Amira Issa is a financial advisor with TIAA-CREF in Princeton, NJ, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has been with TIAA-CREF since 2015. Outside of her advisory role, she manages two real estate LLCs focused on residential and commercial properties. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm employs a fiduciary standard and provides a range of discretionary management options, including model and customized portfolios.

Randolph Adams II is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Mass Mutual Investors Services. Outside of his advisory role, he is a co-owner of a rental property with non-family members. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management through model and customized portfolios.

George Rusnak is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Wells Fargo Investment Institute, Inc. He has been with Wells Fargo since 2007, including 14 years at Wells Fargo Bank NA and five years at the Investment Institute. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo’s wealth and fiduciary businesses and select external clients. The firm operates through specialized divisions focused on manager research, securities analysis, asset allocation, and portfolio management, offering research and model guidance rather than direct investment discretion.

Victor Pagano is a financial advisor at Rockefeller Financial LLC with 38 years of industry experience. He holds a Series 63 designation and previously worked at Citigroup Global Markets from 2007 to 2021 before joining Rockefeller Financial in 2021. 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 provides clients with designated Private Advisors who implement investment strategies using in-house and third-party managers, alternative and private investments, and integrated wealth, trust, and insurance services under the Rockefeller Global Family Office platform.

Michael Correale is a financial advisor with TIAA-CREF in Princeton, NJ, holding a Series 66 credential and 17 years of industry experience. He has been with TIAA-CREF since 2010. Outside of his advisory role, he serves as president of the Howell Central Little League and is a board member of the Landsharks Baseball Club, both local youth baseball organizations. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of services including model and customized portfolio management and acts as adviser to a donor-advised fund.

Alfred Polizzotto III is a CFP® with 27 years of industry experience. He is currently with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, joining in 2025 after nine years at Commonwealth Financial Network and a long tenure at Polizzotto & Polizzotto, where he also serves as managing member of the law firm. In addition to his advisory role, he is involved in insurance sales through Dynasty Advisors LLC. 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 plan design, fiduciary consulting, and employee education, with access to multiple management platforms and caters to both large institutional clients and plan sponsors.

Mark Devine is a financial advisor at TD Private Client Wealth LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Citigroup, LPL Financial, New York Community Bank, and the Internal Revenue Service. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services.

Jason Mims is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has additional experience as president of Mims Painting Inc., a painting contracting business he has overseen since 2011. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm features a predominantly non-discretionary asset management approach and offers access to alternative investments, lending, and cash-management solutions.

Lawrence Rubinstein is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co., Inc. since 1988. Rubinstein serves as co-trustee of the Gelbman Family Irrevocable Trust dated November 21, 2025. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a range of investment management programs, consulting, and retirement services, employing strategic and tactical asset allocation alongside manager selection and various investment strategies.

Joseph Falisi is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has held managing roles at Independent Financial Solutions and Mulberry Lane Advisors, where he focuses on life insurance, annuities, and personalized Social Security claiming strategies. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and retirement-plan advisory through a range of discretionary and non-discretionary strategies.

Michael Carlucci is a CFP® with 32 years of industry experience, currently serving at Independent Financial Group, LLC since 2009. He holds Series 63 and Series 65 licenses and operates a marketing DBA under MJC Advanced Financial Strategies, LLC. Additionally, he is licensed as a New Jersey insurance agent offering various insurance products outside of his work at IFG. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser providing brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers multiple advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

Srikanth Pratapa is a financial advisor with PNC Wealth Management in Princeton, NJ, holding a Series 66 designation and 21 years of industry experience. He has been with PNC Investments and affiliated entities since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot for employees. The firm employs algorithm-driven risk assessment and portfolio management with approved model strategies implemented via mutual funds and ETFs.

Arjun Kapoor is a CFA® charterholder with nine years of industry experience. He currently works at Primerica Advisors and has held prior roles at Park Avenue Securities, Guardian Life Insurance Company, Iconiq Capital, Goldman Sachs & Co., IDB Capital Corp., and Israel Discount Bank of New York. Kapoor is also a co-owner of Jersey Ventures LLC. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting, employing a range of proprietary and third-party investment strategies across various account types.

Kevin Lamberson is a financial advisor at TD Private Client Wealth LLC with 11 years of industry experience. He holds the ChFC® designation and Series 65 and Series 63 licenses. His prior work includes roles at GWN Securities, Pruco Securities, The Prudential Insurance Company of America, and MassMutual. Outside of advisory work, he is involved in selling Medicare supplements through The Jeff George Agency and works part-time as an online grocery order picker for Whole Foods Market. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to high-net-worth and institutional clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party managers, offering portfolio management, financial planning support, and custodial services.

Karan Murugesu is a CFP® and ChFC® professional with 13 years of industry experience, currently with Eagle Strategies (NY Life) since 2020. He has held roles at AmeriWealth Financial Group, LLC and New York Life Insurance Company, where he has been active since 2010. Outside of his advisory work, Murugesu volunteers with the Old Boys Association of Methodist Central College, North America, leading alumni and fundraising activities for his former high school in Sri Lanka. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, working extensively with both retail and institutional sponsors.

David Rosa is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithmic risk assessment and third-party managed strategies executed with mutual funds and ETFs.

Nicholas Luciano is a financial advisor at TD Private Client Wealth LLC in Princeton, NJ, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Curcio Webb. 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 offers portfolio management, financial planning support, and custody services, constructing portfolios that combine strategic and tactical asset allocations with investments from affiliated and third-party sub-managers.

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.

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.