Isabelle Hu is a financial advisor at PNC Wealth Management with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Cetera Investment Services, Columbia Bank, and Credit Suisse. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees with existing PNC Bank online banking credentials. The program utilizes approved model strategies managed by PNC or third parties, with investments executed via mutual funds and ETFs and annual rebalancing.

Emil Defeo is a financial advisor at PNC Wealth Management with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses, and has been with PNC investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary account pilot aimed at employees. The firm uses algorithmic risk assessments and delegates portfolio implementation to third-party strategists, focusing on investments primarily in mutual funds and ETFs with annual rebalancing.

John Beninato is a CFP® professional affiliated with Wealth Enhancement Advisory Services, LLC, with 17 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC and Mass Mutual Investors Services. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Randolph Warren is a financial advisor with GWN Securities Inc. based in Bridgewater, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Vanderbilt Securities, Gitterman Wealth Management, and Triad Advisors. He also maintains a life insurance agent role focused on client needs and solutions. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager introductions. The firm employs a combination of affiliated and unaffiliated sub-advisers and uses model-based allocations incorporating asset allocation and Modern Portfolio Theory, with distinctive use of market-timing and momentum-based strategies in select legacy programs.

Daniel Colluccio is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wilmington Trust, M&T Securities, and Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on financial reviews, retirement planning, and investment recommendations using Schwab's research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many enterprise wealth managers.

Dustin Rudman is a CFP® with 22 years of industry experience, currently affiliated with GWN Securities Inc. since 2018. He previously worked at Mass Mutual Investors Services and MetLife Securities. Outside of his advisory role, he serves as a board member of the Rolling Acres Home Owners Association and is involved in managing fixed annuity and insurance products through Schockproof Insurance LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and investment strategies, including legacy market-timing and momentum-based approaches.

Michael Felix is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Merrill, Bank of America, and City National Securities. Outside of his advisory role, he owns rental properties in New Jersey. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operating as a swap dealer and futures commission merchant.

Christopher Pike is a CFA® charterholder with 23 years of industry experience. He is currently affiliated with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2018. Prior to that, he worked at RFS Partners and National Financial Advisors, LLC. 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 brokerage and advisory services, financial planning, and business consulting, utilizing a mix of proprietary model portfolios, third-party managers, and digital advice solutions.

Liang Cheng is a Series 66-registered advisor with Citigroup Global Markets, where he has worked since 2016. He is based in Millburn, NJ, and has 0 years of industry experience prior to his current role. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research, security pricing, and derivatives services.

John Franchi is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with Private Advisor Group since 2015 and has been associated with LPL Financial and Main Street Wealth Management, LLC since 2013. Outside of his advisory roles, he is involved with several business entities for tax and investment purposes. 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 and financial planning services, utilizing both in-house and third-party asset management programs.

Fang Moore is a financial advisor with Transamerica Financial Advisors in Piscataway, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Transamerica in 2019, Moore spent twelve years at Bristol Myers Squibb and is also a licensed health insurance agent and Pennsylvania notary. Moore assists with health insurance enrollment in New Jersey and Pennsylvania. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs. The firm manages approximately $1.66 billion in discretionary assets and operates as both a registered broker-dealer and registered investment adviser.

Michael Tartaglia is a CFP® professional with 34 years of industry experience. He is currently with Oppenheimer and has previously worked at Wells Fargo Clearing Services LLC and Morgan Stanley in various roles including private banking and wealth management. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs and services, offering both discretionary and non-discretionary portfolio management alongside consulting and retirement services. The firm’s investment approach varies by program and includes strategic and tactical asset allocation across multiple asset classes.

Tarin Chiappa is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 18 years of industry experience. She has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, pension plans, charitable organizations, and corporations. The firm offers diverse investment strategies through fee-based wrap programs and combines custody, execution, and trading services internally while supporting both employee and independent-contractor advisors.

Timothy Wong is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior firms include Merrill, Morgan Stanley, TD Ameritrade, Scottrade, UBS Financial Services, and PNC. He is based in Florham Park, New Jersey. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs and services such as discretionary and non-discretionary portfolio management, consulting, and retirement solutions. The firm’s investment approach varies by program and advisor, including strategic and tactical asset allocation and manager selection, with approximately $36.7 billion in assets under management as of the end of 2025.

Kyle Matthews is a financial advisor at Oppenheimer with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Equitable Advisors. Outside of his advisory role, Matthews coaches lacrosse at Evolution Lacrosse Academy and serves as an assistant varsity lacrosse coach for Verona High School. Oppenheimer serves a broad client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions and acts as a qualified custodian for client assets.

Thomas Russo is a financial advisor at Valic Financial Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked at Valic Financial Advisors since 2015. Russo also serves as an agent for non-securities insurance products with 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.

Kathleen Gregory is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. Prior to that, she was involved with Trauma Resiliency Resources Inc., a nonprofit organization. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a fiduciary standard within its advisory services and manages client portfolios through model-based and customized investment approaches.

Julia Payne is a financial advisor at Rockefeller Financial LLC with four years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at UBS Financial Services Inc. and Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across various asset classes.

Adrian Fedorkiw is a financial advisor at Mariner with four years of industry experience. He holds the Series 65 designation and is based in Madison, NJ. He has been with Mariner since 2022. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with third-party allocations across various strategies, and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Christopher Ibrahim is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. He has previously worked at Raymond James Financial Services and Janney Montgomery Scott. Ibrahim is also associated with Ibrahim Wealth Advisory Group, where he contributes significant time as a financial advisor. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm provides financial planning and investment advisory services to individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering both discretionary and non-discretionary portfolio management through a variety of proprietary and third-party solutions.