Anthony Mazzella is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has eight years of industry experience and has worked with firms including NYLIFE Securities LLC and Podell Financial Group. In addition to his advisory role, he operates True Path Wealth Strategies, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrew Bello is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 license and one year of industry experience. He previously worked at Bleakley Financial Group and Red Oak Wealth Management. Bello is also an agent with Beacon Pointe Insurance Services, where he sells life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced CIO services to a diverse range of clients, including high-net-worth individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with independent manager selection and employs both active and passive strategies across public and private assets.

Kristjan Sokoli is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and four years of industry experience. His prior work includes roles at Ameriprise, J.P. Morgan Securities LLC, and Bank of America, as well as positions in professional sports organizations such as the New York Giants and New Orleans Saints. Outside of finance, he owns a transportation business. 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 employs a mix of strategic and tactical asset allocation through various managed portfolios and utilizes both affiliated and third-party sub-managers.

Joshua Comune is a financial advisor with TD Private Client Wealth LLC and holds Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at DAI Securities LLC and Prosperity - An EisnerAmper Company. He also worked at Rutgers Business School from 2020 to 2024 and previously operated Comune Chiropractic Center. TD Private Client Wealth LLC offers 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 affiliated and third-party sub-managers.

Maya Johnson is a financial advisor with PNC Wealth Management holding a Series 66 designation and less than one year of industry experience. Her prior roles include positions at JPMorgan Chase and work associated with academic and cultural institutions such as the Center for Digital Scholarship at the Regenstein Library and the Van Cortlandt House Museum. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that employs algorithm-driven risk assessments and invests via mutual funds and ETFs with annual rebalancing.

Bradley Bofford is a CFP® and ChFC® with 33 years of experience in financial advisory services. He has been with Hightower Advisors since 2018 and previously worked at Securities America for 14 years. In addition to his advisory roles, he is an adjunct professor for the CFP program at Fairleigh Dickinson University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers, with offerings that span mutual funds, ETFs, alternative investments, and custom indexing.

John O’Keeffe is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Raymond James Financial Services. Outside of his advisory role, he owns and operates Big Nose & Company LLC, which involves entertainment activities such as stand-up comedy and podcast appearances, as well as managing snack and beverage vending machines. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms to support its clients.

Bennett Degen is a financial advisor at SPC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Parkland Securities, The Investment Center Inc, and Tangent Capital Partners. Outside of his advisory work, he serves as a trustee for The Joseph Kushner Hebrew Academy / Rae Kushner Yeshiva High School in Livingston, NJ. SPC provides investment management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large advisory network and offers various account programs and strategic partnerships.

George Dobbs is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He previously worked at LPL Financial from 2012 to 2019 before joining Independent Financial Group in 2019. Outside of his advisory role, he is also a licensed insurance agent offering various insurance products in New Jersey. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in regulatory assets through a national network of investment adviser representatives.

Renzo Bautista is a financial advisor at TD Private Client Wealth LLC with Series 66 and Series 63 credentials and five years of industry experience. His work history includes roles at J.P. Morgan Securities LLC, Merrill, and Bank of America. Bautista also has an ongoing affiliation with Wilmington University. 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 (US) clients. The firm constructs portfolios using strategic and tactical asset allocation with both affiliated and third-party sub-managers and offers financial planning support and custody through third-party custodians.

Daniel Krisiloff is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as seven years at Chelsea Lighting. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and retirement plan advisory services. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Jaesung Son is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® and Series 63 designations. He has 21 years of industry experience, including roles at Nylife Securities and New York Life Insurance Company since 2005. He is also involved in insurance brokering through International Planning Alliance, LLC. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Richard Grofsick is a CFP®-certified financial advisor with Valic Financial Advisors, bringing nine years of industry experience. He has worked at Valic Financial Advisors since 2016 and also holds a role with Agia since 2022. Outside of his advisory work, he serves as a varsity football coach at Hawthorne High School. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, using Envestnet UMA models to construct client portfolios.

Kathleen Sweeney is a Series 65-registered advisor with Kestra Advisory, based in Fairfield, NJ, and has three years of industry experience. She has been with Kestra Advisory Services LLC since 2022 and also runs KSC Professional Services Inc. Outside of her advisory role, she is involved with several other business ventures including MAJR Professional Services, CSKZ Consulting Inc, BBU Books Inc, and KBC Management Services Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as vendor searches, plan design, fiduciary consulting, and plan-level investment advice, serving clients that range from individual investors to sovereign wealth funds.

Stephen Inglesino is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 13 years of industry experience. He has been with TD Bank, N.A. and TD Private Client Wealth LLC 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 affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Robert Casale is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Farther Finance Advisors, LLC and has previously held roles at Personal Capital Advisors, Eagle Strategies, NYLIFE Securities, and JP Morgan Securities. Outside of his advisory work, he manages a rental property in Ramsey, New Jersey. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach utilizing bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Rosemarie Allora is a financial advisor with Empower Advisory Group in Caldwell, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Gwfs Equities Inc. since 2005. Additionally, she is considering serving as a trustee for a personal estate trust. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services through proprietary planning tools and managed account solutions within Empower’s administrative platforms.

Andrew Olivier is a financial advisor at Hightower Advisors with nine years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior work includes positions at Private Wealth Management Group LLC and Securities America Advisors. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Louis Hery Jr. is a CFP®-certified financial advisor with 27 years of industry experience, currently with OSAIC Advisory Services, LLC. His prior experience includes roles at American Portfolios Financial Services, Inc. and Raymond James Financial Services Advisors Inc. He serves as a board member of the Mt. Tabor Country Club. OSAIC Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of investment management and financial planning services through various program models and utilizes both proprietary and third-party platforms for portfolio management.

Joseph Koronakis is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at TDAmeritrade from 2010 to 2016 before joining PNC Investments in 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and discretionary model accounts managed by PNC or third-party strategists. The firm employs mutual funds and ETFs with annual rebalancing and delegates portfolio implementation and proxy voting to external providers.