Colin Gaven is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Rosenblatt Securities and Merrill Lynch. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, technology, investment management, and compliance support, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Angela Thayer is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. She holds Series 63 and Series 65 securities licenses. Her career includes multiple roles at TD Bank N.A. dating back to 2015, as well as earlier experience at Toys R Us. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Alan Babbitt is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has been with Eagle Strategies since 2017 and has also worked with Nylife Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.

Richard Zangara is a financial advisor at &PARTNERS with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Pruco Securities Corporation. Outside of his advisory role, he serves as chairman of the North Brunswick Planning Board and the North Brunswick Democratic Organization. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan services using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

William Grundig is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Commonwealth Financial Network and EverBank. He is the owner of Dynasty Advisors LLC, where he manages operational activities alongside his advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and employee education, serving approximately $79.8 billion in assets under management and including large institutional investors such as sovereign wealth funds.

Kevin Hutnik is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Commonwealth Financial Network for nine years. Outside of advisory services, he serves as the director of group benefits at Dynasty Advisors LLC, managing employee benefit plans including medical, dental, vision, group life, and long-term disability coverages. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, benchmarking, and investment due diligence, managing approximately $79.8 billion in assets with clients that include sovereign wealth funds and large institutional investors.

Lindsay Bennett is a financial advisor with PNC Wealth Management, holding a Series 66 designation and eight years of industry experience. Her work history includes multiple roles at PNC Investments and a year at RBC Capital Markets. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an invitation-only employee pilot. The firm uses algorithmic assessments to recommend risk bands and implements investments via approved model strategies managed by PNC or third-party strategists.

Jay Heidt is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 registrations and possessing 42 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management delivers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests via mutual funds and ETFs with annual rebalancing.

James Karalis is a financial advisor with TIAA-CREF in Princeton, NJ, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates planning services from ongoing management and provides customized portfolio management under a fiduciary standard.

Jay Post Jr. is a CFP®-certified financial advisor with 27 years of industry experience, currently serving at Citigroup Global Markets. He has been with Citigroup in various capacities since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and swap dealer activities.

Christian Becerra is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Penn Mutual Life Insurance Company and AXA Advisors LLC. Becerra is a trustee on the board of the nonprofit Women Rising. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning. The firm offers a combination of advisory and broker-dealer services, managing over $8 billion in discretionary assets as of the end of 2025.

Yinan Xiao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 registrations, and has 21 years of industry experience. Xiao has worked at Transamerica Financial Advisors since 2012 and has held roles at several firms including Fidelity Service LLC and Century 200 Group, LLC. Outside of advising, Xiao is involved with Union Synergy as an owner and administrator and provides estate planning services through LSPN Pro, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Bulent Algokce is an advisor with Eagle Strategies (NY Life) based in Manalapan, NJ, holding Series 63 and Series 66 licenses and with 27 years of industry experience. His work history includes roles at Bridge Financial Group, LLC and New York Life Insurance Company since 2005. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types, with a focus on tailored recommendations and predominantly non-discretionary asset management.

Stefan Byramji is a financial advisor with Eagle Strategies (NY Life) based in Manalapan, NJ. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Eagle Strategies, he worked with Nylife Securities LLC and New York Life Insurance Co. Outside of his advisory role, he serves on the Board of Directors for the Point Pleasant Borough Chamber of Commerce, participating in event planning and community activities. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailoring solutions to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

Shabana Mosiello is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 licenses and five years of industry experience. She has been with TD Private Client Wealth LLC since 2020 and has worked with TD Bank N.A. since 2015. 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 clients, utilizing strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Jamil Barnes is a financial advisor with Eagle Strategies (NY Life) based in Princeton, NJ, holding Series 65 and Series 63 licenses and eight years of industry experience. He has been with Eagle Strategies since 2019 and previously worked at TD Bank from 2016 to 2018. Barnes serves as a board member of the housing board for condos in Lawrenceville, NJ. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm offers various program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis and a focus on fiduciary responsibilities in retirement plan consulting.

Devin Dmitrzak is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and with five years of industry experience. He has been with TD Private Client Wealth LLC since 2020 and has prior experience at TD Bank N.A. dating back to 2015. Outside of his advisory role, he engages in a personal collectible hobby involving the buying and selling of toys, LEGO, and other collectibles on weekends. 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 utilizes a blend of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios, offering comprehensive financial planning, custody, and reporting services.

Frank Stuart is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and bringing 25 years of industry experience. He previously worked at Lincoln Financial Advisors Corp. from 2003 to 2019 before joining Integrated Wealth Concepts and LPL Financial in 2019. Stuart is involved in conducting investment-related seminars through Financial Educators Network LLC. 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, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios that utilize mutual funds, ETFs, individual equities, and fixed income.

Haibo Liang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses. He has one year of industry experience and a background that includes entrepreneurial work in photonics and managing residential rental properties. Transamerica Financial Advisors serves a diverse client base with both advisory and broker‑dealer services, offering proprietary and third‑party model portfolios and managing approximately $2.1 billion in client assets as of the end of 2025.

Janet Burnett is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining TIAA-CREF in 2017, she worked at Bank of America and Merrill Lynch Pierce Fenner & Smith Incorporated from 2012 to 2017. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management under a fiduciary standard.