Melissa Gerckens is a CFP® professional with 11 years of experience in the financial services industry. She currently works at Beacon Pointe Advisors, LLC, where she has been since 2019, following prior roles at Heller Wealth Advisors, LLC. In addition to her advisory work, she is a licensed insurance agent involved with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Christopher Redmond is a financial advisor with Primerica Advisors holding a Series 66 designation and no prior industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2024. Outside of his advisory role, Redmond has served as a firefighter with the Fire Department City of New York since 2007. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a combination of proprietary model portfolios, third-party managers, and a digital advice platform to implement investment strategies across various account types.

Patrick Mccahill is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has been with HighTower Advisors since 2016 and previously worked at Comprehensive Asset Management & Servicing, Inc. from 2013 to 2016. Outside of his advisory role, he provides research analysis support for Gouldin & McCarthy and serves as a committee member for the Babbitt Ball-John Taylor Babbitt Foundation. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager approach with access to affiliated and third-party managers, leveraging proprietary research and various investment vehicles such as mutual funds, ETFs, and alternative investments.

Raelynn Harlach is a financial advisor with Valic Financial Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 18 years of industry experience. Her prior roles include positions at Agia, Pruco Securities LLC, and Prudential Insurance Company of America. Outside of her advisory work, she also serves as an agent for non-securities insurance products at Agia. Valic Financial Advisors primarily serves U.S.-domiciled 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, consulting, and brokerage services, employing Envestnet-developed UMA models for portfolio construction.

Michael Tambini is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group and LPL Financial since 2015. 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 along with financial planning and retirement plan consulting, employing a range of investment strategies and third-party asset management programs.

Kevin Ellman is a CFP® with 35 years of experience in financial advisory services. He is currently with Kestra Advisory and has been associated with Kestra Investment Services, LLC and Wealth Preservation Solutions since 2006. Outside of his advisory work, Ellman performs as a drummer and serves on the finance committee of a golf club, in addition to his role as a director of the Spirit of Harmony Foundation where he participates in event hosting and fundraising. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Erik Riley is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 65 designation and has been in the industry since 2023, with prior experience at firms including Stop & Shop and SelectCARE. Outside of finance, his background includes roles at MetLife Stadium and AWP Safety. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients’ goals and risk profiles.

Dennis Hall is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Bank of America, N.A., and Merrill. Outside of his advisory work, he also owns DRH Wealth Advisors and DRH Wealth Management LLC, both wealth management businesses. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, using a combination of proprietary models, third-party managers, and a range of analytical approaches to portfolio management.

Kim Luthy is a CFP® with 37 years of industry experience, currently serving at Kestra Advisory since 2020. Her prior roles include positions at Allied Wealth Partners and Securian Financial Services. Outside her advisory work, she teaches financial education courses and founded The Vision Network, which connects women through vision board activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Stephanie Rondon is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. She has worked at Goldman Sachs Ayco since 2021 and previously held roles at Advantage XPO, Freshpair.com, Inc, and Harvest Restaurants. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and provides tailored offerings such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated services.

Fernando Garcia is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 designations and has held prior roles at Santander Bank, Wells Fargo, and J.P. Morgan. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated model with proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing.

Roland Prestenback III is a CFP® and Series 66-licensed advisor with 16 years of industry experience. He has been with NewEdge Advisors since 2017 and has concurrently worked at LPL Financial since 2010. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, and retirement consulting services, utilizing multiple program structures and centralized due diligence supported by technology tools, including the use of artificial intelligence in some operations.

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® with 12 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. Prior to joining Rockefeller in 2025, he spent 11 years at UBS Financial Services. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, brokerage, and placement capabilities, with a focus on customized asset allocation and access to alternative and private investments.

Jack Wiener is a financial advisor at &PARTNERS with 41 years of industry experience. He previously worked at Wells Fargo Advisors for 13 years before joining &PARTNERS in 2025. Wiener holds Series 63 and Series 65 licenses. &PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services using both proprietary and third-party strategies, and operates with a combination of roles as a registered investment advisor, broker-dealer, and municipal advisor.

Leigh Russo is a CFP® with 12 years of industry experience, currently serving at Mariner Wealth Advisors. Her prior work includes roles at Cambridge Investment Research and FCG Advisors, among others. She is a member of the Finance Committee for Executive Women of New Jersey. Mariner Wealth Advisors serves a wide range of clients, including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Matthew Rice is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His work history includes roles at Morgan Stanley, TD Ameritrade, Charles Schwab and Co., Inc., and Schwab Wealth Advisory since 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many other enterprise wealth managers.

Soulemane Bagayoko is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Credit Suisse Securities, UBS Securities, and Wells Fargo Clearing. His career also includes a position at Uber prior to entering the financial sector. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a security-based swap dealer and futures commission merchant.

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.

Nicholas Minter is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 designations and has three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Tuttle Capital Management LLC, where he served as Vice President supporting client-facing operations. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, charitable organizations, and corporations, offering a wide range of financial planning and portfolio management services. The firm provides advice primarily through non-discretionary arrangements and operates both as an SEC-registered investment adviser and a broker-dealer.