Christopher Veal is a financial advisor at Brookstone Capital Management LLC with 16 years of industry experience. He holds a Series 65 designation and has worked previously at Secure Investment Management, LLC and Investment Advisor Corp. In addition to his advisory role, Veal operates insurance agencies focused on annuities, life insurance, and employee benefits consulting. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and institutional investors such as sovereign wealth funds. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.

Andrew Hack is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup since 2017, following roles at HSBC Bank USA and Hertz Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs, broker-dealer execution, and custody services. The firm combines large institutional scale with unique market roles, including in-house research and operations as a swap dealer and futures commission merchant.

Dana Calabrese is a financial advisor with Empower Advisory Group in Pompton Plains, NJ, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Empower Advisory Group, Dana worked at Sentinel Group and Mutual of America in various roles from 2015 to 2025. Outside of advisory work, Dana serves as a trustee on the Board of Directors for Comprehensive Behavioral Healthcare and is a member of the Board of Trustees for the White Sands Beach Condominium Association. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select retail clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions focused on long-term portfolio returns and client savings rates.

Elise Lam is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has previously worked at Wells Fargo Advisors Financial Network and Chase Investment Services Corp. among other firms. 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 US clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Gregory Chebuske is an investment advisor with Kestra Advisory in Fairfield, NJ, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. He has served at Kestra Advisory since 2016 and has been involved with Kestra Investment Services and Fhc Advisors since 2010. In addition to his advisory roles, he leads educational courses related to the financial industry. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan design, and a variety of investment management solutions, serving clients that range from individual investors to sovereign wealth funds.

Yanbin Linsim is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Raymond James Financial Services, Inc. and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Michael Mendez is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TD Bank N.A. and TD Private Client Wealth LLC since 2013. 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 offers portfolio management, financial planning support, and custody services through a combination of affiliated and third-party sub-managers and uses a percentage-of-AUM wrap fee model.

Christopher Rotella is a ChFC® credentialed financial advisor with 29 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Burklow & Rotella, LLC and Ameriprise, each for 19 years. Outside of his advisory work, he serves as a board member for the nonprofit fraternal fellowship NCS Bergen County. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations through both discretionary and non-discretionary portfolio management solutions.

Darien Dacosta is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Ameritas entities in various capacities since 2006. Outside of his advisory role, he provides photography services primarily at events. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm emphasizes model-based portfolio construction, utilizes multiple program platforms, and maintains a structure affiliated with insurance and broker-dealer entities.

Luis Abreu is a CFP® professional affiliated with Oppenheimer and has 10 years of experience in the financial industry. Prior to joining Oppenheimer in 2023, he worked at Bank of America and Merrill from 2016 to 2023. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and advisory services that include discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Vruti Patel is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TD Bank N.A. since 2014, including her current roles at TD Private Client Wealth LLC since 2020 and TD Bank N.A. since 2021. 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, utilizing strategic and tactical asset allocation through both affiliated and third-party sub-managers. The firm offers portfolio management, financial planning support, and custody services via third-party custodians.

Dylan La Croix is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has worked in the restaurant industry and has been involved with educational institutions such as the University of Maryland and Lakeland Regional High School. 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 program types tailored to individual and institutional clients, with an emphasis on non-discretionary asset management and fiduciary responsibilities for retirement investors.

David Bubnowski is a financial advisor with PNC Wealth Management, holding a Series 66 designation and having 20 years of industry experience. He has been with PNC investments since 2010. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven, discretionary model account available to employees with PNC Bank online-banking credentials. The firm uses approved model strategies managed by PNC or third-party strategists and executes investments via mutual funds and ETFs with annual rebalancing.

Emily Minick is a CFP® and Series 66 holder with eight years of experience in the financial industry. She has worked at Creative Planning since 2023 and previously held roles at Bank of America, Merrill, and Boston Financial Data Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals while incorporating tax-loss harvesting and selective private market exposure.

Larenz Mitchell is a financial advisor with PNC Wealth Management in Wayne, NJ, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill and TD Bank before joining PNC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only employee pilot that uses algorithm-driven portfolio recommendations and invests in mutual funds and ETFs with annual rebalancing.

Theresa Castro is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has three years of industry experience. Her career includes roles at NYLIFE Securities LLC and New York Life since 2023, along with prior experience in sports and camp management. She leads a local networking group, Horseneck Networking Group, engaging with community members outside of her advisory work. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, predominantly managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Russell Meccia is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Wells Fargo Bank and Raymond James Financial Services. Meccia is based in Ramsey, NJ. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering comprehensive investment advisory and financial planning services through various portfolio management programs and third-party manager selection.

Min Chul Kim is a financial advisor at Eagle Strategies (NY Life) with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Eagle Strategies, he worked with New York Life and its affiliated entities, as well as at Cosmos Boutique LTD and Cosmos Queens LTD. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a large portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Geraghty is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 licenses and with 21 years of industry experience. He previously worked at Rochdale Investment Management for 18 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2023. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active management overseen by an internal Investment Committee.

Colleen Silver is a CFA® charterholder with four years of industry experience and is currently an advisor at Truist Advisory Services. She previously worked at Fiduciary Trust Co International/Franklin Templeton Investments for 14 years. Colleen serves as a volunteer investment committee member for the Science Museum of Minnesota, assisting in the oversight of the museum’s endowment investment management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled research tools and inter-affiliate integration to support its AMC Advantage manager-selection program.