Bradley Bofford is a CFP® and ChFC® with 33 years of experience in financial advisory services. He has been with Hightower Advisors since 2018 and previously worked at Securities America for 14 years. In addition to his advisory roles, he is an adjunct professor for the CFP program at Fairleigh Dickinson University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers, with offerings that span mutual funds, ETFs, alternative investments, and custom indexing.

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.

John O’Keeffe is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Raymond James Financial Services. Outside of his advisory role, he owns and operates Big Nose & Company LLC, which involves entertainment activities such as stand-up comedy and podcast appearances, as well as managing snack and beverage vending machines. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms to support its clients.

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.

Bennett Degen is a financial advisor at SPC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Parkland Securities, The Investment Center Inc, and Tangent Capital Partners. Outside of his advisory work, he serves as a trustee for The Joseph Kushner Hebrew Academy / Rae Kushner Yeshiva High School in Livingston, NJ. SPC provides investment management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large advisory network and offers various account programs and strategic partnerships.

Peter Kraus is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2015. He has also been associated with LPL Financial LLC since 2001. In addition to his advisory roles, he manages a tax preparation and accounting business. 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 discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a variety of investment strategies and coordinating services through multiple custodians.

George Dobbs is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He previously worked at LPL Financial from 2012 to 2019 before joining Independent Financial Group in 2019. Outside of his advisory role, he is also a licensed insurance agent offering various insurance products in New Jersey. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in regulatory assets through a national network of investment adviser representatives.

John Bays is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked at Private Advisor Group since 2020 and concurrently at LPL Financial since 2007. Bays provides investment advisory services through Private Advisor Group under the DBA Lewis Wealth Management. 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 discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and strategies.

Renzo Bautista is a financial advisor at TD Private Client Wealth LLC with Series 66 and Series 63 credentials and five years of industry experience. His work history includes roles at J.P. Morgan Securities LLC, Merrill, and Bank of America. Bautista also has an ongoing affiliation with Wilmington University. 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 TDIS (US) clients. The firm constructs portfolios using strategic and tactical asset allocation with both affiliated and third-party sub-managers and offers financial planning support and custody through third-party custodians.

James Ciprich Jr. is a CFP® with 20 years of industry experience. He is currently an advisor at Corient, where he has worked since 2022. Prior to joining Corient, he spent 16 years at RegentAtlantic. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party solutions and ongoing risk management.

Jacob Brower is a financial advisor at Private Advisor Group, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at LPL Financial LLC, Gracie Point, and Deloitte and Touche LLC. Private Advisor Group serves a diverse client base including individuals, business entities, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to various advisory programs, third-party asset managers, and model portfolios supported by major strategists such as Fidelity and BlackRock.

Luke Walling is a Series 66-licensed advisor at Goldman Sachs Wealth Services with three years of industry experience. His work history includes multiple tenures at Goldman Sachs and positions at Wake Forest and Emerald Assets. Outside of finance, he was involved with Angelo’s Soccer Corner. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm offers tailored financial planning and portfolio management using strategic allocation models and proprietary research, leveraging the broader Goldman Sachs platform for expanded investment and financial solutions.

Daniel Krisiloff is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as seven years at Chelsea Lighting. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and retirement plan advisory services. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Leslie Krajnak is a financial advisor with Private Advisor Group, LLC, holding the CFP® designation and Series 63, 65, and 66 licenses, with 11 years of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2026, Leslie worked at several firms including Palante Wealth Advisors and New York Life Insurance Company. Outside of finance, Leslie operated a personal training business, Fit 4 Life Personal Training LLC, from 2019 to 2023. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey asset management platforms, and their own WealthSuite separately managed account program.

Kyle Colwell is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 66 credential and 14 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2012. He is involved with AIMCOR Group, LLC in an investment-related capacity. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a range of analytical approaches and offering access to third-party asset managers and proprietary model portfolios.

Jaesung Son is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® and Series 63 designations. He has 21 years of industry experience, including roles at Nylife Securities and New York Life Insurance Company since 2005. He is also involved in insurance brokering through International Planning Alliance, LLC. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Matthew Waldman is a financial advisor with Kestra Advisory, holding the ChFC® and Series 63 designations and bringing 12 years of industry experience. Prior to joining Kestra in 2022, he worked with Northwestern Mutual from 2016 to 2021. In addition to his advisory role, he manages an insurance business under his own name, focusing on life, disability, long-term care, and health insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves a wide client base, including large institutional investors, and supports multiple management platforms and third-party solutions.

Marc Petrognani is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Oppenheimer since 2003. Outside of his advisory role, he is involved in his family business, Hunter Industrial Corporation, serving as a part owner, executive, and trustee for their pension and 401(k) plans, and participates in the Tewksbury Township Community Safety Subcommittee. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a broad range of advisory and brokerage services. The firm’s investment approach incorporates strategic and tactical asset allocation, manager selection, and various investment vehicles, with a notable emphasis on both discretionary and non-discretionary management programs.

Richard Grofsick is a CFP®-certified financial advisor with Valic Financial Advisors, bringing nine years of industry experience. He has worked at Valic Financial Advisors since 2016 and also holds a role with Agia since 2022. Outside of his advisory work, he serves as a varsity football coach at Hawthorne High School. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, using Envestnet UMA models to construct client portfolios.