Christian Becerra is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Penn Mutual Life Insurance Company and AXA Advisors LLC. Becerra is a trustee on the board of the nonprofit Women Rising. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning. The firm offers a combination of advisory and broker-dealer services, managing over $8 billion in discretionary assets as of the end of 2025.

John Foran is a CFP® with 18 years of experience in financial advising. He is currently affiliated with Carson Wealth and has previously worked at LPL Financial, Raymond James Financial Services, and operated his own advisory firms. He is also involved in teaching through Financial Network Educators. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and offering tailored solutions such as custom indexing and access to alternative investments.

Yinan Xiao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 registrations, and has 21 years of industry experience. Xiao has worked at Transamerica Financial Advisors since 2012 and has held roles at several firms including Fidelity Service LLC and Century 200 Group, LLC. Outside of advising, Xiao is involved with Union Synergy as an owner and administrator and provides estate planning services through LSPN Pro, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Christopher Nichols is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Hornor, Townsend & Kent in various capacities since 2006 and concurrently works with Penn Mutual Life Insurance since 2018. Nichols is also involved in insurance brokerage through several entities, including roles as an agent and proprietor in multi-line and life insurance sales. Hornor, Townsend & Kent serves a broad client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting, combining advisory and broker-dealer services with third-party asset manager relationships and a dual registration as an SEC-registered adviser and FINRA-member broker-dealer.

Nicole Gould is a CFP® professional with 19 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Asset Management, LLC and Classic Capital, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Karen Creel is a financial advisor with TLG Advisors, Inc. in Summit, NJ, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at First Republic Securities Company, LLC, Rockefeller Financial LLC, and MetLife Investment Distributors Company. She currently serves as Head of Wealth Structuring at Sequent (Florida) LLC. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection approach grounded in fundamental analysis and Modern Portfolio Theory, offering portfolio management, financial planning, and fiduciary services through a network of independent advisors and sub-advisors.

Jonathan Gerrard is a financial advisor with TLG Advisors, Inc. based in Summit, NJ. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Gerrard Advisors LLC, The Leaders Group, Douglas Gerrard, TIAA-CREF, Merrill, and Penn Mutual Life Insurance Company. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension plans, and other institutional investors. The firm offers investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, using manager selection and ongoing monitoring grounded in fundamental analysis and Modern Portfolio Theory.

Bradley Hampton is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 credentials and has seven years of industry experience. He has been with Bankers Life Advisory Services since 2020 and is also an insurance agent for Bankers Life and Casualty, selling life insurance, health insurance, and annuity products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Edwin Colvin Jr. is a financial advisor with Tlg Advisors, Inc. and holds the Series 63 and Series 65 licenses, with 41 years of industry experience. He has been associated with Capitas Financial LLC and The Leaders Group, Inc. since 2009. Outside of his advisory roles, he is a partner and agent at Pinnacle Group, which supports life insurance and annuity brokerage services. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and comprehensive financial planning, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory.

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.

Mark Gori is a Series 66-licensed advisor with six years of industry experience. He is currently affiliated with TLG Advisors, Inc. and The Leaders Group Inc. Prior to these roles, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. TLG Advisors, Inc. serves a diversified client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both advisor-managed and direct-to-consumer investment programs.

Brian Flynn is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Hightower Advisors, where he has worked since 2026. Prior to this, he held roles at Journey Strategic Wealth LLC, Magnus Financial Group, Purshe Kaplan Sterling Investments, Inc., and Dynasty Wealth Management, LLC. Flynn is also an independent insurance broker, dedicating less than 10% of his business hours to this activity. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and diversified portfolio construction.

Julie Sumitomo is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. She has 18 years of industry experience and has previously worked at Santander Securities, LLC and Santander Bank, NA. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, providing ongoing portfolio management and financial planning support.

Alan Mendlowitz is a financial advisor at GWN Securities Inc. with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at GWN Securities since 2017, following roles at PRUCO Securities, LLC and The Prudential Insurance Company of America. Outside of his advisory work, he is involved in property and casualty insurance through several agencies, including serving as president of Wise Men Insurance Services, Inc. and Amass Wealth LLC. GWN Securities provides investment advisory and related services to individual and corporate clients through a range of managed account programs, financial planning, and access to third-party managers. The firm employs a mix of discretionary portfolio management, model portfolios, and technology-enabled platforms, and is noted for its use of market-timing and momentum-based strategies in certain legacy programs.

Kevin Barry is a CFP® professional with 37 years of industry experience, currently serving at GWN Securities Inc. since 2020. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and CitiStreet. He is also involved in insurance sales, focusing on life, long-term care, and disability insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers for individuals and business clients. The firm supports a network of approximately 423 advisors and manages around $3.65 billion across more than 37,000 accounts, delivering advice through various managed-account programs and model portfolios.

Arshad Awan is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with TD Bank and its affiliated entities since 2014. Awan also serves as a FINRA non-public arbitrator. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic asset allocation and investments from both affiliated and third-party managers.

Jared Gostanczik is a CFP® and ChFC® credentialed advisor with 24 years of industry experience. He is currently affiliated with TLG Advisors, Inc. and has worked at firms including Purshe Kaplan Sterling Investments and The Leaders Group, Inc. Jared also oversees internal sales at Bonsai LLC. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm offers investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, with an investment approach centered on manager selection, fundamental analysis, and Modern Portfolio Theory.

Adelaide Agyemang is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with NYLIFE Securities LLC and Carnegie Mellon University. Outside of her advisory role, she maintains an artist website showcasing her visual and written art and volunteers with the Carnegie Mellon University Alumni Association Board and the NAACP. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a significant focus on retirement investors and institutional plan sponsors.

Delia Mezzina is a CFP®-certified financial advisor with seven years of industry experience, currently with Beacon Pointe Advisors, LLC. Her prior experience includes roles at Zoe Financial, Fidelity Brokerage Services, and Legg Mason. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, and offers proprietary private funds alongside comprehensive performance reporting and analytics.

Michael Stanley Jr. is a financial advisor at &Partners with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Merrill, Triad Advisors, Inc., and Prestige Wealth Management. &Partners 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 retirement-plan consulting using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.