Jeffrey Baumann is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has three years of industry experience and previously worked at Park Avenue Securities and Guardian Life. Baumann participates in a networking group that meets to discuss business expansion strategies. Park Avenue Securities LLC, part of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Fang Moore is a financial advisor with Transamerica Financial Advisors in Piscataway, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Transamerica in 2019, Moore spent twelve years at Bristol Myers Squibb and is also a licensed health insurance agent and Pennsylvania notary. Moore assists with health insurance enrollment in New Jersey and Pennsylvania. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs. The firm manages approximately $1.66 billion in discretionary assets and operates as both a registered broker-dealer and registered investment adviser.

Thomas Russo is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Valic Financial Advisors since 2015 and also works with Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and third-party model managers.

Christopher Ibrahim is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. He has previously worked at Raymond James Financial Services and Janney Montgomery Scott. Ibrahim is also associated with Ibrahim Wealth Advisory Group, where he contributes significant time as a financial advisor. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm provides financial planning and investment advisory services to individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering both discretionary and non-discretionary portfolio management through a variety of proprietary and third-party solutions.

Karen Donofrio is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds the Series 66 designation and has worked at several firms including Morgan Stanley, E*TRADE Securities LLC, and Prudential Insurance Company of America. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management, employing model portfolios and customized strategies under a fiduciary standard.

Gregory Napolitano is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Ameritas Advisory Services since 2021 and also serves as Managing Partner at Strategic Alliance Partners, where he recruits, trains, and develops fixed insurance brokers and agents. Additionally, he is president of Independent Financial Solutions, a fixed insurance and health insurance business. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers various asset management and consulting services through multiple program platforms and utilizes both proprietary and third-party model portfolios.

William Wolf is a financial advisor with Hightower Advisors holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at Merrill for 12 years before joining Hightower Securities, LLC, where he has been since 2014. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, offering portfolio management, financial planning, and retirement consulting with access to proprietary research and a variety of investment vehicles.

Daryl Gaskin is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including prior roles at Morgan Stanley, E*TRADE, TD Ameritrade, and Axa Advisors. Eagle Strategies serves a diverse client base ranging from individual investors to institutional and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a primarily non-discretionary asset base.

Martin Cecire is a financial advisor with TIAA-CREF in Princeton, NJ, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure that utilizes affiliated funds.

Andrew Meinbresse is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding a Series 66 designation and with 20 years of industry experience. He has been with Valic Financial Advisors since 2014 and has also been affiliated with Agia since 2022, where he acts 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models and various overlay options for portfolio management.

Stacy Salvatore is a financial advisor at TIAA-CREF with 27 years of industry experience. She holds a Series 66 designation and has worked at BlackRock Investment Management and Archer Janney, among other firms. Outside of her advisory role, she teaches group fitness and dance classes at facilities including the Windsor Athletic Club. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through various portfolio solutions.

Allan Lynn is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His career includes long tenures at Raymond James Financial and Mendham Capital Management, where he also maintained ownership and managed accounts. Janney Montgomery Scott 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 charitable organizations, providing a range of financial planning, brokerage, and advisory services.

William Blanche is a financial advisor with Lincoln Investment in Cranford, NJ, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Lincoln Investment Planning Inc since 2008. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, consultant-led portfolio management, and model portfolios supported by an in-house Investment Management & Research team, while maintaining both advisor-led and discretionary client relationships.

Shawn Hooper is a financial advisor with Eagle Strategies (New York Life) holding the ChFC® designation and Series 63 license. He has 37 years of industry experience, including roles at New York Life and Nylife Securities Inc. since the late 1980s. 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 emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis for individual and institutional clients.

Gamaliel Michaud is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 2010 and is currently an agent with Agia. Michaud serves as Managing Director for the National Association of Minority Financial Advisors, where he participates in networking and conference organization for minority financial professionals. 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 and a variety of investment options.

Nicholas Dolce is a financial advisor at TIAA-CREF with Series 65 and Series 63 designations and two years of industry experience. He has been with TIAA-CREF since 2025 and previously worked at TIAA and Newport Capital Group, LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and operates within a vertically integrated structure that includes affiliated funds.

Michele Lee is a financial advisor at &PARTNERS with Series 63 and Series 66 designations and 31 years of industry experience. She has previously worked at firms including Avantax and 1st Global Advisors. In addition to her advisory role, Lee serves as the elected mayor of High Bridge Borough, New Jersey. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charities, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting, employing a range of strategies supported by proprietary and third-party managers.

George O. Shaughnessy is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has been with Commonwealth and affiliated entities since 2017, including prior roles at Reilly Financial Group and F and G Insurance Agency. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and investment management, offering discretionary and customized portfolio solutions.

Christian Carr is a financial advisor with PNC Wealth Management in Princeton, NJ, holding Series 66 and Series 63 licenses and with two years of industry experience. Prior to joining PNC in 2026, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2024 to 2026. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary account accessible by invitation to employees with PNC online-banking credentials. The program uses approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties and features algorithm-driven enrollment and risk assessment.

Wei Wu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Transamerica Financial Advisors since 2013 and has been associated with Kistler Tiffany Benefits since 2015. Outside of advising, he is involved in the sale of insurance products and manages a personal rental property. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with both discretionary and non-discretionary management options.