Jamil Barnes is a financial advisor with Eagle Strategies (New York Life) based in Princeton, NJ. He holds Series 63 and Series 65 licenses and has eight years of industry experience, including prior work with TD Bank. Barnes serves as a board member on a local condominium housing board. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs with an emphasis on tailored recommendations and manages the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Devin Dmitrzak is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and with five years of industry experience. He has been with TD Private Client Wealth LLC since 2020 and has prior experience at TD Bank N.A. dating back to 2015. Outside of his advisory role, he engages in a personal collectible hobby involving the buying and selling of toys, LEGO, and other collectibles on weekends. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a blend of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios, offering comprehensive financial planning, custody, and reporting services.

Bradley Hampton is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at multiple affiliated entities within the Bankers Life network since 2016 and was previously employed at Future Payment Technologies. Hampton is also licensed as an insurance agent with Bankers Life and Casualty, where he sells life, health, and annuity insurance products. 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 services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Frank Stuart is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and bringing 25 years of industry experience. He previously worked at Lincoln Financial Advisors Corp. from 2003 to 2019 before joining Integrated Wealth Concepts and LPL Financial in 2019. Stuart is involved in conducting investment-related seminars through Financial Educators Network LLC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios that utilize mutual funds, ETFs, individual equities, and fixed income.

Haibo Liang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses. He has one year of industry experience and a background that includes entrepreneurial work in photonics and managing residential rental properties. Transamerica Financial Advisors serves a diverse client base with both advisory and broker‑dealer services, offering proprietary and third‑party model portfolios and managing approximately $2.1 billion in client assets as of the end of 2025.

Janet Burnett is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining TIAA-CREF in 2017, she worked at Bank of America and Merrill Lynch Pierce Fenner & Smith Incorporated from 2012 to 2017. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management under a fiduciary standard.

Vladimir Vinokurov is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo, Citigroup, Merrill, Bank of America, and Santander. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Sharon Lolk is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and affiliated entities since 2011, with prior experience at Biondo Investment Advisors LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various institutional clients. The firm combines point-in-time planning services with ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Michael Ahearn is a financial advisor at TD Private Client Wealth LLC in Princeton, NJ, holding Series 63 and Series 65 licenses with six years of industry experience. He has been with TD Bank and its affiliates since 2014. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm employs a combination of strategic and tactical asset allocation through both affiliated and third-party managers, delivering portfolio management, financial planning support, and custody services.

Anthony Condina is a financial advisor with Eagle Strategies (New York Life) based in Edison, NJ. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his advisory career, he worked for the U.S. Postal Service for 14 years. Eagle Strategies serves a diverse client base that includes individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm operates through a broad network of advisers and offers tailored solutions across multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Alan Mendlowitz is a financial advisor at GWN Securities Inc. with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at GWN Securities since 2017, following roles at PRUCO Securities, LLC and The Prudential Insurance Company of America. Outside of his advisory work, he is involved in property and casualty insurance through several agencies, including serving as president of Wise Men Insurance Services, Inc. and Amass Wealth LLC. GWN Securities provides investment advisory and related services to individual and corporate clients through a range of managed account programs, financial planning, and access to third-party managers. The firm employs a mix of discretionary portfolio management, model portfolios, and technology-enabled platforms, and is noted for its use of market-timing and momentum-based strategies in certain legacy programs.

Kevin Barry is a CFP® professional with 37 years of industry experience, currently serving at GWN Securities Inc. since 2020. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and CitiStreet. He is also involved in insurance sales, focusing on life, long-term care, and disability insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers for individuals and business clients. The firm supports a network of approximately 423 advisors and manages around $3.65 billion across more than 37,000 accounts, delivering advice through various managed-account programs and model portfolios.

Adelaide Agyemang is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with NYLIFE Securities LLC and Carnegie Mellon University. Outside of her advisory role, she maintains an artist website showcasing her visual and written art and volunteers with the Carnegie Mellon University Alumni Association Board and the NAACP. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a significant focus on retirement investors and institutional plan sponsors.

Michael Stanley Jr. is a financial advisor at &Partners with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Merrill, Triad Advisors, Inc., and Prestige Wealth Management. &Partners serves a diverse range of clients including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Ericka Towe is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and is also involved in several other ventures including entertainment, health insurance, and business training. Outside of her advisory role, she performs comedy in clubs during non-business hours. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, managing approximately $1.66 billion in discretionary assets as of the end of 2025.

Michael Macri is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, discretionary model account available via an invitation-only employee pilot. The firm utilizes algorithmic questionnaires to recommend investment strategies implemented through mutual funds and ETFs, with portfolio management delegated to third parties.

Neil Renner is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds the CFP® and ChFC® designations and has 24 years of industry experience. His prior work includes roles at Commonwealth Financial Network, J.P. Morgan Securities, and Mass Mutual Investors Services. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets under management held on a non-discretionary basis.

Robert Ibrahim is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His career includes positions at Raymond James Financial Services, Janney Montgomery Scott, Wells Fargo Clearing, Banc of America Investment Services, and Merrill. Outside of his advisory role, he is an author working on a book about his life and career and serves on the advisory board of the CFO Leadership Council. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets, serving a range of clients including high-net-worth individuals, corporations, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management through various proprietary and third-party solutions, combined with financial planning, pension consulting, and managed account services.

Mario Meola is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 24 years of industry experience. He has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2010, following a prior role at Equitable Advisors from 2003 to 2010. Outside of his advisory work, he owns and operates a multi-line insurance business, Chimney Rock Financial, focusing on insurance sales and service for multiple carriers including Penn Mutual. 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 provides both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Griffin Mcparland is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs AYCO Personal Financial Management. Outside of advisory work, he is involved in a financial services and insurance business under a DBA. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and access to third-party managers. The firm utilizes a variety of discretionary and model-based portfolio strategies, including market-timing and momentum-based approaches in select legacy programs.