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 licenses and bringing 22 years of industry experience. He has been with Lincoln Investment Planning Inc since 2008. Lincoln Investment Planning, LLC is a large enterprise firm serving a broad client base including individuals, high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team and a fiduciary role in retirement advice.

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.

James Rohmann is a financial advisor at Sanctuary Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for nine years. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, retirement plan consulting, and access to various managed account solutions, operating as a fiduciary under written agreements.

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.

Michele Lee is a financial advisor with &PARTNERS, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has worked at several firms throughout her career, including Avantax and 1st Global Advisors. Outside of her advisory role, she serves as the elected Mayor of High Bridge Borough, New Jersey. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through discretionary and non-discretionary models using a variety of analytical approaches and portfolio strategies.

Robin Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Transamerica Financial Advisors since 2017, with a brief break between 2024 and 2025, and concurrently holds a product management role at Indeed, Inc. Outside of advising, he is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs and maintains affiliated entities supporting retirement plan clients.

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.

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.

James Scroggs is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 12 years of industry experience. His career includes roles at Edward Jones, TD Ameritrade, and Citigroup Global Markets. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers both point-in-time financial planning and ongoing portfolio management, employing a fiduciary standard across its advisory services.

Michelle Harlan is a financial advisor with Eagle Strategies (New York Life) based in Edison, NJ. She holds a Series 66 designation and has five years of industry experience. Prior to joining Eagle Strategies, she worked at firms including LPL Enterprise, Prudential Insurance Company of America, MassMutual, and Credit Agricole Corporate & Investment Bank. Outside of her advisory work, she volunteers as a coach and volunteer for Timothy Christian School athletics and participates in community organizations such as the Boys Scouts of America and the North Plainfield Business Association. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its regulatory assets managed on a non-discretionary basis.

Sean Townley is a CFP® with 19 years of industry experience, currently with Empower Advisory Group. His prior roles include positions at Eagle Strategies (NY Life), New York Life Insurance Company, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivered within a large-scale platform tied to Empower’s recordkeeping and administrative services.

Michael Giasi is a CFA® charterholder with 25 years of industry experience. He is currently with Eagle Strategies (NY Life) and has previously worked at RiskSpan and Samuel A. Ramirez & Co., Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, particularly in its substantial non-discretionary asset management.

Jun Ge is a financial advisor at Transamerica Financial Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at Ernst & Young, Cleary Gottlieb Steen & Hamilton LLP, and AIG. Outside of his advisory role, he is involved in document review and translation services for TransPerfect. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm’s investment approach utilizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Valerie Rosaly is a CFP® and ChFC® with 27 years of experience in the financial industry. She is currently with Cerity Partners LLC and previously worked at UBS Financial Services for 18 years, as well as at LPL Financial, IFMG Securities, Inc., and PGIM Investments LLC. Cerity Partners provides customized wealth management and related services to a national client base that includes individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities.

Peter Serra is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and also serves as an agent selling non-securities insurance products for Agia. 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 to construct client portfolios.

Alexander Weiner Goldsmith is a Series 66-credentialed advisor with two years of industry experience, currently affiliated with Transamerica Retirement Advisors, LLC. His prior work includes roles at Transamerica Investors Securities, Transamerica Life Insurance Company, Bank of America, Merrill, and LPL Enterprise. He has also been involved with Symmetry Financial Group in a non-variable insurance commission capacity. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed portfolio advice and investment education through multiple programs. The firm employs proprietary software and third-party models to offer personalized asset allocation and retirement guidance, focusing predominantly on non-discretionary investment recommendations.

John Mcadoo is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2015 to 2018. Outside of his advisory role, Mcadoo serves as an official for the New Jersey Wrestling Officials Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicholas La Torre is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked with Cetera and its related entities since 2024. Prior to his advisory role, he was employed as a data operations specialist at Malecki Financial Group, where he focused on data analysis and financial research. La Torre also served on the Roselle Park Board of Education for seven years and worked at Galloping Hill Golf Course. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various investment program options.

Robert Schiano is a Senior Financial Advisor with Merrill Lynch Wealth Management. He serves individuals, families, and corporate executives by providing wealth management services that integrate investment resources from Merrill and banking capabilities at Bank of America. Robert works collaboratively with clients’ attorneys and CPAs to address all aspects of their financial lives. Since joining Merrill Lynch Wealth Management in 2000, Robert has focused on developing personalized financial strategies tailored to his clients’ goals, risk tolerances, and time horizons. He begins each client relationship with a thorough information gathering and risk assessment process and provides ongoing reviews to ensure alignment with evolving objectives. His services include assisting retirees with 401(k) distributions, income planning, and legacy planning. Robert holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Jonathan Dayton. He participates in the American Cancer Society’s annual Relay for Life and volunteers locally. A New Jersey native, Robert lives in Mountainside, NJ with his wife and two children. In his leisure time, he enjoys skiing and fishing.