Alexander Smith is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he has been the caddiemaster at Bayonne Golf Club since 2021. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm combines affiliated and unaffiliated sub-advisers with model-based asset allocation strategies and employs market-timing and momentum-based approaches in certain legacy programs.

Mary Pucciarelli is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 credentials and 41 years of industry experience. Her prior work includes roles at Reilly Financial Group, Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and METLIFE Securities Inc. She also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of clients nationwide. The firm provides a comprehensive adviser-support platform, including managed-account programs and access to third-party asset managers, while acting as a wrap-fee program sponsor and back-office provider.

Charles Churchill is a financial advisor at Citigroup Global Markets with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including HSBC Securities, Merrill, UBS Financial Services, and Chase Investment Services. Churchill has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including roles as a swap dealer and futures commission merchant.

Boureima Diallo is a CFP® professional with four years of industry experience, currently serving at Transamerica Financial Advisors. He has a long-standing association with United Financial Services and the Transamerica Agency Network, where he has been involved in recruiting, training, and business development since 2002. Diallo also engages in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and digital platforms, serving clients through an extensive advisor network.

Jeffrey Kenyon is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 65 registrations and possessing 24 years of industry experience. His prior experience includes roles at IC Advisory Services, Inc., Securities America Advisors, Inc., and Brecek & Young Advisors, Inc. Outside of his advisory role, Kenyon owns JK Financial Services, LLC, which provides client investment and insurance services. GWN Securities offers investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning options. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and employs a mix of market-timing and momentum-based strategies alongside model-based allocations.

Larry Daniels III is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously with Encompass More Asset Management LLC and Verity Asset Management. Outside of his advisory role, he is an attorney specializing in real estate law and serves as New York Market President for C-Suite for Christ, an organization focused on Christian business practices. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining internally managed and third-party models, discretionary asset management, and financial planning services.

Michele Phillippi is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Valic Financial Advisors since 2019 and previously held positions at OneAmerica Securities and American United Life. Valic Financial Advisors primarily 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Charles Wang is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012 and World Financial Group since 2009. His other business activities include the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a variety of investment programs and access to third-party money managers, managing over $1.6 billion in discretionary assets.

Alisha Patel is a Series 65 licensed financial advisor at Mariner with one year of industry experience. Her career includes roles at TritonPoint Capital, TritonPoint Wealth, and Sage Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm offers customized discretionary portfolios supported by in-house research and a range of strategies spanning equities, fixed income, alternatives, and digital assets, along with integrated tax and accounting services.

Joseph Hymowitz is a Series 66 licensed financial advisor at Empower Advisory Group with 11 years of industry experience. Prior to joining Empower, he worked at J.P. Morgan Securities and JPMorgan Chase Bank for nine years, as well as PNC Investments and PNC Bank for one year each. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model ties financial planning and managed account solutions to Empower’s recordkeeping and administrative platforms.

Jake Kreppel is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Alphastar Capital Management, JPMorgan Chase Bank, and Equitable Advisors. Kreppel also serves as Vice President and Independent Insurance Sales Agent at Kreppel Tax Advisory Group, specializing in tax planning and insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion using discretionary model portfolios and offers comprehensive reporting and client review services through a standardized platform approach.

Paul Branca is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at J.P. Morgan Institutional Investments, JPMorgan Investment Management, Merrill, and National Professional Planning Group. In addition to his advisory work, he provides assistance to his disabled daughter through a nonprofit entity. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within integrated administrative platforms.

Mariella Foley is a Certified Financial Planner (CFP®) with 17 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2022, following a 22-year tenure at Round Table Wealth Management. Cerity Partners is an SEC-registered investment adviser serving a broad client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Stefan Cherneski is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with TLG Advisors, Inc., with 12 years of industry experience. He has held roles at Advisor Solutions Inc, The Leaders Group Inc, and Underwriters Brokerage Services. Outside his advisory work, he is involved in wholesale insurance sales and owns a wholesale insurance business. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm’s investment approach emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and a direct-to-consumer digital program called Starlight Portfolios.

Robert Davis is a CFA® charterholder with 18 years of experience in the financial advisory industry. He has worked at Cerity Partners LLC since 2022 and previously spent 16 years at Round Table Wealth Management. Outside of his advisory role, he serves as a general partner and manager of due diligence, selection, and monitoring for a private equity fund of funds through CV Management GP, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Yan Wang is a financial advisor at Transamerica Financial Advisors with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Transamerica Financial Advisors since 2012. Wang is also president of Yongan Corp, a role he has held since 2013. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a variety of proprietary and third-party investment programs.

Caterina Gage is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Outside of her advisory role, she is the authorized representative of Gagliardi Tile Installations LLC, a non-investment-related business that is currently inactive. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with large institutional scale and unique market roles.

Ekta Parekh is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding a Series 66 designation and five years of industry experience. She previously worked with Mass Mutual Investors Services and MassMutual Life Insurance Company before joining Eagle Strategies and affiliated NY Life entities in 2023. Outside of her advisory role, she is involved as a committee member with Boys Scout Troop 86. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, often integrating insurance and annuity products, with a focus on tailored, mostly non-discretionary advisory solutions.

Craig Ballington is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been affiliated with both Penn Mutual and Hornor, Townsend & Kent since 2002. Outside of his advisory role, he is involved in life insurance brokerage, serving as an agent and managing partner of related insurance ventures. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Bridger Dawson is a financial advisor at Mercer Global Advisors Inc. with 10 years of industry experience. He holds the ChFC® designation and Series 63 and Series 66 licenses. His prior experience includes roles at Edward Jones and Charles Schwab. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and nonprofit organizations, offering comprehensive investment advisory and financial planning services. The firm employs a Modern Portfolio Theory-based approach with diversified portfolios using low-cost ETFs, index funds, and alternative investments, alongside educational programming and integrated service platforms.