Benjamin Brenner is a financial advisor at SPC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Investment Center Inc and Axa Advisors, LLC. Brenner also engages in insurance sales, focusing on life, long-term care, and disability insurance, and operates his own marketing business under IBEX Financial Perspectives. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a range of discretionary and nondiscretionary management options.

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.

Christopher Veal is a financial advisor at Brookstone Capital Management LLC with 16 years of industry experience. He holds a Series 65 designation and has worked previously at Secure Investment Management, LLC and Investment Advisor Corp. In addition to his advisory role, Veal operates insurance agencies focused on annuities, life insurance, and employee benefits consulting. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and institutional investors such as sovereign wealth funds. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.

Andrew Hack is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup since 2017, following roles at HSBC Bank USA and Hertz Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs, broker-dealer execution, and custody services. The firm combines large institutional scale with unique market roles, including in-house research and operations as a swap dealer and futures commission merchant.

Dana Calabrese is a financial advisor with Empower Advisory Group in Pompton Plains, NJ, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Empower Advisory Group, Dana worked at Sentinel Group and Mutual of America in various roles from 2015 to 2025. Outside of advisory work, Dana serves as a trustee on the Board of Directors for Comprehensive Behavioral Healthcare and is a member of the Board of Trustees for the White Sands Beach Condominium Association. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select retail clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions focused on long-term portfolio returns and client savings rates.

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.

Gregory Chebuske is an investment advisor with Kestra Advisory in Fairfield, NJ, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. He has served at Kestra Advisory since 2016 and has been involved with Kestra Investment Services and Fhc Advisors since 2010. In addition to his advisory roles, he leads educational courses related to the financial industry. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan design, and a variety of investment management solutions, serving clients that range from individual investors to sovereign wealth funds.

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 at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. He holds the Series 66 designation and has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party model strategies.

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.

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 CFP® with four years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. Her prior experience includes roles at UBS Financial Services and Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of investment management and financial planning services, operating uniquely as both an adviser and a registered broker-dealer.

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.

Nunzio Parlanti is a financial advisor at HSBC Securities (USA) Inc. with Series 66 credentials and one year of industry experience. Prior to joining HSBC Securities, he worked at HSBC Bank USA, N.A., and has teaching experience at Pace University and KingsBorough High School. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm uses a combination of strategic and tactical asset-allocation advice supported by global asset management partners and offers distinctive programs including an Offshore Spectrum option for qualified non-resident aliens.

Christopher Rotella is a ChFC® credentialed financial advisor with 29 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Burklow & Rotella, LLC and Ameriprise, each for 19 years. Outside of his advisory work, he serves as a board member for the nonprofit fraternal fellowship NCS Bergen County. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations through both discretionary and non-discretionary portfolio management solutions.

Linda Boney is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and has a long tenure with The AYCO Company, L.P. dating back to 1995. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Peter O’Neill is a CFP® professional at Corient with 10 years of industry experience. His work history includes roles at Corient, RegentAtlantic, Beacon Investment Advisory Services, and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs various risk management tools to align portfolios with client objectives.