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 63, Series 65, and Series 66 designations and 24 years of industry experience. His previous roles include positions at J.P. Morgan Institutional Investments Inc., Merrill, and the 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 to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services using proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, with a business model closely connected to Empower's administrative platforms.

Daniel Phillips is a financial advisor with GWN Securities Inc. in Jackson, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with GWN Securities since 2014. In addition to his advisory role, he is involved in selling life, health, and long-term care insurance products to clients. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Mark Henderson is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Abmm Financial, Madison Brokerage, GWN Securities, and Ameritas Investment Company. Outside of finance, he has worked as a freelance commercial diver for over a decade. 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 and frequently employs third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

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 at TD Private Client Wealth LLC with Series 63 and Series 65 registrations and three years of industry experience. Prior to his current role, he worked at TD Bank N.A. and has experience in the telecommunications and retail sectors. Outside of his financial career, he owns and oversees operations for Tilla Entertainment, an independent music label. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Ronald Lomangino is a financial advisor at Kestra Advisory with 33 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. His prior experience includes roles at Commonwealth Financial Network, Everbank, Securities America Advisors, and Cetera Advisors. Lomangino is the owner and managing director of Dynasty Advisors LLC, where he manages day-to-day operations and client relations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting recommended investments with due diligence on performance, fees, and manager tenure.

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.

James Bladel is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fahnestock & Co., Inc. since 1992. 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, including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

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 with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 license, with five years of industry experience. Prior to joining Private Advisor Group in 2025, she worked with Eagle Strategies and Nylife Securities, and she has been affiliated with New York Life Insurance Company since 2020. Outside of her advisory role, she serves as an assistant basketball coach during the season. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach integrates fiduciary-based advice with access to proprietary and third-party models, utilizing various strategies implemented through technology platforms and external managers.

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.