Joseph Block is a financial advisor with Guardian Life and holds a Series 66 designation. He has 13 years of industry experience, including roles at Park Avenue Securities, Sunbridge Capital Partners, Foreside Fund Services, Fiera Capital Inc., and City National Rochdale. He is based in Woodcliff Lake, NJ. Park Avenue Securities LLC, 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 range of financial planning, consulting, and investment management solutions through proprietary and third-party platforms.

Vincent Blazewicz is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 22 years of industry experience. He has been with Park Avenue Securities and Guardian Life Insurance Company of America since 2004. He also serves as a board member of Harmony Starts Farm Inc. Park Avenue Securities LLC, a subsidiary of Guardian Life, 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, model-based strategies, and digital solutions tailored to client needs.

Robert Jaffe is a financial advisor at Guardian Life and Park Avenue Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his current firms since 2005. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and advisory solutions, combining advisor-led management with model-based strategies and proprietary programs.

Christopher Shea is a CFA® charterholder with 30 years of experience in the financial industry. He is currently a financial advisor at Rockefeller Financial LLC, where he has worked since 2026. Prior to that, he spent over two decades at UBS Financial Services and UBS Asset Management. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Joseph Edmondson is a financial advisor with Hightower Advisors holding a Series 66 credential and 19 years of industry experience. He previously worked at CMG Financial Planning, Ltd. for 11 years and Equitable Advisors for 17 years, with overlapping tenure at Axa Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Wen Shi is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining Transamerica, Wen worked at Martin Insurance Group and Advise Insurance Agency, LLC. Outside of advising, Wen is involved in health insurance sales and manages several personal rental properties. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employers, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory approach and supports its clients through multiple program platforms.

Matthew Walker is a financial advisor with Eagle Strategies (NY Life) in Saddle Brook, NJ, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at NYLIFE Securities, New York Life Insurance Company, Massmutual, and Northwestern Mutual. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations delivered through various program types, with the majority of assets managed on a non-discretionary basis.

Vladislav Gurevich is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at CitiGroup since 2011, including previous roles at Wells Fargo Clearing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with in-house research, security pricing, and specialized market roles.

Diana Longo is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with Integrity Alliance, LLC. She has worked at Solomon Wealth Solutions, LLC, Next Financial Group, Inc., and Solomon Financial LLC, among other firms. Outside of her advisory role, she owns Innovative Divorce Services, LLC, where she provides divorce financial analysis and serves as a mediator in alternative dispute resolution. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios across multiple custodial platforms.

Brian Dragotto is a Series 66-licensed financial advisor with Guardian Life, bringing 10 years of industry experience. His career includes roles at Park Avenue Securities and Bank of America, among others. Outside of advising, he contributes articles for the International Planning Alliance aimed at clients and prospective clients. Park Avenue Securities, where he is affiliated, provides brokerage and investment advisory services to individuals, corporate clients, and retirement plan sponsors. The firm offers both advisor-led discretionary management and model-based strategies, integrating proprietary and third-party platforms to tailor client relationships.

Maribel Perez is a financial advisor with Principal Financial Services in Rockaway, NJ, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 1997. Outside of finance, she is the owner and photographer of a registered non-compensated photography business, Sunkissed Photos by Maribel, and is a founder of the nonprofit SWAG Network Group. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Jeffrey Andrews is a financial advisor at &PARTNERS in Parsippany, NJ, holding a Series 66 credential with 11 years of industry experience. He worked at Wells Fargo Clearing for 10 years before joining &PARTNERS in 2026. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting through a combination of proprietary and third-party strategies, employing a mix of fundamental, technical, and quantitative analysis.

Tyler Albolino is a financial advisor at Money Concepts Capital Corp with a Series 65 credential and no prior industry experience. His work history includes positions at Investors' Advantage Portfolios and roles outside finance such as at Mercedes Benz of Nanuet and in retail. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets and employs model-driven, asset-allocation approaches combined with third-party managers and technology platforms to deliver both discretionary and non-discretionary portfolio programs.

Daniel Trout is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at Securities America Advisors Inc. and his own firm, Financial Principles, LLC, where he also conducts insurance sales. Outside of his advisory duties, Trout serves as president of the West Milford Youth Soccer Organization, overseeing local recreational soccer programs. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach incorporates manager selection, multi-manager solutions, and a range of investment vehicles supported by proprietary research and operational features.

Steven Arietta is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at CMG Financial Planning Ltd and Equitable Advisors, with overlapping time at AXA Advisors, LLC. Arietta serves as a Reserve Deputy with the Rockland County Sheriff's Reserve, an all-volunteer force supporting full-time law enforcement. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s model emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Matthew Stack is a financial advisor with Integrated Wealth Concepts LLC in Ramsey, NJ. He holds the CFP® designation and has five years of industry experience. Prior to joining Integrated Wealth Concepts in 2022, he worked at Evercore Group LLC and Modera Wealth Management, LLC. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm employs a long-term investment approach using customized portfolios of mutual funds, ETFs, equities, and fixed income, and sponsors various wrap-fee and model-based programs.

Neil Westerduin is a financial advisor at Kestra Advisory with 16 years of industry experience. He holds a Series 65 designation and has worked at Kestra Advisory since 2020, following an 11-year tenure at Chadwick Wealth Management, LLC. In addition, he has operated Neil Westerduin CPA LLC since 1989. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Kenneth Glick is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes positions at Janney Montgomery Scott, Morgan Stanley Private Bank, Morgan Stanley, and Citigroup Global Markets. He is based in Saddle Brook, NJ. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios. The firm provides both discretionary and non-discretionary management and maintains custody of client assets as a qualified custodian.

Lorely Machin is a CFA® charterholder with four years of industry experience, currently serving at Wells Fargo Investment Institute, Inc. She has been with the firm since 2003. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses and select external clients. The firm operates through specialized divisions that deliver equity and fixed-income analysis, long-term capital market assumptions, and model portfolio solutions without exercising investment discretion or holding client assets.

Dominique Vitalis is a financial advisor with Carson Wealth holding a Series 66 designation and six years of industry experience. Prior to joining Carson Wealth, Vitalis worked at CWM, LLC, Taylor Financial, Royal Alliance, Bank of America, Merrill, Monumental Sports and Entertainment, and Georgetown University. Outside of advisory work, Vitalis is involved in flipping residential properties. CWM, LLC is an SEC-registered investment adviser operating a large enterprise platform with over 650 advisors and approximately $50.6 billion under management. The firm offers services including discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and providing access to alternative investments and third-party sub-advisors.