Daniel Mulligan is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Commonwealth Financial Network, Preferred Financial Partners, Hightower, Bank of America, Merrill, and Hennion & Walsh. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients including large institutional investors and sovereign wealth funds.

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.

Chris Schiffer is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. His prior experience includes six years at AEPG Wealth Strategies. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Morgan Castner is a CFP® with 16 years of industry experience. He has worked at \u0026Partners since 2026 and previously spent 16 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. \u0026Partners 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 ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Katie Scholl is a financial advisor at &Partners with 11 years of industry experience. She holds the Series 66 designation and has worked at &Partners since 2024, following eight years at Wells Fargo Clearing and four years at Wells Fargo Advisors, LLC. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies, employing fundamental, technical, and quantitative analysis.

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.

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.

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.

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 and one year of industry experience. He previously worked at Veritas Planning Advisors and Veeco Instruments. Outside of advisory work, he owns a tax preparation business and is active in insurance brokerage, focusing on life insurance products. 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 combines advisory and broker-dealer services and manages over $8 billion in discretionary assets.

Jacob Kovar is a CFP® professional with one year of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Northwestern Mutual and Bleakley Financial Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

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.

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.

Lawrence Ennis is a financial advisor at Janney Montgomery Scott with 49 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott in various roles since 2009. Outside of his advisory work, Ennis serves as Secretary and Treasurer for the North Jersey Cardinals, a youth baseball organization for players aged 14-18. Janney Montgomery Scott is a large 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, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services through a variety of managed account programs.

Yong Lin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes roles at Aetna, Emerson Reid, and Wfgia, alongside his longstanding position at Transamerica Financial Advisors. He is also the owner of Lin Family Dynasty Inc. Outside of investment advisory, Lin assists clients with health insurance enrollment through affiliated firms. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to deliver advisory services through a large network of advisors and multiple program platforms.