Arjun Kapoor is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He is currently affiliated with Guardian Life and its subsidiary Park Avenue Securities, with prior roles including positions at Goldman Sachs & Co., Iconiq Capital, and Israel Discount Bank of New York. Kapoor is a co-owner of Jersey Ventures LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides advisor-led discretionary management alongside model-based strategies, integrating proprietary programs and third-party platforms to tailor client relationships.

Thomas Seger is a CFP® professional with 25 years of experience in the financial services industry. He has worked at Janney Montgomery Scott since 2020 and spent 16 years with Raymond James & Associates prior to that. Seger holds Series 63 and Series 66 licenses and is based in Yardley, PA. 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 a range of brokerage, financial planning, and advisory services.

Kevin Lamberson is a ChFC® with 11 years of experience in the financial services industry. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having previously worked at firms including GWN Securities, Pruco Securities, and The Prudential Insurance Company of America. Outside of his advisory role, he works part-time at Whole Foods Market. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and access to a variety of investment products through a mix of affiliated and third-party managers.

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 with 10 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at TD Bank N.A., Curcio Webb, Bank of America, and Commonwealth Financial Network. He is based in Princeton, NJ. 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 utilizes strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services.

Andrew Petrone is a financial advisor at Guardian Life with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life since 1997. His outside business activities include the sale of long-term care, health, disability income, and life insurance products outside of Guardian, and he is a 50% member of Petrone Brokerage LLC, which brokers Guardian insurance products. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, access to proprietary and third-party solutions, and a range of integrated operational and lending services.

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.

Nicholas Dolce is a financial advisor at TIAA-CREF with Series 65 and Series 63 designations and two years of industry experience. He has been with TIAA-CREF since 2025 and previously worked at TIAA and Newport Capital Group, LLC. TIAA-CREF Individual & Institutional Services, LLC 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’s advisory model separates one-time planning services from ongoing discretionary management and operates within a vertically integrated structure that includes affiliated funds.

Nevine George is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has 18 years of industry experience. Her prior work includes roles at Merrill, Primerica Advisors, Axa Advisors, and Ohio National Financial Services. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management to client goals and risk tolerances.

Jennifer Wolman is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch Pierce Fenner and Smith from 2002 to 2019. Wolman has been with Rockefeller Financial since 2019 and also spent time at Rock & Co LLC during that period. 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 and financial planning services, operates as a registered broker-dealer, and provides access to alternative investment vehicles and integrated trust and insurance services.

Christian Carr is a financial advisor with PNC Wealth Management in Princeton, NJ, holding Series 66 and Series 63 licenses and with two years of industry experience. Prior to joining PNC in 2026, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2024 to 2026. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary account accessible by invitation to employees with PNC online-banking credentials. The program uses approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties and features algorithm-driven enrollment and risk assessment.

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 with Sanctuary Advisors, LLC and holds a Series 66 designation. She has five years of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and Christopher Slajchert. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a wide range of investment approaches and offers portfolio management, retirement plan consulting, and access to sub-advisers and model portfolios through a network of over 400 independent investment adviser representatives.

Anne Holderried is a financial advisor at Ameriprise with 26 years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2005, including her current role since 2020. Outside of her advisory work, she owns a real estate business unrelated to investments. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on reliable income and tax-aware withdrawal strategies.