Shivani Patel is a financial advisor at TD Private Client Wealth LLC with Series 66 credentials and one year of industry experience. Prior to joining TD, she worked for six years at CIBC and held roles at Sundaram Finance and TD Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a mix of strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Justin Murray is a financial advisor with TD Private Client Wealth LLC in Princeton, NJ, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to his current role, he worked at TD Bank N.A. and has owned an independent music label, Tilla Entertainment, since 2017. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Luander Mccaskill is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with TIAA-CREF and TIAA since 2015. Outside of his advisory work, he owns a single-family home rental property. 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 relationships through TIAA-administered employer retirement plans. The firm offers point-in-time planning services as well as ongoing discretionary management using model and customized portfolios, and it advises the TIAA Donor Advised Fund.

Jose Raposo is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, E*TRADE Capital Management, and TD Ameritrade. His career includes multiple roles in advisory and investment management across well-known financial institutions. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporations, and small retirement plans. The firm’s advisory model distinguishes between one-time financial planning and ongoing discretionary management using model or customized portfolios, operating under a fiduciary standard with disclosed potential conflicts related to affiliated funds and fee structures.

Ka'neda Bullock is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has worked with Clarus Group LLC since 2014. Outside of her advisory role, Bullock has served as a speaker on money management at The College of New Jersey and worked as a business consultant for the college’s Small Business Development Center. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, combining back-office support with discretionary model portfolios and customized investment solutions.

Daniel Quinn is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at TD Ameritrade and Facet. Quinn has worked at TIAA-CREF since 2023. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers discretionary management through model portfolios and customized portfolios, and acts as adviser to a donor-advised fund.

Cassandra Minervini is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 19 years of industry experience. She worked at Merrill from 2002 to 2020 before joining Rockefeller Financial in 2020. 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 a range of portfolio management and financial planning services and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

David Haase is a CFP® professional with 29 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2017. Prior to this, he worked at Legend Equities Corporation for 13 years. Outside of his advisory role, Haase serves as a council member of Faith Lutheran Church and is involved in business consulting. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning solutions. The firm employs a combination of affiliated and unaffiliated sub‑advisers and incorporates both strategic and tactical portfolio approaches.

Joseph Falchetta is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2020. He previously worked at Axa Advisors LLC for eight years. Falchetta is also a part-owner and member of True North Financial Planning, LLC, a private entity involved in securities, advisory, and insurance business activities. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing advisory programs, technology, and operational support. The firm offers a range of investment and wealth management solutions, including discretionary model portfolios and customized advisory programs.

James Bladel is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fahnestock & Co., Inc. since 1992. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs, including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

Mary Lynn Skarzenski is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 license, with five years of industry experience. Prior to joining Private Advisor Group in 2025, she worked with Eagle Strategies and Nylife Securities, and she has been affiliated with New York Life Insurance Company since 2020. Outside of her advisory role, she serves as an assistant basketball coach during the season. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach integrates fiduciary-based advice with access to proprietary and third-party models, utilizing various strategies implemented through technology platforms and external managers.

Craig Adams is a CFP® professional with 22 years of experience in the financial services industry. He is currently associated with United Planners Financial Services of America and also serves as president and co-founder of Central Jersey Professional Partners, a business development and networking organization. His prior experience includes roles at CMA Wealth Management, Grove Point Advisors, Bordentown Letip, and H. Beck, Inc. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial planning, portfolio management, and brokerage solutions through its network of 477 independent advisors.

Kyle Comerford is a CFP® professional with five years of industry experience, currently advising at Rockefeller Financial LLC. His work history includes positions at Merrill and Bank of America before joining Rockefeller, where he has been since 2024. 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 through a Private Advisor model and offers a consolidated investment platform featuring discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Iglika Dimitrova is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and six years of industry experience. She has worked at TD Bank N.A. and Prudential Insurance Company of America, among other prior roles. Outside of finance, Dimitrova owns and directs Dance Passion NJ, LLC, a ballroom dance school. TD Private Client Wealth LLC offers discretionary wrap-fee managed accounts and brokerage services for institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation across affiliated and third-party sub-managers.

Gregory Garyn is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with PNC Investments LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available to select employees. The firm employs algorithmic risk assessment and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.

Whitney Struble is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley, Merrill, Purshe Kaplan Sterling Investments, and QP Wealth Management prior to joining Rockefeller Financial. 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 a broad range of investment management and financial planning services, operating uniquely as both an adviser and a registered broker-dealer with integrated trust, insurance, and asset management capabilities.

David Larocca is a CFP® and Series 65 credentialed financial advisor with 13 years of industry experience. He is currently with Creative Planning, where he has worked since 2018, following six years at RDM Capital Associates. Outside of advisory work, he serves as vice president and member of an LLC involved in a real estate investment business. Creative Planning is a large enterprise advisory firm managing approximately $217 billion in client assets. The firm serves a diverse client base with a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized equity and tax management approaches, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Kenneth Orenstein is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bedrock Investment Advisors and operates Brokerage Consulting, where he advises business owners and federal employees on group health, Medicare benefits, and employee retirement plans. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Elizabeth Espinal is a financial advisor at TIAA-CREF with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, LLC and Santander Securities, LLC. She is based in Princeton, NJ. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides discretionary management through model portfolios and customized solutions, applying a fiduciary standard within a vertically integrated structure that includes affiliated funds.

Jadah Riley is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. Prior to joining Focus Partners, she held roles at Buckingham Strategic Wealth, Francis Financial, RTD Financial, Oppenheimer & Co, Inc, Financial Advisor Magazine, and Allstate Insurance Company. She also serves as treasurer for the Keep it Goins Foundation, a nonprofit providing free pest control services to low-income families. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies, third-party managers, and private funds.