Michael Braccia is a financial advisor at Eagle Strategies (NY Life) with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Alexander Capital Wealth Management LLC, Legend Securities Inc, and New York Life-related entities. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers a range of programs tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Michael Avenoso is a financial advisor with TD Private Client Wealth LLC in Princeton, NJ, holding Series 63 and Series 65 licenses and having six years of industry experience. He has been with TD Private Client Wealth LLC since 2021 and has been associated with TD Bank N.A. since 2015. 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, offering portfolio management, financial planning support, and custody through third-party custodians. The firm utilizes a combination of affiliated and third-party sub-managers and employs a cross-border Private Investment Advisor model for certain U.S. clients.

Steven Mekler is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2010, following prior positions at Morgan Stanley and Citigroup Global Markets. He serves as a board member of the James Madison High School Alumni Association. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs with both discretionary and non-discretionary management, spanning equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

Michael Dilella is a financial professional with 42 years of industry experience, currently affiliated with GWN Securities Inc. since 2017. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities Inc. He is also an independent insurance agent selling property and casualty insurance through Aegis Risk Solutions Group LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs that include both traditional asset-allocation and legacy market-timing strategies.

Gonzalo Maldonado is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2019, following nine years at TD Bank N.A. prior to that. 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 TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, providing ongoing portfolio management, financial planning support, and custody services.

Amanda Virella is a Series 66-licensed financial advisor with four years of experience at TD Private Client Wealth LLC and TD Bank N.A. She previously worked at PNC Private Bank and Oppenheimer and Co. Inc. Among her prior roles, she has experience outside the financial industry at firms including Ultra Chemical and Alliance Pest Services. 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 employs strategic and tactical asset allocation across portfolios that include affiliated and third-party investments, offering financial planning, custody, and reporting services through third-party custodians.

Alan Woller is a financial advisor at Oppenheimer with 12 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2016, following two years at Morgan Stanley. Outside of his advisory role, he participates in a monthly networking group focused on fostering business relationships and referrals. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory strategies encompassing equity, balanced, and fixed-income portfolios on both discretionary and non-discretionary bases.

Matthew Alberico is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 registrations. He has 16 years of industry experience, including prior roles at Nylife Securities LLC, New York Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is a partner in a small music label affiliated with his church, where he oversees business functions. 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 offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis and specialized advisory services linked to insurance and annuity products within the New York Life affiliate structure.

Onofrio Cirianni is a financial advisor with Primerica Advisors in Somerville, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long-term roles at Primerica Advisors and The Guardian Life Insurance Company, as well as involvement with International Planning Alliance, LLC and Wood & Anthony, LLC. Outside of advisory work, he is active in consulting through entities such as Planning Alliance Consulting, LLC and The Prosperity Consulting Group, LLC, and serves on The College of NJ Men's Soccer Alumni Advisory Board. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a wide range of retail clients with brokerage and advisory services. The firm offers various proprietary and third-party investment programs, providing both discretionary and non-discretionary account management options.

Renee Archoleka is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and having 28 years of industry experience. She previously worked at Pruco Securities, LLC and Prudential Insurance Company of America for 20 years before joining PNC Investments in 2025. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments and approved model strategies managed or delegated to third parties, focusing on mutual funds and ETFs with annual rebalancing.

William Spinner is a CFP® professional with 34 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC since 2019. He previously worked at Lincoln Financial Advisors Corp. for 16 years. Spinner is also involved in conducting financial seminars through his own business activities. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans via a network of independent advisors. The firm provides discretionary investment management, financial planning, and family office services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, typically following a long-term investment approach.

Tyrone Hutchinson is a financial advisor at GWN Securities Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at GWN Securities since 2017, following prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. In addition to advisory work, he is involved in insurance sales, focusing on life insurance, annuities, and related products to assist clients with retirement planning. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs and model portfolios, including traditional, active, and legacy market-timing strategies.

Svitlana Girone is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Citigroup Global Markets and previously worked at HSBC Bank USA N.A. and HSBC Securities (USA) Inc. She also serves as a referral agent for real estate transactions with Douglas Elliman. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and specialized market roles that differentiate it from peers.

Suresh Somisetty is an advisor at Hornor, Townsend & Kent, LLC with Series 63 and Series 65 licenses. He has prior experience at ICE Data Services and Brooklight Place Securities, and has been with Hornor, Townsend & Kent since 2026. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, with a platform that includes third-party asset managers and various account options.

Steven Barbesh is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 20 years of industry experience and has worked at firms including Guardian Life Insurance Company, Park Avenue Securities, Manning & Napier, and Oppenheimer Funds. Outside of his advisory role, he has worked as a tax preparer with Jackson Hewitt and has experience driving for ride-share services. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm uses a range of investment strategies through proprietary and third-party managers and supports various account features including discretionary management, alternative investments, and securities-based lending.

Azeez Namazi is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been affiliated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent Inc since 2012. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an advisory and broker-dealer platform, managing over $8 billion in discretionary assets with a combination of third-party asset manager relationships and tailored client strategies.

Sandra Zakhary is a financial advisor with &Partners, holding a Series 66 designation and 19 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years before joining &Partners in 2024. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, foundations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a mix of analysis techniques and both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Christopher Trainor is a CFP® professional with 23 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has held previous roles at Raymond James Financial Services and LPL Financial. Trainor serves as a non-profit board member of the Wellington Knolls Property Owners Corporation. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified approach that combines passive and active managers, quantitative, momentum, and fundamental analysis.

Lingyun Yang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Transamerica, Yang has held various roles with multiple insurance and healthcare-related companies since 2022. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, and charitable organizations. The firm offers both advisory and broker-dealer services, combining proprietary and third-party investment models with discretionary and non-discretionary program options.

Justin Siracusa is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northeast Financial Network since 2025. Outside of finance, he is the finance and operations manager for Babysitters R Us LLC, a babysitting services company based in Staten Island, NY. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs proprietary and third-party investment strategies and supports various account-level services, managing approximately $15 billion in regulatory assets under management.