Max Kaplan is a financial advisor at &PARTNERS with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing from 2021 to 2024. Kaplan began his career after graduating from Indiana University in 2021. &PARTNERS serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party manager solutions through the Envestnet platform.

David Sebastian is a financial advisor at Kestra Advisory with 26 years of industry experience. He holds the Series 66 designation and has been involved with Kestra Advisory since 2016. Sebastian is also the president and owner of Sebastian Wealth Management Group, LLC, where he focuses on comprehensive wealth management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including large institutional investors and sovereign wealth funds.

Philip Prasad is a financial advisor at SPC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC since 2006. His prior work includes roles at Sigma Financial Corporation and Banc Of America Investment Services, Inc. He also maintains various insurance appointments through multiple companies. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisors managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management tailored to client needs.

John Palmeri is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 11 years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance, Mass Mutual Investors Services, and MetLife Securities. Outside of his advisory role, Palmeri owns MJJ Billiards LLC, a pool hall, game room, and bar in Staten Island, NY. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering brokerage and advisory services alongside financial and retirement planning. The firm utilizes a combination of proprietary and third-party investment strategies and supports a range of account-level services and lending solutions.

Ka Lee is a financial advisor at Transamerica Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Transamerica Financial Advisors since 2012. Outside of advising, he is the owner-member of Apex Consulting Services, a business involved in the import-export of goods. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party managers. The firm operates as both a registered broker-dealer and RIA, providing a range of investment programs with discretionary and non-discretionary options.

Diego Correa is a financial advisor at Hornor, Townsend & Kent, LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Penn Mutual Life Insurance Company and MassMutual. Correa is also the proprietor of DAC Financial, a multi-line insurance brokerage, and is involved in financial planning with a focus on advising attorneys through an affiliated entity. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes advisory programs, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary account options and operates as both an SEC-registered adviser and FINRA-member broker-dealer.

Omar Olivieri is a Chartered Financial Consultant (ChFC®) with 12 years of industry experience. He is currently with PNC Wealth Management and has held prior roles at Santander Securities, Santander Bank, Lovesac, and J.P. Morgan Chase Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account that uses algorithmic risk assessment and employs third-party strategists to manage investments via mutual funds and ETFs.

Dennis Huergo is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and ChFC® designations and seven years of industry experience. His prior roles include positions at Altfest Personal Wealth Management, Facet Wealth, and New York Life. He also serves as an adjunct professor at Seton Hall University’s Stillman School of Business, teaching the CFP curriculum to undergraduates. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, guided by an internal Investment Committee and supported by quantitative and fundamental research.

Andrea Perrone is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including HSBC Bank USA National Association and Arive Capital Markets before joining Citigroup in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Maryann Sciara is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at Valic Financial Advisors since 2015 and also holds a role as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Alexander Williams Jr. is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Fidelity Investments, Wells Fargo, Lincoln Investment, and The Vanguard Group. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, using a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers.

Roger Marvinney is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with PNC Investments LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs.

Stephen Derosa is a financial advisor with GWN Securities Inc. in Watchung, NJ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, he serves as Vice President of Jost Financial, a registered investment advisory firm, where he focuses on client relationships and marketing. 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 about 423 advisors and manages approximately $3.65 billion across more than 37,000 accounts, offering a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Nina Talao Pazymino is a financial advisor with Empower Advisory Group in Bayonne, NJ, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at GWFS Equities, Prudential Investment Management Services, The Prudential Insurance Company of America, and Pruco Securities. She also serves as the Religious Education Director at St. Henry Roman Catholic Church, where she assists in managing and implementing religious education programs. 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 select retail brokerage clients, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms.

Patricia Reilly is a financial advisor with Primerica Advisors based in Hillsborough, NJ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2015. 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 both brokerage and advisory services, financial planning, and business consulting, utilizing a mix of proprietary and third-party investment strategies across various account types.

Nathaniel Siegel is a financial advisor with TLG Advisors, Inc. He holds Series 65 and Series 63 licenses and has 13 years of experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He also serves as Senior Vice President and Director of Executive Benefits at Vanbridge, an EPIC company. 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 manager selection and monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, offering both advisor-managed and digital investment programs.

William Wright is a CFP® with 41 years of industry experience. He is currently affiliated with TLG Advisors, Inc. and has previously worked at Allegis Advisor Group, VOYA Financial Advisors, and Financial Professionals Group. Outside of his advisory role, he is involved in business development and insurance sales activities, including work with eldercare referral services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Virendra Tavathia is a financial advisor with Hornor, Townsend & Kent, LLC, holding the Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Woodbury Financial Services, and Questar Capital Corporation. He is also the managing owner and independent insurance agent of Amogh Associates LLC, where he provides life, health, and property insurance products. 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 combines advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Scott Silver is a financial advisor at Lido with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Fountainhead Asset Management and Fountainhead Capital Management. Silver serves as a finance trustee of the Reeves-Reed Arboretum in Summit, NJ. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach with diversification across multiple asset classes and offers discretionary management alongside access to third-party managers and sub-advisers.

Leena Gupta is a financial advisor with Transamerica Financial Advisors holding Series 63, 65, and 66 registrations and four years of industry experience. She has worked at Transamerica Financial Advisors since 2023 and maintains a long-term role as a high school math teacher with the Jersey City Board of Education. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with proprietary and third-party model portfolios, operating as both a registered broker-dealer and registered investment adviser.