Joseph Attanasi Jr. is a financial advisor with Lincoln Investment in Cranford, NJ, holding a Series 63 designation and over 31 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994. Outside of his advisory role, he serves as Secretary/Treasurer of the Evangel Bowling League, managing league records and finances. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Roger Greff is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Pruco Securities, LLC and The Prudential Insurance Company of America. In addition to his advisory work, he serves as a sales manager overseeing insurance sales and service for multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and financial planning. The firm focuses on client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Michael Waldron is a CERTIFIED FINANCIAL PLANNER™ practitioner with 28 years of industry experience. He is currently with &PARTNERS and has previously worked at Wells Fargo Advisors, Bank of America, N.A., and Merrill. Waldron also owns and manages MT Waldron Advisors LLC, an investment-related business. &PARTNERS serves a diverse client base including individual, institutional, and sovereign wealth fund clients, offering both investment advisory and brokerage services. The firm employs a range of portfolio management strategies using proprietary models and third-party managers, combining fundamental, technical, and quantitative analysis.

Mark Murphy is a financial advisor with Primerica Advisors and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including long tenures at The Guardian Life Insurance Company of America and Primerica Advisors. Outside of his advisory work, he serves on multiple boards and is an author specializing in dental practice marketplace mergers and acquisitions. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary advisory programs and third-party manager platforms. The firm implements investment strategies through a combination of model portfolios, third-party managers, and digital advice solutions, supporting a range of assets and account-level services.

Maria De Los Reyes is a financial advisor at TD Private Client Wealth LLC with 18 years of industry experience. She holds a Series 66 license and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services, and UBS Financial Services. TD Private Client Wealth LLC serves institutional clients, high-net-worth private clients, and retail clients through discretionary wrap-fee managed account programs and brokerage services. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers financial planning support and custody services.

Andrew Bello is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 license and one year of industry experience. He previously worked at Bleakley Financial Group and Red Oak Wealth Management. Bello is also an agent with Beacon Pointe Insurance Services, where he sells life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced CIO services to a diverse range of clients, including high-net-worth individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with independent manager selection and employs both active and passive strategies across public and private assets.

Richard Rosa is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at LPL Financial and AXA Advisors and spent a year at Montclair State University prior to entering the financial sector. Rosa is based in Somerset, NJ. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives and access to third-party asset managers and model portfolios.

Fei Yiu is a financial advisor with HSBC Securities (USA) Inc. and holds the Series 66 designation. He has 19 years of industry experience and has worked at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. for over a decade. Outside of his advisory role, he volunteers at the International Badminton Center in Edison, NJ, assisting with member sign-ins and closings. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary solutions. The firm employs a five-profile investment process combining strategic and tactical asset allocation, supported by affiliated and third-party providers for advisory and fund selection services.

James Graham IV is a financial advisor at Private Advisor Group, LLC with 23 years of industry experience. He holds a Series 66 credential and has previously worked at Lincoln Financial Advisors Corp for 20 years, as well as at LPL Financial LLC and Mariner Independent Advisor Network. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and access to third-party asset managers and turnkey asset management platforms.

Joseph Iovino is a financial advisor at Oppenheimer with 39 years of industry experience. He has held his position at Oppenheimer since 2002 and holds Series 63 and Series 65 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a range of investment strategies, with a distinctive role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Michelle Nocito is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 19 years of industry experience. She previously worked at LPL Financial, LLC and Ameriprise Financial Services Inc. Outside of her advisory role, Michelle serves as an elected member of the Voorhees Township Committee and works as an adjunct professor at Camden County College. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Susan Portnoi is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. She holds the PFS™ designation and Series 65 license. Her prior experience includes eight years at Traust Sollus Wealth Management, LLC before joining Mercer Global Advisors. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, and offers a range of portfolio management and planning services.

Sean Sullivan is a financial advisor at PNC Wealth Management in Bridgewater, NJ, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at PNC Bank and GNC Live Well. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and third-party managed investment strategies.

Jason Sangekar is a CFA® charterholder with 15 years of industry experience. He is currently with Hightower Advisors and has previously worked at Purshe Kaplan Sterling Investments, Journey Strategic Wealth LLC, Magnus Financial Group LLC, and Maple Securities USA Inc. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager investment approach that includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Robert Toth is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 2010 and previously worked at Agia. Outside of his advisory work, he occasionally teaches yoga to adults and children. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, using Envestnet-developed UMA models to construct client portfolios.

Ryan Brunnock is a financial advisor at Private Advisor Group, LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Pathstone, and Third Bridge Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management, financial planning, and retirement consulting services, utilizing both proprietary and third-party strategies.

Ian Harvey is a CFP® and Series 65-registered financial advisor with seven years of industry experience. He is currently with Corient in Morristown, NJ, where he has worked since 2022. His prior experience includes roles at Bridgewater Advisors, RegentAtlantic, and other financial firms. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm utilizes a goals-based, team investment approach combining in-house strategies, third-party managers, and customized asset allocation, while employing advanced risk management and private fund capabilities.

William Brown III is a financial advisor with TIAA-CREF and holds a Series 66 designation. He has 19 years of industry experience and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm also acts as adviser to a donor-advised fund and offers both model and customized portfolio management within a vertically integrated structure.

Kyle Casella is a financial advisor with TIAA-CREF in Roseland, NJ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked with TIAA-CREF and TIAA since 2013. Outside of his advisory role, he is a partial owner of Casella Holdings LLC, which operates a Maaco Body Shop. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with connections to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that utilizes affiliated funds.

Jose Matias is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds a Series 66 designation and has previously worked at TIAA, J.P. Morgan Securities, and Bank of America. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.