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.

Gregory Napolitano is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with Ameritas and related entities since 2009 and serves as Managing Partner of Strategic Alliance Partners, where he recruits, trains, and develops fixed insurance brokers and agents. He is also president of Independent Financial Solutions, an independent insurance agency focused on fixed insurance and health products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management for variable annuities and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

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.

Daryl Gaskin is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including prior roles at Morgan Stanley, E*TRADE, TD Ameritrade, and Axa Advisors. Eagle Strategies serves a diverse client base ranging from individual investors to institutional and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a primarily non-discretionary asset base.

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.

Baylis Jadamec is a CFP®-certified financial advisor with Kestra Advisory Services, LLC, with three years of industry experience. He has worked at firms including MML Investors Services LLC, MassMutual Life Insurance Company, Merrill, and Bloomberg LP. Outside of advisory work, Jadamec also provides tax preparation services for individuals and businesses and works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients that include sovereign wealth funds and other large institutional investors.

Nicholas Dolce is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 65 and Series 63 licenses and has been with TIAA and its related entities since 2013. 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 account management and serves as adviser to a donor-advised fund within a vertically integrated structure that utilizes affiliated funds.

George O. Shaughnessy is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has been with Commonwealth and affiliated entities since 2017, including prior roles at Reilly Financial Group and F and G Insurance Agency. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and investment management, offering discretionary and customized portfolio solutions.

Nevine George is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has 18 years of industry experience. Her prior work includes roles at Merrill, Primerica Advisors, Axa Advisors, and Ohio National Financial Services. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management to client goals and risk tolerances.

Jennifer Wolman is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch Pierce Fenner and Smith from 2002 to 2019. Wolman has been with Rockefeller Financial since 2019 and also spent time at Rock & Co LLC during that period. 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, operates as a registered broker-dealer, and provides access to alternative investment vehicles and integrated trust and insurance services.

Christian Carr is a financial advisor at PNC Wealth Management in Princeton, NJ, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes positions at J.P. Morgan Securities LLC and Key Investment Services LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithmic questionnaires to recommend investment models, with portfolio implementation delegated to approved third parties.

Robert Fourman is a financial advisor at J. W. Cole Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.W. Cole Advisors since 2019. Beyond his advisory work, Fourman is involved in software training and consulting through roles with Thrive and Major League Sales. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs both fundamental and technical analysis and provides access to multiple investment platforms and third-party advisers.

Jillian Reddell is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience and a Series 66 designation. Her prior work includes roles at Northwestern Mutual Investment Services LLC, Rogel Spencer, and Christopher Slajchert. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent investment adviser representatives who manage portfolios through various programs and approaches while acting as fiduciaries under written advisory agreements.

Alexander Weiner Goldsmith is a Series 66-credentialed advisor with two years of industry experience, currently affiliated with Transamerica Retirement Advisors, LLC. His prior work includes roles at Transamerica Investors Securities, Transamerica Life Insurance Company, Bank of America, Merrill, and LPL Enterprise. He has also been involved with Symmetry Financial Group in a non-variable insurance commission capacity. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed portfolio advice and investment education through multiple programs. The firm employs proprietary software and third-party models to offer personalized asset allocation and retirement guidance, focusing predominantly on non-discretionary investment recommendations.

Nicholas La Torre is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked with Cetera and its related entities since 2024. Prior to his advisory role, he was employed as a data operations specialist at Malecki Financial Group, where he focused on data analysis and financial research. La Torre also served on the Roselle Park Board of Education for seven years and worked at Galloping Hill Golf Course. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various investment program options.

Carolann Hammond is a financial advisor with UBS Financial Services in Princeton, NJ, holding a Series 66 designation and 30 years of industry experience. She has been with UBS since 1991. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and using proprietary research and model-based asset allocations to tailor client plans.

Santo Costa is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has previously worked at DME Capital and Tink Construction LLC, as well as having a background unrelated to finance at Burn the Floor. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Langer is a financial advisor with Equitable Advisors in Marlboro, NJ, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors LLC, since 2008. Outside of his advisory role, he is involved with 818 Enterprises, a non-investment-related business activity. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate advisory programs, often delivered through third-party managers and sponsored platforms.

Zack Warringer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings over 20 years of experience in delivering wealth management strategies to high net worth clients and institutions. In his role, he utilizes the resources of Merrill to provide clients with customized financial solutions tailored to their risk tolerance, time horizon, liquidity needs, and investment goals. Zack holds an associate's degree from the State University of New York at Ulster and a bachelor's degree from Thomas Edison State College. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional career, Zack is married with two daughters. He enjoys golf, volunteering, and spending time with his family.