Alan Babbitt is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has been with Eagle Strategies since 2017 and has also worked with Nylife Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.

Michael Santana is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. His prior experience includes five years at Merrill and roles in education at Rutgers Business School and Union County College. Outside of finance, Santana owns and manages an online retail cigar business, Santana Cigars. 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 combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Richard Zangara is a financial advisor at &PARTNERS with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Pruco Securities Corporation. Outside of his advisory role, he serves as chairman of the North Brunswick Planning Board and the North Brunswick Democratic Organization. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan services using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Jeffrey Faller is a CFP® with 37 years of industry experience, currently serving at Lincoln Investment since 2008. He is also a 50% owner of The Faller Company LLC, which focuses on the sale and service of life and health insurance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches through its Investment Management & Research team.

Leonard Cheah is an investment advisor representative with TLG Advisors, Inc. in Summit, NJ, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at The Leaders Group Inc., Compass Management Holdings LLC, and GWN Securities, Inc. Outside of his advisory work, he is co-founder and CFO of OC Tech, LLC, a company focused on creator ERP systems, and co-founder and CFO of Good Fire Co. LLC, a hot sauce brand. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection approach grounded in fundamental analysis and Modern Portfolio Theory, offering both sub-advised portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Jay Heidt is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 registrations and possessing 42 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management delivers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Jay Post Jr. is a CFP®-certified financial advisor with 27 years of industry experience, currently serving at Citigroup Global Markets. He has been with Citigroup in various capacities since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and swap dealer activities.

Christian Becerra is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He previously worked at Penn Mutual Life Insurance Company and AXA Advisors LLC. Becerra serves as a trustee on the board of Women Rising, a nonprofit organization. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, emphasizing client-directed implementation and oversight through third-party asset manager platforms and financial planning.

Etty Surkis is a financial advisor at SPC with credentials including Series 63 and Series 65 licenses and nine years of industry experience. Her career includes roles at Parkland Securities, Sigma Planning Corporation, NYLIFE Securities, Eagle Strategies, and ExcelSum Capital, Inc., which she owns and operates alongside a corporate catering business. She is also a member of Zisels Links and Shloimys Club, supporting education and resources for orphans and their surviving parents. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored, typically discretionary investment advice through various account programs and partnerships.

Yinan Xiao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 registrations, and has 21 years of industry experience. Xiao has worked at Transamerica Financial Advisors since 2012 and has held roles at several firms including Fidelity Service LLC and Century 200 Group, LLC. Outside of advising, Xiao is involved with Union Synergy as an owner and administrator and provides estate planning services through LSPN Pro, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Maxim Pogorelov is a financial advisor with Mariner holding Series 65 and Series 66 licenses. He has one year of industry experience and previously worked at UBS Financial Services and Swarthmore College. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and integrates tax and accounting services alongside portfolio management.

Christopher Glatz is a financial advisor at Mariner with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research and FCG Advisors. He is also involved with MSEC, LLC as a registered representative. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax and administrative solutions uncommon in large advisory enterprises.

Richard Echevarria is a financial advisor with Transamerica Financial Advisors in Cranford, NJ, holding the ChFC® and Series 63 credentials and bringing 23 years of industry experience. He has been with Transamerica Financial Advisors since 2016 and is also involved with United Financial Services and the Transamerica Agency Network, where he manages an office and provides insurance products. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary management options.

Nicole Gould is a Certified Financial Planner® with 19 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2024 and was previously with Buckingham Asset Management, LLC for nine years. Focus Partners Wealth serves a broad range of clients, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach with a diverse selection of public and alternative investment options, supported by an extensive network of affiliated service companies and product relationships.

Rae Kim is a financial advisor with Lincoln Investment and holds Series 63 and Series 65 credentials, bringing 25 years of industry experience. Rae has worked at Lincoln Investment since 2012 and has also been involved with Capital Analysts Incorporated since 2004 and Kim Financial Group since 2002. Outside of advising, Rae is the owner of a real estate investment business and provides insurance and retirement planning services through Kim Financial Group. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advice, managing both discretionary and non-discretionary portfolios through a combination of in-house and third-party strategies.

Benjamin Cheung is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and specialized market roles.

Karen Creel is a financial advisor with TLG Advisors, Inc. and holds Series 63 and Series 65 licenses. She has 15 years of industry experience, with prior roles at First Republic Securities Company, LLC, Rockefeller Financial LLC, and Aurelia Private Office. She also heads wealth structuring at SEQUENT (FLORIDA) LLC. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring to build diversified portfolios, offering both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Jeffrey Faller is a financial advisor with Lincoln Investment in Cranford, NJ, holding a Series 66 designation and seven years of industry experience. He has worked at Lincoln Investment Planning since 2018 and was previously employed at Sacred Heart University from 2014 to 2018. Outside of his advisory role, he is involved in the solicitation and sales of life and health insurance products through The Faller Company LLC. Lincoln Investment serves individual clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs, utilizing both strategic and tactical investment approaches supported by an internal Investment Management & Research team.

Jonathan Gerrard is a financial advisor with TLG Advisors, Inc. He holds a Series 66 credential and has eight years of industry experience. His work history includes roles at Gerrard Advisors LLC, The Leaders Group, Inc., Douglas Gerrard, TIAA-CREF, Merrill, and Penn Mutual Life Insurance Company. He is involved with Gerrard Advisors LLC, supporting administrative and operational functions related to life insurance and pension plan cases. TLG Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring, utilizing fundamental analysis and Modern Portfolio Theory, and offers portfolio management and financial planning services through a network of independent advisors and sub-advisors.

Rohit Bhalla is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Sanctuary Advisors, LLC serves a diverse client base, including high-net-worth individuals, corporations, and charitable organizations, offering investment advisory and financial planning services through a network of more than 400 independent advisers. The firm provides portfolio management, retirement plan consulting, and other advisory services using various analytical approaches and maintains a fiduciary role when agreements are in place.