David Bubnowski is a financial advisor with PNC Wealth Management, holding a Series 66 designation and having 20 years of industry experience. He has been with PNC investments since 2010. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven, discretionary model account available to employees with PNC Bank online-banking credentials. The firm uses approved model strategies managed by PNC or third-party strategists and executes investments via mutual funds and ETFs with annual rebalancing.

Michael Digirolamo is a Series 66-licensed financial advisor with Primerica Advisors and has four years of industry experience. He has worked at Park Avenue Securities since 2019 and at Guardian Life Insurance Company since 2018. Outside of financial services, he was involved with Finks Barbecue Roadhouse & Cheesesteak from 2016 to 2020. Park Avenue Securities serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporations. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Emily Minick is a CFP® and Series 66-registered advisor with eight years of industry experience. She is currently with Creative Planning, where she has worked since 2023. Her prior experience includes roles at Bank of America, Merrill, Boston Financial Data Services, and the University of Kansas. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various active and passive strategies.

Kevin Meyersburg is a financial advisor at Mercer Global Advisors Inc. with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley Smith Barney LLC and E*TRADE Capital Management LLC. Meyersburg was also the CEO and sole partner of Bark Break, LLC, a pet transport business that is currently inactive. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, offering a range of portfolio management and financial planning solutions.

Philip Sabio is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at several firms, including MassMutual, Equitable Advisors, and Cetera. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping platforms and emphasizes long-term portfolio returns through point-in-time financial plans and optional managed account solutions.

Adam Schlossberg is a CFP® professional with 13 years of experience in the financial services industry. He currently works with Park Avenue Securities and Guardian Life Insurance Company, where he has been employed since 2014. Schlossberg is also the owner of NS Private Client Group LLC and Private Client Insurance Services LLC, businesses that provide insurance and investment-related services. Park Avenue Securities LLC serves a wide range of clients, including individual investors, high-net-worth individuals, charitable organizations, and corporations. The firm offers brokerage and advisory services along with financial planning and consulting, utilizing proprietary and third-party investment strategies across various asset classes.

Dowens Nicolas is a financial advisor at Empower Advisory Group with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Manhattan University and Varonis Systems. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through a financial planning service integrated with Empower’s recordkeeping and administrative platforms.

Christopher Ciani is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Park Avenue Securities and Guardian Life Insurance for over 15 years. Outside of his advisory role, he sells fixed insurance products through Crump Life Insurance. Park Avenue Securities serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios and third-party investment managers across various account types and investment strategies.

Robert Baker is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior work includes roles at Raymond James Financial Services and Wells Fargo Advisors. He is also the owner of Baker - Sarama Wealth Managers, a support company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Larenz Mitchell is a financial advisor with PNC Wealth Management in Wayne, NJ, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill and TD Bank before joining PNC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only employee pilot that uses algorithm-driven portfolio recommendations and invests in mutual funds and ETFs with annual rebalancing.

Theresa Castro is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has three years of industry experience. Her career includes roles at NYLIFE Securities LLC and New York Life since 2023, along with prior experience in sports and camp management. She leads a local networking group, Horseneck Networking Group, engaging with community members outside of her advisory work. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, predominantly managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Maria Licini is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has worked at Steward Partners Investment Advisory since 2017 and has prior experience with Raymond James and Wells Fargo. Licini has a role supporting administrative and operational duties at Baker Sarama Wealth Management Group and serves as a personal representative with limited power of attorney on an IRA account. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Simi Schwartz is a CFP® with 17 years of experience in the financial services industry. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services, Bank of America, and Merrill. She is a partner and advisor at Steward Partners Global Advisory, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as institutions, providing a range of advisory and portfolio management services through both proprietary and third-party solutions.

Russell Meccia is a financial advisor at Steward Partners Investment Advisory, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked with Wells Fargo Bank, NA and Raymond James Financial Services, Inc. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account programs.

Min Chul Kim is a financial advisor with Eagle Strategies (NY Life) based in Saddle Brook, NJ. He holds Series 65 and Series 63 licenses and has four years of industry experience. His career includes roles at New York Life and its affiliated entities since 2021, as well as prior positions at Cosmos Boutique LTD and Cosmos Queens LTD. Eagle Strategies serves individual and institutional clients through financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives and operates largely on a non-discretionary basis within an integrated New York Life affiliate structure.

John Geraghty is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 credentials and 20 years of industry experience. He previously worked for Rochdale Investment Management for 18 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2023. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active strategies overseen by an internal Investment Committee.

Leopoldo Matarazzo is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2016. Outside of his advisory role, Matarazzo is involved in estate planning through his own law office and consults on estate and business succession plans with Wiss & Company, LLP. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker‑dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with financial planning, brokerage services, and investment advisory programs.

Colleen Silver is a CFA® charterholder with four years of industry experience, currently affiliated with Truist Advisory Services. She previously spent 14 years at Fiduciary Trust Co International/Franklin Templeton Investments. Colleen serves as a volunteer investment committee member for the Science Museum of Minnesota, assisting with oversight of the museum’s endowment management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Michael Pak is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a silent investor in Pinetree Enterprises LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Anand Thakkar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping busy professionals, business owners, and families develop coordinated, tax-aware financial strategies that align with their personal and long-term goals. Anand works closely with clients through personalized wealth management approaches, including college education planning, retirement income design, estate and legacy planning, tax minimization, and managing new wealth. With expertise in equity compensation strategies, concentrated positions, insurance and risk management, and philanthropic planning, Anand supports clients facing major financial events such as business sales, IPOs, and wealth transfers. He combines Merrill Lynch's investment insights with the banking and lending solutions of Bank of America to deliver comprehensive financial planning. Anand holds the Personal Investment Advisor designation and has completed executive education at Harvard Business School, in addition to earning a Bachelor's degree from Wayne State University. Anand is also committed to community involvement, volunteering with local organizations. Outside of work, he enjoys basketball, tennis, music, and reading. His approach emphasizes building one-on-one relationships to provide tailored, actionable financial strategies designed to help clients achieve their financial objectives.