Chris Naum is a financial advisor at Centaurus Financial, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial and Ic Advisory Services. Outside of advising, he is involved in tax preparation and accounting through CHN Life Planning Services LLC and serves as a FINRA arbitrator. He also has roles in mortgage and real estate services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting with both discretionary and non-discretionary arrangements, employing a range of fundamental and technical investment analyses.

Nochum Wilner is a financial advisor with Primerica Advisors holding a Series 66 designation and 14 years of industry experience. His career includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he provides tax preparation services through Wilner Wealth Strategists LLC and serves as secretary on the board of Congregation PNAM Inc. 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 brokerage and advisory relationships, financial planning, and retirement and business consulting, implementing investment strategies through proprietary models, third-party managers, and a digital advice platform.

Brian Wood is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 25 years of industry experience. He has worked at TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small corporate retirement plans. The firm offers both planning services and ongoing portfolio management using model and customized investment strategies within a fiduciary framework.

Douglas Drehwing is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2016, following roles at Santander Securities and Santander Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, providing tailored discretionary solutions and maintaining in-house research and security-pricing capabilities.

Gari Semon is a financial advisor with Guardian Life and holds a Series 66 designation. He has 17 years of industry experience and has worked at firms including Park Avenue Securities, BGS Capital Management LLC, Cetera Financial Specialists LLC, and Victors Maywood. Outside of his advisory role, he maintains an independent financial professional business advising clients based on their goals and risk tolerance. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party models.

Karin Feldstein is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life), based in Saddle Brook, NJ. She has 13 years of industry experience, including roles at New York Life Insurance Co and Nylife Securities LLC. Feldstein operates Persevere Wealth Strategies LLC, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis through a network of affiliated adviser representatives.

Edgar Pino is a financial advisor at PNC Wealth Management in Clifton, NJ, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at PNC Bank, MML Investors Services, MassMutual Life Insurance, and TD Ameritrade. From 2020 to 2022, he was also involved with Vitamins 4 Troops, a nonprofit organization. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an employee-only pilot. The firm’s approach involves algorithm-based risk assessment and uses mutual funds and ETFs with annual rebalancing, delegating portfolio implementation and proxy voting to third-party strategists.

Brian Geltzeiler is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including RBC Capital Markets, Merrill, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he is an on-air radio host for Sirius XM and an NBA analyst for Turner Broadcasting. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and retirement services, managing equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Boodram Someria is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior firms include Ameriprise and David Lerner Associates, Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts.

Greg Schultheis is a CFP® professional with eight years of industry experience, currently affiliated with CWM, LLC. His prior roles include positions at Carson Wealth, Taylor Financial Group, Park Avenue Securities, Guardian Life Insurance, Goldman Sachs, and The Ayco Company. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing discretionary model portfolios and a mix of fundamental and technical analysis.

David Fuchs is a CFP® with nine years of industry experience, currently serving as a financial advisor at CWM, LLC and Carson Wealth since 2026. He previously worked at Advisors Capital Management, LLC, BNY Mellon Securities Corporation, AXA Distributors, LLC, and Westworld One Cumulus Media. Outside of his advisory role, he assists at Nissim Tutoring Services by creating lesson plans and supporting CFP exam preparation. CWM, LLC is an SEC-registered investment adviser that serves a broad mix of clients, including individuals, high-net-worth families, foundations, corporations, and institutional investors through a network of over 600 advisors. The firm manages discretionary portfolios using model strategies and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools, with a notable focus on retirement plan services and transparent operational practices.

Peter Gordinier is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Raymond James Financial Services. He is also involved in Ramapo Wealth Advisors as an independent contractor. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a national client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of advisory and portfolio management services, utilizing both in-house and third-party strategies, and provides ongoing monitoring, financial planning, and consulting.

Fraj Lazreg is a financial advisor with Money Concepts Capital Corp in Dunkirk, NY, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Money Concepts Capital Corp since 1993 and has also been associated with Columbian Mutual Life Insurance Company since 1986. Outside of his advisory role, Lazreg serves as treasurer for LCG Tax Services, LLC, and is an officer and owner of Integrity Family Resources Inc, an independent insurance agency focusing on Medicare products. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. With approximately 431 advisors managing around $3.33 billion for 14,700 clients, the firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage asset allocations and account rebalancing.

James Clark is a financial advisor at Private Advisor Group, LLC with 50 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes long tenures at SII Investments, Inc., Leonard & Cantrill, State Mutual Companies, and Lincoln National Sales Corp. Clark is a vice president and licensed agent at Cantrill Clark, Inc., where he is involved in property and casualty, life, disability, and long-term care insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model and a range of investment strategies, often implementing advice through third-party managers and technology platforms.

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.

Elozor Preil is a Series 66-licensed financial advisor with 22 years of industry experience, currently affiliated with Primerica Advisors. He has worked extensively with Park Avenue Securities and Guardian Life Insurance, holding roles at both firms since 2002 and 2003 respectively. Outside of his advisory work, he manages a long-term care and term life insurance business under Wealth Advisory Group. Park Avenue Securities serves a broad retail client base including individual, high-net-worth, charitable, and corporate clients, offering both brokerage and advisory services. The firm employs a mix of proprietary portfolios, third-party managers, and digital advice platforms to implement investment strategies on discretionary and non-discretionary bases.

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.

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.

Anne Sullivan is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. She has 12 years of industry experience and has been with Private Advisor Group and LPL Financial since 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm provides access to both proprietary and third-party managed account solutions, employing a fiduciary-based advisory model that includes multiple investment approaches and technology platforms.

Robert Sorge is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at LPL Financial, Morgan Stanley, Citigroup Global Markets, and Eastern Point Advisors Inc. Sorge conducts workshops and seminars aimed at parents and college students through his involvement with CollegeFunding4Me. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various wrap and non-wrap advisory programs. The firm employs a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement a range of investment strategies.