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.

Olga Stroganova is a financial advisor at Citigroup Global Markets with seven years of industry experience. She has held various roles within Citigroup since 2015, including positions in Citi Retail Banking before joining Citigroup Global Markets in 2018. She holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and unique market roles.

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, and City National Securities. Outside of his advisory role, he owns rental properties in New Jersey. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operating as a swap dealer and futures commission merchant.

Jeffrey Baumann is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has three years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. He participates in a networking group focused on business strategy and expansion. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with multiple proprietary and third-party investment programs.

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.

Richard Limekiller is a CFP® and CFA® credentialed advisor with 19 years of industry experience. He has worked at City National Rochdale, Rim Securities LLC, and City National Bank since 2012. Outside of his advisory role, he serves as a board member for the Lincroft Little League, coordinating the tee ball division. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and governmental entities. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools to align portfolios with client Investment Policy Statements.

Jeffrey Friedrich is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Equity Services Inc. since 2016 and is also affiliated with Integrated Financial Concepts, LLC. Outside of advisory work, he is involved in insurance sales through several business entities focused on fixed life insurance products. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Sean Rath is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has 11 years of industry experience. He has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research, swap dealer and futures commission merchant roles.

Gregory Napolitano is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Strategic Alliance Partners and Independent Financial Solutions for several years. Outside of his advisory role, he serves as president of Independent Financial Solutions and managing partner of Strategic Alliance Partners, where he recruits and trains fixed insurance brokers. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a particular focus on services for plan sponsors and participants.

William Jasionowski is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2013. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to a broad client base including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a mix of model-based and customized investment strategies and operates both as an advisory firm and broker-dealer with in-house trading capabilities.

Daniel Nicolas is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Oppenheimer since 2019, following roles at Mass Mutual Investors Services and MetLife Securities Inc. earlier in his career. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with investment management, consulting, and retirement planning, employing strategic and tactical asset allocation across various investment vehicles.

Brandon Riso is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 credentials and has two years of industry experience. His prior roles include positions at Fidelity Investments and self-employment engagements. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns through proprietary and third-party methodologies and integrates its services with Empower’s administrative and recordkeeping platforms.

William Wolf is a financial advisor at Hightower Advisors with 33 years of industry experience. He has held his current role at Hightower Securities, LLC since 2014. Wolf holds Series 63 and Series 65 designations. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

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.

Shawn Hooper is a financial advisor with Eagle Strategies (New York Life) based in Edison, NJ. He holds the ChFC® designation and Series 63 license and has 36 years of industry experience. He has worked with Eagle Strategies since 2009 and has been affiliated with New York Life and Nylife Securities Inc. since the late 1980s. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary asset management and advisory relationships linked to insurance and annuity products.

John Pontieri is a financial advisor with Equity Services, Inc. and holds a Series 66 designation. He has three years of industry experience, including roles at Integrated Financial Concepts and Pink. In addition to his advisory work, he is involved in educating teachers about their pensions and benefits through a related business activity. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, offering both discretionary and non-discretionary management approaches.

Christopher Estevez is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Oppenheimer. He previously worked at City National Bank and RBC Capital Markets LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic asset allocation, manager selection, and various investment vehicles to meet client objectives.

Todd Toro is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 registrations and bringing 23 years of industry experience. He has been with TIAA-CREF since 2015. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering both model-based and customized portfolio options.

George O. Shaughnessy is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has been with Commonwealth and affiliated entities since 2017, including prior roles at Reilly Financial Group and F and G Insurance Agency. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and investment management, offering discretionary and customized portfolio solutions.

Wei Wu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Transamerica Financial Advisors since 2013 and has been associated with Kistler Tiffany Benefits since 2015. Outside of advising, he is involved in the sale of insurance products and manages a personal rental property. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with both discretionary and non-discretionary management options.