Andrea Rosenberg is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. Her prior work includes roles at Raymond James and Vail Resorts. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, and advisory services, utilizing a combination of in-house portfolio management and third-party managers across multiple wrap programs and model portfolios.

Dominick Caprarola is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 credentials and five years of industry experience. He previously worked with LPL Financial, LLC and Ballast Financial, LLC. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives who utilize various custodians and model strategies to align with client goals.

William Aaron is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merrill Lynch and Bank of America. Focus Partners Wealth serves a diverse clientele, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, providing a range of services such as investment management, financial counseling, and retirement plan fiduciary services. The firm utilizes a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, offering portfolios with public equities, fixed income, alternative investments, and options-based strategies.

Jason Fink is a financial advisor with Primerica Advisors, holding a Series 66 designation and one year of industry experience. He has worked at Park Avenue Securities since 2024 and previously from 2014 to 2017, and has been affiliated with Guardian Life Insurance since 2012. Outside of his advisory role, he serves as Co-Chairman of a church golf outing, organizing activities and sponsorships. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across various account types and supports additional financial planning and consulting solutions.

Michael Lo Conte is a financial advisor at TIAA-CREF with a Series 66 designation and three years of industry experience. His prior work includes roles at Stifel and Northwestern Mutual, as well as experience outside financial services with All Jersey Garage Door. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm’s advisory approach separates one-time planning services from ongoing portfolio management, offering both model and customized portfolios managed under a fiduciary standard.

Jan Landi is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies that address their short-, mid-, and long-term goals. Jan offers guidance on a range of topics including investing, retirement planning, and managing unexpected financial needs. Additionally, she coordinates with specialists from Bank of America to provide clients with comprehensive banking, credit, home financing, and small business solutions. Originally from Brazil, Jan relocated to the United States in 2007 to advance her career in financial markets. She holds a Bachelor's Degree from Pontifical Catholic University and has earned the Personal Investment Advisor (PIA) designation. Since 2015, she and her family have lived in Leonia, New Jersey. Jan's areas of expertise include executive compensation, equity compensation services, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. She is fluent in Portuguese and English. Outside of work, Jan enjoys music, spending time with her family, and watching movies.

Jeffrey Ward is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2014. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports a range of account features such as securities-based lending and tax-harvesting.

Robert Bigley is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. In addition to his advisory role, he assists with insurance sales and service for multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and a client-directed implementation model. The firm manages a majority of client assets on a non-discretionary basis and provides a range of financial planning and consulting services.

Margaret Slattery is a financial advisor at Oppenheimer with 27 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney for 16 years. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation, manager selection, and periodic rebalancing across equity, balanced, and fixed income strategies.

John Marshall is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2020, following a 13-year tenure at Stifel. He is also the president of 3 Sons Inc., a corporation formerly owning a wine and spirits store. Oppenheimer serves a wide range of clients, including individuals, corporations, and retirement plan fiduciaries, offering advisory and brokerage services with a focus on strategic asset allocation and manager selection. The firm acts as a qualified custodian and provides both discretionary and non-discretionary investment management programs.

Silvia Silver is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at RBC Capital Markets and City National Bank. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Mindy Mondaro is a financial advisor with Principal Financial Services, holding a Series 66 designation and over 20 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Co. since 2005. Outside of her advisory role, she serves as Secretary of the Board for the Whippany Park High School Baseball Diamond Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Michael Towman is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 25 years of industry experience. His prior experience includes 12 years at Citigroup Global Markets and roles at LPL Financial and Private Advisor Group since 2023. He is also the owner of Towman Associates LLC, a non-investment-related business. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Gary Ginsberg is a financial advisor at OSAIC Institutions, Inc. with 43 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Ameriprise and Royal Alliance Associates, Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

William Whelan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors since 1999 and concurrently affiliated with The Guardian Life Insurance Company since 1995. Outside of his advisory role, he serves as a trustee of an irrevocable life insurance trust for his family. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies across various account types.

Wenyue Hsu is a CFA® charterholder with eight years of industry experience, currently affiliated with Transamerica Financial Advisors. Hsu has previously worked at Morgan Stanley Bank USA and holds roles as an agent assisting clients with Medicare Advantage plans for Cigna HealthInsurance and United Healthcare. Additionally, Hsu is a Registered Analyst with the National Association of Registered Social Security Analysts, applying software to review Social Security claiming strategies. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment programs with discretionary and non-discretionary options.

Noel Hodges is a financial advisor with Rockefeller Capital Management, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Rock & Co LLC, Rockefeller Financial LLC, Bank of America, NA, and Merrill. Rockefeller Capital Management is an enterprise firm with 157 advisors, providing wealth management services to a diverse client base.

Joseph Prendergast is a financial advisor with Guardian Life and holds the Series 66 designation. He has one year of industry experience, including his current roles at Park Avenue Securities and Guardian Life Insurance Company, where he has worked since 2025. Prior to this, he spent two years at Certified Financial Services and has academic experience at Montclair State University and New Milford High School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of financial planning, brokerage, and advisory services.

Michael Honold is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a distinct advisory model separating one-time planning services from ongoing portfolio management and serves as investment adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

John Foster is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Private Advisor Group since 2016 and also has a long tenure with LPL Financial dating back to 2007. Outside of his advisory roles, he manages Foster Holdings I, LLC, a business entity for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for a diverse client base including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs, employing multiple investment strategies and supporting held-away account management through technology partnerships.