Avi Jankelovits is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Citigroup Global Markets since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique institutional capabilities including in-house research, swap dealing, and futures commission merchant operations.

Joseph Canciglia is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2014. He holds Series 63 and Series 65 licenses and is based in Hackensack, NJ. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charities, and municipal clients. The firm offers a range of brokerage services, financial planning, consulting, and advisory programs, utilizing both in-house and third-party portfolio management.

Ashley Bittar is a financial advisor at Rockefeller Financial LLC with five years of industry experience. She holds the Series 66 designation and previously worked at Merrill and in academic roles at Montclair State University and Bergen Community College. Outside of finance, she was involved with Giovanna's Cafe. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a range of in-house and third-party managers.

Anthony Lafranca is a financial advisor with PlanMember Securities Corporation in Irvington, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with PlanMember since 2010. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering a range of risk-based mutual fund portfolios supported by participant education and personalized retirement planning.

Chris Naum is a financial advisor at Centaurus Financial, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial and Ic Advisory Services. Outside of advising, he is involved in tax preparation and accounting through CHN Life Planning Services LLC and serves as a FINRA arbitrator. He also has roles in mortgage and real estate services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting with both discretionary and non-discretionary arrangements, employing a range of fundamental and technical investment analyses.

Nochum Wilner is a financial advisor with Primerica Advisors holding a Series 66 designation and 14 years of industry experience. His career includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he provides tax preparation services through Wilner Wealth Strategists LLC and serves as secretary on the board of Congregation PNAM Inc. 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 brokerage and advisory relationships, financial planning, and retirement and business consulting, implementing investment strategies through proprietary models, third-party managers, and a digital advice platform.

Brian Wood is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 25 years of industry experience. He has worked at TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small corporate retirement plans. The firm offers both planning services and ongoing portfolio management using model and customized investment strategies within a fiduciary framework.

Douglas Drehwing is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2016, following roles at Santander Securities and Santander Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, providing tailored discretionary solutions and maintaining in-house research and security-pricing capabilities.

Gari Semon is a financial advisor with Guardian Life and holds a Series 66 designation. He has 17 years of industry experience and has worked at firms including Park Avenue Securities, BGS Capital Management LLC, Cetera Financial Specialists LLC, and Victors Maywood. Outside of his advisory role, he maintains an independent financial professional business advising clients based on their goals and risk tolerance. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party models.

Karin Feldstein is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life), based in Saddle Brook, NJ. She has 13 years of industry experience, including roles at New York Life Insurance Co and Nylife Securities LLC. Feldstein operates Persevere Wealth Strategies LLC, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis through a network of affiliated adviser representatives.

Edgar Pino is a financial advisor at PNC Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Mass Mutual Investors Services and Morgan Stanley. Outside of financial services, he was involved with the nonprofit organization Vitamins 4 Troops from 2020 to 2022. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithmic risk assessment and third-party-managed strategies implemented with mutual funds and ETFs.

Boodram Someria is a financial advisor at OSAIC Institutions, INC. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and David Lerner Associates, Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services, including financial planning, ERISA plan services, and access to alternative investments. The firm’s advisory approach combines fundamental and technical analysis, asset allocation, and third-party due diligence, with a notable emphasis on non-discretionary assets.

Greg Schultheis is a CFP® with eight years of industry experience, currently serving as a financial advisor at CWM, LLC. His career includes positions at Carson Wealth, Taylor Financial Group, and Goldman Sachs & Co. LLC, among others. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm employs discretionary portfolio management using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

David Fuchs is a CFP® with nine years of industry experience, currently serving as a financial advisor at CWM, LLC and Carson Wealth since 2026. He previously worked at Advisors Capital Management, LLC, BNY Mellon Securities Corporation, AXA Distributors, LLC, and Westworld One Cumulus Media. Outside of his advisory role, he assists at Nissim Tutoring Services by creating lesson plans and supporting CFP exam preparation. CWM, LLC is an SEC-registered investment adviser that serves a broad mix of clients, including individuals, high-net-worth families, foundations, corporations, and institutional investors through a network of over 600 advisors. The firm manages discretionary portfolios using model strategies and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools, with a notable focus on retirement plan services and transparent operational practices.

Peter Gordinier is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Raymond James Financial Services. He is also involved in Ramapo Wealth Advisors as an independent contractor. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a national client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of advisory and portfolio management services, utilizing both in-house and third-party strategies, and provides ongoing monitoring, financial planning, and consulting.

Fraj Lazreg is a financial advisor with Money Concepts Capital Corp in Dunkirk, NY, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Money Concepts Capital Corp since 1993 and has also been associated with Columbian Mutual Life Insurance Company since 1986. Outside of his advisory role, Lazreg serves as treasurer for LCG Tax Services, LLC, and is an officer and owner of Integrity Family Resources Inc, an independent insurance agency focusing on Medicare products. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. With approximately 431 advisors managing around $3.33 billion for 14,700 clients, the firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage asset allocations and account rebalancing.

Donald Strangfeld is a financial advisor with Janney Montgomery Scott in Montvale, NJ, holding Series 63 and Series 66 licenses and having 33 years of industry experience. He has been with Janney Montgomery Scott since 1996. Outside of his advisory role, he serves as co-chair of the New Jersey Symphony Orchestra Board. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, consulting, and multiple advisory programs through a combination of in-house and third-party portfolio management.

Elozor Preil is a Series 66-licensed financial advisor with 22 years of industry experience, currently affiliated with Primerica Advisors. He has worked extensively with Park Avenue Securities and Guardian Life Insurance, holding roles at both firms since 2002 and 2003 respectively. Outside of his advisory work, he manages a long-term care and term life insurance business under Wealth Advisory Group. Park Avenue Securities serves a broad retail client base including individual, high-net-worth, charitable, and corporate clients, offering both brokerage and advisory services. The firm employs a mix of proprietary portfolios, third-party managers, and digital advice platforms to implement investment strategies on discretionary and non-discretionary bases.

Daniel Hankinson is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has six years of industry experience and previously worked at Lyft and Uber. Outside of his advisory role, he serves as a director of the West Milford Chamber of Commerce and volunteers as a travel basketball head coach. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with defined contribution and defined benefit plans.

Hector Roche is a financial advisor at Citigroup Global Markets with 8 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Bank, N.A. He is based in Belleville, NJ. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment strategies through discretionary and non-discretionary programs. The firm operates at large institutional scale with in-house research, derivatives services, and bespoke solutions for high-net-worth clients.