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® with eight years of industry experience, currently affiliated with Carson Wealth. His career includes roles at firms such as Goldman Sachs & Co. LLC and The Ayco Company, L.P. He is based in Franklin Lakes, NJ. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical analysis.

David Fuchs is a CFP®-certified financial advisor with nine years of industry experience, currently affiliated with Carson Wealth. His prior roles include positions at Advisors Capital Management, BNY Mellon Securities Corporation, and AXA Distributors. Outside of advising, he contributes to Nissim Tutoring Services by assisting in the creation of CFP exam study materials and lesson plans. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion under management. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services through a model portfolio approach overseen by an Investment Committee.

Peter Gordinier is a financial advisor at Steward Partners Investment Advisory, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Raymond James Financial Services, Wells Fargo Clearing, and Citigroup Global Markets. He is also involved with Ramapo Wealth Advisors as an independent contractor. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

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 financial advisor with Guardian Life and holds a Series 66 designation. He has 23 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. He also served at Yeshiva University for 20 years. Outside of his advisory work, he is involved with a wealth advisory group focused on long-term care and term life insurance. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies, and provides access to insurance products and alternative investments.

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.

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.