Richard Limekiller is a CFP® and CFA® credentialed advisor with 19 years of industry experience. He has worked at City National Rochdale, Rim Securities LLC, and City National Bank since 2012. Outside of his advisory role, he serves as a board member for the Lincroft Little League, coordinating the tee ball division. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and governmental entities. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools to align portfolios with client Investment Policy Statements.

Jeffrey Friedrich is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Equity Services Inc. since 2016 and is also affiliated with Integrated Financial Concepts, LLC. Outside of advisory work, he is involved in insurance sales through several business entities focused on fixed life insurance products. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Sean Rath is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has 11 years of industry experience. He has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research, swap dealer and futures commission merchant roles.

Gregory Napolitano is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with Ameritas and related entities since 2009 and serves as Managing Partner of Strategic Alliance Partners, where he recruits, trains, and develops fixed insurance brokers and agents. He is also president of Independent Financial Solutions, an independent insurance agency focused on fixed insurance and health products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management for variable annuities and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

William Jasionowski is a CFP® professional with 29 years of experience in the financial industry. He has been with Benjamin F. Edwards & Company, Inc. since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment management and consulting services through fee-based wrap programs and combines custody and execution features with in-house trading capabilities.

Alexis Zang Huang is a financial advisor at Citizens Securities, Inc. with three years of industry experience. Huang previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2022 to 2026, as well as AD & BA LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates a digital advisory platform focused on ETF-based portfolios and manages both discretionary and non-discretionary accounts.

Daniel Nicolas is a financial advisor at Oppenheimer with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Mass Mutual Investors Services and MetLife Securities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of programs and advisory services including asset management, financial planning, consulting, and retirement services delivered through both discretionary and non-discretionary approaches.

Brandon Riso is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 credentials and has two years of industry experience. His prior roles include positions at Fidelity Investments and self-employment engagements. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns through proprietary and third-party methodologies and integrates its services with Empower’s administrative and recordkeeping platforms.

William Wolf is a financial advisor at Hightower Advisors with 33 years of industry experience. He has held his current role at Hightower Securities, LLC since 2014. Wolf holds Series 63 and Series 65 designations. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Daryl Gaskin is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including prior roles at Morgan Stanley, E*TRADE, TD Ameritrade, and Axa Advisors. Eagle Strategies serves a diverse client base ranging from individual investors to institutional and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a primarily non-discretionary asset base.

Shawn Hooper is a financial advisor with Eagle Strategies (New York Life) holding the ChFC® designation and Series 63 license. He has 37 years of industry experience, including roles at New York Life and Nylife Securities Inc. since the late 1980s. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis for individual and institutional clients.

John Pontieri is a financial advisor with Equity Services, Inc. and holds a Series 66 designation. He has three years of industry experience, including roles at Integrated Financial Concepts and Pink. In addition to his advisory work, he is involved in educating teachers about their pensions and benefits through a related business activity. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, offering both discretionary and non-discretionary management approaches.

John Carbone is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and over 22 years of industry experience. He has worked at Private Advisor Group since 2018 and was previously with LPL Financial and National Planning Corporation. Carbone also owns and manages J Carbone & Associates, a tax preparation and accounting business he has operated since 1993. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm provides a range of managed account solutions and employs a fiduciary-based advisory model that incorporates both direct portfolio management and manager selection using various investment strategies.

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.

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.

George O. Shaughnessy is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has been with Commonwealth and affiliated entities since 2017, including prior roles at Reilly Financial Group and F and G Insurance Agency. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and investment management, offering discretionary and customized portfolio solutions.

James Scroggs is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 12 years of industry experience. His career includes roles at Edward Jones, TD Ameritrade, and Citigroup Global Markets. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers both point-in-time financial planning and ongoing portfolio management, employing a fiduciary standard across its advisory services.

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.

Jakhongir Yuldoshev is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at TD Bank, H&R Block, Mini-Circuits, and Westminster International University in Tashkent. 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, offering portfolio management, access to various investment products, and financial planning support through a combination of affiliated and third-party sub-managers.

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.