Cheryl Busacco is a financial advisor at &Partners with 28 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing for 10 years. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.

William Roerden is a financial advisor at Guardian Life with 11 years of industry experience and holds a Series 66 designation. His career includes multiple roles at Guardian Life and Park Avenue Securities since 2013. Roerden is also licensed to sell insurance products beyond Guardian offerings. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to a wide range of clients, combining advisor-led discretionary management with model-based strategies and offering access to proprietary programs and third-party solutions.

Carolyn Lloyd Turbett is a financial advisor with Kestra Advisory who holds the ChFC® designation and holds Series 63 and Series 65 licenses. She has 38 years of industry experience, including long-term roles at Kestra Investment Services and her own firm, Carolyn Lloyd-Cohen LLC. In addition to her advisory work, she serves as a trustee in legal and fiduciary capacities and is involved in insurance sales and client relations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, investment advice, 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.

Darlene Giz is a financial advisor with Kestra Advisory and holds Series 63 and Series 66 licenses. She has 21 years of industry experience, having previously worked at Principal Securities, Principal Life Insurance Company, Invesco Distributors, Oppenheimerfunds Distributor, and Blackrock Investments. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

Leland Soffel is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 63 designation and totaling 41 years of industry experience. He has worked at Steward Partners in various roles since 2017 and previously at Raymond James Financial Services and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets, serving a broad client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary portfolio management through proprietary and third-party solutions.

Enmanuel Perez Mendoza is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at TD Bank N.A. and positions in collegiate athletics and a retail business. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Robert Falk is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at LPL Financial, CUNA Mutual Group, Bank of America, and Merrill. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody through third-party custodians.

John Mckenna is a financial advisor at &PARTNERS with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and UBS Financial Services. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and ERISA consulting services. The firm uses a combination of fundamental, technical, and quantitative analysis and provides both discretionary and non-discretionary portfolio management.

Ritu Bhayana is a financial advisor at Steward Partners Investment Advisory, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wachovia Bank, N.A. Outside of her advisory role, Bhayana has part-time involvement as a member in two real estate companies, Charnika Real Estate, LLC and C&N Development, LLC, where she assists with management and bill payments. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through various investment advisory, financial planning, and managed account programs.

Anca Garcia is a financial advisor at Beacon Pointe Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Legacy Edge Advisors, WealthShield Partners, Orbis Wealth, and Tiaa. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a mix of third-party independent managers selected through a formal due-diligence process and offers services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Steven Kashishian is a financial advisor at Janney Montgomery Scott with 47 years of industry experience. He has been with Janney Montgomery Scott since 1990 and holds a Series 63 designation. 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 and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Ruairi Oneill is a financial advisor with TD Private Client Wealth LLC, holding the ChFC® designation and Series 66 and 63 licenses, with 12 years of industry experience. His prior roles include positions at Tapfin/EY, Ameriprise, J.P. Morgan Securities, and Chase Investment Services. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services through a technology platform backed by Envestnet and Pershing.

James Costello is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. and TD Ameritrade. Outside of his advisory role, he is involved with 76 Wealth Advisory LLC, a business offering insurance services. Osaic Advisory Services is an SEC-registered enterprise advisory firm serving a diverse client base, including high-net-worth individuals, corporate and charitable entities, retirement plans, and sovereign wealth funds. The firm offers a range of investment programs, financial planning, and access to alternative investments, utilizing both fundamental and technical strategies alongside platform integrations and third-party managers.

Aaron Liberman is a financial advisor at Steward Partners Investment Advisory, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, Raymond James Financial Services, and Steward Partners’ affiliated entities. He is also the owner of The S&L Group, a non-investment-related support company. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and managed account services with both discretionary and non-discretionary portfolio management options.

Michael Valeri is a financial advisor with Guardian Life in Parsippany, NJ, holding Series 63 and Series 66 licenses and possessing six years of industry experience. His prior work includes roles at Park Avenue Securities, Dawson James Securities, Bank of America, and Merrill. Outside of finance, he has worked as an Uber/Lyft driver. Michael is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies and a variety of integrated financial planning and investment solutions.

Briana Iannaccone is a CFP® with six years of industry experience, currently serving with Steward Partners Investment Advisory, LLC. She has worked with Steward Partners Investment Solutions, LLC and Raymond James Financial Services Inc, among other roles. Outside of financial advising, she has been involved in entrepreneurial and educational activities including a dog training business and a position at Ramapo College of New Jersey. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets, serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and advisory solutions, combining in-house and third-party strategies with ongoing monitoring and financial planning services.

James Rotondo is a financial advisor at PNC Wealth Management with six years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as experience with DoorDash, Inc. Outside the financial sector, he has been involved with Cobra Flats LLC since 2022 and was associated with Millburn Culinary Associates Inc. from 2016 to 2021. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithmic risk assessments to recommend investment models managed by PNC or third-party strategists.

Thomas Messina is a financial advisor with Eagle Strategies (NY Life) in Saddle Brook, NJ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with firms including Nexus Wealth Strategies LLC and Compass Wealth Strategies, and serves as a board member of the Mahwah Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers advice through multiple program types and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Peter Sengos is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2026. Prior to his financial career, he spent four years at the University of Rhode Island and has experience in secondary education. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides a range of brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies and digital advisory solutions, along with access to insurance products and alternative investments through its affiliation with Guardian Life.

Della Lounsbery is a financial advisor at Cetera Planning Partners with 13 years of industry experience. She holds the Series 63 designation and has worked at several firms within the Cetera and Avantax organizations since 2013. Beyond her advisory role, she is involved in tax preparation and accounting through her employment at Stephen E. Plain LLC dba SEP Financial Services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment approach is based on diversified allocations using mutual funds and ETFs aligned with client objectives and risk tolerance, supported by a formal planning process and access to a broad network of affiliated resources.