Victor Pagano is a financial advisor with Rockefeller Financial LLC, holding a Series 63 designation and bringing 39 years of industry experience. He previously worked at Citigroup Global Markets for 14 years before joining Rockefeller Financial in 2021. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Michael Correale is a financial advisor at TIAA-CREF with 18 years of industry experience and holds a Series 66 credential. He has been with TIAA-CREF since 2010. Outside of his advisory work, he serves as President of the Howell Central Little League and is a board member of the Landsharks Baseball Club, both local youth baseball organizations. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers a range of services including model portfolio management and customized portfolios, applying a fiduciary standard that varies by service.

Alfred Polizzotto III is a CFP®-certified financial advisor with 28 years of industry experience. He is currently affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2025. Prior to joining Kestra, he worked at Commonwealth Financial Network for nine years and managed his own firm, Polizzotto & Polizzotto, for nearly three decades. In addition to his advisory work, he manages a law firm and is involved in selling life and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and investment advice, with a focus on large institutional investors and complex investment solutions.

Mark Devine is a financial advisor at TD Private Client Wealth LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Citigroup, LPL Financial, New York Community Bank, and the Internal Revenue Service. 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 uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services.

Jason Mims is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. In addition to his advisory role, he has been the president of Mims Painting Inc., a painting contractor business, since 2011. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients with customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer model, combining discretionary and non-discretionary account management with a network of investment adviser representatives.

Lawrence Rubinstein is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co., Inc. since 1988. Rubinstein serves as co-trustee of the Gelbman Family Irrevocable Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches.

Joseph Falisi is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 39 years of industry experience, including prior roles at Hornor, Townsend & Kent, LLC, and Osaic FA, Inc. In addition to his advisory work, he is a managing member at Mulberry Lane Advisors and Managing Director at Independent Financial Solutions, where he is involved in recruiting and training agents in life insurance and annuities and provides personalized Social Security claiming strategy reports. Ameritas Advisory Services, LLC delivers investment advisory and financial planning services to a broad client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and a range of third-party tools and platforms.

Michael Carlucci is a CFP® professional with 33 years of experience in the financial services industry, currently serving at Independent Financial Group, LLC since 2009. His prior experience includes roles at Osaic FA, Inc., Questar Asset Management, Inc., U.S. Allianz Securities, Inc., and Woodstock Financial Group, Inc. He is also the owner of a marketing DBA, MJC Advanced Financial Strategies, LLC, and is a licensed insurance agent in New Jersey. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm utilizes a combination of firm- and third-party investment models, offering discretionary and non-discretionary portfolio management with active and passive strategies across various risk profiles.

Anubhav Bhatyal is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and has prior experience at Bank of America, Merrill, ICICI Bank, Ernst & Young LLP, and IL&FS Financial Services. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program featuring ETF-based portfolios managed through proprietary algorithms as well as a Managed Account program.

Parimal Patel is a CFP® professional with 27 years of experience, currently serving as an advisor at Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2010. Outside of his advisory role, Patel is involved in multi-line insurance brokerage activities, including investment-related life, health, and annuity sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing significant discretionary and non-discretionary assets while employing a network of third-party asset managers under a comprehensive supervisory framework.

Srikanth Pratapa is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has been with PNC Investments and related entities since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account for employees that uses algorithm-driven risk assessment and implements approved model strategies managed by PNC or third-party strategists.

Robert Rooyakkers is a CFA® charterholder with 28 years of industry experience. He is currently affiliated with Empower Advisory Group and has held positions at GWFS Equities, Inc. and Prudential Investment Management Services. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within plan lineups selected by plan sponsors.

Arjun Kapoor is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities. His prior roles include positions at Iconiq Capital, Goldman Sachs & Co., and IDB Capital Corp. He is co-owner of Jersey Ventures LLC, an investment-related business. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary portfolios, combining proprietary and third-party models.

Nah'rya Walker Pierson is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and seven years of industry experience. Her prior work includes roles at GWFS Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and Merrill. Outside of her advisory work, she owns Blissful Harmony Doula Services, providing birthing support, and volunteers as a play group leader with Triangle Area Parenting Support. Empower Advisory Group delivers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Kevin Lamberson is a financial advisor at TD Private Client Wealth LLC with 11 years of industry experience. He holds the ChFC® designation and Series 65 and Series 63 licenses. His prior work includes roles at GWN Securities, Pruco Securities, The Prudential Insurance Company of America, and MassMutual. Outside of advisory work, he is involved in selling Medicare supplements through The Jeff George Agency and works part-time as an online grocery order picker for Whole Foods Market. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to high-net-worth and institutional clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party managers, offering portfolio management, financial planning support, and custodial services.

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 in Princeton, NJ, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Curcio Webb. 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 offers portfolio management, financial planning support, and custody services, constructing portfolios that combine strategic and tactical asset allocations with investments from affiliated and third-party sub-managers.

Andrew Petrone is a financial advisor with Primerica Advisors in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1999 and also has a longstanding affiliation with Guardian Life Insurance Co. of America dating back to 1997. Outside of his advisory role, he is involved in the brokerage of Guardian insurance products through Petrone Brokerage LLC. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies, and supports both discretionary and non-discretionary account management with various investment options.

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.