Nicholas Astore is an advisor at Guardian Life with a Series 66 designation. He has one year of industry experience, including time at Park Avenue Securities. His background includes education roles at Virginia Polytechnic Institute and State University, Wahconah Regional High School, and Nessacus Regional Middle School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with financial planning, retirement consulting, and advisory programs.

Darien Dacosta is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Ameritas-related entities since 2006 and operates a photography business providing event services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients, utilizing a variety of managed account programs and supported by an integrated network of custodial platforms and third-party tools.

Paul Miller is a financial advisor with Kestra Advisory in Paramus, NJ, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Kestra Advisory since 2016 and has a longer tenure with Kestra Investment Services, LLC dating back to 2006. Outside of his advisory role, he is a member of Wealth Preservation Solutions, LLC, which provides consulting, insurance, and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm provides services ranging from fiduciary consulting and plan design to employee education and pooled plan solutions, and manages approximately $79.8 billion in assets including privately managed funds and pooled employer plans.

Vruti Patel is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TD Bank N.A. since 2014, including her current roles at TD Private Client Wealth LLC since 2020 and TD Bank N.A. since 2021. 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, utilizing strategic and tactical asset allocation through both affiliated and third-party sub-managers. The firm offers portfolio management, financial planning support, and custody services via third-party custodians.

Michael Digirolamo is a Series 66-licensed financial advisor with Primerica Advisors and has four years of industry experience. He has worked at Park Avenue Securities since 2019 and at Guardian Life Insurance Company since 2018. Outside of financial services, he was involved with Finks Barbecue Roadhouse & Cheesesteak from 2016 to 2020. Park Avenue Securities serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporations. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Emily Minick is a CFP® and Series 66 holder with eight years of experience in the financial industry. She has worked at Creative Planning since 2023 and previously held roles at Bank of America, Merrill, and Boston Financial Data Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals while incorporating tax-loss harvesting and selective private market exposure.

Philip Sabio is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at several firms, including MassMutual, Equitable Advisors, and Cetera. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping platforms and emphasizes long-term portfolio returns through point-in-time financial plans and optional managed account solutions.

Christopher Ciani is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Park Avenue Securities and Guardian Life Insurance for over 15 years. Outside of his advisory role, he sells fixed insurance products through Crump Life Insurance. Park Avenue Securities serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios and third-party investment managers across various account types and investment strategies.

Robert Baker is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior work includes roles at Raymond James Financial Services and Wells Fargo Advisors. He is also the owner of Baker - Sarama Wealth Managers, a support company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Larenz Mitchell is a financial advisor with PNC Wealth Management in Wayne, NJ, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill and TD Bank before joining PNC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only employee pilot that uses algorithm-driven portfolio recommendations and invests in mutual funds and ETFs with annual rebalancing.

Maria Licini is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has worked at Steward Partners Investment Advisory since 2017 and has prior experience with Raymond James and Wells Fargo. Licini has a role supporting administrative and operational duties at Baker Sarama Wealth Management Group and serves as a personal representative with limited power of attorney on an IRA account. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Simi Schwartz is a CFP® with 17 years of experience in the financial services industry. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services, Bank of America, and Merrill. She is a partner and advisor at Steward Partners Global Advisory, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as institutions, providing a range of advisory and portfolio management services through both proprietary and third-party solutions.

Russell Meccia is a financial advisor at Steward Partners Investment Advisory, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked with Wells Fargo Bank, NA and Raymond James Financial Services, Inc. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account programs.

John Geraghty is a financial advisor at Wealth Enhancement Advisory Services, LLC with 21 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked for Rochdale Investment Management for 18 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group. 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 regulatory assets under management, offering diversified investment strategies that combine passive and active managers with oversight from an internal Investment Committee.

Leopoldo Matarazzo is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2016. Outside of his advisory role, Matarazzo is involved in estate planning through his own law office and consults on estate and business succession plans with Wiss & Company, LLP. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker‑dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with financial planning, brokerage services, and investment advisory programs.

Anand Thakkar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping busy professionals, business owners, and families develop coordinated, tax-aware financial strategies that align with their personal and long-term goals. Anand works closely with clients through personalized wealth management approaches, including college education planning, retirement income design, estate and legacy planning, tax minimization, and managing new wealth. With expertise in equity compensation strategies, concentrated positions, insurance and risk management, and philanthropic planning, Anand supports clients facing major financial events such as business sales, IPOs, and wealth transfers. He combines Merrill Lynch's investment insights with the banking and lending solutions of Bank of America to deliver comprehensive financial planning. Anand holds the Personal Investment Advisor designation and has completed executive education at Harvard Business School, in addition to earning a Bachelor's degree from Wayne State University. Anand is also committed to community involvement, volunteering with local organizations. Outside of work, he enjoys basketball, tennis, music, and reading. His approach emphasizes building one-on-one relationships to provide tailored, actionable financial strategies designed to help clients achieve their financial objectives.

John Orlikowski is a financial advisor with TD Private Client Wealth LLC in Ramsey, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior firms include TD Bank N.A., Bank of America, Merrill, Morgan Stanley, E*TRADE Securities, Equitable Advisors, and AXA Advisors. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm employs a blend of strategic and tactical asset allocation utilizing both affiliated and third-party sub-managers, with custody and reporting supported by third-party custodians.

Jordan Strickland is a financial advisor at Guardian Life with a Series 66 credential and one year of industry experience. His prior work includes roles at LifeCare Diagnostic Imaging and Changebridge Medical Associates. He works with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Michael Littmann is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked with Northwestern Mutual in various roles from 2023 to 2026 and spent ten years at International Aromatics Inc. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Ralph Margel is a CFP® with 39 years of experience in the financial industry. He has been with Commonwealth Financial Network since 2004 and was previously with Margel Wealth Management from 1991 to 2026. He currently is affiliated with Omnica Wealth since 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset managers, retirement consulting, and custody services.