Jonathan Peters is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked with Kestra Advisory and affiliated entities since 2014 and has prior experience with Transamerica Financial Advisors and World Financial Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting for a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Anthony Spadavecchia is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at TD Bank N.A., TD Bank AMCB, and Glass Gardens. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, using strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers.

Philip Diperna is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at National Securities Corporation. Outside of his advisory role, he serves as a representative administrator for Kor Materials Direct, LLC, a wholesale business operated by his spouse. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and offers a range of discretionary and non-discretionary investment solutions.

Mi Kim is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 designations. She has eight years of industry experience with prior roles at NYLIFE Securities, New York Life Insurance, Transamerica Premier Life Insurance Co., and Block Advisors. In addition to her advisory work, she is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes tailored recommendations while maintaining predominantly non-discretionary asset management.

Andrea Rosenberg is a financial advisor at Janney Montgomery Scott with one year of industry experience. She holds the Series 66 designation and previously worked at Raymond James and Vail Resorts. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Jason Fink is a financial advisor with Guardian Life and holds a Series 66 credential. He has 2 years of industry experience and has worked at Park Avenue Securities since 2014 with a break before returning in 2024. Outside of his advisory role, he is the co-chairman of a church golf outing, organizing activities and sponsorships. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

Jan Landi is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies that address their short-, mid-, and long-term goals. Jan offers guidance on a range of topics including investing, retirement planning, and managing unexpected financial needs. Additionally, she coordinates with specialists from Bank of America to provide clients with comprehensive banking, credit, home financing, and small business solutions. Originally from Brazil, Jan relocated to the United States in 2007 to advance her career in financial markets. She holds a Bachelor's Degree from Pontifical Catholic University and has earned the Personal Investment Advisor (PIA) designation. Since 2015, she and her family have lived in Leonia, New Jersey. Jan's areas of expertise include executive compensation, equity compensation services, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. She is fluent in Portuguese and English. Outside of work, Jan enjoys music, spending time with her family, and watching movies.

Jeffrey Ward is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2014. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports a range of account features such as securities-based lending and tax-harvesting.

Robert Bigley is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and possessing nine years of industry experience. He has worked at Hornor Townsend & Kent since 2019 and has prior experience at Bank of America and Merrill. In addition to his advisory role, he assists with insurance sales and service for multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, offering discretionary and non-discretionary account options supported by third-party asset manager relationships.

Margaret Slattery is a financial advisor at Oppenheimer with 28 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney for 16 years before joining Oppenheimer in 2026. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs with both discretionary and non-discretionary advisory services, including equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

John Marshall is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Stifel and Ryan Beck & Co. He is listed as president of 3 SONS INC., a corporation formerly owning a wine and spirits store. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary investment strategies.

William Whelan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors since 1999 and concurrently affiliated with The Guardian Life Insurance Company since 1995. Outside of his advisory role, he serves as a trustee of an irrevocable life insurance trust for his family. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies across various account types.

Noel Hodges is a Series 66-licensed financial advisor with 23 years of industry experience. He is currently with Rockefeller Financial LLC and Rock & Co LLC, having previously worked at Bank of America and Merrill. 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 a broad range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Joseph Prendergast is a financial advisor with Guardian Life and holds the Series 66 designation. He has one year of industry experience, including his current roles at Park Avenue Securities and Guardian Life Insurance Company, where he has worked since 2025. Prior to this, he spent two years at Certified Financial Services and has academic experience at Montclair State University and New Milford High School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of financial planning, brokerage, and advisory services.

Michael Melly is a financial advisor with Valic Financial Advisors in Mahwah, NJ. He holds the ChFC® designation along with Series 65 and Series 63 licenses and has been in the industry since 2026. His prior work experience includes roles at Cetera and Tender Touch Rehabilitation Services. Outside of finance, he has long-term involvement with Celtic Shores Realty and Sutton Place Occupational Therapy. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts with an emphasis on centralized technology and model solutions.

David Scher is a CFP® and ChFC® professional with 25 years of experience in the financial industry. He has been with Kestra Advisory since 2016 and also maintains a role at Applied High Voltage, LLC. Scher serves on the board of the Ridgewood AM Rotary Club, where the board allocates funds to community-oriented charitable projects and scholarships. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, and diverse investment solutions, serving large institutional clients and delivering specialized services such as pooled employer plans and discretionary trading.

Yanelys Benham is a Series 66-licensed financial advisor with 14 years of industry experience. She has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily for individuals with pre-existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

John Rapport is a CFP® with 16 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC and has held prior roles at Rockefeller Capital Management, Bank of America, N.A., and Merrill Lynch. 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 combines discretionary and non-discretionary portfolio management with financial planning and consulting, operating also as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Philip Sandt is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds a Series 66 designation and has been with Janney since 2001. 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 client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, providing brokerage services, financial planning, consulting, and multiple advisory programs.

Peter Christian Della Volpe is a financial advisor with Primerica Advisors, holding a Series 66 designation and possessing one year of experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. Before entering the financial industry, he spent several years in education at Bridgewater-Raritan Middle and High Schools and Franklin and Marshall College. 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.