Michael Waldron is a CFP®-credentialed financial advisor with 29 years of industry experience. He is currently with &Partners and has previously worked at Wells Fargo Advisors, Bank of America, N.A., and Merrill. Waldron also owns and manages MT Waldron Advisors LLC, a separate financial practice based in Florham Park, NJ. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional organizations. The firm offers a range of investment management and financial planning services using both proprietary and third-party strategies, and operates as a registered investment adviser and broker-dealer.

Anthony Mazzella is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has eight years of industry experience and has worked with firms including NYLIFE Securities LLC and Podell Financial Group. In addition to his advisory role, he operates True Path Wealth Strategies, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Murphy is a financial advisor with Primerica Advisors and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including long tenures at The Guardian Life Insurance Company of America and Primerica Advisors. Outside of his advisory work, he serves on multiple boards and is an author specializing in dental practice marketplace mergers and acquisitions. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary advisory programs and third-party manager platforms. The firm implements investment strategies through a combination of model portfolios, third-party managers, and digital advice solutions, supporting a range of assets and account-level services.

Andrew Bello is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 license and one year of industry experience. He previously worked at Bleakley Financial Group and Red Oak Wealth Management. Bello is also an agent with Beacon Pointe Insurance Services, where he sells life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced CIO services to a diverse range of clients, including high-net-worth individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with independent manager selection and employs both active and passive strategies across public and private assets.

Jared Rothbard is a financial advisor with Primerica Advisors based in Basking Ridge, NJ, holding a Series 66 license and 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011. Outside of his advisory role, he is involved with Vreeland Ventures LLC, which co-invests in a private equity partnership. 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 services, financial and business consulting, and employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms.

James Clancy is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 credentials and 39 years of industry experience. His prior roles include positions at Ion Bank, LPL Financial LLC, Infinex Investments, Voya Investment Management, and Morgan Stanley. Clancy also serves as a Vice President financial advisor at Chelsea Groton Bank. OSAIC Institutions, Inc. serves individual clients, including high-net-worth individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, access to alternative investments, and operates a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

Dennis Lacey is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with PNC Investments LLC since 2014. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Daniel Price is a financial advisor with Primerica Advisors in Paramus, NJ, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been affiliated with Guardian Life Insurance Co of America and Primerica Advisors since 2008. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports both discretionary and non-discretionary account management.

Maya Johnson is a financial advisor at PNC Wealth Management with one year of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Chase and PNC Investments LLC. Outside of finance, she has been involved with the Center for Digital Scholarship at the Regenstein Library. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital model portfolio pilot for employees that uses algorithm-driven risk assessments and invests via approved strategies with mutual funds and ETFs.

Bradley Bofford is a CFP® and ChFC® with 33 years of experience in financial advisory services. He has been with Hightower Advisors since 2018 and previously worked at Securities America for 14 years. In addition to his advisory roles, he is an adjunct professor for the CFP program at Fairleigh Dickinson University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers, with offerings that span mutual funds, ETFs, alternative investments, and custom indexing.

David Ratzker is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds a Series 66 designation and previously worked at Targum Capital LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals and entities, often those connected to TIAA-administered retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund.

James Schlag III is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA since 1994. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through various managed account programs.

John O’Keeffe is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Raymond James Financial Services. Outside of his advisory role, he owns and operates Big Nose & Company LLC, which involves entertainment activities such as stand-up comedy and podcast appearances, as well as managing snack and beverage vending machines. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms to support its clients.

Melvyn Feinbloom is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with Guardian Life Insurance Company since 1988. Outside of his advisory role, he is licensed to sell life, disability, long-term care insurance, and fixed annuities with companies other than Guardian Life. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services, employing a range of investment strategies through proprietary portfolios, third-party managers, and digital advice solutions.

Kyle Casella is a financial advisor with TIAA-CREF in Roseland, NJ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked with TIAA-CREF and TIAA since 2013. Outside of his advisory role, he is a partial owner of Casella Holdings LLC, which operates a Maaco Body Shop. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with connections to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that utilizes affiliated funds.

Jamal Vinson is a financial advisor at Schwab Wealth Advisory, Inc. with four years of industry experience. He holds the Series 66 designation. Prior to joining Schwab, he worked at Morgan Stanley and has experience in nonprofit work with Small Business Camp. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, conducting at least annual account reviews without discretionary trading authority.

Renzo Bautista is a financial advisor with TD Private Client Wealth LLC, holding Series 66 and Series 63 credentials and five years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Bank of America, Merrill, and TD Bank N.A. He is also affiliated with Wilmington University. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning, and access to various investment products. The firm utilizes a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Daniel Krisiloff is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as seven years at Chelsea Lighting. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and retirement plan advisory services. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Jaesung Son is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® and Series 63 designations. He has 21 years of industry experience, including roles at Nylife Securities and New York Life Insurance Company since 2005. He is also involved in insurance brokering through International Planning Alliance, LLC. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Matthew Waldman is a financial advisor with Kestra Advisory, holding the ChFC® and Series 63 designations and bringing 12 years of industry experience. Prior to joining Kestra in 2022, he worked with Northwestern Mutual from 2016 to 2021. In addition to his advisory role, he manages an insurance business under his own name, focusing on life, disability, long-term care, and health insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves a wide client base, including large institutional investors, and supports multiple management platforms and third-party solutions.