Simi Schwartz is a CFP® with 17 years of experience in the financial services industry. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services, Bank of America, and Merrill. She is a partner and advisor at Steward Partners Global Advisory, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as institutions, providing a range of advisory and portfolio management services through both proprietary and third-party solutions.

Russell Meccia is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Wells Fargo Bank and Raymond James Financial Services. Meccia is based in Ramsey, NJ. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering comprehensive investment advisory and financial planning services through various portfolio management programs and third-party manager selection.

Min Chul Kim is a financial advisor at Eagle Strategies (NY Life) with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Eagle Strategies, he worked with New York Life and its affiliated entities, as well as at Cosmos Boutique LTD and Cosmos Queens LTD. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a large portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Geraghty is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 licenses and with 21 years of industry experience. He previously worked at Rochdale Investment Management for 18 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2023. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active management overseen by an internal Investment Committee.

Leopoldo Matarazzo is a financial advisor with Guardian Life in Paramus, NJ, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2016. Outside of his advisory role, Matarazzo operates a law office focused on basic estate planning and consults on estate and business succession plans. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, and charitable organizations, offering a blend of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

Colleen Silver is a CFA® charterholder with four years of industry experience and is currently an advisor at Truist Advisory Services. She previously worked at Fiduciary Trust Co International/Franklin Templeton Investments for 14 years. Colleen serves as a volunteer investment committee member for the Science Museum of Minnesota, assisting in the oversight of the museum’s endowment investment management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled research tools and inter-affiliate integration to support its AMC Advantage manager-selection program.

Anand Thakkar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping busy professionals, business owners, and families develop coordinated, tax-aware financial strategies that align with their personal and long-term goals. Anand works closely with clients through personalized wealth management approaches, including college education planning, retirement income design, estate and legacy planning, tax minimization, and managing new wealth. With expertise in equity compensation strategies, concentrated positions, insurance and risk management, and philanthropic planning, Anand supports clients facing major financial events such as business sales, IPOs, and wealth transfers. He combines Merrill Lynch's investment insights with the banking and lending solutions of Bank of America to deliver comprehensive financial planning. Anand holds the Personal Investment Advisor designation and has completed executive education at Harvard Business School, in addition to earning a Bachelor's degree from Wayne State University. Anand is also committed to community involvement, volunteering with local organizations. Outside of work, he enjoys basketball, tennis, music, and reading. His approach emphasizes building one-on-one relationships to provide tailored, actionable financial strategies designed to help clients achieve their financial objectives.

John Orlikowski is a financial advisor with TD Private Client Wealth LLC in Ramsey, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior firms include TD Bank N.A., Bank of America, Merrill, Morgan Stanley, E*TRADE Securities, Equitable Advisors, and AXA Advisors. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm employs a blend of strategic and tactical asset allocation utilizing both affiliated and third-party sub-managers, with custody and reporting supported by third-party custodians.

Jordan Strickland is an advisor at Guardian Life with the Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Certified Financial Services. Before entering the financial industry, he held positions at LifeCare Diagnostic Imaging and Changebridge Medical Associates. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides advisor-led discretionary management combined with model-based strategies and access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Jay Choi is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2005. In addition to his advisory role, he is president of JC Financial Group, Inc., which provides tax accounting, filing services, and property and casualty insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized services such as annuity and variable life sub-account management.

Michael Littmann is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and International Aromatics Inc. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm uses a combination of strategic and tactical asset allocation through TD Managed Portfolios and partners with both affiliated and third-party sub-managers.

Ralph Margel is a CFP® with 39 years of experience in the financial industry. He has been with Commonwealth Financial Network since 2004 and was previously with Margel Wealth Management from 1991 to 2026. He currently is affiliated with Omnica Wealth since 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset managers, retirement consulting, and custody services.

John Kakolewski is a CFA® charterholder with 19 years of industry experience. He is currently with RBC Rochdale, LLC and has worked previously at Rochdale Investment Management LLC and Rim Securities LLC since 2006. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and public entities. The firm employs a multi-strategy investment process that integrates quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools and third-party sub-advisors to create tailored portfolios across various asset classes.

Paul Orazio is a CFP® with 42 years of experience in financial advisory services. He is currently affiliated with Commonwealth Financial Network, where he has worked since 2017. Prior to that, he spent 13 years at National Planning Corporation and has been operating Orazio Financial since 1991. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion to construct portfolios from diverse securities and insurance products while also offering managed model portfolios through its Investment Management and Research team.

James Foti is a CFP® with 38 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has been with Guardian Life since 2015 and Park Avenue Securities since 2018. In addition to his advisory role, he occasionally implements insurance solutions outside of Guardian to meet specific client needs. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client relationships through a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Fran Wolfson Keegan is a Series 63 licensed advisor at GWN Securities Inc. with 34 years of industry experience. She previously worked at Nationwide Advisory Services, Inc. for 31 years and has held a longstanding role with Nationwide Insurance Co. outside of her advisory work. She is actively involved in community organizations including the Yonkers Chamber of Commerce and serves as secretary of the Indian Field Hunting & Fishing Club, Inc. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm’s large network of advisors manages approximately $3.65 billion across various managed-account programs and model portfolios, utilizing a mix of traditional and legacy market-timing strategies.

Timothy Murphy is a financial advisor at TD Private Client Wealth LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Citigroup, Charles Schwab, LPL Financial, and MBO Partners. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm utilizes a range of strategic and tactical portfolio approaches combining affiliated and third-party sub-managers.

Traci Tabback is a financial advisor with UBS Financial Services in Paramus, New Jersey, holding a Series 66 designation and 21 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she serves as treasurer and officer for Alpine Home and School Administration, supporting fundraising for enrichment and extracurricular activities at Alpine Elementary School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and asset allocations.

Rudenca Blloshmi serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, she helps clients develop personalized wealth management strategies tailored to their individual financial goals. She provides access to Merrill’s investment insights alongside the banking and lending solutions offered by Bank of America. Rudenca focuses on client areas including family wealth management, personal retirement planning, philanthropic planning, tax minimization, retirement income, special needs planning, managing new wealth, and women and wealth. Rudenca holds multiple professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She attended Pace University without earning a degree and conducts business in both English and Albanian. Rudenca is involved with the Global Albanians Foundation and enjoys baseball, biking, golfing, music, and photography in her personal time.

Nishant Sharma is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and develop strategies to pursue short-, mid-, and long-term objectives. He provides guidance on a range of financial matters including investing, retirement planning, and saving for unforeseen expenses. Additionally, Mr. Sharma offers access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Mr. Sharma holds the Chartered Retirement Planning Counselor (CRPC) designation. He earned both a Bachelor's Degree and a Master of Business Administration (MBA) from Guru Nanak Dev University. His approach involves partnering with clients to identify what matters to them and their families in order to create tailored financial strategies.