Michael Mccumiskey is a Series 65 licensed advisor with three years of industry experience, currently with Cetera Planning Partners. He has held roles at several firms, including Avantax Planning Partners and MPM Advisory, LLC, where he provides outsourced accounting support to small and medium-sized businesses. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm incorporates diversified mutual fund and ETF allocations tailored to client objectives, and provides additional services such as tax planning, bookkeeping, and estate planning through affiliated providers.

Yitzchak Felberbaum is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 credential and one year of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, Be Insured Agency, and Yeshivas Mir. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dylan Miller Jones is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Rockefeller Financial, he worked at Woodloch Springs and Horizon's Edge and was affiliated with James Madison University. 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 provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary solutions across various asset classes, along with broker-dealer services and alternative investment placement.

Salvatore Petruzzellis is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including a long tenure with Guardian Life and related entities, as well as International Planning Alliance, LLC. His other business activities include the sale and servicing of insurance products such as life, disability, group, medical, and annuities. Park Avenue Securities, a wholly owned subsidiary of The 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.

Angela Folit is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has worked at Valic Financial Advisors since 2015 and is also affiliated with Agia, where she is an agent involved in non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers a range of investment programs and financial planning services through a large network of advisors and utilizes unified managed accounts and overlay services to tailor client portfolios.

Eric Fuhrman is a CFA® charterholder with six years of industry experience, currently affiliated with RBC Rochdale, LLC. He previously worked at CNR Securities, LLC, Rice Hall James & Associates, LLC, and HGK Asset Management. Outside of his advisory role, he assists with accounting and administrative matters for a mental health therapy practice co-owned with his wife. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and governmental entities, employing an active, multi-strategy investment process that integrates quantitative models and fundamental analysis. The firm offers portfolio management, sub-advisory, and related services, managing approximately $73 billion in assets across 125 advisors.

Michael Pintar is a CFA® charterholder currently with Rockefeller Financial LLC, bringing three years of industry experience. His prior roles include positions at Sierra Nevada Wealth Management, Alliance Trust Company, and Glogovac and Pintar LTD. Outside of advisory work, he is involved in managing a real estate partnership. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides a range of portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform.

James Cronin is a CFA® charterholder with 29 years of experience in the financial industry. He has been with Kestra Advisory and Kestra Investment Services, LLC since 2016 and serves as Chief Investment Officer at Integrity Wealth Management, overseeing investment policy and portfolio management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, benchmarking, and investment management supported by due diligence across multiple management platforms.

Karol Turner is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. Prior to joining Steward Partners in 2024, Turner worked for Ameriprise and Burklow & Rotella, LLC from 2007 to 2024. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Raymond Smesko is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2012. Janney Montgomery Scott LLC 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, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Jonathan Karn is a Series 66-credentialed financial advisor at NewEdge Advisors with 11 years of industry experience. He has worked at GWM Advisors, Mid Atlantic Capital Corporation, Bank of America, N.A., and Merrill. Karn also serves as a board member for Colonial Village, a property management organization in Hillsdale, NJ. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support clients and advisors.

Intaek Oh is a financial advisor with TIAA-CREF in Roseland, NJ, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. Prior to joining TIAA-CREF in 2018, he worked at PNC Bank and PNC Investments for four years. Outside of his advisory role, he is involved in managing a rental property. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm distinguishes between one-time planning services and ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Paul Russotto is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with both firms across multiple periods since 2013. Outside of his advisory roles, Russotto serves as President of Matawan LeTip, a non-investment-related organization. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and a range of consulting and financial planning services.

David Burns is a CFA® charterholder with 11 years of industry experience. He is currently with TIAA-CREF and has been with the firm since 2023, previously working at Tiaa since 2013. 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 employer retirement plans as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing managed account services using model portfolios or customized management under a client-approved investment policy.

Barry Solon is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His work history includes roles at GWFS Equities, Prudential Investment Management Services LLC, Prudential Insurance Company of America, and Kestra Financial Services. Outside of his advisory work, he serves as president of the Brookview Estates Homeowners Association board, managing community financial responsibilities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm employs an integrated service model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates in its financial planning approach.

Melanie Werling is a financial advisor with Guardian Life and holds a Series 66 designation. She has 17 years of industry experience, including long-term roles at Guardian Life and Park Avenue Securities. Additionally, she is a commissioned Notary Public. She is affiliated with Park Avenue Wealth Management, a subsidiary of Guardian Life that serves individuals, retirement plans, charitable organizations, and businesses through a combination of advisor-led discretionary management and model-based strategies. The firm offers comprehensive financial planning and consulting services alongside access to insurance products and alternative investments.

Tracy Broderick is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at Rock & Co LLC, Bank of America, N.A., 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 range of portfolio management and financial planning services, operating uniquely as both a registered investment adviser and a broker-dealer, with capabilities across equities, fixed income, alternatives, and specialized investment products.

Edmund Iannaccone is a CFP® professional with 36 years of industry experience. He is currently affiliated with Steward Partners Investment Advisory, LLC and has held roles at Steward Partners Global Advisory, Raymond James Financial Services, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory work, he owns Iannaccone Wealth Management, where he provides financial and wealth management services. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations, offering various investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Justin Calendrillo is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and previously worked at Lola Dre from 2020 to 2024. He does not have any other business activities outside of Janney. Janney Montgomery Scott LLC 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

Michael Downey is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including over three decades with New York Life Insurance Company and more than two decades with Nylife Distributors LLC. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutional sponsors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.