Kristian Lehner is a financial advisor with Kestra Advisory who holds the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2004. Outside of his advisory work, Lehner serves as the treasurer for Immanuel Presbyterian Church, handling bookkeeping and banking functions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Shabana Mosiello is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 licenses and five years of industry experience. She has been with TD Private Client Wealth LLC since 2020 and has worked with TD Bank N.A. since 2015. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Jamil Barnes is a financial advisor with Eagle Strategies (NY Life) based in Princeton, NJ, holding Series 65 and Series 63 licenses and eight years of industry experience. He has been with Eagle Strategies since 2019 and previously worked at TD Bank from 2016 to 2018. Barnes serves as a board member of the housing board for condos in Lawrenceville, NJ. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm offers various program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis and a focus on fiduciary responsibilities in retirement plan consulting.

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.

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 in Princeton, NJ, holding Series 63 and Series 65 licenses with 17 years of industry experience. She has been with TIAA-CREF and its affiliated entities since 2011, including a brief tenure at Hightower Advisors in 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a fiduciary advisory model that separates point-in-time planning from ongoing management and serves as adviser to the TIAA Donor Advised Fund.

Kathleen Zelenka is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney since 2018, previously spending six years at Stifel Nicolaus & Co Inc. Outside of her advisory role, she serves as a board member for the Cedar Hollow Condominium Association. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

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.

Damon Campbell is a financial advisor at Steward Partners Investment Advisory, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Lincoln Financial Advisors and OSAIC. Steward Partners Investment Advisory is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account services.

Dawn Wyatt is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill Lynch. 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 portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Norman Mielziner is a financial advisor at Janney Montgomery Scott with 56 years of industry experience. He has been with Janney Montgomery Scott and its predecessor entities since 1969 and holds a Series 63 designation. 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 clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.

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.

Evan Potash is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at TIAA-CREF since 2017. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Bank NA from 2013 to 2017. 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 employer retirement plan relationships. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering both model and customized portfolio options within a vertically integrated advisory model.

Daniel Hogan is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and three years of industry experience. Prior to joining Janney Montgomery Scott in 2025, he worked at Equitable Advisors for two years. Outside of his advisory role, he has been involved with Soccer Shots and the USSF Soccer Federation. Janney Montgomery Scott 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, estates, corporations, retirement plans, charities, and municipalities, offering brokerage, financial planning, consulting, and various advisory programs.

Tracey Huegler is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds the Series 66 designation and has worked at both JRB Wealth Management and Commonwealth Financial Network since 2019. Huegler also spends a portion of her time in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of managed-account programs, access to third-party asset managers, and comprehensive adviser support services.

Michael Weckenman is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2006. He participates as a member of the Investment Advisory Committee for the Sisters of St. Basil the Great, assisting with their investment decisions. Janney Montgomery Scott 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, and institutions, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Shannon Burke is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and based in Princeton, NJ. Burke has been with TD Private Client Wealth LLC since 2026 and has prior work experience spanning roles at TD Bank N.A., Katrina Dimiele LLC, and Target, with no years of industry experience listed. 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 TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Kristin Klein is a financial advisor at TIAA-CREF with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2014. Outside of her advisory role, she serves as Vice President of Finance and Co-Treasurer for the PTA at St. Mary Academy, where she coordinates fundraising events and participates in board activities. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time financial planning from ongoing portfolio management, offering both model-based and customized investment solutions.