Regina Spano is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and has worked at Rockefeller Capital Management since 2018, following five years at Merrill Lynch. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with an integrated investment platform that offers a range of solutions including direct portfolio management, third-party manager access, and personalized managed accounts.

Andreas Hess is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and discretionary model accounts for clients with PNC Bank online-banking credentials.

Shivani Patel is a financial advisor at TD Private Client Wealth LLC with Series 66 credentials and one year of industry experience. Prior to joining TD, she worked for six years at CIBC and held roles at Sundaram Finance and TD Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a mix of strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Justin Murray is a financial advisor with TD Private Client Wealth LLC in Princeton, NJ, holding Series 65 and Series 63 credentials and three years of industry experience. His prior work includes roles at TD Bank N.A. and earlier employment at AT&T and Dick’s Sporting Goods. Outside of financial advising, he owns and oversees operations of an independent music label, Tilla Entertainment. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Ka'neda Bullock is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has worked with Clarus Group LLC since 2014. Outside of her advisory role, Bullock has served as a speaker on money management at The College of New Jersey and worked as a business consultant for the college’s Small Business Development Center. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, combining back-office support with discretionary model portfolios and customized investment solutions.

Cassandra Minervini is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 19 years of industry experience. She worked at Merrill from 2002 to 2020 before joining Rockefeller Financial in 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 a range of portfolio management and financial planning services and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Jake Boscarelli is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. Prior to his current role, he has worked at JRB Wealth Management and Square One Credit Management. He also dedicates a portion of his time to fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

James Bladel is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co., Inc. since 1992. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment management programs to meet client objectives.

Thomas Woods is a financial advisor with GWN Securities Inc. in Bordentown, NJ, holding a Series 66 designation and eight years of industry experience. He has been associated with ABMM Financial since 2014. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, combining affiliated and unaffiliated sub-advisers and model-based allocations. The firm offers both discretionary portfolio management and financial planning, employing tactical strategies including market-timing and momentum-based approaches in select programs.

Mary Lynn Skarzenski is a financial advisor at Private Advisor Group, LLC with the ChFC® designation and four years of industry experience. She previously worked at Eagle Strategies and New York Life Insurance Company. Outside of her advisory role, she serves as an assistant basketball coach during the basketball season. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients with portfolio management, financial planning, and access to third-party asset management programs.

Craig Adams is a CFP® professional with 22 years of experience in the financial services industry. He is currently associated with United Planners Financial Services of America and also serves as president and co-founder of Central Jersey Professional Partners, a business development and networking organization. His prior experience includes roles at CMA Wealth Management, Grove Point Advisors, Bordentown Letip, and H. Beck, Inc. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial planning, portfolio management, and brokerage solutions through its network of 477 independent advisors.

Iglika Dimitrova is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and six years of industry experience. She has worked at TD Bank N.A. and Prudential Insurance Company of America, among other prior roles. Outside of finance, Dimitrova owns and directs Dance Passion NJ, LLC, a ballroom dance school. TD Private Client Wealth LLC offers discretionary wrap-fee managed accounts and brokerage services for institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation across affiliated and third-party sub-managers.

Whitney Struble is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. She holds a Series 66 designation and has worked previously at QP Wealth Management, Purshe Kaplan Sterling Investments, and Morgan Stanley. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

David Larocca is a CFP® and Series 65 credentialed financial advisor with 13 years of industry experience. He is currently with Creative Planning, where he has worked since 2018, following six years at RDM Capital Associates. Outside of advisory work, he serves as vice president and member of an LLC involved in a real estate investment business. Creative Planning is a large enterprise advisory firm managing approximately $217 billion in client assets. The firm serves a diverse client base with a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized equity and tax management approaches, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Kevin Fullerton is a financial advisor with Money Concepts Capital Corp in Columbus, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Money Concepts Capital Corp since 2014 and also leads Fullerton Financial Services, which he founded in 1992. Outside of his advisory roles, Fullerton serves on the Board of Governors for the Burlington Country Club. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets.

Jadah Riley is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 credential and has previously worked at Buckingham Strategic Wealth, Francis Financial, RTD Financial, Oppenheimer & Co., Financial Advisor Magazine, and Allstate Insurance Company. Riley serves as Treasurer for the Keep it Goins Foundation, a nonprofit that provides free pest control services to low-income families. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with a wide range of investment strategies and affiliated service offerings.

James Marronaro is a financial advisor with TIAA-CREF in Princeton, NJ. He holds Series 63 and Series 66 credentials and has nine years of industry experience. His prior roles include positions at Small World Wealth Management, Etorō USA Securities, Neuberger Berman BD LLC, and OppenheimerFunds. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing discretionary management through various managed account programs.

John Mitsos is a financial advisor at MAI Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at WCG Wealth Advisors, LLC and MML Investors Services, Inc. Mitsos is also involved in fixed insurance sales through Treloar & Heisel, LLC and Massachusetts Mutual Life Insurance Company. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, and institutional clients. The firm offers a range of portfolio strategies implemented through various management models and integrates financial planning and tax services into many client relationships.

Evelyn Rubinstein is a Series 66-licensed financial advisor at Oppenheimer with six years at the firm and a total of four years in the industry. Prior to joining Oppenheimer in 2020, she worked for 15 years at Advocate Primary Care / Derma Laser Centers. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of advisory and brokerage services, utilizing strategic and tactical asset allocation and a variety of investment vehicles tailored to client objectives.

Vivian Capano is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill for 20 years, as well as TD Private Client Wealth LLC and TD Bank N.A. She has been with Rockefeller Financial since 2022. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering both discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer, providing securities transactions, variable insurance products, and investment banking services through a consolidated investment platform and a Private Advisor model.