Gregory Giardino is a CFP® professional located in Oakland, NJ, with 18 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having joined in 2024 after prior roles at Atlas Fiduciary Financial, LPL Financial, and other advisory firms. Giardino serves as Secretary of the Greater Pascack Valley Chamber of Commerce and as Director of Marketing and Communications for the Financial Planning Association of New Jersey. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes diversified, risk-class based investment allocations combining passive and active management, supported by an internal Investment Committee and a range of implementation tools and services.

Kim Islami is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to joining PNC Investments in 2023, Islami worked at TD Ameritrade for ten years. Outside of advising, Islami serves as president of the MMD Foundation, a nonprofit organization focused on scholarships. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation. The firm relies on algorithmic questionnaires for risk assessment and implements investments via approved model strategies using mutual funds and ETFs.

Maya Johnson is a financial advisor at PNC Wealth Management with one year of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Chase and PNC Investments LLC. Outside of finance, she has been involved with the Center for Digital Scholarship at the Regenstein Library. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital model portfolio pilot for employees that uses algorithm-driven risk assessments and invests via approved strategies with mutual funds and ETFs.

Bradley Bofford is a CFP® and ChFC® with 33 years of experience in financial advisory services. He has been with Hightower Advisors since 2018 and previously worked at Securities America for 14 years. In addition to his advisory roles, he is an adjunct professor for the CFP program at Fairleigh Dickinson University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers, with offerings that span mutual funds, ETFs, alternative investments, and custom indexing.

John O’Keeffe is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Raymond James Financial Services. Outside of his advisory role, he owns and operates Big Nose & Company LLC, which involves entertainment activities such as stand-up comedy and podcast appearances, as well as managing snack and beverage vending machines. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms to support its clients.

George Dobbs is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 registrations and 22 years of industry experience. He previously worked at LPL Financial for seven years before joining Independent Financial Group in 2019. Dobbs is also licensed as a New Jersey insurance agent offering various types of insurance products. Independent Financial Group provides investment advisory and brokerage services to clients ranging from individuals to pension plans and charitable organizations. The firm employs a combination of strategic asset allocation and multi-manager portfolios using both active and passive investment strategies.

Richard Grofsick is a CFP®-certified financial advisor with Valic Financial Advisors, bringing nine years of industry experience. He has worked at Valic Financial Advisors since 2016 and also holds a role with Agia since 2022. Outside of his advisory work, he serves as a varsity football coach at Hawthorne High School. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, using Envestnet UMA models to construct client portfolios.

Kathleen Sweeney is a Series 65-registered advisor with Kestra Advisory, based in Fairfield, NJ, and has three years of industry experience. She has been with Kestra Advisory Services LLC since 2022 and also runs KSC Professional Services Inc. Outside of her advisory role, she is involved with several other business ventures including MAJR Professional Services, CSKZ Consulting Inc, BBU Books Inc, and KBC Management Services Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as vendor searches, plan design, fiduciary consulting, and plan-level investment advice, serving clients that range from individual investors to sovereign wealth funds.

Ramon Baez Malone is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 65 and Series 63 designations and has worked at Empower Advisory Group since 2024 and Empower Financial Services, Inc. since 2026. Prior to joining Empower, he was employed at Tapfin/EY and BJ's Wholesale Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Robert Casale is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Farther Finance Advisors, LLC and has previously held roles at Personal Capital Advisors, Eagle Strategies, NYLIFE Securities, and JP Morgan Securities. Outside of his advisory work, he manages a rental property in Ramsey, New Jersey. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach utilizing bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Andrew Olivier is a financial advisor at Hightower Advisors with nine years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior work includes positions at Private Wealth Management Group LLC and Securities America Advisors. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Joseph Koronakis is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior work includes roles at TD Ameritrade and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to recommend investment models managed by PNC or third-party strategists.

Danny Laskovski is a financial advisor with PNC Wealth Management in Wayne, NJ, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with PNC Investments since 2012. Outside of his advisory work, he is an owner of a rental property business unrelated to investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements investments via approved strategies with mutual funds and ETFs.

Angela Londergan is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 26 years of industry experience and has worked at Morris Financial Services and Commonwealth Financial Network since 2005. Outside of her advisory role, she has been involved with the Parsippany Child Day Care Center since 1998. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Michael Melly is a financial advisor with Valic Financial Advisors in Mahwah, NJ. He holds the ChFC® designation along with Series 65 and Series 63 licenses and has been in the industry since 2026. His prior work experience includes roles at Cetera and Tender Touch Rehabilitation Services. Outside of finance, he has long-term involvement with Celtic Shores Realty and Sutton Place Occupational Therapy. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts with an emphasis on centralized technology and model solutions.

Mark Scordato is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2019 and previously spent nine years with Global Financial Private Capital, LLC, among other roles. Outside of his advisory work, he is president and creator of Redline WFO Productions, LLC, a company focused on developing television show concepts. J.W. Cole Advisors operates through a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms. The firm serves individuals, high-net-worth clients, and institutions using a combination of discretionary and non-discretionary account management approaches.

Jorge Garcia is a financial advisor with HSBC Securities (USA) Inc. holding a Series 66 designation and 14 years of industry experience. His career includes roles at HSBC entities since 2015, as well as prior experience at Oppenheimer, J.P. Morgan Securities, Chase Investment Services, and Merrill. Outside of his advisory work, he owns and operates a small notary services business. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of client-directed and discretionary investment programs, utilizing a structured asset-allocation process supported by HSBC Global Asset Management and other affiliated providers.

Donna Dupre is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 credential and 10 years of industry experience. She has served as Senior Manager at Mark Scordato & Associates since 2006, overseeing marketing, compliance, client relations, and daily operations. Additionally, she is licensed to sell life insurance and annuities. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and annuity sub-account management for individual, high-net-worth, and institutional clients. The firm utilizes a range of investment strategies and platforms, including both discretionary and non-discretionary account management.

Patrick Edwards is a financial advisor at Money Concepts Capital Corp with 22 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Money Concepts Capital Corp since 2003. Outside of his advisory role, he is a CPA and owner of Edwards Financial Group, a non-investment related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a range of clients including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients with about $3.33 billion in assets under management.

Robert Hope is a CFP® professional with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and PNC Bank. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using both active and passive strategies within an enhanced open architecture framework.