Daniel Catalano is a financial advisor with TIAA-CREF in Hackensack, NJ, holding Series 66 and Series 63 licenses and 14 years of industry experience. Prior to joining TIAA-CREF in 2024, he worked at Fidelity in various capacities from 2014 to 2023. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm separates one-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Russell Zamloot is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and bringing four years of industry experience. He has previously worked at Avantax Advisory Services and LPL Financial. In addition to his advisory work, Zamloot operates a CPA firm providing tax preparation and accounting services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management programs.

Jennifer Mcmanemin is a financial advisor at &PARTNERS with 29 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Advisors and Merrill. Outside of her advisory role, she manages JCM10, LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm combines investment advisory and brokerage services, employing a variety of portfolio management strategies through the Envestnet platform and offers services ranging from financial planning to investment banking.

Dolores White is an investment advisor representative at Kestra Advisory with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Kestra Financial Services since 2016. In addition to her advisory role, she serves as Director of Asset Management and assists with registered representative activities through Wealth Preservation Solutions, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary services, plan design, and investment solutions supported by rigorous due diligence. The firm manages approximately $79.8 billion in assets and serves notable clients including large institutional investors and sovereign wealth funds.

Yang Vogel is a financial advisor with Eagle Strategies (NY Life) based in Livingston, NJ, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. Prior to joining Eagle Strategies in 2023, he worked at NYLIFE Securities LLC and New York Life Insurance Company since 2022 and was with HSBC Bank USA from 2015 to 2022. Outside of his advisory role, he is a licensed Notary Public. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a substantial majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Carmine Demaio is a financial advisor at TD Private Client Wealth LLC with a Series 66 license and four years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Capital Management. Outside of finance, he worked at Monmouth University and Rix Pool & Spa. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and access to a range of investment products through a platform supported by Envestnet and custodians like Pershing.

Robert Hope is a CFP® and Series 66-registered financial advisor with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Buckingham Strategic Wealth, and PNC Bank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of portfolio management and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies.

Susan Forman is a CFP® credentialed financial advisor with 41 years of industry experience. She has been with Kestra Advisory since 2016 and Kestra Investment Services since 2006. Outside of her advisory role, she serves as an administrative assistant at Wealth Preservation Solutions, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Jonathon Allen is a CFP® and holds a Series 66 license, with 10 years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at LPL Financial and Parks Wealth Management. Private Advisor Group, LLC manages 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 and utilizes multiple third-party asset management programs and model strategists.

Bailie Slevin is a financial advisor at Primerica Advisors with 12 years of industry experience and holds a Series 66 designation. Slevin has worked at Park Avenue Securities and Guardian Life Insurance Company during this time. Outside of advisory work, Slevin teaches a financial literacy class at CSU Fullerton. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm utilizes a range of investment strategies, including proprietary and third-party model portfolios, and supports both discretionary and non-discretionary account management.

Chelsea Shin is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2022. Her prior work experience includes roles at Towneplace Suites Cal Expo 24/7 Hotels, Sacramento City College, CSU of Sacramento, and Han's Cleaners. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Kathy Hay is a CFP®-certified financial advisor with 10 years of industry experience. She is affiliated with Guardian Life and works through Park Avenue Securities in Florham Park, NJ. Her prior roles include positions at Hillside Advisors and a period of unemployment before joining Guardian Life and Park Avenue Securities. Outside of her advisory work, she serves as a trustee at Franklin and Marshall College and is a session member at Wyoming Presbyterian Church. 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 and profit-sharing plans, charitable organizations, and corporate clients.

James Lyons Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 60 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Lyons also operates a registered investment advisory business under the name JK Lyons Wealth Management. Private Advisor Group is an SEC-registered firm managing over $41 billion and serving more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party asset management programs.

Harrison Till is a financial advisor at Integrated Wealth Concepts LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Bank of America, and Merrill. Till also operates Till Advisory and Capital Management, LLC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, focusing on customized portfolios employing a combination of mutual funds, ETFs, individual equities, and fixed income with a primarily long-term approach.

Zaki Saoud is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2016, following a position at Valic Financial Advisors from 2014 to 2016. Outside of advising, he owns Zakis Realty LLC, a rental property business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with links to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through multiple programs, applying a fiduciary standard within a vertically integrated structure that includes affiliated funds.

David Breault is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has worked with Private Advisor Group since 2011 and has been affiliated with LPL Financial since 2010. 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, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Mark Homsi is a CFP® with 25 years of industry experience, currently affiliated with Principal Financial Services. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2006. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Eli Boussi is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2014 to 2021. Since 2021, he has been with Rockefeller Financial LLC and Rockefeller Capital Management. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities, with access to alternative and private investments, and combines wealth, trust, and insurance capabilities under the Rockefeller Global Family Office platform.

Stephen Craffen is a CFP® with 21 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Atlas Fiduciary Financial and Stonegate Wealth Management, LLC. Outside of his advisory role, he is the owner of a Retro Fitness location in Ringwood, NJ. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process that combines passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Robert Samara is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Madison Wealth Planners and LPL Financial, and has prior experience at PSEG and Rowan University. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.