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.

Viresh Bawa is a financial advisor at Integrity Alliance, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Brokers International Financial Services and MetLife. Outside of his advisory role, he serves as president of two financial planning and insurance-related businesses and works as an associate director focusing on actuarial model development and quantitative analysis. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers comprehensive asset management, financial planning, and retirement consulting using both advisor-managed and model-based portfolios across various investment strategies and platforms.

Hui Liang Lee is a financial advisor with Primerica Advisors who holds Series 63 and Series 66 licenses and has 20 years of industry experience. Lee has worked extensively with Park Avenue Securities and Guardian Life Insurance Company over the past decade. Outside of advisory activities, Lee consults on Bank Owned Life Insurance (BOLI) in partnership with Protective Financial and Insurance Services. 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 proprietary and third-party investment strategies across various account types and supporting lending and tax-efficient features.

Michael Bernstein is a financial advisor with TIAA-CREF in Princeton, NJ, holding a Series 66 designation and 10 years of industry experience. He has worked at TIAA-CREF since 2017 and has prior experience with Pruco Securities, The Prudential Insurance Company of America, Mass Mutual Investors Services, and MSI Financial Services. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm’s advisory approach distinguishes between one-time financial planning and ongoing discretionary management that includes model and customized portfolios.

Nazma Begum is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Berkeley Heights, NJ, and has seven years of industry experience. She previously worked at TD Ameritrade and TD Bank. Outside of her advisory role, she is also an agent for non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Brittany Woo is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following three years at AllianceBernstein. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant services.

Ujwala Kale is a financial advisor at PNC Wealth Management with nine years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Wells Fargo Bank and Santander Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discreet online discretionary account pilot available to select employees. The firm employs algorithm-driven model selection and uses approved mutual funds and ETFs for portfolio implementation.

Andrew Booth is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Securities, Cetera, Invest Financial Corp., and Investors Bank. Outside of his advisory role, he is also a financial representative involved in life insurance sales and financial services under the DBA ABMM Financial. 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 supports a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Edward Barrett is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 credential and 36 years of industry experience. His career includes roles at Penn Mutual Life Insurance Co. and National Life Insurance Co. Since 2024, he has been a managing partner at 1847 Financial, a multi-line insurance brokerage where he oversees recruitment, sales, and service of various insurance accounts. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of its approximately $7.38 billion in client assets on a non-discretionary basis.

Matthew Jerkovich is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Janney in 2022. He holds Series 63 and Series 65 licenses. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Joseph Attanasi Jr. is a financial advisor with Lincoln Investment in Cranford, NJ, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994. Outside of his advisory role, he serves as Secretary/Treasurer of the Evangel Bowling League, managing league records and finances. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs supported by a dedicated Investment Management & Research team.

Roger Greff is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, Pruco Securities, LLC, and The Prudential Insurance Company of America. He also serves as a sales manager for multi-line insurance at Primary Financial and 1847 Financial, managing insurance sales and service for multiple carriers including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform combining advisory and broker-dealer services with substantial assets under management and utilizes third-party asset managers to tailor client portfolio strategies.

Dennis Schlegel Jr. is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at LPL Financial, MassMutual, and Gitterman Wealth Management. He is also an agent selling non-variable insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a diverse range of portfolio management and consulting services and utilizes centralized due diligence and technology tools to support advisors and clients.

Daniel Bremen is a financial advisor with TD Private Client Wealth LLC in Princeton, NJ. He holds the Series 63 and Series 65 licenses and has 15 years of industry experience. His work history includes roles at TD Bank N.A. and PNC Bank, where he has been employed since 2012. 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 TDIS clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Richard Rosa is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at LPL Financial and AXA Advisors and spent a year at Montclair State University prior to entering the financial sector. Rosa is based in Somerset, NJ. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives and access to third-party asset managers and model portfolios.

Susan Portnoi is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. She holds the PFS™ designation and Series 65 license. Her prior experience includes eight years at Traust Sollus Wealth Management, LLC before joining Mercer Global Advisors. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, and offers a range of portfolio management and planning services.

Sean Sullivan is a financial advisor at PNC Wealth Management in Bridgewater, NJ, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at PNC Bank and GNC Live Well. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and third-party managed investment strategies.

Robert Toth is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 2010 and previously worked at Agia. Outside of his advisory work, he occasionally teaches yoga to adults and children. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, using Envestnet-developed UMA models to construct client portfolios.

William Brown III is a financial advisor with TIAA-CREF and holds a Series 66 designation. He has 19 years of industry experience and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm also acts as adviser to a donor-advised fund and offers both model and customized portfolio management within a vertically integrated structure.

Jose Matias is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds a Series 66 designation and has previously worked at TIAA, J.P. Morgan Securities, and Bank of America. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.