Wen Shi is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining Transamerica, Wen worked at Martin Insurance Group and Advise Insurance Agency, LLC. Outside of advising, Wen is involved in health insurance sales and manages several personal rental properties. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employers, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory approach and supports its clients through multiple program platforms.

Justin Poplawski is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2023. His prior experience includes roles at Bleakley Financial Group, LLC, LPL Financial, and Private Advisor Group, LLC. He is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, comprehensive financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, and other institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, offering both active and passive strategies across public and private asset classes.

Mazin Hakim is a financial advisor at TIAA-CREF with nine years of industry experience. He has worked at TIAA-CREF since 2018 and previously held roles at PNC Investments and PNC Bank. Hakim holds the Series 66 designation. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Matthew Walker is a financial advisor with Eagle Strategies (NY Life) in Saddle Brook, NJ, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at NYLIFE Securities, New York Life Insurance Company, Massmutual, and Northwestern Mutual. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations delivered through various program types, with the majority of assets managed on a non-discretionary basis.

Vladislav Gurevich is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and leverages its large institutional scale alongside specialized market roles.

Diana Longo is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with Integrity Alliance, LLC. She has worked at Solomon Wealth Solutions, LLC, Next Financial Group, Inc., and Solomon Financial LLC, among other firms. Outside of her advisory role, she owns Innovative Divorce Services, LLC, where she provides divorce financial analysis and serves as a mediator in alternative dispute resolution. 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 a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios across multiple custodial platforms.

Brian Dragotto is a financial advisor with Guardian Life, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Bank of America, and Merrill. Outside of advising, he contributes articles for the International Planning Alliance. Brian is part of Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, pension plans, charitable organizations, and corporate clients with a combination of brokerage services, financial planning, and advisory programs featuring both proprietary and third-party investment models.

Clifford Williams is a financial advisor at Osaic Institutions, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Royal Alliance Associates. 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 and a model that delegates investment analysis and account management to its investment adviser representatives.

Daniel Trout is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at Securities America Advisors Inc. and his own firm, Financial Principles, LLC, where he also conducts insurance sales. Outside of his advisory duties, Trout serves as president of the West Milford Youth Soccer Organization, overseeing local recreational soccer programs. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach incorporates manager selection, multi-manager solutions, and a range of investment vehicles supported by proprietary research and operational features.

Steven Arietta is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at CMG Financial Planning Ltd and Equitable Advisors, with overlapping time at AXA Advisors, LLC. Arietta serves as a Reserve Deputy with the Rockland County Sheriff's Reserve, an all-volunteer force supporting full-time law enforcement. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s model emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Matthew Stack is a financial advisor with Integrated Wealth Concepts LLC in Ramsey, NJ. He holds the CFP® designation and has five years of industry experience. Prior to joining Integrated Wealth Concepts in 2022, he worked at Evercore Group LLC and Modera Wealth Management, LLC. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm employs a long-term investment approach using customized portfolios of mutual funds, ETFs, equities, and fixed income, and sponsors various wrap-fee and model-based programs.

Neil Westerduin is a financial advisor with Kestra Advisory in Hawthorne, NJ, holding a Series 65 designation and 15 years of industry experience. His career includes 11 years at Chadwick Wealth Management, LLC, and he has operated Neil Westerduin CPA LLC since 1989. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of fiduciary and investment services, including plan design, compliance testing, and advisor-managed accounts, serving clients such as sovereign wealth funds and other large institutional investors.

Kenneth Glick is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott and Morgan Stanley Private Bank, National Association. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, employing strategic and tactical asset allocation alongside various investment strategies.

Lorely Machin is a CFA® charterholder with four years of industry experience, currently serving at Wells Fargo Investment Institute, Inc. She has been with the firm since 2003. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses and select external clients. The firm operates through specialized divisions that deliver equity and fixed-income analysis, long-term capital market assumptions, and model portfolio solutions without exercising investment discretion or holding client assets.

Pier Mutovic is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Affinity FCU, LPL Financial, Raymond James Financial Services, and M&T Securities. Outside of his advisory role, he owns Glory Beer Bar & Kitchen in Philadelphia. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution, and custody services. The firm combines large institutional scale with specialized market roles, providing bespoke solutions and utilizing both discretionary and non-discretionary strategies.

Dominique Vitalis is a financial advisor at CWM, LLC with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Carson Wealth, Taylor Financial, Royal Alliance, Bank of America, Merrill, Global Vision Group, Monumental Sports and Entertainment, and Georgetown University. Outside of his advisory work, he has been involved in flipping residential properties. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Anthony Pirro is a financial advisor with Money Concepts Capital Corp in Scarsdale, NY, holding a Series 66 designation and over 14 years of industry experience. He also operates Anthony G. Pirro CPA PC, providing accounting and bookkeeping services since 2011. Pirro has been affiliated with Money Concepts Capital Corp since 2006 and has offered accounting and tax services through his own practice since 1981. Money Concepts Advisory Service (MCAS) serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs a variety of managed programs and portfolio strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory.

Lawrence Borger is a financial advisor with Kestra Advisory and holds Series 63 and Series 66 designations. He has 22 years of industry experience, including prior roles at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Outside of advisory work, he is the owner of a small real estate business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving approximately $79.8 billion in assets under management and maintaining relationships with large institutional investors including sovereign wealth funds.

Martin Eisenstein is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has a longstanding background as a CPA and attorney, with over 40 years providing legal and accounting services through his own firms. He is also involved in business and family office management through multiple related entities he owns. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios and a combination of internal and third-party asset management strategies.

Anthony Marotti is a CFP® with 17 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC since 2020. Prior to this, he worked for 13 years at Berson & Corrado Investment Advisors, LLC. He is president of the Anthony Marotti Memorial Scholarship Foundation, which supports youth sports through scholarships and donations, and serves on the board of the Union College Fighting Dutchmen Gridiron Club, a booster organization for the college football team. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, using customized portfolios with a mix of mutual funds, ETFs, individual equities, and fixed income, and combines its enterprise scale with a broad selection of model and wrap-fee options.