Bruce Rothbard is a ChFC® with 34 years of industry experience, currently serving as a financial advisor at Integrity Alliance, LLC. He has held roles at Lion Street Financial, The Leaders Group Inc, and Mercury Financial Group, primarily focusing on life insurance sales. Outside of advising, he works as a consultant for a life settlement company and owns an independent insurance agency specializing in life insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting using a range of portfolio strategies and access to various custodial platforms and third-party managers.

David Haase is a CFP® professional with 29 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2017. Prior to this, he worked at Legend Equities Corporation for 13 years. Outside of his advisory role, Haase serves as a council member of Faith Lutheran Church and is involved in business consulting. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning solutions. The firm employs a combination of affiliated and unaffiliated sub‑advisers and incorporates both strategic and tactical portfolio approaches.

Monique Thacker is a financial advisor at Valic Financial Advisors with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for HSBC Bank USA N.A. for 11 years. Thacker is also involved with Mindful Departure LLC, operating as The Core Room. 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 wrap programs through a large network of advisors and employs a technology-driven approach utilizing unified managed accounts and model solutions.

Jonathan Savorgiannakis is a CFP® with six years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His career includes prior roles at Equitable Advisors, AXA Advisors, Hightower Securities, and Wells Fargo Advisors. In addition to his advisory work, he is a licensed insurance agent with Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and outsourced CIO services to individual investors, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Steven Filiaci is a financial advisor at Sanctuary Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Sanctuary Advisors and Sanctuary Securities since 2022, following nine years at Bank of America and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisors with a range of portfolio management options, fiduciary oversight, and a variety of analytical approaches.

Frank Deluca is a financial advisor at OSAIC Institutions, Inc. with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Financial Resources Federal Credit Union, CUSO Financial Services, L.P., Pruco Securities LLC, and Beacon Trust Company. He also serves as trustee for the Deluca Family Trust, where he manages trust activities including investment selection and asset distributions. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of advisers. The firm offers customized advisory services and a hybrid adviser/broker-dealer model that emphasizes firm supervision with delegated investment management, incorporating access to alternative investments and lending solutions.

Nancy Vandergoot is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at TIAA-CREF, JP Morgan Securities, and Merrill Lynch. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing both affiliated and third-party managers through a variety of portfolio solutions.

Gelber Castillo is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Berkeley Heights, NJ, and has three years of industry experience. His prior roles include work at Agia and involvement with the Immigration and American Citizenship Organization. Castillo also serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-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 to construct client portfolios.

Richard Whippee II is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and seven years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked at Bankers Life And Casualty since 1995, where he also serves as an insurance agent and branch sales manager. Bankers Life Advisory Services provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Michael De Paola is a financial advisor at GWN Securities Inc. with five years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Cetera Wealth Services, Mid Atlantic Resource Group, and Minnesota Life Insurance Company. De Paola also serves as an independent agent placing life and disability insurance products through Crump Life Insurance Services. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including traditional and active strategies, supported by a network of approximately 423 advisors.

Timothy Anthony is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include six years at The Brookings Institution and a period of self-employment before joining Citi in 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and leverages its large institutional scale and market roles to offer complex solutions, including discretionary accounts and alternative investments.

Vatsal Patel is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding the Series 66 credential and seven years of industry experience. He has worked at firms including Bank of America, Merrill, Edward Jones, and New York Life. Outside of his advisory work, Patel owns and operates a beer and wine convenience store called Windsor Shoppe. 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 and focuses on tailoring advice to client goals, with a significant portion of assets managed on a non-discretionary basis.

Jordan Heller is a CFP® and CFA® with 20 years of experience in the financial advisory industry. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2019, following 11 years at Heller Wealth Advisors, LLC. Outside of his advisory role, he serves on the Board of Directors for the New York School of Podiatric Medicine and the audit committee for Alzheon, Inc., a biomedical company. 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-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process, and sponsors proprietary investment vehicles and private funds.

Robert Schmidt is a financial advisor at &Partners with Series 63 and Series 65 credentials and 37 years of industry experience. His prior experience includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a variety of strategies and platforms, and operates as both a registered investment adviser and broker-dealer.

Diandra Allen is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and has prior experience with Northwestern Mutual and Atlantic Health System. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Jinping Lin is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has worked at Transamerica Financial Advisors since 2016 and is also involved with Investment Options LLC and RealMart Realty, where she serves as a referral agent. Lin provides health insurance and Medicare services alongside her advisory role. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party managed investment programs.

Brian Segel is a financial advisor with Eagle Strategies (New York Life), holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at New York Life Insurance Company, Cetera, Allied Wealth Partners, and MassMutual. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, particularly in non-discretionary asset management and retirement plan consulting.

Lynn Jacobowski is a financial advisor with TLG Advisors, Inc. in Summit, NJ, holding Series 63 and Series 66 licenses with 18 years of industry experience. Her prior roles include work at The Leaders Group, Inc., Park Avenue Securities, Guardian Life Insurance, and Wealth Advisory Group. She also maintains an independent insurance agent business focused on life insurance and Medicare sales. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering both managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Perry Koplik is a financial advisor with Commonwealth Financial Network and holds a Series 63 designation. He has 40 years of industry experience and has worked at firms including Kestra Advisory Services, PF Compass, and Mass Mutual Investors Services. Koplik is a co-owner of PF Compass, LLC, which provides group insurance benefits. 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. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Novello is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. He has five years of industry experience and has previously worked with BNI Business Developers and Securitas. Outside of his advisory role, he is involved in notary services and health insurance sales through his ownership of SJV Financial Group LLC. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies and offers various advisory programs alongside retirement plan services.