Geraldine Raymond is a CFP®-certified financial advisor with 26 years of industry experience. She is currently affiliated with Commonwealth Financial Network and KBC Financial Services, Inc., having previously worked at Blackrock Investments, Inc., Merrill Lynch, and Princeton Funds Distributor, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, and compliance support to affiliated advisors.

Mark Devine is a financial advisor at TD Private Client Wealth LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Citigroup, LPL Financial, New York Community Bank, and the Internal Revenue Service. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services.

Jason Mims is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has additional experience as president of Mims Painting Inc., a painting contracting business he has overseen since 2011. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm features a predominantly non-discretionary asset management approach and offers access to alternative investments, lending, and cash-management solutions.

Lawrence Rubinstein is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co., Inc. since 1988. Rubinstein serves as co-trustee of the Gelbman Family Irrevocable Trust dated November 21, 2025. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a range of investment management programs, consulting, and retirement services, employing strategic and tactical asset allocation alongside manager selection and various investment strategies.

Srikanth Pratapa is a financial advisor with PNC Wealth Management in Princeton, NJ, holding a Series 66 designation and 21 years of industry experience. He has been with PNC Investments and affiliated entities since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot for employees. The firm employs algorithm-driven risk assessment and portfolio management with approved model strategies implemented via mutual funds and ETFs.

Frank Mc Donnell III is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Merrill from 2016 to 2023 before joining Steward Partners in 2023. Outside of his advisory work, he serves as a board member of the Hopewell Valley Educational Foundation, a nonprofit supporting local public schools. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of advisory and financial planning services.

Robert Rooyakkers is a CFA® charterholder with 28 years of industry experience. He is currently affiliated with Empower Advisory Group and has held positions at GWFS Equities, Inc. and Prudential Investment Management Services. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within plan lineups selected by plan sponsors.

Arjun Kapoor is a CFA® charterholder with nine years of industry experience. He currently works at Primerica Advisors and has held prior roles at Park Avenue Securities, Guardian Life Insurance Company, Iconiq Capital, Goldman Sachs & Co., IDB Capital Corp., and Israel Discount Bank of New York. Kapoor is also a co-owner of Jersey Ventures LLC. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting, employing a range of proprietary and third-party investment strategies across various account types.

Thomas Seger is a CFP® professional with 25 years of experience in the financial services industry. He has worked at Janney Montgomery Scott since 2020 and spent 16 years with Raymond James & Associates prior to that. Seger holds Series 63 and Series 66 licenses and is based in Yardley, PA. 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 client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Melanie Schott is a financial advisor with Commonwealth Financial Network in Langhorne, PA, holding a Series 66 designation and seven years of industry experience. She has worked at CURO Wealth Management and Private Advisor Group, LLC, and previously spent twelve years at Conair Corporation. In addition to her advisory role, she is involved in fixed insurance sales as an agent. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with back-office support including operations, trading, technology, compliance, and practice management. The firm offers various investment program structures and discretionary model portfolios managed through a due-diligence process.

Kevin Lamberson is a financial advisor at TD Private Client Wealth LLC with 11 years of industry experience. He holds the ChFC® designation and Series 65 and Series 63 licenses. His prior work includes roles at GWN Securities, Pruco Securities, The Prudential Insurance Company of America, and MassMutual. Outside of advisory work, he is involved in selling Medicare supplements through The Jeff George Agency and works part-time as an online grocery order picker for Whole Foods Market. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to high-net-worth and institutional clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party managers, offering portfolio management, financial planning support, and custodial services.

Karan Murugesu is a CFP® and ChFC® professional with 13 years of industry experience, currently with Eagle Strategies (NY Life) since 2020. He has held roles at AmeriWealth Financial Group, LLC and New York Life Insurance Company, where he has been active since 2010. Outside of his advisory work, Murugesu volunteers with the Old Boys Association of Methodist Central College, North America, leading alumni and fundraising activities for his former high school in Sri Lanka. 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 emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, working extensively with both retail and institutional sponsors.

David Rosa is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithmic risk assessment and third-party managed strategies executed with mutual funds and ETFs.

Percy Mason III is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and PNC Bank. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and access to alternative and private investments, operating under the Rockefeller Global Family Office platform.

Nicholas Luciano is a financial advisor at TD Private Client Wealth LLC in Princeton, NJ, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Curcio Webb. 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 offers portfolio management, financial planning support, and custody services, constructing portfolios that combine strategic and tactical asset allocations with investments from affiliated and third-party sub-managers.

Andrew Petrone is a financial advisor with Primerica Advisors in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1999 and also has a longstanding affiliation with Guardian Life Insurance Co. of America dating back to 1997. Outside of his advisory role, he is involved in the brokerage of Guardian insurance products through Petrone Brokerage LLC. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse 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, utilizing proprietary and third-party investment strategies, and supports both discretionary and non-discretionary account management with various investment options.

Alexander Winter is a financial advisor at PNC Wealth Management with 12 years of industry experience. He has worked at PNC Investments since 2016 and held a position at PNC Bank from 2016 to 2017. Winter holds Series 63 and Series 66 licenses. Outside of his advisory role, he has an ownership interest in a rental property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven portfolio strategies managed by PNC or third parties.

Karen Donofrio is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds the Series 66 designation and has worked at several firms including Morgan Stanley, E*TRADE Securities LLC, and Prudential Insurance Company of America. 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, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management, employing model portfolios and customized strategies under a fiduciary standard.

Paresh Patel is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

Martin Cecire is a financial advisor with TIAA-CREF in Princeton, NJ, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure that utilizes affiliated funds.