Nancy Fischer is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds a Series 66 designation and has worked at Principal Securities Inc. and Principal Life Insurance since 2021. Her prior experience includes roles at Royal Alliance and Private Portfolio Partners, where she served from 2003 to 2020. 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 asset allocation and separately managed account solutions.

Richard Grofsick is a CFP®-certified financial advisor with Valic Financial Advisors, bringing nine years of industry experience. He has worked at Valic Financial Advisors since 2016 and also holds a role with Agia since 2022. Outside of his advisory work, he serves as a varsity football coach at Hawthorne High School. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, using Envestnet UMA models to construct client portfolios.

Sean Hillegass is a financial advisor at Hightower Advisors with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at EmblemHealth, Network Doctor, Equitable Advisors, and AxA Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as 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 a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Kathleen Sweeney is a Series 65-registered advisor with Kestra Advisory, based in Fairfield, NJ, and has three years of industry experience. She has been with Kestra Advisory Services LLC since 2022 and also runs KSC Professional Services Inc. Outside of her advisory role, she is involved with several other business ventures including MAJR Professional Services, CSKZ Consulting Inc, BBU Books Inc, and KBC Management Services Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as vendor searches, plan design, fiduciary consulting, and plan-level investment advice, serving clients that range from individual investors to sovereign wealth funds.

Stephen Inglesino is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 13 years of industry experience. He has been with TD Bank, N.A. and TD Private Client Wealth LLC since 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

William Galvin Jr. is a CFP® with 26 years of industry experience, currently serving with Hightower Advisors since 2024. His prior roles include lengthy tenures at CMG Financial Planning Ltd and Equitable Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates proprietary research and a variety of investment vehicles. The firm also manages large pooled and institutional mandates, with capabilities in international exposure and customized portfolio construction.

Richard Jasper is a financial advisor with Primerica Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he is involved in publishing hardbound books featuring portraits of people and their homes, as well as business portraits for marketing materials. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports diverse account features including discretionary management, alternative investments, and securities-based lending.

Georgina Nico is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America, N.A., and Merrill. She has been with Rockefeller Financial LLC since 2021 and joined ROCKEFELLER Capital Management in 2025. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Robert Casale is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Farther Finance Advisors, LLC and has previously held roles at Personal Capital Advisors, Eagle Strategies, NYLIFE Securities, and JP Morgan Securities. Outside of his advisory work, he manages a rental property in Ramsey, New Jersey. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach utilizing bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Rosemarie Allora is a financial advisor with Empower Advisory Group in Caldwell, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Gwfs Equities Inc. since 2005. Additionally, she is considering serving as a trustee for a personal estate trust. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services through proprietary planning tools and managed account solutions within Empower’s administrative platforms.

Roderick Kennedy III is a financial advisor at Truist Advisory Services with 34 years of industry experience. He holds the ChFC® designation and a Series 63 license. Kennedy has worked with Truist-affiliated firms since 2015, including Truist Investment Services and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Michael Stabinski is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 13 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Sanctuary Advisors in 2022. He is also the owner and registered investment advisor of Questar Stabinski LLC. Sanctuary Advisors serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent adviser representatives. The firm offers a range of investment management and financial planning services, employing various analytical approaches and acting as a fiduciary when engaged under written agreements.

Pamela Mellor is a Series 66-licensed financial advisor with Primerica Advisors, based in Paramus, NJ, and has 21 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2004. Outside of her advisory role, she is a silent partner in a film company with no active involvement. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending and donor-advised funds.

Joseph Cain is a financial advisor at Osaic Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for American Portfolios Financial Services, Inc. for 20 years. Outside of his advisory role, he operates SideGig.com and provides tax preparation services as an enrolled agent through Finest Financial Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement consulting, and access to alternative investments through multiple program models and partnerships with third-party platforms.

Andrew Olivier is a financial advisor at Hightower Advisors with nine years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior work includes positions at Private Wealth Management Group LLC and Securities America Advisors. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Louis Hery Jr. is a CFP® professional with 27 years of industry experience. He is currently with Osaic Advisory Services, LLC and has held prior roles at American Portfolios Financial Services, Inc. and Raymond James Financial Services Advisors Inc. Since 2012, he has served as a board member of Mt. Tabor Country Club. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and access to proprietary and third-party platforms.

Anthony Crimeni is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Outside of his advisory work, he serves as a youth basketball referee at the Marlboro Recreation Center in New Jersey. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including swap dealing and futures commission merchant activities.

Joseph Koronakis is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at TDAmeritrade from 2010 to 2016 before joining PNC Investments in 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and discretionary model accounts managed by PNC or third-party strategists. The firm employs mutual funds and ETFs with annual rebalancing and delegates portfolio implementation and proxy voting to external providers.

Brian Carenza is a financial advisor at Brookstone Capital Management LLC with the designations ChFC® and Series 63, and three years of industry experience. He has worked at Brookstone since 2022 and has held roles at Advisors Elite Financial, First Ameritas Life Insurance Corp. of New York, and DiPaola Financial Group since 2008. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through various model portfolios and managed accounts.

Ryan Cron is a financial advisor at Guardian Life with four years of industry experience. He holds a Series 66 designation and has held positions at Guardian Life, Certified Financial Services, Movado Group, and Scotts Miracle-Gro. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individual and institutional clients with brokerage services, financial planning, and a range of investment advisory programs, offering both discretionary and non-discretionary options that include model portfolios and digital advisory solutions.