Paresh Patel is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

Richard Looney is a financial advisor at Allworth Financial, L.P. with 38 years of industry experience. He holds a Series 63 designation and previously worked for George McKelvey Co., Inc. for 37 years. Allworth Financial serves individual and high-net-worth investors, as well as institutional clients, providing financial and wealth planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and offers educational resources including newsletters, podcasts, and seminars.

Christopher Estevez is a CFP®-designated financial advisor with 26 years of industry experience. He currently works at Oppenheimer, where he has been since 2020. His prior experience includes roles at City National Bank, RBC Capital Markets LLC, and Morgan Stanley DW Inc. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

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. She holds Series 63 and Series 66 licenses and has 18 years of industry experience. Her prior work includes roles at Merrill, Primerica Advisors, Axa Advisors, and Ohio National Financial Services. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management to client goals and risk tolerances.

Elena Ptchelintseva is a Series 66-licensed financial advisor with 22 years of industry experience. She is currently affiliated with Guardian Life, where she has worked since 2003, and its wholly owned subsidiary Park Avenue Securities. Elena serves as Vice President Chair of a BNI Networking Organization. Park Avenue Securities, doing business as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to proprietary programs, third-party advisory solutions, and specialized financial planning and consulting services.

Nicholas Ippolito III is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Park Avenue Securities, Calton & Associates, VOYA Financial Advisors, Wells Fargo Clearing, PNC Wealth Management, Banc of America Investment Services, and Quick & Reilly. He is also involved with VIP Wealth Management LLC, a separate business he manages. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm uses a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary and third-party investment solutions tailored to client needs.

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 Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and over 40 years of industry experience. He has worked at Park Avenue Securities since 2014 and Guardian Life since 2013. Outside of his advisory work, Nash serves on the board of directors and volunteers at The Strand Theater in Lakewood, NJ. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its affiliation with Guardian Life.

Mitchell Reback is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2012, following a two-year tenure at GMS Group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services, including discretionary and non-discretionary management, with an emphasis on strategic asset allocation and comprehensive portfolio oversight.

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.

Valeriya Kolesnikova is a CFP® certificant affiliated with Eagle Strategies (NY Life) with six years of industry experience. She has worked at NYLIFE Securities LLC and New York Life Insurance Company since 2020 and owns VMX Financial Strategies LLC, which brokers New York Life products and non-registered insurance products. Outside of her advisory work, she is the author of a children's book on financial literacy, "Robot Finny's Big Money Adventure." Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis.

John Sheehan is a Series 65 licensed advisor with Mariner, based in Manasquan, NJ, and has three years of industry experience. He has been with Mariner Wealth Advisors since 2021. Sheehan serves as a board member of the Manasquan High School Academy of Finance, participating in quarterly meetings focused on student events. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness solutions.

Brian Grande is a financial advisor with Guardian Life and holds a Series 66 designation. He has 12 years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of his advisory work, he organizes skateboarding contests and demonstrations for youth through his company, Skate Nugg LLC. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and businesses. The firm offers financial planning, discretionary management, and access to proprietary and third-party investment solutions.

Nicholas Raffetto is a CFP® with 14 years of industry experience, currently serving as a senior wealth advisor at Mariner. His prior experience includes roles at Msec, LLC, Lincoln Investment, and Capital Analysts, Inc. He works from Manasquan, NJ. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement consulting. The firm employs customized discretionary portfolios supported by an internal team and external managers, and offers integrated tax, accounting, and financial wellness services uncommon at its enterprise scale.

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 with Merrill, holding Series 63 and Series 66 credentials and 17 years of industry experience. He worked at Morgan Stanley for 10 years before joining Merrill in 2019. 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 investment strategies managed by internal CIO teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Douglas Langer is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors and its predecessor AXA Advisors LLC since 2008. Outside of his advisory work, he is involved with 818 Enterprises in a non-investment related capacity. Equitable Advisors serves individual and institutional clients, including pension plans and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm emphasizes personalized client assessment and uses a mix of third-party managed advisory models and its own SAM program to deliver solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.