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.

Charles Steege is a CFP® with 29 years of industry experience. He has been with Savant Wealth Management since 2022, previously working for SFG Investment Advisors, Inc. for 26 years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

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.

Martin Byrne is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Financial, Rockefeller & Co LLC, and Rockefeller Capital Management since 2018, following four years at Lincoln Financial Network. 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 combines a Private Advisor model with a consolidated investment platform to provide discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services, including placement and investment banking.

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.

Andrew Stahl is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill from 2019 to 2024 and Springs Window Fashions LLC from 2016 to 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

Philip Morgan Jr. is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 33 years of industry experience. He has worked with Kestra Investment Services, LLC and Principal Life Insurance Co since 2004. Morgan is also the owner of Drake, Lehner & Morgan, LLC, operating registered representative activities and insurance services under a DBA name. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, compliance testing, fiduciary consulting, and plan-level investment advice. The firm serves large institutional investors, including sovereign wealth funds, and offers a range of management platforms and third-party solutions within a supervisory framework.

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.

Keif Samuel is a Series 66-credentialed financial advisor with 14 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Merrill. 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 combines discretionary and non-discretionary portfolio management with broker-dealer services, offering a consolidated investment platform and a Private Advisor model that includes access to third-party managers, wrap-fee programs, and alternative investments.

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.

Robert Van Pelt is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 50 years of industry experience. He has been with Integrity Alliance since 2015 and also owns VAN Consulting Inc, where he provides personal financial tax planning services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, employing various portfolio strategies and utilizing multiple custodial platforms and program sponsors.

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.

Brian Donofry is a financial advisor with Kestra Advisory, holding a Series 63 designation and 29 years of industry experience. He has worked at Kestra Advisory since 2016 and also holds roles with Renaissance Benefit Advisors and Kestra Investment Services. Donofry serves as Senior Vice President of Operations at NFP Executive Benefits, overseeing daily firm operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves diverse clients including large institutional investors and sovereign wealth funds.

Douglas Bailey is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 2012. He has worked at Capital Analysts since 2003. In addition to his advisory role, he is licensed as an insurance broker involved in life, health, and disability insurance sales. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs using both discretionary and non-discretionary strategies managed by an Investment Management & Research team.

William O'Brien is a financial professional with 22 years of industry experience, currently affiliated with GWN Securities Inc. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is a licensed insurance agent involved in life, disability, long-term care, property, and casualty insurance. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm utilizes both affiliated and unaffiliated sub-advisers and employs asset allocation strategies grounded in Modern Portfolio Theory, with a notable use of market-timing and momentum-based trading approaches in select programs.