Kyle Comerford is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Merrill and Bank of America. Prior to his financial services career, he had roles in education and the restaurant industry. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services alongside broker-dealer capabilities, operating through a Private Advisor model and a consolidated investment platform that delivers a range of discretionary and model-based investment solutions.

Iglika Dimitrova is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and six years of industry experience. She has worked at TD Bank N.A. and Prudential Insurance Company of America, among other prior roles. Outside of finance, Dimitrova owns and directs Dance Passion NJ, LLC, a ballroom dance school. TD Private Client Wealth LLC offers discretionary wrap-fee managed accounts and brokerage services for institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation across affiliated and third-party sub-managers.

Gregory Garyn is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with PNC Investments LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available to select employees. The firm employs algorithmic risk assessment and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.

Whitney Struble is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 15 years of industry experience. Prior to joining Rockefeller Financial in 2022, Whitney worked at QP Wealth Management, Purshe Kaplan Sterling Investments, and Morgan Stanley. 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 provides integrated services through affiliated trust and insurance entities, with a focus on customized strategies and access to alternative and private investments.

David Larocca is a CFP® and Series 65 credentialed financial advisor with 13 years of industry experience. He is currently with Creative Planning, where he has worked since 2018, following six years at RDM Capital Associates. Outside of advisory work, he serves as vice president and member of an LLC involved in a real estate investment business. Creative Planning is a large enterprise advisory firm managing approximately $217 billion in client assets. The firm serves a diverse client base with a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized equity and tax management approaches, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Jadah Riley is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 credential and has previously worked at Buckingham Strategic Wealth, Francis Financial, RTD Financial, Oppenheimer & Co., Financial Advisor Magazine, and Allstate Insurance Company. Riley serves as Treasurer for the Keep it Goins Foundation, a nonprofit that provides free pest control services to low-income families. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with a wide range of investment strategies and affiliated service offerings.

James Marronaro is a financial advisor with TIAA-CREF in Princeton, NJ. He holds Series 63 and Series 66 credentials and has nine years of industry experience. His prior roles include positions at Small World Wealth Management, Etorō USA Securities, Neuberger Berman BD LLC, and OppenheimerFunds. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing discretionary management through various managed account programs.

John Mitsos is a financial advisor at MAI Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at WCG Wealth Advisors, LLC and MML Investors Services, Inc. Mitsos is also involved in fixed insurance sales through Treloar & Heisel, LLC and Massachusetts Mutual Life Insurance Company. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, and institutional clients. The firm offers a range of portfolio strategies implemented through various management models and integrates financial planning and tax services into many client relationships.

Evelyn Rubinstein is a Series 66-licensed financial advisor at Oppenheimer with six years at the firm and a total of four years in the industry. Prior to joining Oppenheimer in 2020, she worked for 15 years at Advocate Primary Care / Derma Laser Centers. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of advisory and brokerage services, utilizing strategic and tactical asset allocation and a variety of investment vehicles tailored to client objectives.

Vivian Capano is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill for 20 years, followed by brief tenures at TD Private Client Wealth LLC and TD Bank N.A. before joining Rockefeller Financial in 2022. 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 integrates wealth, trust, and insurance services and provides access to alternative and private investments through a designated Private Advisor model.

Amira Issa is a financial advisor with TIAA-CREF in Princeton, NJ, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has been with TIAA-CREF since 2015. Outside of her advisory role, she manages two real estate LLCs focused on residential and commercial properties. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm employs a fiduciary standard and provides a range of discretionary management options, including model and customized portfolios.

Andrew Sargent is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds the Series 66 designation and has worked exclusively with Janney Montgomery Scott since 2017, aside from a brief period with Roots Natural Kitchen. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Leonard Brodsky is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Commonwealth since 2007 and also operates Leonard Brodsky and Associates Inc., a securities business where he serves as president and sole owner. Additionally, he acts as a trustee for his firm’s defined benefit plan and provides assistance with medical insurance claims for a fee. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including custom portfolio solutions, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources.

David Chesner is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including a decade at Lion Street Financial and extensive involvement as a partner and physician at Rheumatic Disease Associates since 1998. Chesner also provides estate and financial planning consulting services to physicians through The Financial Group of Philadelphia. Integrity Alliance serves a diverse client base, including individual investors, corporations, and retirement plans, offering a wide range of advisory and brokerage services through a network of independent advisors managing approximately $5.4 billion in assets. The firm combines discretionary accounts, model portfolios, and third-party sub-advisers with both strategic and adaptive allocation approaches.

George Rusnak is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Wells Fargo Investment Institute, Inc. He has been with Wells Fargo since 2007, including 14 years at Wells Fargo Bank NA and five years at the Investment Institute. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo’s wealth and fiduciary businesses and select external clients. The firm operates through specialized divisions focused on manager research, securities analysis, asset allocation, and portfolio management, offering research and model guidance rather than direct investment discretion.

Victor Pagano is a financial advisor at Rockefeller Financial LLC with 38 years of industry experience. He holds a Series 63 designation and previously worked at Citigroup Global Markets from 2007 to 2021 before joining Rockefeller Financial in 2021. 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 provides clients with designated Private Advisors who implement investment strategies using in-house and third-party managers, alternative and private investments, and integrated wealth, trust, and insurance services under the Rockefeller Global Family Office platform.

Michael Correale is a financial advisor with TIAA-CREF in Princeton, NJ, holding a Series 66 credential and 17 years of industry experience. He has been with TIAA-CREF since 2010. Outside of his advisory role, he serves as president of the Howell Central Little League and is a board member of the Landsharks Baseball Club, both local youth baseball organizations. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of services including model and customized portfolio management and acts as adviser to a donor-advised fund.

Geraldine Raymond is a CFP®-certified financial advisor with 26 years of industry experience. She is currently affiliated with Commonwealth Financial Network and KBC Financial Services, Inc., having previously worked at Blackrock Investments, Inc., Merrill Lynch, and Princeton Funds Distributor, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, and compliance support to affiliated advisors.

Mark Devine is a financial advisor at TD Private Client Wealth LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Citigroup, LPL Financial, New York Community Bank, and the Internal Revenue Service. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services.

Zoe Torres Lyle is a financial advisor with Janney Montgomery Scott and holds a Series 66 designation. She has eight years of industry experience, including roles at Janney Montgomery Scott and prior work in student affairs at Rutgers University. 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 and provides a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.