Jason Burklow is a CFP® and ChFC® with two years of experience in financial advisory. He is currently with Steward Partners Investment Advisory, LLC and has prior experience at Ameriprise and Burklow & Rotella, LLC. Outside of finance, he has worked in education and the hospitality sector. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Michael Grofsick is a financial advisor with Valic Financial Advisors in Mahwah, NJ, holding a Series 66 designation and 25 years of industry experience. He has been with Valic Financial Advisors since 2004 and also serves as an agent for non-securities insurance products at Agia. Valic Financial Advisors is a large SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement plans, offering wrap programs, portfolio management, and financial planning services through a network of over 1,200 advisors.

Allen Herskowitz is a financial advisor with Money Concepts Capital Corp and holds a Series 63 designation. He has 23 years of experience at Money Concepts Capital Corp and has also served as president of his own CPA firm, Allen B. Herskowitz, CPA, PC, since 1991. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and incorporates fundamental and technical analysis alongside modern portfolio theory.

Jeff Russo is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bank of America and Merrill. Outside the financial industry, he has been involved with Pozzitiv Productions. 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 clientele, including individuals, families, trusts, corporate sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Joseph Block is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, Sunbridge Capital Partners, Foreside Fund Services, Fiera Capital Inc., and City National Rochdale. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services alongside financial and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services, managing approximately $15 billion in regulatory assets under management through a large network of investment adviser representatives.

Joseph Edmondson is a financial advisor with Hightower Advisors holding a Series 66 credential and 19 years of industry experience. He previously worked at CMG Financial Planning, Ltd. for 11 years and Equitable Advisors for 17 years, with overlapping tenure at Axa Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Brian Dragotto is a financial advisor with Guardian Life, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Bank of America, and Merrill. Outside of advising, he contributes articles for the International Planning Alliance. Brian is part of Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, pension plans, charitable organizations, and corporate clients with a combination of brokerage services, financial planning, and advisory programs featuring both proprietary and third-party investment models.

Steven Arietta is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at CMG Financial Planning Ltd and Equitable Advisors, with overlapping time at AXA Advisors, LLC. Arietta serves as a Reserve Deputy with the Rockland County Sheriff's Reserve, an all-volunteer force supporting full-time law enforcement. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s model emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Matthew Stack is a financial advisor with Integrated Wealth Concepts LLC in Ramsey, NJ. He holds the CFP® designation and has five years of industry experience. Prior to joining Integrated Wealth Concepts in 2022, he worked at Evercore Group LLC and Modera Wealth Management, LLC. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm employs a long-term investment approach using customized portfolios of mutual funds, ETFs, equities, and fixed income, and sponsors various wrap-fee and model-based programs.

Neil Westerduin is a financial advisor with Kestra Advisory in Hawthorne, NJ, holding a Series 65 designation and 15 years of industry experience. His career includes 11 years at Chadwick Wealth Management, LLC, and he has operated Neil Westerduin CPA LLC since 1989. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of fiduciary and investment services, including plan design, compliance testing, and advisor-managed accounts, serving clients such as sovereign wealth funds and other large institutional investors.

Lorely Machin is a CFA® charterholder with four years of industry experience, currently serving at Wells Fargo Investment Institute, Inc. She has been with the firm since 2003. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses and select external clients. The firm operates through specialized divisions that deliver equity and fixed-income analysis, long-term capital market assumptions, and model portfolio solutions without exercising investment discretion or holding client assets.

Dominique Vitalis is a financial advisor at CWM, LLC with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Carson Wealth, Taylor Financial, Royal Alliance, Bank of America, Merrill, Global Vision Group, Monumental Sports and Entertainment, and Georgetown University. Outside of his advisory work, he has been involved in flipping residential properties. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Anthony Pirro is a financial advisor with Money Concepts Capital Corp in Scarsdale, NY, holding a Series 66 designation and over 14 years of industry experience. He also operates Anthony G. Pirro CPA PC, providing accounting and bookkeeping services since 2011. Pirro has been affiliated with Money Concepts Capital Corp since 2006 and has offered accounting and tax services through his own practice since 1981. Money Concepts Advisory Service (MCAS) serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs a variety of managed programs and portfolio strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory.

Anthony Marotti is a CFP® with 17 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC since 2020. Prior to this, he worked for 13 years at Berson & Corrado Investment Advisors, LLC. He is president of the Anthony Marotti Memorial Scholarship Foundation, which supports youth sports through scholarships and donations, and serves on the board of the Union College Fighting Dutchmen Gridiron Club, a booster organization for the college football team. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, using customized portfolios with a mix of mutual funds, ETFs, individual equities, and fixed income, and combines its enterprise scale with a broad selection of model and wrap-fee options.

James Sahagian is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and also provides investment advisory and financial planning services through Ramapo Wealth Advisors. Outside of his advisory work, he is involved in a family-owned Unishippers franchise, assisting with financial matters and general guidance. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management solutions alongside financial planning and consulting services.

Nicholas Capezzuto is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior work includes roles at StoneX Financial Inc., Ameriprise, and Oppenheimer & Co. Inc. Outside of advisory services, he acts as a consultant for knowledge-on-demand firms Alphasights and Dialectia, providing insights on advisory services to brokerage houses and banks. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through Steward Partners-branded solutions and third-party managers.

Margot Tubul is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC and KeyBank. Tubul also has experience with the Soref JCC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee offerings and separately managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring and due diligence of third-party advisory products.

Jennifer Levine is a Series 65-licensed financial advisor with NewEdge Advisors, where she has worked since 2025. Prior to joining NewEdge, she held roles in the education sector, including positions at East Ramapo Central School District and Pamapo Indian Hills Regional High School. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Bruce Laxer is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 42 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1995. Outside of his advisory role, he is involved as a co-owner and trustee in private entities related to property management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Salvatore Leone is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 registrations and possessing 22 years of industry experience. His prior work includes roles at Morgan Stanley and E*TRADE Capital Management. Outside of his advisory work, he serves as a director at Apex Petrochemical, Inc. and is a board member of Saker Energy Systems Incorporated, both in the energy sector. 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 employs a combination of strategic and tactical asset allocation using affiliated and third-party sub-managers, with custodial and advisory platforms provided by Pershing and Envestnet.