Sean Greaves is a financial advisor with GWN Securities Inc. holding a Series 66 credential and three years of industry experience. His prior roles include positions at Cetera, UBS Financial Services, and Northwestern Mutual. Outside of finance, he owns HTR Cards, a business focused on buying and selling sports cards and memorabilia through online platforms and live shows. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, employing a combination of sub-advisers and model-based allocations that incorporate asset allocation and Modern Portfolio Theory. The firm is known for its use of tactical market-timing and momentum-based strategies within select legacy programs.

Angela Lestrade is a financial advisor with TIAA-CREF in Iselin, NJ, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. She worked at Morgan Stanley for nine years before joining TIAA-CREF in 2019. TIAA-CREF Individual & Institutional Services, LLC offers 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 provides both point-in-time financial planning and ongoing portfolio management through model and customized portfolios within a vertically integrated advisory structure.

Justin Heaslip is a financial advisor with GWN Securities Inc. based in Bridgewater, NJ, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He previously worked at Royal Alliance from 2015 to 2018 before joining Valic Financial Advisors in 2018. Outside of his advisory role, he has provided consulting support for a family catering and event business in Stamford, CT. 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 more than 37,000 client accounts and employs a range of investment strategies including traditional asset allocation and legacy market-timing and momentum-based approaches.

Aditya Krishnaswamy is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 66 designation. He joined the firm in 2026 and has prior experience at Penn Mutual Life Insurance Company and SAP. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Youjun Liu is a financial advisor with Eagle Strategies (NY Life) in Edison, NJ. He holds the ChFC® designation and Series 63 license, with 10 years of industry experience. His work history includes roles at NYLIFE Securities LLC since 2016 and New York Life Insurance Company since 2013. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis.

Daniel Thurm is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently with Primerica Advisors and has also been associated with Guardian Life Insurance Company since 2006. Thurm operates Comprehensive Wealth Strategies, LLC, a related investment business. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, offering various proprietary and third-party investment programs alongside financial and retirement planning.

Viresh Bawa is a financial advisor at Integrity Alliance, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Brokers International Financial Services and MetLife. Outside of his advisory role, he serves as president of two financial planning and insurance-related businesses and works as an associate director focusing on actuarial model development and quantitative analysis. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers comprehensive asset management, financial planning, and retirement consulting using both advisor-managed and model-based portfolios across various investment strategies and platforms.

Hui Liang Lee is a financial advisor with Primerica Advisors who holds Series 63 and Series 66 licenses and has 20 years of industry experience. Lee has worked extensively with Park Avenue Securities and Guardian Life Insurance Company over the past decade. Outside of advisory activities, Lee consults on Bank Owned Life Insurance (BOLI) in partnership with Protective Financial and Insurance Services. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types and supporting lending and tax-efficient features.

Michael Bernstein is a financial advisor with TIAA-CREF in Princeton, NJ, holding a Series 66 designation and 10 years of industry experience. He has worked at TIAA-CREF since 2017 and has prior experience with Pruco Securities, The Prudential Insurance Company of America, Mass Mutual Investors Services, and MSI Financial Services. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm’s advisory approach distinguishes between one-time financial planning and ongoing discretionary management that includes model and customized portfolios.

Brittany Woo is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following three years at AllianceBernstein. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant services.

Matthew Carey is a financial advisor with Oppenheimer in Princeton, NJ, holding a Series 66 designation and six years of industry experience. He has worked at Oppenheimer since 2019 and previously held positions at Cognivue Inc. and Ithaca College. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment products tailored to client objectives.

Ujwala Kale is a financial advisor at PNC Wealth Management with nine years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Wells Fargo Bank and Santander Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discreet online discretionary account pilot available to select employees. The firm employs algorithm-driven model selection and uses approved mutual funds and ETFs for portfolio implementation.

Andrew Booth is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Securities, Cetera, Invest Financial Corp., and Investors Bank. Outside of his advisory role, he is also a financial representative involved in life insurance sales and financial services under the DBA ABMM Financial. 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 supports a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Edward Barrett is a financial advisor at Hornor, Townsend & Kent, LLC with 36 years of industry experience. He holds a Series 63 designation and has worked at Penn Mutual Life Insurance Co and National Life Insurance Co, among other firms. Barrett is also the managing partner of a multi-line insurance brokerage, 1847Financial, where he oversees recruitment, sales, and servicing of various insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm combines advisory services with broker-dealer capabilities, offering both discretionary and non-discretionary account options supported by third-party asset manager relationships.

Roger Greff is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, Pruco Securities, LLC, and The Prudential Insurance Company of America. He also serves as a sales manager for multi-line insurance at Primary Financial and 1847 Financial, managing insurance sales and service for multiple carriers including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform combining advisory and broker-dealer services with substantial assets under management and utilizes third-party asset managers to tailor client portfolio strategies.

Daniel Bremen is a financial advisor with TD Private Client Wealth LLC in Princeton, NJ. He holds the Series 63 and Series 65 licenses and has 15 years of industry experience. His work history includes roles at TD Bank N.A. and PNC Bank, where he has been employed since 2012. 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 constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Roger Healy is a CFP® credentialed financial advisor at Creative Planning with eight years of industry experience. He previously worked at Hibernian Financial Planning, LLC and Global Family Advisers, LLC. Healy also teaches business courses at New York University and serves as a director for the New Jersey Society of Enrolled Agents. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental options and vertically integrated affiliated businesses.

Richard Rosa is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at LPL Financial and AXA Advisors and spent a year at Montclair State University prior to entering the financial sector. Rosa is based in Somerset, NJ. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives and access to third-party asset managers and model portfolios.

Sean Sullivan is a financial advisor at PNC Wealth Management in Bridgewater, NJ, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at PNC Bank and GNC Live Well. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and third-party managed investment strategies.

William Brown III is a financial advisor with TIAA-CREF and holds a Series 66 designation. He has 19 years of industry experience and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm also acts as adviser to a donor-advised fund and offers both model and customized portfolio management within a vertically integrated structure.