Meryl Futey is a CFP® professional with 15 years of industry experience, currently with &PARTNERS. Her prior roles include positions at Avantax and 1st Global Advisors. She is also active as a financial advisor with PKF O’Connor Davies Wealth Management. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning through both direct advisor management and third-party managers, employing a blend of analytical approaches and model portfolios.

Michael Finetti is a financial advisor at Mariner with a Series 66 designation and three years of industry experience. He previously worked at UBS Financial Services and Key Client Fiduciary Advisors, and his background includes four years at the University of Delaware and West Essex High School. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and private funds, providing investment management, financial planning, retirement consulting, and access to various investment platforms. The firm offers discretionary, customized portfolios supported by an Investment Committee and emphasizes tax and accounting integration, as well as administrative family office services.

James Costello is a financial advisor at Osaic Advisory Services, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at American Portfolios Financial Services, Inc. and TD Ameritrade. Outside of his advisory role, he is involved with 76 Wealth Advisory LLC, an insurance-related business. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a broad range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms.

Lee Piccarelli is a financial advisor at HSBC Securities (USA) Inc. with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked with HSBC Securities and HSBC Bank USA since 2013. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and discretionary investment options. The firm’s investment process includes five model risk profiles and integrates asset-allocation advice from HSBC Global Asset Management, with ongoing fund due diligence and monitoring by affiliated providers.

Frank Petrone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is also an owner of a non-investment related rental business. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation to employees. Their investment approach utilizes approved model strategies managed by PNC or third-party strategists, with portfolio implementation and proxy voting delegated to external providers.

Michael Geczi is a Series 66-licensed financial advisor with Guardian Life in Westfield, NJ, bringing three years of industry experience. He previously operated Michael Geczi & Associates LLC, which manages his insurance business. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves a range of clients including individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Benjamin Bush is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 16 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory role, he is involved in private client investment and insurance services through separate business entities and participates in a bank referral program for real estate financing introductions. Park Avenue Securities LLC serves a wide range of clients including individual investors, high-net-worth individuals, charitable organizations, and corporations. The firm offers both brokerage and advisory services with a variety of investment strategies, proprietary programs, and account-level solutions such as lending and donor-advised funds.

Lucille Logozzo is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, where she has worked since 2021. She has four years of industry experience and previously held roles with the NYC Board of Education and Heroes Paradise. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michael Valeri is a financial advisor with Guardian Life, holding Series 63 and Series 66 designations and six years of industry experience. His prior work history includes roles at Park Avenue Securities, Bank of America, Merrill, and Dawson James Securities. Outside of his advisory work, he has also operated as an Uber/Lyft driver. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships using various model portfolios and features a hybrid digital solution called VestWise™.

Sophia Shi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and previously spent 13 years at the Federal Reserve Bank of New York. Outside of her advisory role, she is involved in providing home care services for families in New Jersey. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party investment models, managing billions in client assets across discretionary and non-discretionary programs.

Matthew Warren is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 63 designation and over 32 years of industry experience. He has been with Private Advisor Group and LPL Financial LLC since 2015 and previously worked at Ameriprise from 2002 to 2015. Warren also operates Warren and Associates Wealth Management, an affiliated advisory business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model, leveraging technology platforms and third-party strategists to implement various investment approaches.

Cameron Ginsberg is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses. He has one year of industry experience with prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial sector, he worked at Shoprite. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and works extensively with both individual investors and institutional sponsors, managing the vast majority of its assets on a non-discretionary basis.

Cameron Andre is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. His prior work includes roles at Wiss Wealth Management LLC, WISS & Co., LLC, and JPMorgan Chase. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Lindsay Gregory is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following previous roles at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Leonardo Renna is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citigroup since 2013, following roles at Morgan Stanley from 2003 to 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operations as a swap dealer and futures commission merchant.

James Matol is a financial advisor at TIAA-CREF with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA since 2011. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that utilizes affiliated funds.

Susanna Nieto is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. since 2023. Her prior roles include positions at MissionSquare Retirement, Fidelity Brokerage Services, Tapfin/EY, PIRS Capital, and TD Bank. She also serves as the administrator for the estate of Marcelo Nieto. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Robert Diquollo is a financial advisor at Mariner with 24 years of industry experience and holds the PFS™ designation. He previously worked at Brinton Eaton for 10 years before joining Mariner Wealth Advisors, where he spent six years. Outside of his advisory role, he serves on several nonprofit boards, including as Treasurer for the Fund for Newark Abbey and Chairman of the Board of Advisors for Newark Abbey/St. Benedict’s Prep School, and is involved with the New School University School of Public Engagement and other nonprofit organizations. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement plan consulting, and tax services. The firm utilizes customized discretionary portfolios with in‑house and third‑party resources, and provides specialized offerings like Core Family Office services and employer financial wellness tools.

Della Lounsbery is a financial advisor at Cetera Planning Partners with 13 years of industry experience. She holds the Series 63 designation and has worked at several firms within the Cetera and Avantax organizations since 2013. Beyond her advisory role, she is involved in tax preparation and accounting through her employment at Stephen E. Plain LLC dba SEP Financial Services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment approach is based on diversified allocations using mutual funds and ETFs aligned with client objectives and risk tolerance, supported by a formal planning process and access to a broad network of affiliated resources.

John Beck Jr. is a CFP® professional with nine years of experience in the financial services industry. He is currently with MAI Capital Management, LLC and has held roles at firms including Corient Services LLC, TIAA-CREF, and Merrill Lynch. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional entities. The firm employs a range of portfolio management strategies and operates both product-sponsor and advisory roles, including managing a registered mutual fund and multiple private investment funds.