Marc Connolly is a financial advisor with TD Private Client Wealth LLC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc., TD Ameritrade, and RBC Capital Markets. Outside of advisory work, he owns rental property for college students in Fairfield, Connecticut. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and access to a range of investment products through a combination of affiliated and third-party sub-managers.

Delia Mezzina is a CFP®-certified financial advisor with seven years of industry experience, currently with Beacon Pointe Advisors, LLC. Her prior experience includes roles at Zoe Financial, Fidelity Brokerage Services, and Legg Mason. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, and offers proprietary private funds alongside comprehensive performance reporting and analytics.

Michael Stanley Jr. is a financial advisor at &PARTNERS with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Merrill, Triad Advisors, and Prestige Wealth Management. &PARTNERS serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services alongside financial planning, ERISA 3(21) consulting, and investment banking, utilizing a combination of proprietary models and third-party manager solutions through platforms such as Envestnet.

Christopher Piccoli is a CFP® professional with 17 years of industry experience, currently advising at Mariner Wealth since 2024. His prior experience includes roles at The Mather Group, RegentAtlantic, and J.P. Morgan in various capacities. He serves as an Advisory Board Member at CDT Capital Management, where he provides strategic guidance on marketing and regulatory matters. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party manager allocations and provides integrated tax and administrative family office services.

Gregory Campbell is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2017, following five years at PNC Investments. Outside of his advisory role, he is a managing member of Jolie Group, LLC, a holding company for a mixed-use building. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a range of strategic and tactical asset allocation portfolios that include both affiliated and third-party sub-managers.

Erik Friedman is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has six years of industry experience, having worked at Eagle Strategies since 2024 and previously at NYLIFE Securities and New York Life Insurance. Prior to his advisory career, he was employed at Lithia Motors from 2016 to 2019. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, managing a substantial portion of its assets on a non-discretionary basis.

Steven Ford is a financial advisor at J.W. Cole Advisors, Inc. with 40 years of industry experience. He holds the Series 63 designation and has worked at firms including Cambridge Investment Research and Fcg Advisors LLC. Ford is a board member of the Summit Mens Lacrosse Alumni Association and the Summit Area YMCA Emeritus Board. J.W. Cole Advisors operates a large network of independent advisers offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a range of investment strategies and provides access to multiple platforms and third-party managers.

Paul Butler is a financial advisor with Janney Montgomery Scott in Bedminster, NJ, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2024 before joining Janney Montgomery Scott in 2024. 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 diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Ericka Towe is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and is also involved in several other ventures including entertainment, health insurance, and business training. Outside of her advisory role, she performs comedy in clubs during non-business hours. 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 range of proprietary and third-party investment programs, managing approximately $1.66 billion in discretionary assets as of the end of 2025.

Gunnar Himmel is a CFP® with six years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Janney Montgomery Scott LLC, Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base, including individual investors and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across various asset classes.

Neil Renner is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding CFP® and ChFC® designations and over 23 years of industry experience. His prior roles include positions at Commonwealth Financial Network, J.P. Morgan Securities, Equitable Advisors, and Mass Mutual. He is also appointed as an insurance broker for non-registered products with outside carriers. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory programs tailored to individual and institutional clients, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Robert Ibrahim is a CFP® certificant with 34 years of experience in financial advisory roles. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Janney Montgomery Scott. Outside of his advisory work, he is an author writing about his life and career and serves as an advisory board member for the CFO Leadership Council. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account services.

Shahid Malik is a financial advisor at PNC Wealth Management with 29 years of industry experience. He has been with PNC Investments since 2004. He holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The firm uses algorithmic risk assessments and delegates portfolio implementation to approved third-party strategists.

Samuel Berger is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Sanctuary Securities, Inc. and Fieldpoint Private. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates a large network of independent representatives and offers a range of solutions including discretionary and non-discretionary programs, separately managed accounts, and retirement plan advisory services.

Mario Meola is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2010. Outside of his advisory role, he owns and operates Chimney Rock Financial, a multi-line insurance business, and is involved in life insurance brokerage through Primary Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily on a non-discretionary basis through third-party asset manager platforms and financial planning. The firm combines client-directed implementation with approaches such as asset allocation, diversification, and fundamental and technical analysis.

Nicholas Schmidt is a financial advisor at &PARTNERS with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services, LLC, and Veritable L.P. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a mix of proprietary and third-party investment strategies across fundamental, technical, and quantitative analysis.

Griffin Mcparland is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs AYCO Personal Financial Management. Outside of advisory work, he is involved in a financial services and insurance business under a DBA. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and access to third-party managers. The firm utilizes a variety of discretionary and model-based portfolio strategies, including market-timing and momentum-based approaches in select legacy programs.

Mark Van Houten is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He has been with Janney since 2006 and is also associated with GJ-MAC Enterprises, LLC, d/b/a Home Instead. He holds Series 63 and Series 66 credentials. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

John Bannan is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with GWN Securities since 2016. Outside of advisory services, he is president of Bannan Financial Group LLC, an entity used as his DBA. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs, financial planning, and access to third-party managers. The firm combines discretionary portfolio management with model-based allocations and employs both affiliated and unaffiliated sub-advisers, offering strategies that include market-timing and momentum-based approaches.

Jason Grantz is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63, 65, and 66 licenses and four years of industry experience. He previously worked at Unified Trust Company for 12 years, followed by roles at American Trust and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.