Shannon Burke is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and based in Princeton, NJ. Burke has been with TD Private Client Wealth LLC since 2026 and has prior work experience spanning roles at TD Bank N.A., Katrina Dimiele LLC, and Target, with no years of industry experience listed. 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 uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Kristin Klein is a financial advisor at TIAA-CREF with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2014. Outside of her advisory role, she serves as Vice President of Finance and Co-Treasurer for the PTA at St. Mary Academy, where she coordinates fundraising events and participates in board activities. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time financial planning from ongoing portfolio management, offering both model-based and customized investment solutions.

Kim Durham is a financial advisor at TIAA-CREF with 18 years of industry experience. She has held her current position since 2014. Durham holds Series 63 and Series 66 designations. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

David Bossio is a financial advisor with Guardian Life and Park Avenue Securities in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with both firms since 2002. Outside of his advisory role, he sells fixed annuities, term life insurance, and long-term care insurance with carriers other than Guardian. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs, offering both discretionary and non-discretionary management through a variety of in-house and third-party models.

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 35 years of industry experience. He holds a Series 63 designation and has worked with several firms, including Axiom Capital Management, Inc., and multiple entities within the Summit Financial group, 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 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.

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.

Kevin Bostory is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 17 years of industry experience. His career includes roles at firms such as TD Ameritrade, Scottrade, Merrill, Charles Schwab, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its advisory services closely with Empower’s recordkeeping and administrative platforms.

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.

Lorrie Riggs is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. She has been with Janney Montgomery Scott since 1988 and holds the Series 63 and Series 66 designations. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a variety of brokerage, financial planning, and advisory programs.

Zachary Gildenberg is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial professional at GWN Securities Inc. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. In addition to his advisory role, he is a broker specializing in group benefits, life and disability insurance, and property and casualty insurance for clients. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm combines model-based allocations with discretionary portfolio management and allows advisors to select sub-advisers, maintaining a notable use of market-timing and momentum-based strategies in its investment approach.

Colin Lessard is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs and Stifel. His current role at Rockefeller Financial began in 2025. 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 through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across multiple asset classes.