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.

Richard Poveromo is a financial advisor at SPC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC and Sigma Financial Corporation since 2005. Outside of his advisory work, he is a fiction writer and self-publishes novels under his imprint, Blue Coral Books, and also assists with his wife's resale business. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice delivered at the individual advisor level.

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.

Nancy Protopapas is a financial advisor with Principal Financial Services in Holmdel, NJ, holding a Series 63 designation and over 22 years of industry experience. She has worked at Principal Securities Inc. since 2002 and Principal Life Insurance since 2001. Outside of her advisory role, she serves as president of Auto Solutions Inc. and is a designated bank officer at Principal Bank and Trust Company, supporting retirement plan account relationships. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

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.

Eric Colella is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. Prior to joining Kestra in 2025, he spent nine years with Commonwealth Financial Network. He is also an insurance agent with Dynasty Advisors LLC, a role he has held since 2005. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, serving clients such as large institutional investors and sovereign wealth funds.

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.

Alexander Saulon Jr. is a financial advisor with Kestra Advisory Services, LLC, holding CFP® certification and Series 63 and 66 licenses. He has 27 years of industry experience, including previous roles at Commonwealth Financial Network and EverBank. He is also involved with Dynasty Advisors, LLC, where he provides comprehensive financial and insurance planning services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan-level investment advice, employee education, and utilizes multiple management platforms and third-party solutions.

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.

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.

Heather Barone is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has worked at EPA Financial Services since 1991, where she is also president and part owner, and has held positions at Ameriprise Financial Advisors and Cambridge Investment Research. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, compliance, and practice-management support, enabling advisors to construct customized portfolios and access discretionary model portfolios managed by its Investment Management and Research team.

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.

Amira Issa is a financial advisor with TIAA-CREF in Princeton, NJ, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has been with TIAA-CREF since 2015. Outside of her advisory role, she manages two real estate LLCs focused on residential and commercial properties. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm employs a fiduciary standard and provides a range of discretionary management options, including model and customized portfolios.

Randolph Adams II is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Mass Mutual Investors Services. Outside of his advisory role, he is a co-owner of a rental property with non-family members. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management through model and customized portfolios.

George Rusnak is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Wells Fargo Investment Institute, Inc. He has been with Wells Fargo since 2007, including 14 years at Wells Fargo Bank NA and five years at the Investment Institute. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo’s wealth and fiduciary businesses and select external clients. The firm operates through specialized divisions focused on manager research, securities analysis, asset allocation, and portfolio management, offering research and model guidance rather than direct investment discretion.

Victor Pagano is a financial advisor with Rockefeller Financial LLC, holding a Series 63 designation and bringing 39 years of industry experience. He previously worked at Citigroup Global Markets for 14 years before joining Rockefeller Financial in 2021. 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, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Stephen Albinson is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 14 years of industry experience. He has worked at Valic Financial Advisors since 2011 and holds a non-securities insurance agent position with Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.