Andrew Petrone is a financial advisor with Primerica Advisors in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1999 and also has a longstanding affiliation with Guardian Life Insurance Co. of America dating back to 1997. Outside of his advisory role, he is involved in the brokerage of Guardian insurance products through Petrone Brokerage LLC. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies, and supports both discretionary and non-discretionary account management with various investment options.

Alan Jacobson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Truist Investment Services, Citizens Securities, Pruco Securities, The Prudential Insurance Company of America, Lincoln Financial Advisors, and Santander Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a blend of discretionary management and consulting supported by third-party platforms and AI-enabled research tools.

Alexander Winter is a financial advisor at PNC Wealth Management with 12 years of industry experience. He has worked at PNC Investments since 2016 and held a position at PNC Bank from 2016 to 2017. Winter holds Series 63 and Series 66 licenses. Outside of his advisory role, he has an ownership interest in a rental property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven portfolio strategies managed by PNC or third parties.

Karen Donofrio is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds the Series 66 designation and has worked at several firms including Morgan Stanley, E*TRADE Securities LLC, and Prudential Insurance Company of America. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management, employing model portfolios and customized strategies under a fiduciary standard.

Paresh Patel is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

Martin Cecire is a financial advisor with TIAA-CREF in Princeton, NJ, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with TIAA-CREF since 2015. 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. The firm separates one-time planning services from ongoing discretionary portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure that utilizes affiliated funds.

Stacy Salvatore is a financial advisor at TIAA-CREF with 27 years of industry experience. She holds a Series 66 designation and has worked at BlackRock Investment Management and Archer Janney, among other firms. Outside of her advisory role, she teaches group fitness and dance classes at facilities including the Windsor Athletic Club. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through various portfolio solutions.

Baylis Jadamec is a CFP®-certified financial advisor with Kestra Advisory Services, LLC, with three years of industry experience. He has worked at firms including MML Investors Services LLC, MassMutual Life Insurance Company, Merrill, and Bloomberg LP. Outside of advisory work, Jadamec also provides tax preparation services for individuals and businesses and works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients that include sovereign wealth funds and other large institutional investors.

Nicholas Dolce is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 65 and Series 63 licenses and has been with TIAA and its related entities since 2013. 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. The firm separates one-time planning services from ongoing account management and serves as adviser to a donor-advised fund within a vertically integrated structure that utilizes affiliated funds.

Nevine George is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at Primerica Advisors, Axa Advisors, and Ohio National Financial Services. Outside of her advisory work, she was involved with the Academy of Grow & The Learning Experience for seven years. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Jennifer Wolman is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Rockefeller Financial LLC since 2019 and previously spent 17 years at Merrill Lynch Pierce Fenner and Smith. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm combines wealth, trust, and insurance services through the Rockefeller Global Family Office platform and acts as a distributor and placement agent for private funds and access vehicles.

Christian Carr is a financial advisor at PNC Wealth Management in Princeton, NJ, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes positions at J.P. Morgan Securities LLC and Key Investment Services LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithmic questionnaires to recommend investment models, with portfolio implementation delegated to approved third parties.

Robert Fourman is a financial advisor at J. W. Cole Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.W. Cole Advisors since 2019. Beyond his advisory work, Fourman is involved in software training and consulting through roles with Thrive and Major League Sales. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs both fundamental and technical analysis and provides access to multiple investment platforms and third-party advisers.

Jillian Reddell is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience and a Series 66 designation. Her prior work includes roles at Northwestern Mutual Investment Services LLC, Rogel Spencer, and Christopher Slajchert. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent investment adviser representatives who manage portfolios through various programs and approaches while acting as fiduciaries under written advisory agreements.

Carolann Hammond is a financial advisor with UBS Financial Services and holds a Series 66 designation. She has 29 years of industry experience and has been with UBS since 1991. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Santo Costa is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has previously worked at DME Capital and Tink Construction LLC, as well as having a background unrelated to finance at Burn the Floor. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zack Warringer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings over 20 years of experience in delivering wealth management strategies to high net worth clients and institutions. In his role, he utilizes the resources of Merrill to provide clients with customized financial solutions tailored to their risk tolerance, time horizon, liquidity needs, and investment goals. Zack holds an associate's degree from the State University of New York at Ulster and a bachelor's degree from Thomas Edison State College. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional career, Zack is married with two daughters. He enjoys golf, volunteering, and spending time with his family.

Alexander Borsuk is a financial advisor at Ameriprise with 57 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role starting in 2020, he worked with Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory work, he has been involved in independent insurance brokering and marketing activities through Compass Advisors Group, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Mayra Schropp is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Prior to that, she worked at Robert Half Management Resources in 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Massimiliano Verduci is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2026. Outside of his advisory role, he is involved with Verduci Athletics LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.