Christopher Estevez is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Oppenheimer. He previously worked at City National Bank and RBC Capital Markets LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic asset allocation, manager selection, and various investment vehicles to meet client objectives.

Kenneth Taylor is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 designations. He has one year of industry experience and previously spent ten years at Monmouth University. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Todd Toro is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 registrations and bringing 23 years of industry experience. He has been with TIAA-CREF since 2015. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering both model-based and customized portfolio options.

Nevine George is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at Primerica Advisors, Axa Advisors, and Ohio National Financial Services. Outside of her advisory work, she was involved with the Academy of Grow & The Learning Experience for seven years. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Elena Ptchelintseva is a financial advisor at Primerica Advisors with 21 years of industry experience. She holds a Series 66 designation and has worked extensively with Park Avenue Securities and Guardian Life Insurance. Outside of her advisory role, she serves as Vice President Chair of a BNI Networking Organization. Primerica Advisors operates as an enterprise with a large team of advisors, serving a diverse retail client base including individual, high-net-worth, charitable, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and financial planning solutions.

Nicholas Ippolito III is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company, as well as positions at Calton & Associates, Inc. and VOYA Financial Advisors. He is also involved with VIP Wealth Management LLC, an investment-related business. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.

Tyler Komack is a financial advisor at PNC Wealth Management with five years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and TMC Bonds LLC. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available via an invitation-only pilot for PNC Bank employees. The firm utilizes algorithm-driven portfolio selection and third-party strategists to manage investments primarily in mutual funds and ETFs.

Barry Nash is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and possessing 39 years of industry experience. He has worked at Park Avenue Securities since 2014 and Guardian Life Insurance since 2013. Outside of his advisory roles, he serves on the board of directors and volunteers at The Strand Theater in Lakewood, NJ. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning, retirement consulting, and business consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

Mitchell Reback is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oppenheimer since 2012. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans with a range of advisory programs and services, including both discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, employing strategic and tactical asset allocation across multiple asset classes.

Robert Fourman is a financial advisor at J. W. Cole Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.W. Cole Advisors since 2019. Beyond his advisory work, Fourman is involved in software training and consulting through roles with Thrive and Major League Sales. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs both fundamental and technical analysis and provides access to multiple investment platforms and third-party advisers.

Brian Grande is a financial advisor with Primerica Advisors, holding a Series 66 designation and bringing 11 years of industry experience. He has worked with Guardian Life Insurance Company since 2013 and Park Avenue Securities since 2014. In addition to his advisory roles, Grande organizes skateboarding contests and demonstrations for youth through his business, Skate Nugg LLC. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types and supporting features such as lending solutions and donor-advised funds.

Barry Klein is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

Andre Doucette is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and committee-driven investment estimates in its financial planning process.

Stephen Putorte is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2019 and Morgan Stanley since 2009. Merrill, together 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Langer is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Equitable Advisors since 2008 and was previously associated with AXA Advisors LLC. Outside of his advisory role, he is involved with 818 Enterprises, a non-investment related business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Louis Gentile is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and engages in activities such as discretionary portfolio management, fund advisory, and managing model portfolios for intermediary platforms.

Christopher Pellegrini is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has 29 years of industry experience. His prior work includes long tenures at Prudential Investment Management Services LLC and Prudential Investments, as well as roles at Edward Jones and Square One Credit Management. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Shimon Heimfeld is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. He previously worked at Northwestern Mutual Investment Management and MassMutual Life Insurance Company. Outside of his advisory role, he is a loan advisor involved in mortgage application processing through Funding Resources. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver collaborative, goal-oriented recommendations.

Fillip Gershon is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera Advisors LLC since 2013. Outside of his advisory work, he serves as a trustee for the Allaire Park Condominium Association, helping manage and maintain the office complex. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

Craig Weinstock is a financial advisor with LPL Financial, holding a Series 66 license and 14 years of industry experience. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corporation from 2015 to 2018. In addition to his advisory role, he owns and operates a tax preparation and accounting firm, Craig Weinstock CPA LLC. LPL Financial serves individual clients, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and consulting services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.