Nah'rya Walker Pierson is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and seven years of industry experience. Her prior work includes roles at GWFS Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and Merrill. Outside of her advisory work, she owns Blissful Harmony Doula Services, providing birthing support, and volunteers as a play group leader with Triangle Area Parenting Support. Empower Advisory Group delivers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Kevin Lamberson is a ChFC® with 11 years of experience in the financial services industry. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having previously worked at firms including GWN Securities, Pruco Securities, and The Prudential Insurance Company of America. Outside of his advisory role, he works part-time at Whole Foods Market. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and access to a variety of investment products through a mix of affiliated and third-party managers.

Jennifer Bell is a financial advisor at &Partners with 26 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and Merrill Lynch, Pierce, Fenner & Smith, Inc. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

David Rosa is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithmic risk assessment and third-party managed strategies executed with mutual funds and ETFs.

Robert Wands is a financial advisor with Lincoln Investment in Cranford, NJ, holding a Series 66 license and 17 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2010 and previously worked at Equitable Advisors. Outside of his advisory role, Wands serves as treasurer for the Rotary of Roselle/Roselle Park and is an elected member of the board at Wychwood Gardens Co-Op. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive model strategies.

Pablo Idrovo is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 66 and Series 63 licenses and five years of industry experience. His background includes roles at JPMorgan Securities, EXP Realty, and Forest Hills Financial Group. Outside the financial industry, he is involved in a real estate business assisting clients with buying and selling property. Park Avenue Securities LLC, 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 combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions tailored to client needs.

Isabelle Hu is a financial advisor at PNC Wealth Management with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Cetera Investment Services, Columbia Bank, and Credit Suisse. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees with existing PNC Bank online banking credentials. The program utilizes approved model strategies managed by PNC or third parties, with investments executed via mutual funds and ETFs and annual rebalancing.

Emil Defeo is a financial advisor at PNC Wealth Management with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses, and has been with PNC investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary account pilot aimed at employees. The firm uses algorithmic risk assessments and delegates portfolio implementation to third-party strategists, focusing on investments primarily in mutual funds and ETFs with annual rebalancing.

John Beninato is a CFP® professional affiliated with Wealth Enhancement Advisory Services, LLC, with 17 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC and Mass Mutual Investors Services. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Randolph Warren is a financial advisor with GWN Securities Inc. based in Bridgewater, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Vanderbilt Securities, Gitterman Wealth Management, and Triad Advisors. He also maintains a life insurance agent role focused on client needs and solutions. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager introductions. The firm employs a combination of affiliated and unaffiliated sub-advisers and uses model-based allocations incorporating asset allocation and Modern Portfolio Theory, with distinctive use of market-timing and momentum-based strategies in select legacy programs.

Dustin Rudman is a CFP® with 22 years of industry experience, currently affiliated with GWN Securities Inc. since 2018. He previously worked at Mass Mutual Investors Services and MetLife Securities. Outside of his advisory role, he serves as a board member of the Rolling Acres Home Owners Association and is involved in managing fixed annuity and insurance products through Schockproof Insurance LLC. 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 offers a range of managed-account programs and investment strategies, including legacy market-timing and momentum-based approaches.

Nicholas Luciano is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at TD Bank N.A., Curcio Webb, Bank of America, and Commonwealth Financial Network. He is based in Princeton, NJ. 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 utilizes strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services.

Michael Felix is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Merrill, Bank of America, N.A., and City National Securities. Felix is also involved in owning and managing rental property investments. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and provides both discretionary and non-discretionary investment solutions supported by internal research and oversight.

Fang Moore is a financial advisor with Transamerica Financial Advisors in Piscataway, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Transamerica in 2019, Moore spent twelve years at Bristol Myers Squibb and is also a licensed health insurance agent and Pennsylvania notary. Moore assists with health insurance enrollment in New Jersey and Pennsylvania. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs. The firm manages approximately $1.66 billion in discretionary assets and operates as both a registered broker-dealer and registered investment adviser.

Thomas Russo is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Valic Financial Advisors since 2015 and also works with Agia, focusing on 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 plans. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and third-party model managers.

Christopher Ibrahim is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. He has previously worked at Raymond James Financial Services and Janney Montgomery Scott. Ibrahim is also associated with Ibrahim Wealth Advisory Group, where he contributes significant time as a financial advisor. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm provides financial planning and investment advisory services to individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering both discretionary and non-discretionary portfolio management through a variety of proprietary and third-party solutions.

Karen Donofrio is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds the Series 66 designation and has worked at several firms including Morgan Stanley, E*TRADE Securities LLC, and Prudential Insurance Company of America. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management, employing model portfolios and customized strategies under a fiduciary standard.

Lucas Toglia is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs and Pfizer. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs and operates with large institutional scale and specialized market roles.

William Wolf is a financial advisor with Hightower Advisors holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at Merrill for 12 years before joining Hightower Securities, LLC, where he has been since 2014. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, offering portfolio management, financial planning, and retirement consulting with access to proprietary research and a variety of investment vehicles.

Daryl Gaskin is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including prior roles at Morgan Stanley, E*TRADE, TD Ameritrade, and Axa Advisors. Eagle Strategies serves a diverse client base ranging from individual investors to institutional and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a primarily non-discretionary asset base.