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 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.

Jina Hong is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2017. Outside of her advisory role, she assists with banking transactions and translation at a family-owned dry cleaning business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and provides customized discretionary solutions supported by in-house research and extensive institutional resources.

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 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.

Lucas Toglia is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs and Pfizer. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs and operates with large institutional scale and specialized market roles.

Christopher Byrne is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

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.

Reginald Parks is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds the Series 66 designation and has previously worked at LevelUp Logistics and Home Depot. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools.

David Maciak is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2018, following six years at J.P. Morgan Securities. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services, employing strategic and tactical asset allocation alongside various investment vehicles.

Tracy Reynolds is a financial advisor with HSBC Securities (USA) Inc. in Cranford, NJ, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has been with HSBC Securities since 2012. Outside of her advisory role, she is a vice president of Croft Properties, LLC, a real estate investment LLC established with her ex-husband, though her involvement is minimal. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary strategies. The firm’s investment approach combines strategic and tactical asset allocation with due diligence on funds and alternatives, leveraging both affiliated and third-party providers.

Jacob Schreer is a CFP® with 12 years of industry experience and currently works with Schwab Wealth Advisory in Jersey City, NJ. He has previously worked at UBS Financial Services for six years before joining Charles Schwab and Schwab Wealth Advisory in 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates internally within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Kenneth Neuman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His career includes roles at Steward Partners entities and Raymond James Financial Services, with prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also serves as an agent for Steward Partners Global Advisory, engaging in non-variable insurance product installation. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in assets and serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers a range of advisory services and portfolio management solutions, utilizing both proprietary and third-party investment strategies.