James Bassett is a CFP®, CFA®, and Series 65-licensed financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2025, he worked for Altfest Personal Wealth Management for eight years. In addition to his advisory role, Bassett serves as a consultant at KAZE Creative, where he assists with business strategy and financial operations. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Paul Purwin is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2014. He is also co-owner of Longwave Financial, LLC, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custodial services.

Susan Kolan is a financial advisor with TD Private Client Wealth LLC based in Bernardsville, NJ. She holds Series 63 and Series 65 licenses and has five years of industry experience. She has worked with TD Private Client Wealth LLC since 2020 and has been with TD Bank N.A. since 2015. 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’s investment approach combines strategic and tactical asset allocation with affiliated and third-party sub-managers through various portfolio offerings.

Wilfred Warrick is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at Pinnacle Financial Service, MPower America, LLC, and World Financial Group, Inc., among others. Outside of advisory work, he assists Medicare-eligible individuals with Medicare plan selection and enrollment. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement its advisory approach through a large network of advisors and multiple program platforms.

Eric Lindstrom is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Prior to joining GWN Securities in 2015, he worked for the Paterson School District for 17 years. Outside of his advisory role, he coaches a youth baseball team as part of the North Jersey Cardinals. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of investment strategies through a large network of advisors.

Matthew Diquollo is a CFP® with 11 years of experience in the financial advisory industry. He currently works at Beacon Pointe Advisors, LLC and has previously held roles at Glenmede Trust Company and Mariner Wealth Advisors. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach, utilizing third-party independent managers and quantitative due diligence processes, and sponsors proprietary investment vehicles and private funds.

Richard Piazza is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 19 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves as treasurer for Second Chance Stables, a nonprofit organization, and consults on the St. Patrick School Endowment Committee. 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, utilizing proprietary and third-party investment strategies across various account types.

Jay Patadia is a financial advisor at Hornor, Townsend & Kent, LLC, holding the PFS™ designation. He has experience in tax preparation as the owner of Veritas Planning Advisors since 2014 and has been associated with Hornor, Townsend & Kent since 2025. Outside of advisory work, he is involved in insurance brokerage, providing sales and service of life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a significant portion of assets managed on a non-discretionary basis.

Jacob Kovar is a CFP® professional with one year of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Northwestern Mutual and Bleakley Financial Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Marc Alessandro is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds the Series 63 designation and has held positions at Prudential Insurance Company of America, PRUCO Securities, LLC, and National Life Group. Outside of his advisory work, he is involved as an agent in insurance sales through Integrated Financial Concepts. Equity Services, Inc., doing business 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 operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms that combine long-term strategies with options for shorter-term trading and third-party asset management.

Mario Girone is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Citigroup since 2014. Outside of his advisory role, he is involved in managing several real estate entities in New York and New Jersey. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, maintaining internal oversight and utilizing external partnerships to manage client portfolios.

Gavin Kreitz is a financial advisor with TLG Advisors, Inc., holding a Series 66 credential and no prior industry experience. His work history includes roles at Simplicity Investments Inc., Gideon Strategic Partners LLC, Leste Group, Med-Metrix, and academic positions at the University of Miami and Lafayette College. TLG Advisors, Inc. serves a diverse client base, including individuals, trusts, charities, corporations, and institutional investors. The firm focuses on manager selection and monitoring, using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both sub-advised accounts and direct-to-consumer digital investment programs.

Sean Broderick is a Series 66-licensed financial advisor with Citigroup Global Markets, where he has worked in Citi Personal Wealth Management since 2010. He has 16 years of industry experience. Outside of his advisory role, he is the owner and personal trainer at United Health and Fitness, LLC, and serves on the board of directors for The Greenbelt Conservancy in Staten Island, focusing on greenbelt preservation and education. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside brokerage and custody services. The firm combines large institutional scale with unique market roles, providing discretionary and non-discretionary strategies that include alternative investments and digital assets.

David Dobin is a CFP® professional with 25 years of experience in the financial services industry. He has been with VALIC Financial Advisors since 2003 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he volunteers by selling merchandise at cost to support a colleague battling an illness. VALIC Financial Advisors primarily 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, utilizing Envestnet-developed UMA models for portfolio construction.

Michael Whittemore is a CFP® and CFA® with 18 years of experience in the financial advisory industry. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2019, including time at its affiliated entity Beacon Pointe Wealth Advisors, LLC. His prior experience includes roles at Heller Wealth Advisors, LLC and U.S. Trust - Bank of America. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer solutions to individual and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across multiple asset classes.

William Smalls is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has four years of industry experience and previously worked with NYLife Securities LLC and New York Life Insurance Company. Outside of his advisory role, he serves as president of the Deacon's Union and Women's Auxiliary of Monmouth & Adjacent Counties, focusing on promoting and establishing Christian education. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers a range of program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

Christopher Risko is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Signature Realty, Horner Townsend and Kent, and Penn Mutual Life Insurance Company. In addition to advisory work, he is involved in managing sales agents and placing insurance products with affiliated companies. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios and provides discretionary and non-discretionary investment programs.

Michael Bokach is a financial advisor at Valic Financial Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Valic Financial Advisors since 2018, with prior roles at Agia, 1Force, and Keypoint Government Solutions. Outside of his advisory work, he is involved with Agia as an agent focusing on non-securities insurance products. Valic Financial Advisors primarily serves 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts on Envestnet’s platform and incorporating tax-aware and ESG overlay options.

Yong Lin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes roles at Aetna, Emerson Reid, and Wfgia, alongside his longstanding position at Transamerica Financial Advisors. He is also the owner of Lin Family Dynasty Inc. Outside of investment advisory, Lin assists clients with health insurance enrollment through affiliated firms. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to deliver advisory services through a large network of advisors and multiple program platforms.

Michael Schwartz is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 19 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2009. Outside of his primary roles, he operates Schwartz Planning Group, LLC, through which he manages his own advisory business. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs involving both proprietary and third-party models.