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.

Mindy Mondaro is a financial advisor with Principal Financial Services, holding a Series 66 designation and over 20 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Co. since 2005. Outside of her advisory role, she serves as Secretary of the Board for the Whippany Park High School Baseball Diamond Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

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.

Wenyue Hsu is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Transamerica Financial Advisors in Parsippany, NJ. Prior to joining Transamerica, Hsu worked at Morgan Stanley Bank USA for eight years. In addition to advisory work, Hsu is a registered analyst with the National Association of Registered Social Security Analysts and is involved in assisting clients with Medicare Advantage plan applications through affiliations with United Healthcare and Cigna HealthInsurance. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary program options.

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 at Valic Financial Advisors with ChFC® designation and Series 63 and 65 licenses. He has been with Valic since 2026 and has prior experience with multiple firms including Cetera Wealth Services and Island Financial Advisors. Outside of finance, he has been involved with Celtic Shores Realty since 2010 and Sutton Place Occupational Therapy through 2025. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using third-party model managers and emphasizes a technology-driven approach to managing a large client base.

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.

Connor Morie is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 credential and beginning his advisory career in 2025. His prior experience includes roles at IEEE and involvement with a recreational summer camp. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing a manager-focused investment approach supported by proprietary due diligence and third-party platforms.

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.

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.

Harold Bourque is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at NYLife Securities LLC, New York Life Insurance Company, Elevation LLC, and Olivetree Financial, LLC. Outside of advisory work, he is an investor in Green Key Partners, LP, which focuses on event-driven investment opportunities and token staking. 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 advisers. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Paul Sarama is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 19 years of industry experience. He has worked at Steward Partners Global Advisory, LLC and Steward Partners Investment Solutions, LLC since 2017, with prior roles at Raymond James Financial Services, Inc., Wells Fargo Clearing, and Wells Fargo Advisors LLC. Sarama also owns The Baker Sarama Wealth Management Group, a support company unrelated to investment activities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pensions, corporations, trusts, and charitable organizations, offering investment advisory, financial planning, and managed account programs through both proprietary and third-party solutions.

David Aranowitz is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation and no prior industry experience. His background includes diverse roles across education, development, and technology sectors. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across multiple asset classes.

Mark Szwagulinski is a financial advisor at TD Private Client Wealth LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining TDPCW, he worked at E*TRADE Capital Management LLC and Morgan Stanley. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Michael Green is a CFP®-certified financial advisor with 23 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at The Colony Group, GYL Financial Synergies, Wechter Feldman Wealth Management, and TD Ameritrade. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm adopts an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.