Kelley Trilling is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Steward Partners in 2024, Trilling worked at Burklow & Rotella, LLC and Ameriprise. Outside of advisory work, Trilling is involved in fiduciary activities serving in roles such as trustee and executor. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individual and institutional clients, providing a range of investment advisory, financial planning, and managed account services through both proprietary and third-party solutions.

Kevin Pfeffer is a CFP® professional affiliated with Osaic Institutions, Inc. in West Orange, NJ, with nine years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC, First Eagle Investment Management, LLC, and AXA Distributors, LLC. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer model that includes both discretionary and non-discretionary accounts.

Michael Weiss is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2004. Weiss also conducts life insurance business outside of Guardian. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, financial planning, and business consulting, utilizing a range of proprietary and third-party investment strategies and platforms.

Laurie Goldsmith Heitner is a financial advisor with Primerica Advisors and holds the ChFC® and Series 63 designations. She has 42 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. She is also engaged in the sale of insurance products and operates a sole proprietorship under her name. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, financial planning, and retirement-plan consulting. The firm offers proprietary and third-party investment programs and supports a range of account-level services, including securities-based lending and tax-harvesting strategies.

Robert Rosenhouse is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 1989 and owns an insurance brokerage, Professional Planning Consultants, focusing on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment model.

Robert Taylor is a financial advisor at CWM, LLC with 10 years of industry experience. He holds the Series 65 designation and has worked previously at Carson Wealth and LPL Financial. Taylor was also associated with Taylor Financial Group for 10 years. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Peter Song is a financial advisor with Eagle Strategies (NY Life) based in Saddle Brook, NJ. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked with Eagle Strategies since 2004 and currently operates Besthouse Wealth Strategies Group LLC, focusing on New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Antonio Nicolas Callegari is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds the Series 66 designation and previously studied at Swarthmore College and St. Peter's Prep. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services through a Private Advisor model and a consolidated investment platform.

Dario Polci is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including TD Bank N.A., Equitable Advisors, LLC, and The Prudential Insurance Company of America. Outside of finance, he is active as a DJ in the arts and entertainment sector. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm’s investment approach combines strategic and tactical asset allocation using both affiliated and third-party managers.

Lara Costanzo is a Certified Financial Planner® with 19 years of experience, currently serving at Principal Financial Services. She has been with Principal Securities Inc. and Principal Life Insurance Co. since 2006. Outside of her advisory role, she is a board member of Unplanned Joy, a nonprofit organization, and serves as treasurer for the Parent Teacher Organization at Eleanor G. Hewitt Intermediate School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various adviser and promoter arrangements.

David Parisi is a financial advisor at PNC Wealth Management with 31 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk profiling and discretionary model management with mutual funds and ETFs.

Emerson Gomez is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citigroup since 2018, following seven years at Wells Fargo Bank. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and security-pricing activities.

Brian Sodol is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and specialized market roles.

Erik Andersen is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. His prior roles include positions at Raymond James Financial Services, Bank of America, Merrill, and Bankers Life. Andersen also serves as an agent offering non-variable insurance products such as term, whole, and universal life insurance, disability health, and fixed annuities. 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, providing a range of investment advisory, financial planning, and managed account solutions.

Lucas Murphy is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has two years of industry experience and has worked with firms including Guardian Life Insurance Company, Park Avenue Securities, and Northeast Private Client Group. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm utilizes proprietary and third-party investment strategies and provides a range of account-level services including lending solutions and donor-advised fund options.

Steven Fishman is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 42 years of industry experience. His prior work includes roles at Kestra Financial Services and multiple tenures at Park Avenue Securities and Guardian Life. Fishman assists the Jewish Community Foundation of Metrowest, NJ, by helping them manage over 70 donated life insurance policies. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Derek Malone is a financial advisor at OSAIC Institutions, INC. with 17 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc. since 2016 and Banco Popular, NA since 2004. OSAIC Institutions serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides advisory and brokerage services through customized engagements, leveraging a network of investment adviser representatives who utilize a range of analytical approaches and access to alternative investments.

Eric Tarlo is a financial advisor with Guardian Life and holds a Series 66 designation. He has worked in the financial services industry since 2022, with prior experience at Certified Financial Services and Thatcher McGhee's. His background also includes roles outside finance, such as positions at Wise Music Group and Valley Stables. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a mix of proprietary and third-party investment advisory programs.

Debra Taylor is a financial advisor with CWM, LLC, holding the PFS™ and Series 63 designations and over 28 years of industry experience. She has worked at firms including Carson Wealth, Cetera Advisor Networks, and LPL Financial. Taylor is also involved in several financial industry activities, such as writing and speaking for Horsesmouth, providing coaching and seminars through her own firm Pink Suite Enterprises, and consulting on tax software with Holistiplan. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary model portfolios and a combination of fundamental and technical analysis.

Paul Meyer is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Citigroup. He serves as a board member of CarePlus NJ, a foundation focused on assisting individuals with mental health, substance abuse, and psychiatric care, where he helps allocate funds and supports fundraising efforts. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.