Joseph Razzano is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 designations. He has 43 years of industry experience, including prior roles at UBS Financial Services and LPL Financial. Razzano also serves as an independent contractor providing non-variable insurance through Integrated Financial Concepts. 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 using various investment strategies and technology platforms while providing access to both proprietary and third-party managed account solutions.

Gerald Faller is a CFP® with 41 years of industry experience, currently serving as an advisor at Lincoln Investment Planning Inc since 2008. He is a partner at The Faller Company LLC, which is involved in the sales and service of life insurance. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team and various third-party managers.

Suzana Romine is a financial advisor at Transamerica Financial Advisors with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Romine performs home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services, managing approximately $1.7 billion in assets under management.

William Sorrentino Jr. is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Equitable Advisors LLC and AXA Advisors, LLC. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Oi Ching Wong is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Transamerica in 2026, Wong worked at Prudential / LPL and Pruco Securities LLC. Outside of advising, Wong is involved in real estate activities, including acting as an agent for residential real estate transactions with Weichert Realtors. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models. The firm operates as both a registered broker-dealer and RIA, managing discretionary and non-discretionary assets with annual client reviews.

Kristin Hovmiller is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 credentials, with 24 years of industry experience. She has been with Principal Financial Services and Principal Life Insurance Company since 2001. Kristin also serves as a bank/trust officer to support and manage Principal retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through direct advisory programs.

Gina Martin Adams is a CFA® charterholder with 10 years of industry experience. She has worked at HB Wealth Management since 2025 and previously spent eight years at Bloomberg. Adams serves as Secretary on the Board of Directors for the CMT Association and is an advisory board member for the University of Florida’s Warrington College of Business. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm provides wealth and investment management, financial planning, and outsourced chief investment officer services, using a combination of quantitative and qualitative due diligence across public and private investment strategies.

Elizabeth Grausso is a financial advisor at First Command Advisory Services with 17 years of industry experience. She holds the Series 66 designation and previously worked for Morgan Stanley Smith Barney LLC for 16 years before joining First Command Financial Services, Inc. in 2026. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team and Wealth Portfolio Managers to select and monitor model portfolios.

Raymond Dewar III is a financial advisor with TD Private Client Wealth LLC, holding Series 63, 65, and 66 credentials and 14 years of industry experience. His prior work includes positions at JPMorgan Chase Bank, JP Morgan Securities LLC, Morgan Stanley, and TD Bank N.A. Additionally, he operates an independent business selling auto parts on eBay. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs a portfolio construction approach that combines strategic and tactical asset allocation using both affiliated and third-party sub-managers.

Thomas Zirbes is a financial advisor with TLG Advisors, Inc. based in Summit, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at firms such as CRI Securities, North Star Consultants, Park Avenue Securities, and Guardian Life Insurance Company. He is also head of sales at White Swan, a life insurance and sales marketing business. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and fiduciary services, employing manager selection and fundamental analysis within a Modern Portfolio Theory framework to construct diversified portfolios.

Daniel Criscuolo is a CFP® professional at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He has worked at firms including LPL Financial LLC and Raymond James Financial Services prior to joining Wealth Enhancement Advisory Services. Criscuolo’s background also includes roles outside finance, such as employment with Buffalo Wild Wings and involvement in apparel retail. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Gary Quinzel is a CFP® and CFA® with 21 years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC since 2019 and previously held roles at AEPG Wealth Strategies, Bank of America, N.A., and Merrill. Quinzel holds Series 66 and Series 63 licenses. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and uses a diversified, risk-class based investment approach blending passive and active strategies overseen by an internal Investment Committee.

Dario Polci is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Equitable Advisors, The Prudential Insurance Company of America, and New York Life. Outside of his advisory role, he performs as a DJ in the entertainment sector, dedicating approximately five hours per week to this activity. 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 investors. The firm uses a combination of strategic and tactical asset allocation through portfolios that include both affiliated and third-party sub-managers.

Michael Howard is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Merrill, JP Morgan Securities LLC, and Pruco Securities LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Adel Gerges is a financial advisor with HSBC Securities (USA) Inc. in Chatham, NJ, holding Series 66 and Series 63 licenses and 14 years of industry experience. He has been with HSBC Securities and HSBC Bank USA, N.A. since 2015. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary portfolio options. The firm employs a multi-profile investment process supported by global asset management and fund due diligence teams, serving clients through both non-discretionary and discretionary managed portfolios.

Rocco Attanasio is a financial advisor with Empower Advisory Group in Somerset, NJ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with Gwfs Equities, Inc., Prudential Investment Management Services, LLC, and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model connected to Empower’s recordkeeping platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Anthony Jones Jr is a financial advisor at PNC Wealth Management with 25 years of industry experience. He holds a Series 66 designation and has worked at several firms including M&T Securities, Santander Securities, LPL Financial, Ameriprise, and Merrill. Jones has been with PNC Investments LLC since 2014. PNC Wealth Management provides retail brokerage and advisory services through various model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary account that uses algorithmic risk assessment and employs third-party managers for portfolio implementation.

Adelio Campos is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation and four years of industry experience. His prior roles include positions at TD Bank N.A. and The Prudential Insurance Company of America. Outside of advisory work, he co-owns and manages rental properties in Long Beach Township, New Jersey. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services.

Alben Portnoy is a financial advisor at &Partners with 50 years of industry experience. He holds the Series 63 and Series 65 credentials. His career includes roles at Wells Fargo Clearing and City Federal Savings & Loan. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients, offering investment management, financial and tax planning, and ERISA consulting through both discretionary and non-discretionary strategies.

Sally Klinger Rogers is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license. She has 43 years of industry experience and has been affiliated with New York Life Insurance Company since 1979 and NYLife Securities Inc. since 1982. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm focuses on tailored recommendations and manages a substantial portion of its regulatory assets on a non-discretionary basis.