Colleen Silver is a CFA® charterholder with four years of industry experience, currently affiliated with Truist Advisory Services. She previously spent 14 years at Fiduciary Trust Co International/Franklin Templeton Investments. Colleen serves as a volunteer investment committee member for the Science Museum of Minnesota, assisting with oversight of the museum’s endowment management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Anand Thakkar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping busy professionals, business owners, and families develop coordinated, tax-aware financial strategies that align with their personal and long-term goals. Anand works closely with clients through personalized wealth management approaches, including college education planning, retirement income design, estate and legacy planning, tax minimization, and managing new wealth. With expertise in equity compensation strategies, concentrated positions, insurance and risk management, and philanthropic planning, Anand supports clients facing major financial events such as business sales, IPOs, and wealth transfers. He combines Merrill Lynch's investment insights with the banking and lending solutions of Bank of America to deliver comprehensive financial planning. Anand holds the Personal Investment Advisor designation and has completed executive education at Harvard Business School, in addition to earning a Bachelor's degree from Wayne State University. Anand is also committed to community involvement, volunteering with local organizations. Outside of work, he enjoys basketball, tennis, music, and reading. His approach emphasizes building one-on-one relationships to provide tailored, actionable financial strategies designed to help clients achieve their financial objectives.

John Orlikowski is a financial advisor with TD Private Client Wealth LLC in Ramsey, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior firms include TD Bank N.A., Bank of America, Merrill, Morgan Stanley, E*TRADE Securities, Equitable Advisors, and AXA Advisors. 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 customers. The firm employs a blend of strategic and tactical asset allocation utilizing both affiliated and third-party sub-managers, with custody and reporting supported by third-party custodians.

Jordan Strickland is a financial advisor at Guardian Life with a Series 66 credential and one year of industry experience. His prior work includes roles at LifeCare Diagnostic Imaging and Changebridge Medical Associates. He works with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Jay Choi is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2005. In addition to his advisory role, he is president of JC Financial Group, Inc., which provides tax accounting, filing services, and property and casualty insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized services such as annuity and variable life sub-account management.

Michael Littmann is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked with Northwestern Mutual in various roles from 2023 to 2026 and spent ten years at International Aromatics Inc. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Robert Greulich is a financial advisor with Integrated Wealth Concepts LLC in Montville, NJ, holding a Series 65 designation and three years of industry experience. He also works with Hoogstra Greulich PC as a CPA, a role he has held since 2014. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, using customized portfolios with a primarily long-term investment approach.

Ralph Margel is a CFP® with 39 years of experience in the financial industry. He has been with Commonwealth Financial Network since 2004 and was previously with Margel Wealth Management from 1991 to 2026. He currently is affiliated with Omnica Wealth since 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset managers, retirement consulting, and custody services.

Michael Yannell is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2019, previously spending five years at Gapstow Capital Partners. Yannell serves on the advisory committee for the Marathon Dislocation Fund, L.P. Citigroup Global Markets serves individual and institutional clients, including workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies with institutional-scale resources and specialized market roles.

John Kakolewski is a financial advisor at RBC Rochdale, LLC with 19 years of industry experience. He holds the CFA® designation along with Series 66 and Series 63 licenses. He has worked at Rochdale Investment Management LLC and RIM Securities LLC since 2006. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to construct tailored portfolios across various asset classes.

Paul Orazio is a CFP® with 42 years of experience in financial advisory services. He is currently affiliated with Commonwealth Financial Network, where he has worked since 2017. Prior to that, he spent 13 years at National Planning Corporation and has been operating Orazio Financial since 1991. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion to construct portfolios from diverse securities and insurance products while also offering managed model portfolios through its Investment Management and Research team.

James Foti is a CFP® professional with 37 years of industry experience, currently serving with Primerica Advisors and Park Avenue Securities. His prior roles include positions at Guardian Life Insurance Company from 2015 to 2018 and ongoing affiliations with Guardian Life and Park Avenue Securities since 2018. In addition to his advisory work, he occasionally implements insurance products outside of Guardian to meet client needs. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a variety of investment strategies and account services.

Fran Wolfson Keegan is a Series 63 licensed advisor at GWN Securities Inc. with 34 years of industry experience. She previously worked at Nationwide Advisory Services, Inc. for 31 years and has held a longstanding role with Nationwide Insurance Co. outside of her advisory work. She is actively involved in community organizations including the Yonkers Chamber of Commerce and serves as secretary of the Indian Field Hunting & Fishing Club, Inc. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm’s large network of advisors manages approximately $3.65 billion across various managed-account programs and model portfolios, utilizing a mix of traditional and legacy market-timing strategies.

Timothy Murphy is a financial advisor at TD Private Client Wealth LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Citigroup, Charles Schwab, LPL Financial, and MBO Partners. 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. The firm utilizes a range of strategic and tactical portfolio approaches combining affiliated and third-party sub-managers.

Traci Tabback is a financial advisor with UBS Financial Services in Paramus, New Jersey, holding a Series 66 designation and 21 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she serves as treasurer and officer for Alpine Home and School Administration, supporting fundraising for enrichment and extracurricular activities at Alpine Elementary School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and asset allocations.

Nishant Sharma is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he collaborates with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. He offers guidance on various aspects of financial planning, including investing, retirement planning, and savings for unexpected events. Additionally, he facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Nishant holds a Bachelor's Degree and a Master of Business Administration (MBA) from Guru Nanak Dev University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His approach centers on identifying what matters most to clients and their families to craft strategies that align with their financial objectives.

Kirk Feret is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Kevin Mangam is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He previously worked at Cadaret Grant & Co., Inc. and has operated the Mangam Agency since 2015. In addition to advisory services, he is involved in non-variable insurance sales, including health, life, and group insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to various model portfolios and research resources.

Kennith Bunis is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Mavi Thorpe is a financial advisor at Morgan Stanley with nine years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley in 2018, Thorpe worked at Merrill for two years. Thorpe also manages a rental property outside of work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.