Michael Donohue is a financial advisor with \u0026PARTNERS, holding a Series 66 credential and 10 years of industry experience. He previously worked at Wells Fargo Advisors, Bank of America, and Merrill. Donohue also owns and manages JONES MD LLC, an investment-related business based in Jersey City, NJ. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and private businesses, offering investment management and financial planning services. The firm utilizes a variety of investment strategies and platforms, and operates as both a registered investment adviser and broker-dealer.

Thomas Rose is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior work includes positions at LPL Financial LLC and WS Griffith Securities, Inc. He also operates Main Street Wealth Management, a DBA affiliated with his advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and a range of managed account solutions including proprietary platforms and third-party strategies.

Bret Kaye is a CFP® affiliated with Wealth Enhancement Advisory Services, LLC, with nine years of industry experience. He has worked at Wealth Enhancement Advisory Services and its predecessor firms since 2013. Wealth Enhancement Advisory Services provides comprehensive financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a broad advisor network and employs a diversified investment approach that combines passive and active management overseen by an internal Investment Committee.

Matthew Clifford is a financial advisor at RBC Rochdale, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with City National Rochdale since 2014. Outside of his advisory role, he is involved as an LLC member of Sweet Vivi’s Bakery, an online bakery for his daughter. 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 combining quantitative screening, statistical modeling, and fundamental analysis, with an emphasis on tailored portfolio construction using proprietary tools and collaboration with sub-advisors.

Gregory Klar is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2022. His prior experience includes roles at SFI Advisors, LLC and TIAA/TIAA-CREF. Outside of advisory work, he is a managing member of an e-commerce platform, New Ventures AMZ, LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers, delivering a broad range of strategies and integrated tax, accounting, and financial wellness solutions.

Abby Salameh is a financial advisor at Mercer Global Advisors Inc. with industry experience spanning several years across multiple firms, including RFG Advisory, CAIS, Hightower Advisors, and Private Advisors Group. She holds Series 63, Series 65, and Series 66 licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, direct indexing, and specialized strategies.

Aditya Krishnaswamy is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 66 designation. He joined the firm in 2026 and has prior experience at Penn Mutual Life Insurance Company and SAP. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

William Ryan Jr. is a CFP® with 36 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2017 and LPL Financial, LLC since 1998. He is based in Morristown, NJ, and also engages in non-variable insurance sales through Ryan Wealth Management Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Youjun Liu is a financial advisor with Eagle Strategies (NY Life) in Edison, NJ. He holds the ChFC® designation and Series 63 license, with 10 years of industry experience. His work history includes roles at NYLIFE Securities LLC since 2016 and New York Life Insurance Company since 2013. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis.

Daniel Thurm is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently with Primerica Advisors and has also been associated with Guardian Life Insurance Company since 2006. Thurm operates Comprehensive Wealth Strategies, LLC, a related investment business. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, offering various proprietary and third-party investment programs alongside financial and retirement planning.

James Dy is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. His work history includes roles at LPL Financial and Osaic FA, Inc. He operates a DBA, Main Street Wealth Management, and is involved in selling life, health, disability, and long-term care insurance. Outside of his advisory work, he is connected to Lamington Capital Partners, LLC, a business entity used for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that uses proprietary and third-party platforms to implement various investment strategies, including both managed account solutions and held-away asset management.

Patrick Trombetta is a financial advisor at Cetera Planning Partners with 10 years of industry experience and holds the Series 66 designation. He has worked with firms including Avantax and 1st Global Advisors and has been a consulting partner and financial advisor at MS Investment Partners since 2016. Outside of his advisory role, he serves as the head varsity soccer coach at Trinity Hall School. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, and retirement-related advice. The firm integrates a formal planning process with diversified allocations and offers ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Viresh Bawa is a financial advisor at Integrity Alliance, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Brokers International Financial Services and MetLife. Outside of his advisory role, he serves as president of two financial planning and insurance-related businesses and works as an associate director focusing on actuarial model development and quantitative analysis. 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 comprehensive asset management, financial planning, and retirement consulting using both advisor-managed and model-based portfolios across various investment strategies and platforms.

Bryan Kossove is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Royal Alliance, and LPL Financial. He is also the owner of BHK Tax Services, a tax preparation business. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Hui Liang Lee is a financial advisor with Primerica Advisors who holds Series 63 and Series 66 licenses and has 20 years of industry experience. Lee has worked extensively with Park Avenue Securities and Guardian Life Insurance Company over the past decade. Outside of advisory activities, Lee consults on Bank Owned Life Insurance (BOLI) in partnership with Protective Financial and Insurance Services. Park Avenue Securities LLC 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 proprietary and third-party investment strategies across various account types and supporting lending and tax-efficient features.

Lori Koval is a financial advisor at Oppenheimer with 32 years of industry experience. She has held her position at Oppenheimer since 2003 and previously worked at CIBC World Markets Corp. from 2002 to 2003. She holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs with discretionary and non-discretionary investment services across equity, balanced, and fixed-income portfolios, and it maintains custody of client assets as a qualified custodian.

Michael Bernstein is a financial advisor with TIAA-CREF in Princeton, NJ, holding a Series 66 designation and 10 years of industry experience. He has worked at TIAA-CREF since 2017 and has prior experience with Pruco Securities, The Prudential Insurance Company of America, Mass Mutual Investors Services, and MSI Financial Services. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm’s advisory approach distinguishes between one-time financial planning and ongoing discretionary management that includes model and customized portfolios.

Nazma Begum is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Berkeley Heights, NJ, and has seven years of industry experience. She previously worked at TD Ameritrade and TD Bank. Outside of her advisory role, she is also an agent for non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Brittany Woo is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following three years at AllianceBernstein. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant services.

Arthur Grossbard is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior roles include five years at Ameriprise and 28 years at Royal Alliance Associates, Inc. He has been with OSAIC Institutions since 2025. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a notable non-discretionary asset base.