Ryan Bedross is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and three years of industry experience. He has previously worked at Riverstrong Capital and was self-employed prior to joining Private Advisor Group. Bedross also operates under the business names Warwick Valley Financial Advisors and K-12 Financial Advisors within Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizes technology platforms, and provides access to a range of investment strategies through third-party managers and proprietary solutions.

George Leppert III is a financial advisor with Commonwealth Financial Network holding a Series 65 credential. He has experience running The Leppert CPA Group since 2025 and managing Leppert Holdings LLC since 2015. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios using various securities and insurance products.

George Dobbs is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 registrations and 22 years of industry experience. He previously worked at LPL Financial for seven years before joining Independent Financial Group in 2019. Dobbs is also licensed as a New Jersey insurance agent offering various types of insurance products. Independent Financial Group provides investment advisory and brokerage services to clients ranging from individuals to pension plans and charitable organizations. The firm employs a combination of strategic asset allocation and multi-manager portfolios using both active and passive investment strategies.

Shain Steffens is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 21 years of industry experience. He is co-owner of Steffens Financial Corp., a private entity facilitating securities, advisory, and insurance business. Outside of his advisory role, Steffens serves as an expert witness in legal matters. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a wide range of managed-account programs, third-party asset manager access, and custodian services, combining in-house and outsourced portfolio management options.

Ramon Baez Malone is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 65 and Series 63 designations and has worked at Empower Advisory Group since 2024 and Empower Financial Services, Inc. since 2026. Prior to joining Empower, he was employed at Tapfin/EY and BJ's Wholesale Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Joseph Koronakis is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior work includes roles at TD Ameritrade and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to recommend investment models managed by PNC or third-party strategists.

Shawn Steffens is a financial advisor with Commonwealth Financial Network who holds a Series 66 designation and has 25 years of industry experience. He is co-owner of Steffens Financial Corp., where he has worked alongside his role at Commonwealth since 2014. Outside of his advisory work, he serves as a caregiver. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad advisory platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Mark Scordato is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2019 and previously spent nine years with Global Financial Private Capital, LLC, among other roles. Outside of his advisory work, he is president and creator of Redline WFO Productions, LLC, a company focused on developing television show concepts. J.W. Cole Advisors operates through a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms. The firm serves individuals, high-net-worth clients, and institutions using a combination of discretionary and non-discretionary account management approaches.

Kenneth Ford is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including roles at Private Advisor Group since 2011 and LPL Financial since 2003. Private Advisor Group serves a broad range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering financial planning, portfolio management, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that incorporates a variety of investment strategies and technology platforms.

Jorge Garcia is a financial advisor with HSBC Securities (USA) Inc. holding a Series 66 designation and 14 years of industry experience. His career includes roles at HSBC entities since 2015, as well as prior experience at Oppenheimer, J.P. Morgan Securities, Chase Investment Services, and Merrill. Outside of his advisory work, he owns and operates a small notary services business. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of client-directed and discretionary investment programs, utilizing a structured asset-allocation process supported by HSBC Global Asset Management and other affiliated providers.

Donna Dupre is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 credential and 10 years of industry experience. She has served as Senior Manager at Mark Scordato & Associates since 2006, overseeing marketing, compliance, client relations, and daily operations. Additionally, she is licensed to sell life insurance and annuities. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and annuity sub-account management for individual, high-net-worth, and institutional clients. The firm utilizes a range of investment strategies and platforms, including both discretionary and non-discretionary account management.

Michael Ormond is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 13 years of industry experience. He has worked at PNC Investments since 2015 and at PNC Bank from 2015 to 2017. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital portfolio offering that utilizes algorithm-driven risk assessments and invests primarily in mutual funds and ETFs with annual rebalancing.

Christopher Veal is a financial advisor at Brookstone Capital Management LLC with 16 years of industry experience. He holds a Series 65 designation and has worked previously at Secure Investment Management, LLC and Investment Advisor Corp. In addition to his advisory role, Veal operates insurance agencies focused on annuities, life insurance, and employee benefits consulting. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and institutional investors such as sovereign wealth funds. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.

Eric Gerstein is a financial advisor with GWN Securities Inc., holding a Series 63 designation and 40 years of industry experience. He has been with GWN Securities since 2012. Outside of his advisory role, he co-owns a real estate investment venture with his son focused on residential properties in the Chicago area. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Thomas Drongoski is a financial advisor with Edward Jones in Branchville, NJ, holding Series 66 and Series 63 licenses and 17 years of industry experience. Prior to joining Edward Jones in 2023, he worked with Prudential Investment Management Services LLC and PGIM Investments, LLC for ten years each. Outside of his advisory role, he is an owner and landlord of residential rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, backed by a large national network of advisors and branch offices.

Thomas Murray is a financial advisor at Ameriprise with 36 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Murray holds a Series 63 designation. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, focusing on clients with Ameriprise-managed accounts and utilizing algorithmic tools overseen by specialized committees.

Phaedra Bachan is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Walmart and educational tutoring through Homework Helpers. She also tutors part-time outside of her advisory work. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients, using model-based investment strategies supported by third-party managers and custodians.

Gregory Nolan is a financial advisor with Wells Fargo Advisors in Sparta, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Advisors since 2012 and owns Nolan Wealth Management, LLC, a practice he operates independently. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with optional implementation through its brokerage or advisory programs.

Michael Stieglitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 23 years of industry experience. He has previously worked at 1st Global Advisors, Inc., 1st Global Insurance Services, and 1st Global Capital Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a combination of discretionary and non-discretionary strategies supported by advisor-facing technological tools.

Joseph Ramondini is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, UBS Financial Services, and Morgan Stanley. He is based in Sparta, NJ. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.