Michael Grofsick is a financial advisor with Valic Financial Advisors in Mahwah, NJ, holding a Series 66 designation and 25 years of industry experience. He has been with Valic Financial Advisors since 2004 and also serves as an agent for non-securities insurance products at Agia. Valic Financial Advisors is a large SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement plans, offering wrap programs, portfolio management, and financial planning services through a network of over 1,200 advisors.

Allen Herskowitz is a financial advisor with Money Concepts Capital Corp and holds a Series 63 designation. He has 23 years of experience at Money Concepts Capital Corp and has also served as president of his own CPA firm, Allen B. Herskowitz, CPA, PC, since 1991. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and incorporates fundamental and technical analysis alongside modern portfolio theory.

Jeff Russo is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bank of America and Merrill. Outside the financial industry, he has been involved with Pozzitiv Productions. 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 clientele, including individuals, families, trusts, corporate sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

George Croonquist Jr. is a CFP®-designated financial advisor with Janney Montgomery Scott in Hackensack, NJ, where he has worked since 1989. He has 42 years of industry experience and serves as an advisory board member for Hackensack Meridian Quality Care, a role in which he advises on assisted living properties. 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 broad client base with services including brokerage, financial planning, and advisory programs, and offers in-house and third-party portfolio management across multiple investment platforms.

Joseph Block is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, Sunbridge Capital Partners, Foreside Fund Services, Fiera Capital Inc., and City National Rochdale. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services alongside financial and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services, managing approximately $15 billion in regulatory assets under management through a large network of investment adviser representatives.

Vincent Blazewicz is a financial advisor with Primerica Advisors, holding a Series 66 designation and over 21 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities since 2004. Outside of his advisory role, he serves as a board member of Harmony Starts Farm Inc. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party portfolios.

Robert Jaffe is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Park Avenue Securities and Guardian Life Insurance Company of America since 2005. Outside of his advisory role, he is involved in insurance activities with companies other than Guardian. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships with access to proprietary and third-party investment models, including a hybrid digital advisory solution.

Christopher Shea is a CFA® charterholder with 30 years of experience in the financial industry. He is currently a financial advisor at Rockefeller Financial LLC, where he has worked since 2026. Prior to that, he spent over two decades at UBS Financial Services and UBS Asset Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Joseph Edmondson is a financial advisor with Hightower Advisors holding a Series 66 credential and 19 years of industry experience. He previously worked at CMG Financial Planning, Ltd. for 11 years and Equitable Advisors for 17 years, with overlapping tenure at Axa Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Matthew Walker is a financial advisor with Eagle Strategies (NY Life) in Saddle Brook, NJ, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at NYLIFE Securities, New York Life Insurance Company, Massmutual, and Northwestern Mutual. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations delivered through various program types, with the majority of assets managed on a non-discretionary basis.

Brian Dragotto is a financial advisor with Guardian Life, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Bank of America, and Merrill. Outside of advising, he contributes articles for the International Planning Alliance. Brian is part of Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, pension plans, charitable organizations, and corporate clients with a combination of brokerage services, financial planning, and advisory programs featuring both proprietary and third-party investment models.

Daniel Trout is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at Securities America Advisors Inc. and his own firm, Financial Principles, LLC, where he also conducts insurance sales. Outside of his advisory duties, Trout serves as president of the West Milford Youth Soccer Organization, overseeing local recreational soccer programs. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach incorporates manager selection, multi-manager solutions, and a range of investment vehicles supported by proprietary research and operational features.

Steven Arietta is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at CMG Financial Planning Ltd and Equitable Advisors, with overlapping time at AXA Advisors, LLC. Arietta serves as a Reserve Deputy with the Rockland County Sheriff's Reserve, an all-volunteer force supporting full-time law enforcement. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s model emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Matthew Stack is a financial advisor with Integrated Wealth Concepts LLC in Ramsey, NJ. He holds the CFP® designation and has five years of industry experience. Prior to joining Integrated Wealth Concepts in 2022, he worked at Evercore Group LLC and Modera Wealth Management, LLC. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm employs a long-term investment approach using customized portfolios of mutual funds, ETFs, equities, and fixed income, and sponsors various wrap-fee and model-based programs.

Neil Westerduin is a financial advisor at Kestra Advisory with 16 years of industry experience. He holds a Series 65 designation and has worked at Kestra Advisory since 2020, following an 11-year tenure at Chadwick Wealth Management, LLC. In addition, he has operated Neil Westerduin CPA LLC since 1989. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Kenneth Glick is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes positions at Janney Montgomery Scott, Morgan Stanley Private Bank, Morgan Stanley, and Citigroup Global Markets. He is based in Saddle Brook, NJ. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios. The firm provides both discretionary and non-discretionary management and maintains custody of client assets as a qualified custodian.

Lorely Machin is a CFA® charterholder with four years of industry experience, currently serving at Wells Fargo Investment Institute, Inc. She has been with the firm since 2003. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses and select external clients. The firm operates through specialized divisions that deliver equity and fixed-income analysis, long-term capital market assumptions, and model portfolio solutions without exercising investment discretion or holding client assets.

Dominique Vitalis is a financial advisor with CWM, LLC, holding a Series 66 designation and six years of industry experience. His work history includes roles at Carson Wealth, Taylor Financial, Royal Alliance, Bank of America, Merrill, and Monumental Sports and Entertainment. Outside of advisory work, he has been involved in residential property flipping. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a nationwide network of over 600 advisors. The firm employs discretionary management using model portfolios overseen by an Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Anthony Pirro is a financial advisor with Money Concepts Capital Corp in Scarsdale, NY, holding a Series 66 designation and over 14 years of industry experience. He also operates Anthony G. Pirro CPA PC, providing accounting and bookkeeping services since 2011. Pirro has been affiliated with Money Concepts Capital Corp since 2006 and has offered accounting and tax services through his own practice since 1981. Money Concepts Advisory Service (MCAS) serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs a variety of managed programs and portfolio strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory.

Lawrence Borger is a financial advisor with Kestra Advisory and holds Series 63 and Series 66 designations. He has 22 years of industry experience, including prior roles at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Outside of advisory work, he is the owner of a small real estate business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving approximately $79.8 billion in assets under management and maintaining relationships with large institutional investors including sovereign wealth funds.