outside of Guardian. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Jonathan Bernstein is a CFP® and PFS™ with 24 years of industry experience. He is a financial advisor at Wealthspire Advisors and has previously worked at Purshe Kaplan Sterling Investments and co-owns Bernstein & Bernstein CPA's LLP, where he provides accounting and tax services. Bernstein also advises clients on life insurance as a producer outside of his advisory role. Wealthspire Advisors is an SEC-registered investment adviser serving individuals, high-net-worth clients, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation strategy using mutual funds, ETFs, private investments, and outside managers, with an active approach to client service and investment oversight.

Michael Vitkansas is a financial advisor at Kestra Advisory Services, LLC with over 41 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Veravest Investment Advisors, Inc. and extensive involvement with Benefits for Your Firm since 2003. Additionally, he is president of Michael A. Vitkansas CLU, ChFC Employee Benefit Services, LLC, where he manages employee benefit-related activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting for a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary services, employee education, and access to multiple management platforms and third-party solutions, serving over $79 billion in assets across various client types.

Tyler Cicero is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Guardian Life Insurance Company, International Planning Alliance, Target, and Wegmans. Park Avenue Securities LLC provides brokerage services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a combination of proprietary and third-party investment advisory programs and offers both discretionary and non-discretionary advisory relationships.

Richard Dworzak is a CFP® professional with 27 years of industry experience. He is currently an advisor at Benjamin F. Edwards & Company, Inc., where he has worked since 2017. Prior to that, he held positions at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Benjamin F. Edwards & Company, Inc. serves a diverse client base, including individuals, pension plans, charitable organizations, and corporations, offering comprehensive financial planning and investment management services through a range of discretionary and non-discretionary wrap programs. The firm supports several hundred advisors and manages tens of billions in assets, utilizing various actively and passively managed strategies monitored by an Investment Strategy Committee.

Michael Mcclelland is a financial advisor with Hornor, Townsend & Kent, LLC who holds a Series 66 credential and has 11 years of industry experience. He has been associated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2014. Outside of his advisory role, Michael is involved in several insurance brokerage ventures and acts as a background actor for TV and movies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charities, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary portfolio management options supported by third-party asset managers.

Steven Horvath is a financial advisor at Equity Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Hornor Townsend and Kent, Inc., and Penn Mutual Life Insurance Company. Horvath is also the founder of Protection USA, a firm engaged in the sale and servicing of fixed insurance products. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizes third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Dominic Carter is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes positions at LPL Financial LLC and Equitable Advisors, LLC. Outside of finance, he is involved with Friends Cafe in New Brunswick, NJ. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers through multiple program structures combining in-house manager selection and third-party strategies.

Nicholas Pontilena is a Certified Financial Planner® with 24 years of industry experience, currently practicing at Equity Services, Inc. since 2013. He is also affiliated with National Life Group and serves as an instructor teaching continuing education courses to insurance and SEC-licensed professionals. Pontilena is a member of the advisory board for the Stillman School of Business at Seton Hall University. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.