Michael Pintar is a CFA® charterholder and holds Series 65 and Series 63 licenses. He has three years of industry experience, currently with Rockefeller Financial LLC since 2023. His prior roles include positions at Sierra Nevada Wealth Management, Alliance Trust Company, and Glogovac and Pintar LTD. Outside of his advisory work, he is a part partner in a property management venture. 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, financial planning, and consulting services through a Private Advisor model and an integrated 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.

Zachary Dunning is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked previously at The Ayco Company, L.P./Mercer Allied, Dana Distributors, Northwestern Mutual, Southern New Hampshire University, and MB&L Parking Solutions. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm integrates centralized investment resources and a range of affiliated services to deliver tailored wealth management solutions.

Christopher Buldo is a financial advisor at Mercer Global Advisors Inc. in Morristown, NJ, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Mercer, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2023 to 2026. Outside of finance, his work history includes roles at Uber Eats and Urban Chicken. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other vehicles.

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 financial advisor with NewEdge Advisors, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at GWM Advisors, Mid Atlantic Capital Corporation, Bank of America, N.A., and Merrill. He serves as a board member for Colonial Village, a property management entity in Hillsdale, NJ. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment 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 advisors and clients.

Ryan Mc Kenna is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. He previously worked at BlackRock and completed his education at Washington and Lee University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, leveraging centralized investment resources and a broad range of affiliated services.

Brooke Wallace is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and less than one year of industry experience. Prior to joining Goldman Sachs, Wallace held roles at Wynkoop Financial and Tsamutalis and Company, and has a background that includes work in education at various schools. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, leveraging centralized investment resources and integrated financial group capabilities to offer tailored wealth solutions.

Intaek Oh is a financial advisor with TIAA-CREF in Roseland, NJ, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Prior to joining TIAA-CREF in 2018, he worked at PNC Bank and PNC Investments from 2014 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers tailored investment management through model and customized portfolios and serves as adviser to the TIAA Donor Advised Fund.

Megan Yip is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ, holding a Series 66 designation and five years of industry experience. She has worked at Ayco since 2021 and previously held positions with Bank of New York Mellon, Citizens Financial Group, and The Wharton School at the University of Pennsylvania. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office support and Executive Wealth programs. The firm integrates strategic investment approaches and proprietary analytics within the broader Goldman Sachs network to serve clients through various fee structures and operational tools.

Paul Russotto is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company in various roles since 2013. Outside of his advisory work, he serves as President of Matawan LeTip, a networking organization. Paul is affiliated with 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 a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies and platforms.

Sagar Shah is a CFA® charterholder with four years of industry experience. He is currently with Corient, where he has worked since 2022, and has prior experience at firms including RegentAtlantic and Livian & Co. Shah is based in Morristown, NJ. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and customized asset allocation.

Jacob Weiss is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and has been with Goldman Sachs since 2026. His prior experience includes roles at E Rate Solutions Group, Grodsky, Caporrino & Kaufman, and Amelias by the Sea, as well as academic positions during his studies at Bucknell University and Colts Neck High School. Goldman Sachs Wealth Services advises a diverse range of clients, including individuals, executives, plan sponsors, and institutions, offering financial planning, portfolio management, and specialized wealth programs. The firm leverages integrated capabilities across the Goldman Sachs ecosystem to tailor investment strategies and provide access to alternative investments and various advisory 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 Series 66-licensed financial advisor with 16 years of industry experience. She is currently with Primerica Advisors and Park Avenue Securities, having held positions at Guardian Life Insurance Company as well. Outside of her advisory work, she serves as a Notary Public. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary accounts.

Tracy Broderick is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America, N.A. before joining Rockefeller Financial and Rock & Co LLC in 2020. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with a focus on personalized advisory relationships and access to alternative and private investments.

Edmund Iannaccone is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and Series 63 credentials and bringing 36 years of industry experience. He has worked with Steward Partners-affiliated entities since 2017 and previously worked at Raymond James Financial Services and Wells Fargo Advisors. Iannaccone is also the owner of Iannaccone Wealth Management, a support company focused on wealth management services. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

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.