R Gaillard is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Janney since 2017, following prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, and institutional clients. The firm offers brokerage, financial planning, consulting services, and multiple advisory programs, utilizing a combination of in-house and third-party portfolio management.

Kristian Lehner is a financial advisor with Kestra Advisory who holds the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2004. Outside of his advisory work, Lehner serves as the treasurer for Immanuel Presbyterian Church, handling bookkeeping and banking functions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Nicholas Chiarolanzio is a financial advisor at Rockefeller Financial LLC with one year of industry experience and holds a Series 66 designation. His work history includes roles at Rockefeller Capital Management and Bank of America Merrill. 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, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Shabana Mosiello is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 licenses and five years of industry experience. She has been with TD Private Client Wealth LLC since 2020 and has worked with TD Bank N.A. since 2015. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Jamil Barnes is a financial advisor with Eagle Strategies (NY Life) based in Princeton, NJ, holding Series 65 and Series 63 licenses and eight years of industry experience. He has been with Eagle Strategies since 2019 and previously worked at TD Bank from 2016 to 2018. Barnes serves as a board member of the housing board for condos in Lawrenceville, NJ. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm offers various program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis and a focus on fiduciary responsibilities in retirement plan consulting.

Martin Byrne is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Financial, Rockefeller & Co LLC, and Rockefeller Capital Management since 2018, following four years at Lincoln Financial Network. 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 combines a Private Advisor model with a consolidated investment platform to provide discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services, including placement and investment banking.

Devin Dmitrzak is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and with five years of industry experience. He has been with TD Private Client Wealth LLC since 2020 and has prior experience at TD Bank N.A. dating back to 2015. Outside of his advisory role, he engages in a personal collectible hobby involving the buying and selling of toys, LEGO, and other collectibles on weekends. 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 utilizes a blend of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios, offering comprehensive financial planning, custody, and reporting services.

Janet Burnett is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining TIAA-CREF in 2017, she worked at Bank of America and Merrill Lynch Pierce Fenner & Smith Incorporated from 2012 to 2017. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management under a fiduciary standard.

Vladimir Vinokurov is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo, Citigroup, Merrill, Bank of America, and Santander. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Sharon Lolk is a financial advisor at TIAA-CREF in Princeton, NJ, holding Series 63 and Series 65 licenses with 17 years of industry experience. She has been with TIAA-CREF and its affiliated entities since 2011, including a brief tenure at Hightower Advisors in 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a fiduciary advisory model that separates point-in-time planning from ongoing management and serves as adviser to the TIAA Donor Advised Fund.

Kathleen Zelenka is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney since 2018, previously spending six years at Stifel Nicolaus & Co Inc. Outside of her advisory role, she serves as a board member for the Cedar Hollow Condominium Association. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Michael Ahearn is a financial advisor at TD Private Client Wealth LLC in Princeton, NJ, holding Series 63 and Series 65 licenses with six years of industry experience. He has been with TD Bank and its affiliates since 2014. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm employs a combination of strategic and tactical asset allocation through both affiliated and third-party managers, delivering portfolio management, financial planning support, and custody services.

Keif Samuel is a Series 66-credentialed financial advisor with 14 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Merrill. 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 combines discretionary and non-discretionary portfolio management with broker-dealer services, offering a consolidated investment platform and a Private Advisor model that includes access to third-party managers, wrap-fee programs, and alternative investments.

Damon Campbell is a financial advisor at Steward Partners Investment Advisory, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Lincoln Financial Advisors and OSAIC. Steward Partners Investment Advisory is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account services.

Dawn Wyatt is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill Lynch. 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 portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Ericka Towe is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and is also involved in several other ventures including entertainment, health insurance, and business training. Outside of her advisory role, she performs comedy in clubs during non-business hours. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, managing approximately $1.66 billion in discretionary assets as of the end of 2025.

Michael Macri is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, discretionary model account available via an invitation-only employee pilot. The firm utilizes algorithmic questionnaires to recommend investment strategies implemented through mutual funds and ETFs, with portfolio management delegated to third parties.

Evan Potash is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at TIAA-CREF since 2017. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Bank NA from 2013 to 2017. 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, often serving clients with existing employer retirement plan relationships. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering both model and customized portfolio options within a vertically integrated advisory model.

Roger Lopez is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 16 years of industry experience. He previously worked at Lincoln Financial Advisors for 11 years before joining Empower Financial Services in 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s integrated model links services to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Juliana Bell is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds the Series 66 designation and has previously worked at Foundations Financial Partners, Beaudee Lash Bar, James M Bell III, CFP, Janssen Pharmaceuticals, and Temple University Fox School of Business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.