Michael Schwartz is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Independent Financial Group since 2013. Outside of his advisory role, Schwartz is involved in insurance services, tax preparation, business consulting, and writes articles on various business topics. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory platforms and a national network of Investment Adviser Representatives.

Robert Lee is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF since 2016, following four years at J.P. Morgan Securities. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients associated with TIAA-administered employer retirement plans. The firm offers model-based and customized portfolio management within a fiduciary framework and acts as adviser to a donor-advised fund.

Thomas Chun is a financial advisor at PNC Wealth Management in Princeton, NJ, with seven years of industry experience. He holds the CFP® and ChFC® designations along with Series 66, 65, and 63 licenses. Prior to joining PNC Wealth Management in 2025, he worked at LPL Enterprise and Prudential Insurance Company of America, among other roles. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessment and third-party portfolio implementation.

Alan Krichman is a financial advisor at TD Private Client Wealth LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at LPL Financial, M&T Securities, Santander Bank, and Santander Securities. 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, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Deborah Wainwright is a financial advisor at Rockefeller Financial LLC with 40 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for over four decades. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through an integrated platform of affiliated trust, insurance, and brokerage services.

Gregory Kuhn is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes ten years at Bank of America and Merrill. Outside of finance, he is involved with Body Dynamics Fitness Center. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Kristen Roldan is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2017. Her prior experience includes roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing discretionary management using model or customized portfolios.

Patrick Unrath is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He is based in Newtown, PA. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm combines integrated trust and insurance services with brokerage and placement capabilities through its Rockefeller Global Family Office platform.

Mark Henderson is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Pennington, NJ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Equity Services in 2024, he worked at Abmm Financial, Madison Brokerage, and GWN Securities from 2015 to 2024. Outside of finance, he has worked as a freelance commercial diver since 2012. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Regina Spano is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and has worked at Rockefeller Capital Management since 2018, following five years at Merrill Lynch. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans with wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, providing clients access to alternative and private investments alongside traditional asset management solutions.

Max Weintraub is a financial advisor with Private Advisor Group, LLC and holds Series 65 and Series 63 licenses. He has 12 years of industry experience and has worked at Private Advisor Group since 2016 and LPL Financial since 2013. He also operates Weintraub Financial Services, a business providing investment advisory services. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, leveraging a range of advisory programs, third-party asset managers, and a proprietary WealthSuite separately managed account program.

Andreas Hess is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and discretionary model accounts for clients with PNC Bank online-banking credentials.

Justin Murray is a financial advisor with TD Private Client Wealth LLC in Princeton, NJ, holding Series 65 and Series 63 credentials and three years of industry experience. His prior work includes roles at TD Bank N.A. and earlier employment at AT&T and Dick’s Sporting Goods. Outside of financial advising, he owns and oversees operations of an independent music label, Tilla Entertainment. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Mark Strange is a financial advisor at Janney Montgomery Scott with Series 65 and Series 63 licenses and three years of industry experience. He has worked in various roles including positions at McAdam Financial, Equitable Advisors, and Empower Financial Services. 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 with a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Ka'neda Bullock is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has worked with Clarus Group LLC since 2014. Outside of her advisory role, Bullock has served as a speaker on money management at The College of New Jersey and worked as a business consultant for the college’s Small Business Development Center. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, combining back-office support with discretionary model portfolios and customized investment solutions.

Daniel Quinn is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at TD Ameritrade and Facet. Quinn has worked at TIAA-CREF since 2023. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers discretionary management through model portfolios and customized portfolios, and acts as adviser to a donor-advised fund.

Cassandra Minervini is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 18 years of industry experience. She worked at Merrill from 2002 to 2020 before joining Rockefeller Financial in 2020. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities and offers access to alternative and private investments alongside traditional portfolio management.

Viral Patel is a financial advisor at TD Private Client Wealth LLC with 25 years of industry experience. He previously worked at Morgan Stanley for three years and Bank of America for ten years. Patel holds Series 63 and Series 66 licenses. 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, offering portfolio management, financial planning support, and access to a range of investment products through both affiliated and third-party managers.

Bradley Adams is a financial advisor with Janney Montgomery Scott in New Hope, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Janney Montgomery Scott since 2011. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Gregory Kempner is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Wealthcare Advisory Partners, LLC, LPL Financial, LLC, and Cantella & Co., Inc. He provides investment advisory services through his independent firm, Wealthcare Advisory Partners LLC. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives utilizing a variety of advisory programs and third-party asset managers.