Dipanwita Das is a financial advisor with Truist Advisory Services holding Series 63 and Series 66 credentials and nine years of industry experience. Her prior work includes roles at Bank of America, Merrill, Wells Fargo, HSBC, Equitable Advisors, and JP Morgan. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with third-party platform partnerships and uses AI-enabled tools to support investment research and manager oversight.

Louis Cammisa II is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 license, and has 28 years of industry experience. He has been with Commonwealth Financial Network and operates Cammisa Financial Services, LLC since 2010. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction alongside proprietary model portfolios managed by its Investment Management and Research team.

Jason Katz is a financial advisor with TIAA-CREF in Princeton, NJ, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Bank of America. 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 retirement plan relationships. The firm offers model-based and customized portfolio management under a fiduciary standard and also advises the TIAA Donor Advised Fund.

Andrew Morris is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Santander Securities, Santander Bank, Prudential Insurance, and several other firms. Outside of his advisory work, he is a partner in a vending business unrelated to investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital investment platform available by invitation to employees with PNC Bank online credentials. The firm employs algorithm-driven risk assessment and uses approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Richard Carrier is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Axiom Capital Management, Inc. and various entities under the Summit Financial umbrella. He has been with Rockefeller Financial since 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as both an investment adviser and a registered broker-dealer, providing a range of solutions including discretionary and non-discretionary management, access to third-party managers, and placement and investment banking services.

James Kozik is a financial advisor at Kestra Advisory with five years of industry experience. He holds a Series 66 designation and also operates Kozik CPA Tax Services, LLC, where he provides tax and accounting services. Kozik has been affiliated with Kestra Advisory Services LLC and Kestra Investment Services LLC since 2020. 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-level investment advice, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Daniel Thurm is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently with Primerica Advisors and has also been associated with Guardian Life Insurance Company since 2006. Thurm operates Comprehensive Wealth Strategies, LLC, a related investment business. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, offering various proprietary and third-party investment programs alongside financial and retirement planning.

Matthew Carey is a financial advisor at Oppenheimer with six years of industry experience. He has worked at Oppenheimer since 2019 and previously held positions at Cognivue Inc. and Ithaca College. Carey holds a Series 66 designation and is based in Princeton, NJ. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, combining discretionary and non-discretionary management with strategic asset allocation and manager selection.

Ujwala Kale is a financial advisor at PNC Wealth Management with nine years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Wells Fargo Bank and Santander Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discreet online discretionary account pilot available to select employees. The firm employs algorithm-driven model selection and uses approved mutual funds and ETFs for portfolio implementation.

Vincent Selip is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC, where he has worked since 2022, following eight years at 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 offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Ryan Goldschmitt is a financial advisor at NewEdge Advisors with 19 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities. In addition to his advisory role, he is involved in insurance planning as a referrer for First Element Planners. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent adviser representatives. The firm offers diversified portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing technology and centralized due diligence to support clients and advisors.

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 with Rockefeller Financial LLC, holding Series 65 and Series 63 licenses and 22 years of industry experience. His prior roles include positions at Goldman Sachs and Stifel. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and offers a consolidated investment platform with a range of personalized portfolio and advisory services.

Jacquelyn Gage is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation. She has experience working at Prudential Financial from 2021 to 2024 before joining Mercer in 2024. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial, retirement, tax, and estate planning services.

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 financial advisor at J.W. Cole Advisors, Inc. with 11 years of industry experience. He holds a Series 65 credential and has worked at J.W. Cole Advisors since 2019. Outside of his advisory role, he is president of National Senior Associates Company, which conducts insurance seminars, and leads Mott Tax Advisory Services, a tax preparation and insurance sales business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

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.