Diane Aurelio is a CFP® and Series 66 designated advisor with 17 years of industry experience. She has been with Transamerica Retirement Advisors, LLC since 2014, including roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement planning guidance, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Jason Grantz is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63, 65, and 66 licenses and four years of industry experience. His career includes roles at Unified Trust Company, American Trust, and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customized portfolios and multiple model and wrap-fee options.

Joshua Rodriguez is a financial advisor with Citizens Securities, Inc. in Matawan, NJ, holding the Series 63 and Series 66 licenses. He has 10 years of industry experience, including prior roles at Citigroup, New York Life Securities, and JPMorgan Chase. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital portfolio program managed in partnership with SigFig and a Managed Account program.

Robert Scrabis is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Commonwealth and Reilly Financial Group since 2021, with prior experience at Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and METLIFE Securities Inc. Outside of his advisory work, he is a band member of Blue Highways and Sheriff Restless. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

James Dee is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, First Capital Advisor Group, Wellesley Financial Planners, Cadaret, Grant & Co., Inc., and LPL Financial. Outside of advisory services, he is a business owner of a FedEx Ground delivery contracting company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting with an investment approach that combines strategic asset allocation, both passive and active management, and incorporates quantitative and fundamental research.

Leonardo Renna is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citigroup since 2013, following roles at Morgan Stanley from 2003 to 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operations as a swap dealer and futures commission merchant.

James Matol is a financial advisor at TIAA-CREF with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA since 2011. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that utilizes affiliated funds.

Alison Rodriguez is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 17 years of industry experience. She previously worked at Woodbury Financial Services and FSC Securities Corporation. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, employing a mix of fundamental and technical analysis alongside alternative investment access within an affiliated ecosystem.

Yulia Santalova is a financial advisor with Guardian Life and holds a Series 66 designation. She has three years of industry experience, including roles at Park Avenue Securities and National Financial Network. Outside of her advisory work, she is involved with Vivid Care, providing home aid services to her mother-in-law. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Thomas Mayas Jr. is a financial advisor at OSAIC Institutions, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Popular Bank, LPL Financial, Flagstar Bank N.A., Chase Investment Services Corp., and Wamu Investments, Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a broad network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Andrew Morris is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Santander Securities, Santander Bank, Prudential Insurance, and several other firms. Outside of his advisory work, he is a partner in a vending business unrelated to investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital investment platform available by invitation to employees with PNC Bank online credentials. The firm employs algorithm-driven risk assessment and uses approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

James Ortenzio is a financial advisor at Equity Services, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked with NL Financial Alliance/National Life and Equity Services, Inc. since 2012. Ortenzio serves as a board member for Team 94, a nonprofit organization focused on raising awareness of certain conditions. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term strategies with options for shorter-term trading and specialized instruments, utilizing multiple advisory platforms and third-party asset managers to serve a broad client base.

Angela Lestrade is a financial advisor at TIAA-CREF with 16 years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at Morgan Stanley and Allianz Global Investors Managed Accounts LLC. She has been with TIAA-CREF since 2019. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time financial planning and ongoing portfolio management with a fiduciary standard applied to its registered investment advisory services.

Harry Zhang is a Series 66 licensed financial advisor with six years of industry experience. He currently works at Bankers Life Advisory Services, Inc. and has previously held positions at affiliated entities including Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of his advisory role, he is also a licensed agent selling life insurance and long-term care policies primarily to clients aged 50 to 75. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations, with ongoing management based on clients’ objectives and risk tolerances.

Michael Doherty is a CFP® professional at Benjamin F. Edwards & Company, Inc. with 42 years of industry experience. He has worked at Benjamin F. Edwards since 2011, and previously held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory and brokerage services, including wrap-fee programs, financial planning, retirement plan consulting, and investment management solutions that combine proprietary strategies with third-party models.

Albert Napolitano is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Fahnestock & Co., Inc. since 1997. In addition to his advisory role, he serves as a co-executor for an estate, managing investment liquidations on weekends. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and consulting services, managing assets through both discretionary and non-discretionary approaches while maintaining custody of client assets.

Emil Dix is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Park Avenue Securities and Antares Capital. Outside of his advisory work, Emil is a driving instructor for high-performance driving at various private road course tracks. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through discretionary and non-discretionary mandates, combining advisor-led management with model-based strategies and access to insurance products and alternative investments.

Aditya Krishnaswamy is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 66 designation. He joined the firm in 2026 and has prior experience at Penn Mutual Life Insurance Company and SAP. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Youjun Liu is a financial advisor with Eagle Strategies (NY Life) in Edison, NJ. He holds the ChFC® designation and Series 63 license, with 10 years of industry experience. His work history includes roles at NYLIFE Securities LLC since 2016 and New York Life Insurance Company since 2013. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis.

Daniel Thurm is a CFP®, ChFC®, and Series 66-registered advisor with Guardian Life in New Brunswick, NJ, bringing 24 years of industry experience. He has worked at Guardian Life since 2006 and leads Comprehensive Wealth Strategies since 2014. Guardian Life’s Park Avenue® Wealth Management offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.