Alexander Stuart is a financial advisor with Integrated Wealth Concepts LLC, holding Series 66, 63, and 65 licenses and 13 years of industry experience. His prior roles include positions at Cantor Fitzgerald Investment Advisors, LPL Financial, and AXA Distributors. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning, constructing customized portfolios that combine internal management with third-party asset managers while maintaining client assets with third-party custodians.

Carlos Cadavillo is a financial advisor with Transamerica Financial Advisors in Edison, NJ, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Wfgia and A.F. Paredes & Co. CPAs, as well as a 25-year tenure at Philips Lighting Co. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services through proprietary and third-party model portfolios.

Anthony Mejia is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he collaborates directly with clients to define their financial goals and develop portfolio strategies aimed at pursuing those objectives. Anthony provides ongoing advice and adjusts client portfolios as their situations evolve. He has expertise in general investing, retirement planning, and saving for unexpected events. Anthony takes a personalized approach by getting to know clients and understanding what is important to them to create tailored financial strategies. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Anthony holds a High School Diploma/GED from Raritan Valley Community College.

Surajit Ghosh is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for 14 years and The Goodkind Group for one year before joining Rockefeller in 2024. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, access to alternative and private investments, and a designated Private Advisor model to implement tailored investment strategies.

Michael Avenoso is a financial advisor with TD Private Client Wealth LLC in Princeton, NJ, holding Series 63 and Series 65 licenses and having six years of industry experience. He has been with TD Private Client Wealth LLC since 2021 and has been associated with TD Bank N.A. since 2015. 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 clients, offering portfolio management, financial planning support, and custody through third-party custodians. The firm utilizes a combination of affiliated and third-party sub-managers and employs a cross-border Private Investment Advisor model for certain U.S. clients.

Steven Mekler is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Oppenheimer since 2010. He serves as a board member of the James Madison High School Alumni Association. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation and a variety of investment strategies tailored to client objectives.

Philip Yohannan is a financial advisor with Schwab Wealth Advisory, Inc., holding a Series 66 designation and 16 years of industry experience. Prior to joining Schwab in 2023, he worked at UBS Financial Services and Bank of America, including Merrill Lynch, Pierce, Fenner & Smith Inc. He is based in Freehold, New Jersey. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of asset classes. The firm’s advice is delivered through Schwab’s proprietary asset allocation models and research tools, with final trading decisions made by clients.

Gonzalo Maldonado is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2019, following nine years at TD Bank N.A. prior to that. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, providing ongoing portfolio management, financial planning support, and custody services.

Amanda Virella is a Series 66-licensed financial advisor with four years of experience at TD Private Client Wealth LLC and TD Bank N.A. She previously worked at PNC Private Bank and Oppenheimer and Co. Inc. Among her prior roles, she has experience outside the financial industry at firms including Ultra Chemical and Alliance Pest Services. 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 clients. The firm employs strategic and tactical asset allocation across portfolios that include affiliated and third-party investments, offering financial planning, custody, and reporting services through third-party custodians.

Alan Woller is a financial advisor at Oppenheimer & Co. Inc. in Princeton, NJ, holding a Series 66 designation with 12 years of industry experience. He has been with Oppenheimer since 2016. Outside of his advisory role, he participates in a local networking group focused on fostering business relationships through referrals. Oppenheimer serves a diverse client base, including high-net-worth individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Renee Archoleka is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and having 28 years of industry experience. She previously worked at Pruco Securities, LLC and Prudential Insurance Company of America for 20 years before joining PNC Investments in 2025. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments and approved model strategies managed or delegated to third parties, focusing on mutual funds and ETFs with annual rebalancing.

William Spinner is a CFP® professional with 34 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC since 2019. He previously worked at Lincoln Financial Advisors Corp. for 16 years. Spinner is also involved in conducting financial seminars through his own business activities. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans via a network of independent advisors. The firm provides discretionary investment management, financial planning, and family office services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, typically following a long-term investment approach.

Christa Wendell is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Rockefeller Financial and its affiliate Rock & Co LLC since 2018. Outside of her advisory role, she is a 50% owner of CWM Holdings LLC, a company involved in owning and leasing residential property. Rockefeller Financial serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, and consulting services, while also operating as a registered broker-dealer.

Suresh Somisetty is a financial advisor at Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials. He has previous experience at ICE Data Services and Brooklight Place Securities, Inc., with a total of 14 years in related fields. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and various account management options.

Azeez Namazi is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2012. Namazi is also involved in insurance brokerage activities through two entities, Primary Financial and 1847Financial, both providing insurance sales and services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services via third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a focus on non-discretionary asset management.

Sandra Zakhary is a financial advisor at &PARTNERS with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Sandra is currently based in Edison, NJ. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and sovereign wealth funds. The firm provides both advisory and brokerage services, utilizing a combination of proprietary and third-party investment strategies across fundamental, technical, and quantitative approaches.

Thomas Granaghan is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Rockefeller Financial since 2021 and concurrently with Foresters Advisory Services LLC and Foresters Financial Services since 2016. 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 provides portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering investment banking and variable insurance products through an integrated Private Advisor model and consolidated investment platform.

Sean Smith is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eight years and Red Light Management for six years. Outside of his advisory role, he provides consulting services for his family's business, assisting with corporate strategy and operations. 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, operating as a registered broker-dealer with integrated services including trust, insurance, and investment banking.

Cory Logan is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 19 years. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and access to alternative and private investments within a comprehensive wealth management platform.

Lingyun Yang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Transamerica, Yang has held various roles with multiple insurance and healthcare-related companies since 2022. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, and charitable organizations. The firm offers both advisory and broker-dealer services, combining proprietary and third-party investment models with discretionary and non-discretionary program options.