Clark Silverstein is a financial advisor with SPC, holding Series 66 and Series 63 credentials and 18 years of industry experience. His career includes roles at Ic Advisory Services Inc, The Investment Center Inc, and Platinum Corp Services, Llc. In addition to his advisory work, he is involved in independent life insurance sales, reviewing client policies and processing new life, disability, and long-term care insurance applications. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporations. The firm supports hundreds of advisors delivering tailored and discretionary investment advice through various account programs and maintains notable affiliations with broker-dealers and insurance agencies.

Rebecca Novin Cannon is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has served as a trustee for multiple family trusts and is an executrix of an estate. Cannon also volunteers as a board member of the Jewish Federation of Greater Metrowest. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement consulting, and a variety of investment advisory programs.

Angela Folit is a financial advisor at Valic Financial Advisors with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Valic Financial Advisors since 2015 and at Agia since 2022. Outside of her advisory role, she is involved with Agia as an agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account programs using a technology-driven approach and a large network of advisors.

Eric Fuhrman is a CFA® charterholder with six years of industry experience, currently affiliated with RBC Rochdale, LLC. He previously worked at CNR Securities, LLC, Rice Hall James & Associates, LLC, and HGK Asset Management. Outside of his advisory role, he assists with accounting and administrative matters for a mental health therapy practice co-owned with his wife. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and governmental entities, employing an active, multi-strategy investment process that integrates quantitative models and fundamental analysis. The firm offers portfolio management, sub-advisory, and related services, managing approximately $73 billion in assets across 125 advisors.

James Cronin is a CFA® charterholder with 29 years of experience in the financial industry. He has been with Kestra Advisory and Kestra Investment Services, LLC since 2016 and serves as Chief Investment Officer at Integrity Wealth Management, overseeing investment policy and portfolio management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, benchmarking, and investment management supported by due diligence across multiple management platforms.

Karol Turner is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. Prior to joining Steward Partners in 2024, Turner worked for Ameriprise and Burklow & Rotella, LLC from 2007 to 2024. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Intaek Oh is a financial advisor with TIAA-CREF in Roseland, NJ, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Prior to joining TIAA-CREF in 2018, he worked at PNC Bank and PNC Investments from 2014 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers tailored investment management through model and customized portfolios and serves as adviser to the TIAA Donor Advised Fund.

David Burns is a CFA® charterholder with 11 years of industry experience. He is currently with TIAA-CREF and has been with the firm since 2023, previously working at Tiaa since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing managed account services using model portfolios or customized management under a client-approved investment policy.

Michael Downey is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including over three decades with New York Life Insurance Company and more than two decades with Nylife Distributors LLC. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutional sponsors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Kyle Grofsick is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. Prior to joining Valic, he worked at Agia and Allied Universal, and also has experience selling non-securities insurance products as an appointed agent for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Robert Loscalzo is a financial advisor at Primerica Advisors with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. He is a member of the Greater NJ Estate Planning Council. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies.

Charles Grotyohann IV is a financial advisor with Guardian Life and Park Avenue Securities, holding the CFP® and ChFC® designations and over 38 years of industry experience. His work history includes a long tenure at Park Avenue Securities since 2016. Outside of his advisory role, he participates in a local Rotary Club for networking. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs, including hybrid digital solutions and model portfolio management.

Richard Brown is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Ameritas and its affiliates since 2008. Outside of advising, he operates a health insurance consulting business that assists clients in selecting appropriate health care plans through the exchanges. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm delivers investment solutions through a combination of in-house model portfolios, third-party managers, and integration with affiliated broker-dealers and investment advisers.

Jenna Rodes is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 11 years of industry experience. She has been with TD Private Client Wealth LLC since 2014 and also has prior experience at TD Bank N.A. 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 clients. The firm constructs portfolios through a mix of strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Grace Pellegrino is a financial advisor at Kestra Advisory with one year of industry experience. She holds a Series 65 designation and previously worked at Jaffe Tilchin Investment Partners, LLC from 2023 to 2026. 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 including fiduciary consulting, plan design and compliance testing, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Jared Marzocco is a CFP® professional with five years of industry experience, currently associated with CWM, LLC. His work history includes roles at Carson Wealth, Cetera Advisor Networks, and Taylor Financial Group, LLC. He is also licensed to sell fixed insurance products including life and health insurance. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, institutions, and corporations through a large network of advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of services including financial planning, sub-advisory, and retirement plan management.

Dennis Amico is a financial advisor at Kestra Advisory Services, LLC with 55 years of industry experience. He holds a Series 63 designation and has been with Kestra since 2006, currently serving as an Investment Advisor Representative. Outside of Kestra, he is president of Dancole Associates, an insurance company, and provides investment advisory and estate planning services through Wealth Preservation Solutions, LLC. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan design, compliance testing, and employee education, supporting both discretionary and non-discretionary investment management within a broad supervisory framework.

James Forsythe is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and a variety of investment vehicles tailored to client objectives.

John Occhipinti is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Burklow & Rotella, LLC and Ameriprise Financial Services, LLC. He serves as Treasurer on the Board of Directors for North Jersey Friends of NRA, a nonprofit focused on firearm education and safety for youth. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm provides investment advisory, financial planning, pension consulting, and managed account services to individuals, pension plans, corporations, trusts, estates, and charitable organizations through a variety of portfolio management programs and third-party manager selections.

Peter Contini is a financial advisor at TIAA-CREF with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA and TIAA-CREF since 1990 and 2001, respectively. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory services include both point-in-time planning and ongoing discretionary management, with a fiduciary standard applied to its registered investment advisory services.