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.

Tristan Harding is a Series 66-licensed financial advisor with 14 years of industry experience. He has held various roles within PNC, including positions at PNC Bank and PNC Investments, and currently works at PNC Wealth Management in Bridgewater, NJ. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that integrates algorithmic risk assessment and executes investments via approved strategies managed by PNC or third parties.

James Marronaro is a financial advisor with TIAA-CREF in Princeton, NJ. He holds Series 63 and Series 66 credentials and has nine years of industry experience. His prior roles include positions at Small World Wealth Management, Etorō USA Securities, Neuberger Berman BD LLC, and OppenheimerFunds. 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 TIAA-administered employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing discretionary management through various managed account programs.

John Mitsos is a financial advisor at MAI Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at WCG Wealth Advisors, LLC and MML Investors Services, Inc. Mitsos is also involved in fixed insurance sales through Treloar & Heisel, LLC and Massachusetts Mutual Life Insurance Company. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, and institutional clients. The firm offers a range of portfolio strategies implemented through various management models and integrates financial planning and tax services into many client relationships.

Evelyn Rubinstein is a financial advisor at Oppenheimer in Princeton, NJ, holding a Series 66 designation with five years of industry experience. She has been with Oppenheimer since 2019 and previously worked for 15 years at Advocate Primary Care / Derma Laser Centers. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs and services, including strategic and tactical asset allocation, manager selection, and retirement consulting, with both discretionary and non-discretionary management options.

Amira Issa is a financial advisor with TIAA-CREF in Princeton, NJ, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has been with TIAA-CREF since 2015. Outside of her advisory role, she manages two real estate LLCs focused on residential and commercial properties. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm employs a fiduciary standard and provides a range of discretionary management options, including model and customized portfolios.

Randolph Adams II is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Mass Mutual Investors Services. Outside of his advisory role, he is a co-owner of a rental property with non-family members. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management through model and customized portfolios.

Adam Handler is a financial advisor at Centaurus Financial, Inc. with 15 years of industry experience. He holds the Series 66 designation and previously worked at Parkland Securities, Spc, Sigma Financial Corporation, Ic Advisory Services Inc., and The Investment Center Inc. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, using both discretionary and non-discretionary arrangements with a variety of analytical approaches.

Leonard Brodsky is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Commonwealth since 2007 and also operates Leonard Brodsky and Associates Inc., a securities business where he serves as president and sole owner. Additionally, he acts as a trustee for his firm’s defined benefit plan and provides assistance with medical insurance claims for a fee. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including custom portfolio solutions, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources.

George Filepp is a CFP®-certified financial advisor with 34 years of industry experience, currently with GWN Securities Inc. since 2014. He has operated his own tax and accounting service as a sole proprietor since 1973. 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 manages approximately $3.65 billion across over 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options.

George Rusnak is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Wells Fargo Investment Institute, Inc. He has been with Wells Fargo since 2007, including 14 years at Wells Fargo Bank NA and five years at the Investment Institute. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo’s wealth and fiduciary businesses and select external clients. The firm operates through specialized divisions focused on manager research, securities analysis, asset allocation, and portfolio management, offering research and model guidance rather than direct investment discretion.

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.

Wilfred Warrick is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at Pinnacle Financial Service, MPower America, LLC, and World Financial Group, Inc., among others. Outside of advisory work, he assists Medicare-eligible individuals with Medicare plan selection and enrollment. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement its advisory approach through a large network of advisors and multiple program platforms.

Eric Lindstrom is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Prior to joining GWN Securities in 2015, he worked for the Paterson School District for 17 years. Outside of his advisory role, he coaches a youth baseball team as part of the North Jersey Cardinals. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of investment strategies through a large network of advisors.

Jay Patadia is a financial advisor at Hornor, Townsend & Kent, LLC with the PFS™ designation. He has been with Hornor, Townsend & Kent since 2025 and previously operated Veritas Planning Advisors while also working at Veeco Instruments. Outside of advisory services, he provides tax preparation through Veritas Planning Advisors and is involved in insurance brokerage, including sales of Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options and operates as both an SEC-registered adviser and a FINRA-member broker-dealer.

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.

Zoe Torres Lyle is a financial advisor with Janney Montgomery Scott and holds a Series 66 designation. She has eight years of industry experience, including roles at Janney Montgomery Scott and prior work in student affairs at Rutgers University. 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 and provides a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

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.

Michael Stevens is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott and its predecessor firm since 1994. Janney Montgomery Scott LLC is a large dual-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, estates, and institutional clients, and offers a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

Kelly Binkowski is a financial advisor with Commonwealth Financial Network in New Hope, PA, holding a Series 66 designation and with 10 years of industry experience. Prior to joining Commonwealth in 2018, Kelly worked at Leonard Brodsky and Associates, Inc., Bank of America, N.A., and Merrill. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and discretionary model portfolios while maintaining a substantial clearing and custody relationship with National Financial Services LLC.