Justin Cannella is a financial advisor with PNC Wealth Management in Bridgewater, NJ, holding a Series 66 designation and 21 years of industry experience. He has worked at PNC Investment since 2006. Outside of his advisory role, he owns and operates a residential short-term rental property via Airbnb. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Ryan Catlaw is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His career includes roles at Eagle Strategies since 2016, NYLife Securities LLC since 2014, and New York Life Insurance Co. since 2013. He is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Antoinette Yock is a financial advisor at Kestra Advisory with 30 years of industry experience. She holds the Series 63 and Series 66 credentials. Her background includes long-term roles at Foresters Financial Services from 1994 to 2019 and subsequent positions within Kestra Investment Services and Kestra Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Michael Zangrillo is a financial advisor with Empower Advisory Group holding a Series 66 credential and two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Altice USA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach involves proprietary financial planning tools and managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Shady Shamaa is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. He has been with Citigroup Global Markets since 2021 and previously worked at Citibank NA and Rocco's Pastry Shop. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm operates with large institutional scale and provides a range of advisory, execution, custody, and derivatives services.

Kostas Koufidis is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 24 years of industry experience. He is co-owner of Reilly Financial Group, LLC, where he dedicates a significant portion of his time to investment-related activities. His prior experience includes roles at MassMutual Investors Services and Massachusetts Mutual Life Insurance Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of advisors and manages a broad range of client assets with discretionary and nondiscretionary managed-account programs and access to third-party asset managers.

Patricia Lee is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with TIAA-CREF since 2015. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered retirement plans. The firm combines point-in-time planning services with ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Nathaniel Henein is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 66 license, with 19 years of industry experience. He has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2011. Henein serves as a board member at large on a church council, engaging in governance and organizational matters. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Pamela Johnson is a financial advisor with Eagle Strategies (NY Life) in Edison, NJ, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at Eagle Strategies since 2025 and is also associated with Ponce & Associates LLC, a firm she manages that brokers non-registered insurance products. Pamela is a passive investor in Carlyle private equity funds. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dana Diserio is a financial advisor at Oppenheimer with two years of industry experience. She holds the Series 66 designation and previously worked in education at The University of Delaware and Marlboro High School. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a broad range of investment and consulting services through both discretionary and non-discretionary programs.

John Hlywiak is a CFA® charterholder with TIAA-CREF in Princeton, NJ, where he has worked for one year. He previously worked at TIAA for nine years and spent four years at Temple University. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with prior relationships through TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides planning services that conclude at delivery and ongoing portfolio management through model-based and customized managed accounts.

Alexander Smith is a financial advisor with GWN Securities Inc. He holds Series 65 and Series 63 credentials and has two years of industry experience. Prior to his advisory role, he served in various positions, including as a caddiemaster at Bayonne Golf Club and as an employee of Newark Public Schools. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm utilizes both affiliated and unaffiliated sub-advisers along with model-based allocations grounded in asset allocation and Modern Portfolio Theory.

Mary Pucciarelli is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 credentials and 41 years of industry experience. Her prior work includes roles at Reilly Financial Group, Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and METLIFE Securities Inc. She also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of clients nationwide. The firm provides a comprehensive adviser-support platform, including managed-account programs and access to third-party asset managers, while acting as a wrap-fee program sponsor and back-office provider.

Jeffrey Kenyon is a financial advisor at GWN Securities Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2014. In addition to his advisory role, Kenyon owns JK Financial Services, LLC, which provides financial services including client investments and insurance, and he also offers life insurance and annuities as part of his practice. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including both traditional asset-allocation and legacy market-timing strategies.

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.

Kelsey Bornstein Murphy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Paychex, and Optimum Health Exercise Therapy. She serves as president and board member of BNI First Class NJ, a non-investment-related organization. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering various proprietary and third-party investment programs and financial planning solutions. The firm manages approximately $15 billion in regulatory assets under management through an integrated operating model and multiple account-level services.

Charles Wang is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012 and World Financial Group since 2009. His other business activities include the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a variety of investment programs and access to third-party money managers, managing over $1.6 billion in discretionary assets.

Alisha Patel is a Series 65 licensed financial advisor at Mariner with one year of industry experience. Her career includes roles at TritonPoint Capital, TritonPoint Wealth, and Sage Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm offers customized discretionary portfolios supported by in-house research and a range of strategies spanning equities, fixed income, alternatives, and digital assets, along with integrated tax and accounting services.

Joseph Hymowitz is a Series 66 licensed financial advisor at Empower Advisory Group with 11 years of industry experience. Prior to joining Empower, he worked at J.P. Morgan Securities and JPMorgan Chase Bank for nine years, as well as PNC Investments and PNC Bank for one year each. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model ties financial planning and managed account solutions to Empower’s recordkeeping and administrative platforms.

Jake Kreppel is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Alphastar Capital Management, JPMorgan Chase Bank, and Equitable Advisors. Kreppel also serves as Vice President and Independent Insurance Sales Agent at Kreppel Tax Advisory Group, specializing in tax planning and insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion using discretionary model portfolios and offers comprehensive reporting and client review services through a standardized platform approach.