Jacquelyn Gage is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation. She has experience working at Prudential Financial from 2021 to 2024 before joining Mercer in 2024. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial, retirement, tax, and estate planning services.

Timothy Pedrero is a financial advisor with TIAA-CREF in New Brunswick, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with TIAA-CREF since 2006. Outside of his advisory role, he owns several real estate properties, including residential rentals and an empty lot. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both one-time financial planning and ongoing portfolio management, with offerings that include model and customized portfolios managed under fiduciary standards.

Alan Mott is a Series 65-licensed financial advisor with 12 years of industry experience, currently serving at J. W. Cole Advisors, Inc. since 2019. He is also president of National Senior Associates Company, which conducts insurance seminars, and leads Mott Tax Advisory Services, offering tax preparation and insurance sales. Additionally, he provides identity theft protection services to his clients. J. W. Cole Advisors operates a large network of independent advisers, offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm utilizes a variety of discretionary and non-discretionary management strategies, including digital advice platforms and third-party managers.

Shawn Neice is a financial advisor at TD Private Client Wealth LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PNC Investments LLC, Santander Securities, Lord, Abbett & Co. LLC, and Uber. Neice is currently based in Princeton, NJ. 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 using a combination of affiliated and third-party managers, offering ongoing portfolio management, financial planning support, and custody services.

Anthony Ferrandino is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill Lynch. He serves as an advisory board member for nonprofits focused on Batten disease support and research. 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 operates under a Private Advisor model and a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, brokerage services, and alternative investment placement.

Mark Ulrich is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Rockefeller Financial LLC and Rockefeller Capital Management in 2025, he worked at Bank of America, N.A. for eight years and Merrill for 19 years. 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, and consulting services through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

Nicholas Tsakon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Pruco Securities, LLC for 14 years before joining Transamerica Financial Advisors and World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, with a range of discretionary and non-discretionary investment programs.

Richard Barberi is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with PNC Wealth Management, having worked previously at Wells Fargo Clearing and Wells Fargo Bank. Barberi’s background includes several years at PNC’s investment divisions prior to his current role. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and invests via approved mutual fund and ETF strategies managed by PNC or third-party strategists.

Micheal Corcione is a financial advisor at Oppenheimer with nine years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill Lynch. His career also includes four years at Marist College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers diverse programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Patricia Lee is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with TIAA-CREF since 2015. 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 retirement plans. The firm combines point-in-time planning services with ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Dana Diserio is a financial advisor at Oppenheimer with two years of industry experience. She holds the Series 66 designation and previously worked in education at The University of Delaware and Marlboro High School. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a broad range of investment and consulting services through both discretionary and non-discretionary programs.

John Moreno is a financial advisor at TLG Advisors, Inc. with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including CUNA Mutual Group and J Alden Associates Inc. Outside of his advisory roles, Moreno is involved with Newcleus, an entrepreneurial venture he has been engaged with since 2017. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and offers both managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Edward Sherwood is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2001. 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, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Robert Johnson is a Senior Financial Consultant at Kestra Advisory with 26 years of industry experience. He has worked with Kestra Advisory since 2017 and was previously with Cadaret, Grant & Co., Inc. for eight years. Outside of advisory roles, he is involved with New Century Tax and Accounting LLC, providing income tax preparation services for individuals and small businesses. 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 design, and investment advice, supporting recommended investments with due diligence and offering access to multiple management platforms and complex product solutions.

John Hlywiak is a CFA® charterholder with TIAA-CREF in Princeton, NJ, where he has worked for one year. He previously worked at TIAA for nine years and spent four years at Temple University. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with prior relationships through TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides planning services that conclude at delivery and ongoing portfolio management through model-based and customized managed accounts.

Kevin Keane is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 47 years of industry experience. He previously worked at Stifel for 11 years before joining Janney in 2018. Janney Montgomery Scott LLC is a 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Michael Schwartz is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and over 42 years of industry experience. His career includes prior roles at First Allied Advisory Services, First Allied Securities, Next Financial Group, and National Planning Corporation. Outside of his advisory work, he is involved in insurance, tax preparation, business consulting, and contributes articles on various business subjects. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning and portfolio management through multiple platforms and employs a mix of passive and active strategies tailored to client risk profiles.

Thomas Chun is a financial advisor at PNC Wealth Management in Princeton, NJ, holding CFP® and ChFC® designations with seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America and LPL Enterprise. Chun also has a background working outside of finance, including three years at Volvo Trucks. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based investment programs. Their Portfolio Solutions Strategist Digital Offering is an invitation-only, algorithm-driven discretionary model account available to select employees, utilizing mutual funds and ETFs with annual rebalancing and limited client trading features.

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 credentials. His prior work includes roles at LPL Financial, M&T Securities, Santander Bank, and Santander Securities. 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, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Deborah Wainwright is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 66 licenses and 41 years of industry experience. She worked at Merrill from 1984 to 2025 before joining Rockefeller Financial. 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, financial planning, and consulting services, operating both as a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.