Jamie Ireland is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Private Advisor Group in 2022, Ireland held roles at LPL Financial and Mercer Wealth Management. Outside of advisory services, Ireland is a commissioned notary. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and employs a range of investment strategies while providing access to proprietary and third-party managed account solutions.

James Apostolico is a CFP® and ChFC® with 38 years of experience in the financial services industry. He is currently with Integrity Alliance, LLC and has previously worked at Lion Street Financial, The Leaders Group Inc, and Integrated Financial Planning. Outside of advisory services, he owns The IFP Group, Inc, which provides life, fixed annuity, and health insurance products. Integrity Alliance, LLC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement plan consulting, utilizing a variety of investment strategies and platforms.

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.

Eldridge Hawkins is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 license and three years of industry experience. Prior to joining Eagle Strategies, he worked at New York Life and Equitable Advisors. He is also the sole owner and CEO of Black Belt Security & Investigations, LLC, a security guard business. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary asset management within the New York Life affiliate structure.

John Conners is a financial advisor with Private Advisor Group, LLC in Morristown, NJ. He holds the Series 66 designation and has 17 years of industry experience. Prior to joining Private Advisor Group, he worked at LPL Financial and Janney Montgomery Scott. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm uses a fiduciary-based model, employing both proprietary and third-party strategies and technology platforms to tailor investment solutions.

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.

Anthony Roselli is a financial advisor with TIAA-CREF, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Fidelity Personal and Workplace Advisors and E*TRADE Capital Management. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals often connected through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through model and customized portfolios.

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.

Chadderdon O'Brien is a CFP® and Series 65-licensed financial advisor with 17 years of industry experience. He is currently with Corient in Morristown, NJ, where he has worked since 2022 and also had prior tenure at RegentAtlantic for eight years. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team-oriented investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options when appropriate.

Justin Cerritelli is a financial advisor with TD Private Client Wealth LLC and holds Series 63 and Series 66 licenses. He has 18 years of industry experience, including 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, and retail clients, using strategic and tactical asset allocation across a variety of affiliated and third-party investment managers.

Robert C. Kievit is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. He has 42 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. He also provides training services to agencies and agents on practice management and macro-economic planning, including the use of the Living Balance Sheet system. Park Avenue Securities LLC serves a diverse retail client base with transaction-based brokerage and fee-based advisory services, offering proprietary and third-party investment programs, financial planning, and business consulting. The firm utilizes a range of investment strategies and platforms to meet client needs across multiple account types.

Matthew Mckenna is a financial advisor with OSAIC Institutions, Inc. and holds Series 63 and Series 65 designations. He has 28 years of industry experience, previously working at Ameriprise Financial Services, LLC, Royal Alliance Associates, and Wells Fargo Clearing. Outside of his advisory work, he serves as President on the Board of Directors for the New Jersey Wrestling Official Association Northeast Chapter and works as a high school wrestling official. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, including discretionary and non-discretionary management, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that supports a diverse range of client needs.

Maria Linares is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Linares is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains in-house research and security-pricing activities.

Jack Worth is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Northwestern Mutual. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Evan Imfeld is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 12 years of industry experience, including prior work at Northwestern Mutual Investment Management. He also assists with underwriting processes through a local insurance agency. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while combining proprietary and third-party resources.

Veton Kaba is a financial advisor at Creative Planning with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edelman Financial Engines, UBS Financial Services Inc., 1st Global Capital Corp., 1st Global Advisors, Inc., and Headquarters Advisory Group, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Jay Day Jr. is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 14 years before joining Janney in 2023. Janney Montgomery Scott LLC 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Melissa Weisz is a CFP® and CFA® with 14 years of industry experience. She currently serves at Corient and has previously worked at RegentAtlantic and Wechter Feldman Wealth Management, Inc. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and includes private fund capabilities through affiliated platforms.

Carlos Henriquez is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for 14 years before joining Citigroup in 2026. Outside of his advisory role, he is a sole proprietor involved in renting part of his primary residence. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and a unique role as a swap dealer and futures commission merchant.

Gary Herz is a CFP® professional affiliated with Focus Partners Wealth, LLC and has 18 years of industry experience. He previously worked at GYL Financial Synergies for three years and spent 24 years at Wechter Feldman Wealth Management, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement plan consulting, and access to private funds. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.