Donald Link is a CFP® professional with 25 years of experience in the financial industry. He is currently with NewEdge Advisors and has previously worked at LPL Financial and Private Portfolio Partners. His business activities include managing his own registered investment advisory firm, Link Financial LLC. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

John Italiano is a CFA® charterholder with 16 years of industry experience. He is currently with PlanMember Securities Corporation and has held roles at Valic Financial Advisors, Preqin, CapFinancial Partners (CAPTRUST), Cammack Retirement Group, and Neuberger Berman. Outside of his advisory work, he sells collectible coins on eBay as a hobby. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach includes a top-down strategic asset allocation framework and management of risk-based mutual fund portfolios, alongside education and support services for plan sponsors and participants.

David Burns is a CFA® charterholder with 11 years of industry experience. He is currently with TIAA-CREF and has been with the firm since 2023, previously working at Tiaa since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing managed account services using model portfolios or customized management under a client-approved investment policy.

Barry Solon is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His work history includes roles at GWFS Equities, Prudential Investment Management Services LLC, Prudential Insurance Company of America, and Kestra Financial Services. Outside of his advisory work, he serves as president of the Brookview Estates Homeowners Association board, managing community financial responsibilities. 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 employs an integrated service model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates in its financial planning approach.

Melanie Werling is a Series 66-licensed financial advisor with 16 years of industry experience. She is currently with Primerica Advisors and Park Avenue Securities, having held positions at Guardian Life Insurance Company as well. Outside of her advisory work, she serves as a Notary Public. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary accounts.

Tracy Broderick is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America, N.A. before joining Rockefeller Financial and Rock & Co LLC in 2020. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with a focus on personalized advisory relationships and access to alternative and private investments.

Edmund Iannaccone is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and Series 63 credentials and bringing 36 years of industry experience. He has worked with Steward Partners-affiliated entities since 2017 and previously worked at Raymond James Financial Services and Wells Fargo Advisors. Iannaccone is also the owner of Iannaccone Wealth Management, a support company focused on wealth management services. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Justin Calendrillo is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and previously worked at Lola Dre from 2020 to 2024. He does not have any other business activities outside of Janney. Janney Montgomery Scott LLC is a large 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 charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

Michael Downey is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including over three decades with New York Life Insurance Company and more than two decades with Nylife Distributors LLC. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutional sponsors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Alfred Natale is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at HSBC Securities (USA) Inc., HSBC Bank USA National Association, Cetera, and M&T Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Michael O'hea is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and possessing 32 years of industry experience. He previously worked at JP Morgan Securities LLC for 10 years before joining Citigroup in 2023. 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 employs multi-asset, multi-manager strategies and maintains significant institutional scale and market roles, including in-house research and regulatory registrations as a swap dealer and futures commission merchant.

Kyle Grofsick is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. Prior to joining Valic, he worked at Agia and Allied Universal, and also has experience selling non-securities insurance products as an appointed agent for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Roberto Casale is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios, while applying a fiduciary standard to its advisory services.

Brent Croonquist is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds a Series 66 designation and previously worked at Lord Abbett for six years before joining Janney in 2022. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Svetlana Zuyeva is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at TIAA-CREF since 2019 and previously spent 13 years at Scottrade, Inc. She also has a background as a homemaker for one year. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides tailored portfolio management alongside fiduciary standards and acts as adviser to a donor-advised fund sponsored by Charityvest.

Robert Loscalzo is a financial advisor at Primerica Advisors with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. He is a member of the Greater NJ Estate Planning Council. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies.

Matthew Delricco is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He has worked at Cresset Asset Management, LLC since 2021 and previously spent six years at SEI Investment Company. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due diligence program covering public equities, fixed income, alternatives, real estate, and private markets.

Justin Miller is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Park Avenue Securities and Guardian Life Insurance Company. His background also includes service in the United States Coast Guard. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services, including securities-based lending and donor-advised funds.

Miles Tomlinson is a Series 66 licensed financial advisor with Private Advisor Group, LLC, and has one year of industry experience. Prior to joining Private Advisor Group and LPL Financial, he worked at Strategic Asset Services and Mutual of America. Outside of finance, he has experience working at The Rathskeller Bar and Sunningdale Country Club. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing various investment strategies and coordinating services through multiple custodians and third-party platforms.

Richard Brown is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Ameritas and its affiliates since 2008. Outside of advising, he operates a health insurance consulting business that assists clients in selecting appropriate health care plans through the exchanges. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm delivers investment solutions through a combination of in-house model portfolios, third-party managers, and integration with affiliated broker-dealers and investment advisers.