Brian Segel is a financial advisor with Eagle Strategies (New York Life) based in Edison, NJ. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. His career includes previous roles at firms such as Cetera, MassMutual, and Citigroup Global Markets. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Lynn Jacobowski is a financial advisor with TLG Advisors, Inc. and holds Series 63 and Series 66 licenses. She has 18 years of industry experience and has previously worked with firms including The Leaders Group, Inc., Park Avenue Securities, Guardian Life Insurance, and Wealth Advisory Group. In addition to her advisory role, she operates as an independent insurance agent focusing on life insurance and Medicare products. 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 monitoring using fundamental analysis and Modern Portfolio Theory to create diversified portfolios, and offers both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Perry Koplik is a financial advisor at Kestra Advisory with 40 years of industry experience and holds a Series 63 designation. His career includes roles at PF Compass, Commonwealth Financial Network, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, and New England Securities. Koplik is co-owner of PF Compass, LLC, a group benefits firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving a client base that includes large institutional investors such as sovereign wealth funds.

Jared Brown is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is an independent insurance agent and a sales broker for Creative Risk Management. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive legacy use of market-timing and momentum-based investment strategies.

David Cerchio is a financial advisor with Guardian Life in Somerville, NJ, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Guardian Life since 2007 and previously worked at International Planning Alliance, LLC. Outside of his advisory role, he serves on the board of the Middletown South Alumni Organization. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Daniel Mulligan is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Commonwealth Financial Network, Preferred Financial Partners, Hightower, Bank of America, Merrill, and Hennion & Walsh. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients including large institutional investors and sovereign wealth funds.

Robert Defina is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and PNC Investments, among others. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Kenneth Orenstein is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bedrock Investment Advisors and operates Brokerage Consulting, where he advises business owners and federal employees on group health, Medicare benefits, and employee retirement plans. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Chris Schiffer is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. His prior experience includes six years at AEPG Wealth Strategies. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Elizabeth Espinal is a financial advisor at TIAA-CREF with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, LLC and Santander Securities, LLC. She is based in Princeton, NJ. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides discretionary management through model portfolios and customized solutions, applying a fiduciary standard within a vertically integrated structure that includes affiliated funds.

Chunhong Jiang is a CFA® charterholder with 14 years of industry experience, currently with Transamerica Financial Advisors. Prior to joining Transamerica in 2024, Jiang worked at Credit Suisse for 19 years and has held roles at 3ROCKS Investment LLC, WFGIA, and sunlight networks LLC. Jiang is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment programs. The firm operates as both a registered investment adviser and broker-dealer, providing a range of managed portfolio options and related financial services.

Morgan Castner is a CFP® professional with 16 years of industry experience. He has worked at \u0026PARTNERS since 2026 and previously spent 10 years with Wells Fargo Clearing. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm provides a range of investment management and financial planning services, utilizing a mix of analytical approaches and offering both discretionary and non-discretionary account management.

Katie Scholl is a financial advisor at &Partners with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining &Partners. &Partners serves a wide range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and various retirement-plan services using a combination of proprietary and third-party strategies, supported by ongoing monitoring and periodic reviews.

Brandon Fisk is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Citi Private Alternatives, Transamerica Capital, Wells Fargo Advisors, BrightHouse Securities, and Metlife Investors Distribution Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Joseph Reilly is a financial advisor with Commonwealth Financial Network in Metuchen, NJ, holding the ChFC® and Series 63 designations and bringing 33 years of industry experience. He is co-owner of Reilly Financial Group, LLC, which facilitates securities, advisory, and insurance business. Reilly also serves as an advisory board member for Thriv, a lifestyle conference in Metuchen. 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 about $213 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services.

Adam Handler is a financial advisor at Centaurus Financial, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms including Parkland Securities, Sigma Financial Corporation, and UBS Financial Services. Handler joined Centaurus Financial in 2025. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Jierong Cheng is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and nine years of industry experience. In addition to advising, Cheng is president of Spring Beauty Spa and a partner at Pacific Tax and Consulting Group LLC, where they prepare tax returns for individuals and corporations. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment programs.

Angelo Coppolino is a financial advisor at Cetera Planning Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Avantax Investment Services and 1st Global Advisors. In addition to his advisory role, he is a CPA with Moore Stephens, P.C., where he has been involved since 1974. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates a formal planning process with diversified portfolio allocations and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

George Filepp is a CFP®-certified financial advisor with 34 years of industry experience, currently with GWN Securities Inc. since 2014. He has operated his own tax and accounting service as a sole proprietor since 1973. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across over 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options.

Oksana Gniza Yurchenko is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2021, following prior roles including four years at Icap Corporates LLC. Citigroup Global Markets serves individual and institutional clients across a range of segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research, and roles as a swap dealer and futures commission merchant.