Steven Mekler is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2010, following prior positions at Morgan Stanley and Citigroup Global Markets. He serves as a board member of the James Madison High School Alumni Association. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs with both discretionary and non-discretionary management, spanning equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

Michael Dilella is a financial professional with 42 years of industry experience, currently affiliated with GWN Securities Inc. since 2017. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities Inc. He is also an independent insurance agent selling property and casualty insurance through Aegis Risk Solutions Group LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals 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 more than 37,000 accounts and offers a range of managed-account programs that include both traditional asset-allocation and legacy market-timing strategies.

Joseph Corcoran is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. His career includes extensive tenure at Avantax Investment Services and related entities, as well as a long-standing role with MS Investment Partners, LLC. He also serves as an administrator of employee benefit plans at MS Administrators, Inc. and has experience as a co-executor of an estate. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm emphasizes diversified allocations through mutual funds and ETFs and provides ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers, leveraging its integration within the larger Cetera network.

Gonzalo Maldonado is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2019, following nine years at TD Bank N.A. prior to that. 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 TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, providing ongoing portfolio management, financial planning support, and custody services.

Amanda Virella is a Series 66-licensed financial advisor with four years of experience at TD Private Client Wealth LLC and TD Bank N.A. She previously worked at PNC Private Bank and Oppenheimer and Co. Inc. Among her prior roles, she has experience outside the financial industry at firms including Ultra Chemical and Alliance Pest Services. 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 clients. The firm employs strategic and tactical asset allocation across portfolios that include affiliated and third-party investments, offering financial planning, custody, and reporting services through third-party custodians.

Alan Woller is a financial advisor at Oppenheimer with 12 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2016, following two years at Morgan Stanley. Outside of his advisory role, he participates in a monthly networking group focused on fostering business relationships and referrals. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory strategies encompassing equity, balanced, and fixed-income portfolios on both discretionary and non-discretionary bases.

Matthew Alberico is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 registrations. He has 16 years of industry experience, including prior roles at Nylife Securities LLC, New York Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is a partner in a small music label affiliated with his church, where he oversees business functions. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis and specialized advisory services linked to insurance and annuity products within the New York Life affiliate structure.

Onofrio Cirianni is a financial advisor with Primerica Advisors in Somerville, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long-term roles at Primerica Advisors and The Guardian Life Insurance Company, as well as involvement with International Planning Alliance, LLC and Wood & Anthony, LLC. Outside of advisory work, he is active in consulting through entities such as Planning Alliance Consulting, LLC and The Prosperity Consulting Group, LLC, and serves on The College of NJ Men's Soccer Alumni Advisory Board. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a wide range of retail clients with brokerage and advisory services. The firm offers various proprietary and third-party investment programs, providing both discretionary and non-discretionary account management options.

Renee Archoleka is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and having 28 years of industry experience. She previously worked at Pruco Securities, LLC and Prudential Insurance Company of America for 20 years before joining PNC Investments in 2025. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments and approved model strategies managed or delegated to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Tyrone Hutchinson is a financial advisor at GWN Securities Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at GWN Securities since 2017, following prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. In addition to advisory work, he is involved in insurance sales, focusing on life insurance, annuities, and related products to assist clients with retirement planning. 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. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs and model portfolios, including traditional, active, and legacy market-timing strategies.

Suresh Somisetty is an advisor at Hornor, Townsend & Kent, LLC with Series 63 and Series 65 licenses. He has prior experience at ICE Data Services and Brooklight Place Securities, and has been with Hornor, Townsend & Kent since 2026. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, with a platform that includes third-party asset managers and various account options.

Azeez Namazi is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been affiliated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent Inc since 2012. 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 operates as both an advisory and broker-dealer platform, managing over $8 billion in discretionary assets with a combination of third-party asset manager relationships and tailored client strategies.

Sandra Zakhary is a financial advisor with &Partners, holding a Series 66 designation and 19 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years before joining &Partners in 2024. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, foundations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a mix of analysis techniques and both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Nicholas Albuquerque is a CFP® professional with one year of experience, currently advising at Wealth Enhancement Advisory Services, LLC. He has been associated with Wealth Enhancement Group since 2022 and previously worked at Candiotti's Tomato Pie Cafe for six years. 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, discretionary and non-discretionary asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Jonas Merk is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 designations and 25 years of industry experience. His prior roles include positions at Ascensus and Nationwide Investment Services Corporation. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, applying tax-aware strategies and Monte Carlo simulations for retirement income planning.

Christopher Trainor is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Raymond James Financial Services and LPL Financial among other firms. He serves as a board member of the Wellington Knolls Property Owners Corporation, a nonprofit organization. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individual, high-net-worth, corporate, and retirement plan clients. The firm manages over $122 billion in assets and uses a diversified investment approach combining passive and active managers supported by quantitative, momentum, and fundamental analysis.

Lingyun Yang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Transamerica, Yang has held various roles with multiple insurance and healthcare-related companies since 2022. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, and charitable organizations. The firm offers both advisory and broker-dealer services, combining proprietary and third-party investment models with discretionary and non-discretionary program options.

Robert Zimmerman is a financial advisor with Cerity Partners LLC in Westfield, NJ, holding a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners, he spent four years at Loyola University and four years at St. Joseph High School. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities.

Usha Krishnakumar is a financial advisor with Eagle Strategies (NY Life) in Edison, NJ, holding a Series 66 designation and bringing 21 years of industry experience. She has worked with Eagle Strategies since 2011 and has been associated with New York Life Insurance Co. and Nylife Securities since 2008 and 2005, respectively. Outside of her advisory role, Krishnakumar is involved in multiple nonprofit and community organizations focused on education, cultural activities, and entrepreneurship, including serving as a trustee for Gift A Future International and board member of Englishkadhavu. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types and manages a significant portion of its assets on a non-discretionary basis, operating within an integrated structure affiliated with New York Life.

Gerald Faller is a CFP® with 41 years of industry experience, currently serving as an advisor at Lincoln Investment Planning Inc since 2008. He is a partner at The Faller Company LLC, which is involved in the sales and service of life insurance. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team and various third-party managers.