Sophia Shi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and previously spent 13 years at the Federal Reserve Bank of New York. Outside of her advisory role, she is involved in providing home care services for families in New Jersey. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party investment models, managing billions in client assets across discretionary and non-discretionary programs.

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.

Cameron Andre is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. His prior work includes roles at Wiss Wealth Management LLC, WISS & Co., LLC, and JPMorgan Chase. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Leonardo Renna is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citigroup since 2013, following roles at Morgan Stanley from 2003 to 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operations as a swap dealer and futures commission merchant.

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.

Peter Needham is a CFP® and Series 65 credentialed advisor with 22 years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC and its affiliated entities since 2019 and previously spent 17 years at American Economic Planning Group. Outside of advisory work, he is involved with Wealth Enhancement Group’s non-variable insurance business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

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 several other firms. Outside of his advisory work, he is a partner in a vending business unrelated to investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital investment platform available by invitation to employees with PNC Bank online credentials. The firm employs algorithm-driven risk assessment and uses approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Sean Greaves is a financial advisor with GWN Securities Inc. holding a Series 66 credential and three years of industry experience. His prior roles include positions at Cetera, UBS Financial Services, and Northwestern Mutual. Outside of finance, he owns HTR Cards, a business focused on buying and selling sports cards and memorabilia through online platforms and live shows. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, employing a combination of sub-advisers and model-based allocations that incorporate asset allocation and Modern Portfolio Theory. The firm is known for its use of tactical market-timing and momentum-based strategies within select legacy programs.

Lisa Kops Wendel is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with United Planners since 2009 and previously worked at Phage Partners LLC. Additionally, she is president of Wendel Financial Group, a marketing entity unrelated to investment activities. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Angela Lestrade is a financial advisor at TIAA-CREF with 16 years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at Morgan Stanley and Allianz Global Investors Managed Accounts LLC. She has been with TIAA-CREF since 2019. TIAA-CREF’s Advice & Planning Services division offers 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, and small retirement plans. The firm provides both point-in-time financial planning and ongoing portfolio management with a fiduciary standard applied to its registered investment advisory services.

Giovanni Pistilli is a financial advisor at Guardian Life with one year of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities and Guardian Life since 2023. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment solutions, combining advisor-led discretionary management with model-based strategies and proprietary programs.

Justin Heaslip is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He previously worked at Royal Alliance from 2015 to 2018 and Valic Financial Advisors from 2018 to 2019. Outside of his advisory role, he has provided consulting assistance related to catering and event space operations for a family business in Stamford, CT. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning consults. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses market-timing and momentum-based strategies in certain legacy programs.

Thomas Rose is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior work includes positions at LPL Financial LLC and WS Griffith Securities, Inc. He also operates Main Street Wealth Management, a DBA affiliated with his advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and a range of managed account solutions including proprietary platforms and third-party strategies.

Jared Savino is a financial advisor at Cetera Planning Partners with four years of industry experience. He holds a Series 66 designation and operates a CPA firm, Jared M Savino CPA PLLC, where he provides tax preparation, bookkeeping, and payroll services to small businesses. His prior experience includes roles at Avantax and various Cetera entities. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider.

Bret Kaye is a CFP® affiliated with Wealth Enhancement Advisory Services, LLC, with nine years of industry experience. He has worked at Wealth Enhancement Advisory Services and its predecessor firms since 2013. Wealth Enhancement Advisory Services provides comprehensive financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a broad advisor network and employs a diversified investment approach that combines passive and active management overseen by an internal Investment Committee.

Matthew Clifford is a financial advisor at RBC Rochdale, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with City National Rochdale since 2014. Outside of his advisory role, he is involved as an LLC member of Sweet Vivi’s Bakery, an online bakery for his daughter. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, with an emphasis on tailored portfolio construction using proprietary tools and collaboration with sub-advisors.

Daniel Foran is a CFP® with 43 years of industry experience currently serving as a financial advisor at Carson Wealth. His prior roles include positions at LPL Financial and Raymond James Financial Services, among others. He is also involved in financial education through Financial Network Educators. Carson Wealth is an SEC-registered investment adviser operating a large enterprise platform with over 650 advisors. The firm manages approximately $50.6 billion and provides a range of services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that oversees portfolio construction and monitoring.

Aditya Krishnaswamy is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 66 designation. He joined the firm in 2026 and has prior experience at Penn Mutual Life Insurance Company and SAP. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

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®, ChFC®, and Series 66-registered advisor with Guardian Life in New Brunswick, NJ, bringing 24 years of industry experience. He has worked at Guardian Life since 2006 and leads Comprehensive Wealth Strategies since 2014. Guardian Life’s Park Avenue® Wealth Management offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.