Diane Aurelio is a CFP® and Series 66 designated advisor with 17 years of industry experience. She has been with Transamerica Retirement Advisors, LLC since 2014, including roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement planning guidance, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Jason Grantz is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63, 65, and 66 licenses and four years of industry experience. He previously worked at Unified Trust Company for 12 years, followed by roles at American Trust and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Joshua Rodriguez is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Citigroup, NYLife Securities, and JP Morgan. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program using proprietary algorithms and a managed account program, while also operating as a broker-dealer and insurance agency.

Robert Scrabis is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Commonwealth and Reilly Financial Group since 2021, with prior experience at Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and METLIFE Securities Inc. Outside of his advisory work, he is a band member of Blue Highways and Sheriff Restless. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

James Dee is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, First Capital Advisor Group, Wellesley Financial Planners, Cadaret, Grant & Co., Inc., and LPL Financial. Outside of advisory services, he is a business owner of a FedEx Ground delivery contracting company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting with an investment approach that combines strategic asset allocation, both passive and active management, and incorporates quantitative and fundamental research.

Corey Palazzolo is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Integrated Financial Concepts. Outside of his advisory roles, Palazzolo conducts educational sessions for teachers on their pensions and retirement benefits. 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 offers various advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Cameron Ginsberg is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses. He has one year of industry experience with prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial sector, he worked at Shoprite. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and works extensively with both individual investors and institutional sponsors, managing the vast majority of its assets on a non-discretionary basis.

Leonardo Renna is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and operates at a large institutional scale, providing both discretionary and non-discretionary solutions.

James Matol is a financial advisor at TIAA-CREF with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA since 2011. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that utilizes affiliated funds.

Alison Rodriguez is a financial advisor at Osaic Advisory Services, LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. for 10 years before joining OSAIC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals—including high-net-worth clients—as well as pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary guidance and third-party platforms.

Andrew Morris is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Santander Securities, Santander Bank, Prudential Insurance, and related firms. Outside of finance, he is a partner in a vending business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic tools to recommend investment strategies implemented with mutual funds and ETFs, with portfolio management delegated to third parties.

James Ortenzio is a financial advisor at Equity Services, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked with NL Financial Alliance/National Life and Equity Services, Inc. since 2012. Ortenzio serves as a board member for Team 94, a nonprofit organization focused on raising awareness of certain conditions. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term strategies with options for shorter-term trading and specialized instruments, utilizing multiple advisory platforms and third-party asset managers to serve a broad client base.

Angela Lestrade is a financial advisor with TIAA-CREF in Iselin, NJ, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. She worked at Morgan Stanley for nine years before joining TIAA-CREF in 2019. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time financial planning and ongoing portfolio management through model and customized portfolios within a vertically integrated advisory structure.

Giovanni Pistilli is a financial advisor at Guardian Life and holds the Series 66 designation. He has one year of industry experience and has previously worked at Park Avenue Securities. His background includes studying at Quinnipiac University and earlier roles outside the financial industry. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a variety of financial planning and investment advisory services, including discretionary and non-discretionary portfolios managed in-house or through third parties.

Michael Doherty is a Certified Financial Planner (CFP®) with 42 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2011. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a variety of advisory programs and investment management solutions that combine firm-developed and third-party strategies.

Albert Napolitano is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Fahnestock & Co., Inc. since 1997. Outside of his advisory role, he serves as co-executor for an estate, managing investment liquidations several hours per week. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with client accounts reviewed regularly and cash balances swept into its Advantage Bank Deposit Program.

Emil Dix is a Series 66-credentialed advisor with Guardian Life and has one year of industry experience. Prior to joining Guardian Life, he worked at Antares Capital for five years and Bank of America for six years. Outside of his financial career, Dix serves as a driving instructor at various private road course tracks. Park Avenue Securities LLC, where he practices, is a dually registered broker-dealer and SEC-registered investment adviser that provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Aditya Krishnaswamy is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 66 designation and less than one year of industry experience. His prior work experience includes roles at Penn Mutual Life Insurance Company, SAP, and Rutgers University. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering a range of investment options and managing approximately $8.37 billion in discretionary assets as of December 31, 2025.

Youjun Liu is a financial advisor with Eagle Strategies (NY Life) in Edison, NJ. He holds the ChFC® designation and Series 63 license, with 10 years of industry experience. His work history includes roles at NYLIFE Securities LLC since 2016 and New York Life Insurance Company since 2013. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis.

Daniel Thurm is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently with Primerica Advisors and has also been associated with Guardian Life Insurance Company since 2006. Thurm operates Comprehensive Wealth Strategies, LLC, a related investment business. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, offering various proprietary and third-party investment programs alongside financial and retirement planning.