Francesco Scorsone is a CFP® professional affiliated with Corient, with 11 years of industry experience. Prior to joining Corient in 2023, he held roles at JP Morgan Securities LLC and JPMorgan Chase Bank from 2015 to 2023. He has also been involved in entrepreneurial ventures, including operating J&F Fabricators LLC for 10 years and One Heart to Another LLC for 2 years. Corient provides investment advisory and financial planning services to a broad client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, and integrates risk management tools and alternative investments as appropriate.

Steven Semple is a CFP® professional with 16 years of industry experience. He has worked at J.P. Morgan Securities for 12 years before joining Key Investment Services LLC and KeyBank NA in 2024. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-driven model selection supported by financial professional recommendations and ongoing oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Megan Brozowski is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2015. She holds a Series 65 license and is based in Madison, NJ. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through comprehensive investment management, financial planning, and retirement plan consulting. The firm combines discretionary, customized portfolios with integrated tax and accounting services, as well as unique operational offerings such as administrative CFO capabilities and a Financial Wellness Platform for employer clients.

Kristin Merrick is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at Morgan Stanley Bank and Raymond James Financial Services before joining Kestra in 2020. She is co-founder of Women Work F#cking Hard, a platform focused on connecting women with resources through events and webinars, and serves on the boards of the Ridgewood YMCA and House of Puff, providing strategic and fundraising guidance. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm provides fiduciary services, plan-level investment advice, and access to multiple management platforms and third-party solutions.

James Sullivan is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Private Advisor Group and LPL Financial since 2011 and with PAG Financial since 2020. Private Advisor Group 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 both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.

Melissa Gerckens is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2020. Her prior experience includes roles at Heller Wealth Advisors, LLC from 2016 to 2019 and other entities within the Beacon Pointe organization. She is also a licensed insurance agent involved in the sale of life and health insurance products through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, with a focus on private and public 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.

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.

Robert Fowler is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 66 credential and has 24 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and Fcg Advisors LLC. Outside of his advisory work, he serves as a board member for a charity sponsoring and mentoring needy Catholic high school students and is a finance committee member for New Eyes for the Needy. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple third-party investment platforms for individual, high-net-worth, and institutional clients. The firm’s advisers use a combination of fundamental and technical analysis and may manage accounts on both discretionary and non-discretionary bases.

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 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Bank of America, N.A., and Merrill. Outside of his primary role, he owns DRH Wealth Advisors and DRH Wealth Management LLC, both financial advisory businesses. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and consulting services. The firm employs a variety of analytical approaches and utilizes both proprietary and third-party strategies in managing client accounts.

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.

Erin O'Donnell is a financial advisor with Guardian Life in Berkeley Heights, NJ, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Equitable Advisors and various positions outside the financial sector, including academic and business consulting roles. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services, offering both discretionary and non-discretionary portfolios alongside digital advisory solutions.

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® with 16 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2017. He has also been associated with LPL Financial since 2010. NewEdge Advisors is a large registered investment adviser firm serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a variety of portfolio management and consulting services using multiple program structures, centralized due diligence, and technology tools to support client and advisor needs.

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® professional with 12 years of industry experience, currently with Rockefeller Financial LLC. Prior to joining Rockefeller in 2025, he spent 11 years at UBS Financial Services. 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 a range of portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services.