Kenneth Glick is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott and Morgan Stanley Private Bank, National Association. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, employing strategic and tactical asset allocation alongside various investment strategies.

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 at CWM, LLC with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Carson Wealth, Taylor Financial, Royal Alliance, Bank of America, Merrill, Global Vision Group, Monumental Sports and Entertainment, and Georgetown University. Outside of his advisory work, he has been involved in flipping residential properties. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Anthony Marotti is a CFP® with 17 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC since 2020. Prior to this, he worked for 13 years at Berson & Corrado Investment Advisors, LLC. He is president of the Anthony Marotti Memorial Scholarship Foundation, which supports youth sports through scholarships and donations, and serves on the board of the Union College Fighting Dutchmen Gridiron Club, a booster organization for the college football team. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, using customized portfolios with a mix of mutual funds, ETFs, individual equities, and fixed income, and combines its enterprise scale with a broad selection of model and wrap-fee options.

James Sahagian is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and also provides investment advisory and financial planning services through Ramapo Wealth Advisors. Outside of his advisory work, he is involved in a family-owned Unishippers franchise, assisting with financial matters and general guidance. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management solutions alongside financial planning and consulting services.

Nicholas Capezzuto is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior work includes roles at StoneX Financial Inc., Ameriprise, and Oppenheimer & Co. Inc. Outside of advisory services, he acts as a consultant for knowledge-on-demand firms Alphasights and Dialectia, providing insights on advisory services to brokerage houses and banks. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through Steward Partners-branded solutions and third-party managers.

Margot Tubul is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 licenses. She has eight years of industry experience, including roles at JPMorgan Securities LLC and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and other investment products. The firm emphasizes client direction in portfolio selection while providing non-binding recommendations and ongoing monitoring.

Jennifer Levine is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. Her prior work includes roles within school districts and Certified Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party strategies supported by technology and centralized manager due diligence.

Bruce Laxer is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 43 years of industry experience. He has been affiliated with Commonwealth Equity Services, Inc. since 1995. Outside of advisory work, he is a co-owner and trustee of R&G Enterprises, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Salvatore Leone is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 registrations and possessing 22 years of industry experience. His prior work includes roles at Morgan Stanley and E*TRADE Capital Management. Outside of his advisory work, he serves as a director at Apex Petrochemical, Inc. and is a board member of Saker Energy Systems Incorporated, both in the energy sector. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation using affiliated and third-party sub-managers, with custodial and advisory platforms provided by Pershing and Envestnet.

Craig Castner is a financial advisor at Guardian Life with 24 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Cetera Advisor Networks, Woodbury Financial Services, LPL Financial, and American Funds. Castner is also the founder of Actuarial Retirement Services LLC, which provides 401(k) plan administration for small business owners. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, charitable organizations, and corporate clients.

Pramvera Ruiz is a financial advisor with Janney Montgomery Scott in Montvale, NJ, holding Series 63 and Series 66 licenses and 21 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 14 years before joining Janney Montgomery Scott in 2023. Outside of advising, she is a co-owner of a rental property in Fair Lawn, NJ. Janney Montgomery Scott is a large, dually registered 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, estates, and institutional clients, offering brokerage services, financial planning, and multiple advisory programs.

Evan Heller is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked with Park Avenue Securities since 2015 and Guardian Life Insurance since 2014. Outside of his advisory role, he is involved in insurance sales beyond Guardian products. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in assets with a broad network of advisors.

Frank Loscalzo is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently affiliated with Park Avenue Securities and Guardian Life, having worked at Guardian Life since 1991. Outside of his advisory role, he participates in the Williams College Annual Alumni Fund campaign. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary models and a hybrid digital advisory solution.

Benjamin Brenner is a financial advisor at SPC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Investment Center Inc and Axa Advisors, LLC. Brenner also engages in insurance sales, focusing on life, long-term care, and disability insurance, and operates his own marketing business under IBEX Financial Perspectives. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a range of discretionary and nondiscretionary management options.

Erika Maynard is a financial advisor with TIAA-CREF, holding a Series 66 designation and 14 years of industry experience. She previously worked at J.P. Morgan Securities for eight years before joining TIAA-CREF in 2020. Outside of her advisory role, she owns a residential property that occasionally operates as a short-term rental. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and other entities. The firm distinguishes between one-time planning services and ongoing portfolio management, providing customized and model-based investment solutions within a vertically integrated structure.

Christopher Veal is a financial advisor at Brookstone Capital Management LLC with 16 years of industry experience. He holds a Series 65 designation and has worked previously at Secure Investment Management, LLC and Investment Advisor Corp. In addition to his advisory role, Veal operates insurance agencies focused on annuities, life insurance, and employee benefits consulting. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and institutional investors such as sovereign wealth funds. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.

Andrew Hack is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup since 2017, following roles at HSBC Bank USA and Hertz Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs, broker-dealer execution, and custody services. The firm combines large institutional scale with unique market roles, including in-house research and operations as a swap dealer and futures commission merchant.

Christoph Stadler is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., having previously worked at Edward Jones, Thrivent Financial, and Schenker Inc. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent investment adviser representatives and uses a range of investment approaches, offering both discretionary and non-discretionary management through multiple platforms and sub-advisers.

Dana Calabrese is a financial advisor with Empower Advisory Group in Pompton Plains, NJ, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Empower Advisory Group, Dana worked at Sentinel Group and Mutual of America in various roles from 2015 to 2025. Outside of advisory work, Dana serves as a trustee on the Board of Directors for Comprehensive Behavioral Healthcare and is a member of the Board of Trustees for the White Sands Beach Condominium Association. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select retail clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions focused on long-term portfolio returns and client savings rates.