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.

Alec Tran is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and four years of industry experience. He has ownership roles in multiple rental property businesses and manages a merchant services company. Alec also operates a tax preparation service. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm provides both advisory and broker-dealer services with a range of proprietary and third-party investment models, operating as both a registered investment adviser and a broker-dealer.

Nah'rya Walker Pierson is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Merrill and Prudential Investment Management Services. Outside of her advisory role, she owns Blissful Harmony Doula Services and volunteers as a play group leader with Triangle Area Parenting Support. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

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.

Emil Defeo is a financial advisor at PNC Wealth Management with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses, and has been with PNC investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary account pilot aimed at employees. The firm uses algorithmic risk assessments and delegates portfolio implementation to third-party strategists, focusing on investments primarily in mutual funds and ETFs with annual rebalancing.

John Beninato is a CFP® professional affiliated with Wealth Enhancement Advisory Services, LLC, with 17 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC and Mass Mutual Investors Services. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Randolph Warren is a financial advisor with GWN Securities Inc. based in Bridgewater, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Vanderbilt Securities, Gitterman Wealth Management, and Triad Advisors. He also maintains a life insurance agent role focused on client needs and solutions. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager introductions. The firm employs a combination of affiliated and unaffiliated sub-advisers and uses model-based allocations incorporating asset allocation and Modern Portfolio Theory, with distinctive use of market-timing and momentum-based strategies in select legacy programs.

Dustin Rudman is a CFP® with 22 years of industry experience, currently affiliated with GWN Securities Inc. since 2018. He previously worked at Mass Mutual Investors Services and MetLife Securities. Outside of his advisory role, he serves as a board member of the Rolling Acres Home Owners Association and is involved in managing fixed annuity and insurance products through Schockproof Insurance LLC. 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 offers a range of managed-account programs and investment strategies, including legacy market-timing and momentum-based approaches.

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.

Michael Felix is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Merrill, Bank of America, and City National Securities. Outside of his advisory role, he owns rental properties in New Jersey. 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 combines large institutional scale with unique market roles, including operating as a swap dealer and futures commission merchant.

Fang Moore is a financial advisor with Transamerica Financial Advisors in Piscataway, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Transamerica in 2019, Moore spent twelve years at Bristol Myers Squibb and is also a licensed health insurance agent and Pennsylvania notary. Moore assists with health insurance enrollment in New Jersey and Pennsylvania. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs. The firm manages approximately $1.66 billion in discretionary assets and operates as both a registered broker-dealer and registered investment adviser.

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.

Christopher Ibrahim is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. He has previously worked at Raymond James Financial Services and Janney Montgomery Scott. Ibrahim is also associated with Ibrahim Wealth Advisory Group, where he contributes significant time as a financial advisor. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm provides financial planning and investment advisory services to individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering both discretionary and non-discretionary portfolio management through a variety of proprietary and third-party solutions.

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.

William Wolf is a financial advisor at Hightower Advisors with 33 years of industry experience. He has held his current role at Hightower Securities, LLC since 2014. Wolf holds Series 63 and Series 65 designations. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.