Peter Gordinier is a financial advisor at Steward Partners Investment Advisory, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Raymond James Financial Services, Wells Fargo Clearing, and Citigroup Global Markets. He is also involved with Ramapo Wealth Advisors as an independent contractor. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Lisa Chalker is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Heartland Institute of Financial Education and Revolt Healthcare Alliance. Outside of her advisory role, she owns Family Affair Distributing Inc., a marketing company specializing in promotional products and printing services. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment programs.

Donald Strangfeld is a financial advisor with Janney Montgomery Scott in Montvale, NJ, holding Series 63 and Series 66 licenses and having 33 years of industry experience. He has been with Janney Montgomery Scott since 1996. Outside of his advisory role, he serves as co-chair of the New Jersey Symphony Orchestra Board. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, consulting, and multiple advisory programs through a combination of in-house and third-party portfolio management.

Shahid Syed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has extensive experience with related entities, including MirQuest Financial, LLC and Ameritas Life Insurance. Outside of his advisory role, he serves as president of MirQuest Financial, LLC and executive director of MirQuest Insurance Services, LLC, where he is involved in agent recruitment, training, and business planning. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a range of portfolio management strategies and investment products across multiple platforms, supported by a corporate structure that includes affiliated broker-dealer and insurance entities.

Elozor Preil is a financial advisor with Guardian Life and holds a Series 66 designation. He has 23 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. He also served at Yeshiva University for 20 years. Outside of his advisory work, he is involved with a wealth advisory group focused on long-term care and term life insurance. Guardian Life, through its subsidiary Park Avenue® Wealth Management, 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 and consulting services, combining advisor-led discretionary management with model-based strategies, and provides access to insurance products and alternative investments.

Daniel Hankinson is a financial advisor at Eagle Strategies (NY Life) with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Eagle Strategies and NYLIFE Securities, LLC since 2020, as well as New York Life Insurance Company since 2019. Outside of his advisory role, Hankinson serves as a director of the West Milford Chamber of Commerce and volunteers as a head coach for a local travel basketball team. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client and plan sponsor objectives, with a significant portion of assets managed on a non-discretionary basis.

Fabiana Coelho is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and three years of industry experience. Her prior roles include positions at J.P. Morgan Securities, BNY Mellon, and Bank of America Merrill Lynch. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers.

Kenneth Horowitz is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including over 17 years with Guardian Life and two years at Park Avenue Securities. Outside of his advisory work, he is involved in selling life and long-term care insurance products and is affiliated with Integrated Benefit Consultants, LLC. Park Avenue Securities, a subsidiary of 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 both discretionary and non-discretionary investment management, financial planning, and specialized consulting services, utilizing proprietary and third-party platforms to tailor client relationships.

Hector Roche is a financial advisor at Citigroup Global Markets with 8 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Bank, N.A. He is based in Belleville, NJ. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment strategies through discretionary and non-discretionary programs. The firm operates at large institutional scale with in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Brandon Paolillo is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds a Series 66 designation and has held positions at Merrill, Bank of America, and First Republic Investment Management prior to joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s investment approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Elaine Potash is a financial advisor with Private Advisor Group, LLC, holding CFP® and ChFC® designations and over 34 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2012 and previously held roles at Founders Financial Securities, Transamerica Financial Advisors, and Equitable Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with comprehensive portfolio management and financial planning services, offering proprietary and third-party investment solutions through a fiduciary-based advisory model.

Richard Adler is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Kestra Advisory Services, Kestra Investment Services, and Fusion Financial Group. He has also maintained a long-standing association with Kass & Jaffe CPAs since 1982. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, and custody services, implementing portfolios through internal models or third-party platforms.

Antonio Alves is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Victor Cepeda is a financial advisor with TD Private Client Wealth LLC in Ramsey, NJ, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Allstate Insurance Co for 15 years before joining TD Bank N.A. and TD Private Client Wealth LLC in 2023. 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 clients, offering portfolio management, access to various investment vehicles, and financial planning support through a combination of affiliated and third-party sub-managers.

Richard Elliott is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 license and bringing 17 years of industry experience. His career includes long-term roles at Guardian Life Insurance Company of America and Park Avenue Securities. Outside of advisory work, he is active as a mortgage broker and occasionally earns income as a musician. 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 range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies delivered through proprietary and third-party platforms.

Nicholas Smerina is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and offers specialized solutions for high-net-worth clients alongside its institutional-scale operations.

Kambiz Saadat is a financial advisor at OSAIC Institutions, INC. with 36 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Infinex Investments, Citizens Securities, Cetera, INVEST Financial Corp, PNC Wealth Management, and Raymond James Financial Services. Saadat also serves as a Vice President and financial advisor at ION Bank. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer structure that emphasizes firm supervision and client choice in investment management.

Justin Cerritelli is a financial advisor with TD Private Client Wealth LLC, holding Series 66 and Series 63 licenses and 18 years of industry experience. His previous roles include positions at Bank of America, Merrill, Provident Bank, and LPL Financial. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

James Dowling is a CFP® and ChFC® with 23 years of industry experience. He is currently with Hightower Advisors and has prior experience at MassMutual Insurance Co. and Altium Wealth Management. Dowling is also licensed to sell insurance products through MassMutual. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Robert C. Kievit is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and possessing 43 years of industry experience. He has worked with Guardian Life and Park Avenue Securities since 2016, with prior experience at International Planning Alliance, LLC. He also provides occasional training on practice management and macro-economic planning, including the use of the Living Balance Sheet system, to agencies and agents. Park Avenue Securities LLC, a wholly owned 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 combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting solutions tailored to client needs.