Jack Desantis Jr. is a financial advisor at Cetera Planning Partners with 26 years of industry experience. He holds a Series 66 designation and has worked at various firms within the Cetera and Avantax networks. In addition to his advisory role, he serves as treasurer for multiple political candidate committees. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and provides investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolio allocations aligned with client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, and estate planning through third-party providers.

Keith Nebel is a financial advisor with Lincoln Investment Planning, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Lincoln Investment since 2005. Outside of his advisory role, Nebel serves as a lieutenant with the New York City Fire Department and is on the board of directors for LIL' BRAVEST, a charitable organization supporting children affected by cancer and other childhood diseases. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, consulting, and portfolio management through advisor- and firm-managed models, supported by an in-house investment research team and third-party managers.

Roland Prestenback III is a CFP® with 16 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2017. He has also been associated with LPL Financial since 2010. NewEdge Advisors is a large registered investment adviser firm serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a variety of portfolio management and consulting services using multiple program structures, centralized due diligence, and technology tools to support client and advisor needs.

Abel Santana is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Mutual of Omaha. Outside of his advisory work, he coaches youth softball in Passaic, NJ. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering both advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, alongside commission-based brokerage and other non-discretionary services.

Eric Schenk is a CFP® professional with 12 years of industry experience, currently with Rockefeller Financial LLC. Prior to joining Rockefeller in 2025, he spent 11 years at UBS Financial Services. 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 a range of portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services.

Justin Giacona is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Round Table Wealth Management and KPMG LLP. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative methods, third-party strategies, and direct security selection.

Jack Wiener is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Wells Fargo Advisors for 13 years before joining &PARTNERS. Wiener is also the owner of JLJ Advisors, LLC, a financial practice based in Florham Park, NJ. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies using the Envestnet platform.

Leigh Russo is a CFP® professional with 12 years of industry experience, currently serving at Mariner Wealth Advisors. Prior to Mariner, she worked at Cambridge Investment Research and FCG Advisors. She is involved with the Executive Women of New Jersey as a Finance Committee Member. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolio strategies supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services.

Henry Falquez is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Valic Financial Advisors since 2014 and has been with Agia since 2022. Outside of advisory work, he serves as a notary public in New Jersey. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet’s UMA models and maintaining approximately $26.4 billion in discretionary assets across a large advisor network.

Samuel Hardy is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining TD in 2026, he worked at Nest Investments BD LLC and Nest Investments LLC from 2023 to 2026, and has held positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. among other firms. Hardy also operated Hardy Solutions from 2022 to 2023. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm employs a portfolio construction approach combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Terence Coyle is a financial advisor at Private Advisor Group, LLC with 47 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at Private Advisor Group since 2011, LPL Financial since 2004, and WS Griffith Securities, Inc. from 2002 to 2004. Outside of advising, he is involved in several insurance-related businesses, including offering non-variable insurance and selling occasional disability income policies. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and employs a combination of proprietary technology platforms and third-party managers to deliver diversified investment strategies.

Alan Babbitt is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has been with Eagle Strategies since 2017 and has also worked with Nylife Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.

Michael Santana is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. His prior experience includes five years at Merrill and roles in education at Rutgers Business School and Union County College. Outside of finance, Santana owns and manages an online retail cigar business, Santana Cigars. 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 investors. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Jeffrey Faller is a CFP® professional with 37 years of experience in the financial services industry. He has been with Lincoln Investment Planning Inc. since 2008. Outside of his advisory role, he is a 50% owner of The Faller Company LLC, which engages in the sale and service of life and health insurance. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team and a layered delivery model involving third-party managers.

Grace Guingon is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Regency Wealth Management, Liberty University, and Columbia Bank New Jersey. Outside of finance, her background includes roles in education and camp administration. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including financial planning, retirement consulting, investment management, and brokerage services, utilizing both proprietary strategies and third-party model portfolios.

Davy Granados is a financial advisor at Private Advisor Group, LLC with credentials including the Series 66 designation. He has experience working in both financial services and the veterinary and retail sectors, including roles at LPL Financial, Fortius Financial LLC, and VCA Madison Animal Hospital. Granados’s background also includes work in the pet care and diving industries. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s advisory model is fiduciary-based and incorporates proprietary technology platforms and third-party managers to deliver a range of investment strategies.

Leonard Cheah is a financial advisor with TLG Advisors, Inc. based in Summit, NJ, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at The Leaders Group Inc, Compass Management Holdings LLC, and GWN Securities, Inc. Outside of advisory work, he is involved as a co-founder and CFO of a hot sauce brand and a creator ERP systems company. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm offers investment supervisory services, portfolio management, and financial planning, with an investment approach focused on manager selection and diversified portfolios, incorporating both sub-advisors and a direct-to-consumer digital platform.

Jay Post Jr. is a CFP®-certified financial advisor with 27 years of industry experience, currently serving at Citigroup Global Markets. He has been with Citigroup in various capacities since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and swap dealer activities.

John Mc Clain is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. He previously worked at TP ICAP and has an academic background from Indiana University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering comprehensive financial planning and portfolio management. The firm integrates strategic allocation models and manager selections within the broader Goldman Sachs platform, providing access to specialized programs and alternative investments.

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 prior roles at Santander Securities LLC and HSBC Securities (USA) Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale, in-house research, and unique market roles including swap dealing and futures commission merchant services.