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 in Princeton, NJ, holding the ChFC® designation with 11 years of industry experience. His professional background includes roles at TD Bank N.A., GWN Securities, Inc., The Prudential Insurance Company of America, and MassMutual. Outside of his advisory work, he is involved in selling Medicare supplements through The Jeff George Agency. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm integrates strategic and tactical asset allocation using both affiliated and third-party sub-managers, with a platform supported by Envestnet and custody services through Pershing.

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.

Percy Mason III is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and PNC Bank. Percy is currently based in Newtown, PA. 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, combining a Private Advisor model with a consolidated investment platform that includes equities, fixed income, and alternatives, and operates as a registered broker-dealer providing placement and investment banking services.

Emil Defeo is a financial advisor at PNC Wealth Management with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses, and has been with PNC investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary account pilot aimed at employees. The firm uses algorithmic risk assessments and delegates portfolio implementation to third-party strategists, focusing on investments primarily in mutual funds and ETFs with annual rebalancing.

Randolph Warren is a financial advisor with GWN Securities Inc. based in Bridgewater, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Vanderbilt Securities, Gitterman Wealth Management, and Triad Advisors. He also maintains a life insurance agent role focused on client needs and solutions. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager introductions. The firm employs a combination of affiliated and unaffiliated sub-advisers and uses model-based allocations incorporating asset allocation and Modern Portfolio Theory, with distinctive use of market-timing and momentum-based strategies in select legacy programs.

Dustin Rudman is a CFP® with 22 years of industry experience, currently affiliated with GWN Securities Inc. since 2018. He previously worked at Mass Mutual Investors Services and MetLife Securities. Outside of his advisory role, he serves as a board member of the Rolling Acres Home Owners Association and is involved in managing fixed annuity and insurance products through Schockproof Insurance LLC. 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 and model portfolios. The firm offers a range of managed-account programs and investment strategies, including legacy market-timing and momentum-based approaches.

Nicholas Luciano is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at TD Bank N.A., Curcio Webb, Bank of America, and Commonwealth Financial Network. He is based in Princeton, NJ. 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 utilizes strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services.

Keith Graham III is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2009. 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 client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Fang Moore is a financial advisor with Transamerica Financial Advisors in Piscataway, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Transamerica in 2019, Moore spent twelve years at Bristol Myers Squibb and is also a licensed health insurance agent and Pennsylvania notary. Moore assists with health insurance enrollment in New Jersey and Pennsylvania. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs. The firm manages approximately $1.66 billion in discretionary assets and operates as both a registered broker-dealer and registered investment adviser.

Andrew Petrone is a financial advisor at Guardian Life with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life since 1997. His outside business activities include the sale of long-term care, health, disability income, and life insurance products outside of Guardian, and he is a 50% member of Petrone Brokerage LLC, which brokers Guardian insurance products. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, access to proprietary and third-party solutions, and a range of integrated operational and lending services.

Michael Hanahan is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has been with PNC Investments LLC since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available to select employees. The firm uses algorithm-driven risk assessments to guide investment strategies executed via approved models, employing mutual funds and ETFs with annual rebalancing.

Christopher Ibrahim is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. He has previously worked at Raymond James Financial Services and Janney Montgomery Scott. Ibrahim is also associated with Ibrahim Wealth Advisory Group, where he contributes significant time as a financial advisor. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm provides financial planning and investment advisory services to individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering both discretionary and non-discretionary portfolio management through a variety of proprietary and third-party solutions.

Karen Donofrio is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds the Series 66 designation and has worked at several firms including Morgan Stanley, E*TRADE Securities LLC, and Prudential Insurance Company of America. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management, employing model portfolios and customized strategies under a fiduciary standard.

Paresh Patel is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

Mark Katzoff is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Janney Montgomery Scott since 2008. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Martin Cecire is a financial advisor with TIAA-CREF in Princeton, NJ, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with TIAA-CREF since 2015. 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. The firm separates one-time planning services from ongoing discretionary portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure that utilizes affiliated funds.

Stacy Salvatore is a financial advisor at TIAA-CREF with 27 years of industry experience. She holds a Series 66 designation and has worked at BlackRock Investment Management and Archer Janney, among other firms. Outside of her advisory role, she teaches group fitness and dance classes at facilities including the Windsor Athletic Club. 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 both point-in-time planning and ongoing discretionary management through various portfolio solutions.

Nicholas Dolce is a financial advisor at TIAA-CREF in Princeton, NJ, holding Series 63 and Series 65 licenses with two years of industry experience. He has worked at TIAA-CREF since 2025 and was previously with Tiaa from 2013, as well as Newport Capital Group, LLC for one year. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management using model or customized portfolios managed under fiduciary standards.

Christian Carr is a financial advisor with PNC Wealth Management based in Princeton, NJ. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC and KeyBank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessments and approved model strategies implemented via mutual funds and ETFs.