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.

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.

Timothy Pedrero is a financial advisor with TIAA-CREF in New Brunswick, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with TIAA-CREF since 2006. Outside of his advisory role, he owns several real estate properties, including residential rentals and an empty lot. TIAA‑CREF Individual & Institutional Services, LLC 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 one-time financial planning and ongoing portfolio management, with offerings that include model and customized portfolios managed under fiduciary standards.

Alan Mott is a Series 65-licensed financial advisor with 12 years of industry experience, currently serving at J. W. Cole Advisors, Inc. since 2019. He is also president of National Senior Associates Company, which conducts insurance seminars, and leads Mott Tax Advisory Services, offering tax preparation and insurance sales. Additionally, he provides identity theft protection services to his clients. J. W. Cole Advisors operates a large network of independent advisers, offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm utilizes a variety of discretionary and non-discretionary management strategies, including digital advice platforms and third-party managers.

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.

Nicholas Tsakon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Pruco Securities, LLC for 14 years before joining Transamerica Financial Advisors and World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, with a range of discretionary and non-discretionary investment programs.

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.

Antoinette Yock is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 31 years of industry experience. She previously worked at Foresters Financial Services for 25 years and has been with Kestra Advisory Services since 2022. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Patricia Lee is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with TIAA-CREF 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, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered retirement plans. The firm combines point-in-time planning services with ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Michael Feeney is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Mass Mutual Investors Services and Commonwealth Financial Network. Outside of his advisory role, Feeney is a Personal Development Coach through his own business in Manalapan, NJ. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan design, and employee education, supporting recommended investments with thorough due diligence and serving significant institutional clients such as sovereign wealth funds.

Dana Diserio is a financial advisor at Oppenheimer with two years of industry experience. She holds the Series 66 designation and previously worked in education at The University of Delaware and Marlboro High School. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a broad range of investment and consulting services through both discretionary and non-discretionary programs.

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.

John Hlywiak is a CFA® charterholder with TIAA-CREF in Princeton, NJ, where he has worked for one year. He previously worked at TIAA for nine years and spent four years at Temple University. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with prior relationships through TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides planning services that conclude at delivery and ongoing portfolio management through model-based and customized managed accounts.

Thomas Chun is a financial advisor at PNC Wealth Management in Princeton, NJ, holding the CFP® and ChFC® designations with seven years of industry experience. Prior to joining PNC, he worked at LPL Enterprise, Prudential Insurance Company of America, and Pruco Securities, LLC. Before entering the financial services industry, he was employed by Volvo Trucks. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot for employees. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to third-party managers, focusing on mutual funds and ETFs with annual rebalancing.

Alan Krichman is a financial advisor at TD Private Client Wealth LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, M&T Securities, and Santander Securities. 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 through a combination of strategic and tactical asset allocation using affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Jake Kreppel is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Alphastar Capital Management, JPMorgan Chase Bank, and Equitable Advisors. Kreppel also serves as Vice President and Independent Insurance Sales Agent at Kreppel Tax Advisory Group, specializing in tax planning and insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion using discretionary model portfolios and offers comprehensive reporting and client review services through a standardized platform approach.

Kristen Roldan is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2017. Her prior experience includes roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing discretionary management using model or customized portfolios.

Paul Branca is a financial advisor with Empower Advisory Group, holding Series 65, Series 63, and Series 66 designations and 24 years of industry experience. His prior roles include positions at J.P. Morgan Institutional Investments Inc., JPMorgan Investment Management Inc., Merrill, and National Professional Planning Group. Outside of his advisory work, he serves as a caretaker assisting his disabled daughter. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and savings rates, supported by an extensive platform tied to Empower’s recordkeeping and administrative services.