Greg Orlikoff is a financial advisor with PNC Wealth Management in Montvale, NJ, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His career includes roles at PNC Investments LLC and PNC Bank, spanning over a decade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm utilizes algorithm-driven risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.

Jason Leonard is a financial advisor with Eagle Strategies (NY Life) based in Saddle Brook, NJ, holding Series 63 and Series 65 licenses. He has 26 years of industry experience, including long-term tenure at New York Life Insurance Company since 2000. Outside his advisory role, he owns a custom clothing business and creates motivational content shared on social media platforms. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Prakriti Chadha is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing 18 years of industry experience. Her career includes roles at Fidelity and Fidelity Personal and Workplace Advisors prior to joining TIAA-CREF in 2022. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered retirement plans, as well as trusts, estates, and other small entities. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group using affiliated funds.

Eli Moallem is a financial advisor with NewEdge Advisors in Montvale, NJ, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior work includes roles at GWM Advisors LLC, Mid Atlantic Capital Corporation, Bank of America, N.A., and Merrill. Outside of advising, he has served as a campaign manager and political committee member involved in local and congressional campaigns. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Mordechai Meisels is a financial advisor with Primerica Advisors based in New City, NY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance since 2009. Additionally, he is involved with Wealth Advisory Group LLC, which solicits non-Guardian insurance products. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and provides account-level services such as lending solutions and donor-advised fund options.

Chang Lee is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has six years of industry experience and has worked with firms including Coram Deo Insurance and Financial Services, Inc., and Opes One Financial Strategies LLC. Outside of finance, Lee provides AI tutoring and education, offering coaching on AI literacy and productivity tools. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions and fiduciary responsibilities, managing a majority of assets on a non-discretionary basis within an integrated New York Life structure.

Gregory Hubbard is a CFP® professional with 25 years of experience in the financial services industry. He is currently associated with Primerica Advisors and has previously worked with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved in fee-based consulting for business and estates through Planning Alliance Consulting, LLC. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies including proprietary and third-party model portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Aidan Kokodynski is a financial advisor at Guardian Life with CFA® and Series 66 credentials. He has approximately one year of industry experience and has held roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to this, he worked at Nexamp, Inc and Siharum Advisors, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Michael Grofsick is a financial advisor with Valic Financial Advisors in Mahwah, NJ, holding a Series 66 credential and eight years of industry experience. Prior to his current role, he worked at Agia and has written and published a children's ebook. He also sells baseball cards through live auction streaming on the app Whatnot. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed account solutions through a large network of advisors.

Jamie Lee is a financial advisor at Eagle Strategies (NY Life) with 15 years of industry experience. Jamie holds the ChFC® designation and is also a licensed Notary Public. Outside of advising, Jamie serves as a board member for the C Land Foundation, which focuses on environmental awareness and youth leadership development. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs tailored to client goals and maintains a significant amount of non-discretionary assets under management within an integrated New York Life affiliate structure.

Timothy Daly is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Janney Montgomery Scott since 2009 and previously spent a year at Stifel Nicolaus & Co Inc. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage services, financial planning, consulting, and advisory programs.

William Lewis is a CFP® with 28 years of industry experience, currently with Steward Partners Investment Advisory, LLC. He previously worked at Burklow & Rotella, LLC and Ameriprise. Lewis is also engaged in managing the closure of two non-investment-related businesses he owns. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services through a range of proprietary and third-party solutions.

Evan Gutman is a financial advisor at Key Investment Services LLC with 4 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services, he worked at KeyBank and has experience in roles outside the financial sector, including at Uber and Penn State Housing and Food Service. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary investment options and integrates services from KeyCorp affiliates.

Justin Spagnuolo is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. Prior to joining the firm, he had roles outside finance, including working at Erini Restaurant and Franklin Avenue Middle School. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, employing a combination of strategic and tactical asset allocation through affiliated and third-party managers.

Frank Castellvi is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Ascensus and Lord Abbett & Co., LLC. He is currently based in Wyckoff, NJ. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s approach relies on proprietary modeling and portfolio oversight by Morningstar Investment Management, focusing on asset allocation, contribution rates, and retirement age guidance.

David Nadeau is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes positions at Empower Retirement, Wells Fargo Bank NA, Fidelity Investments, and Freedom Mortgage Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and select retail brokerage account holders. The firm’s approach includes point-in-time financial plans and managed account solutions integrated with Empower’s recordkeeping and administrative platforms.

Michael Mccaffrey is a financial advisor at Guardian Life with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life since 2011, following an 11-year tenure at International Planning Alliance, LLC. Guardian Life’s subsidiary Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, retirement plan consulting, and a variety of advisory programs including discretionary and non-discretionary management using both proprietary and third-party models.

Laura Nguyen is a financial advisor at Janney Montgomery Scott with three years of industry experience. She holds the Series 66 designation and has previously worked at Prudential Financial Inc and Stifel. 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, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Yitzchak Felberbaum is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 credential and one year of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, Be Insured Agency, and Yeshivas Mir. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dylan Miller Jones is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Rockefeller Financial, he worked at Woodloch Springs and Horizon's Edge and was affiliated with James Madison University. 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 offering discretionary and non-discretionary solutions across various asset classes, along with broker-dealer services and alternative investment placement.