Michael Waldron is a CFP®-credentialed financial advisor with 29 years of industry experience. He is currently with &Partners and has previously worked at Wells Fargo Advisors, Bank of America, N.A., and Merrill. Waldron also owns and manages MT Waldron Advisors LLC, a separate financial practice based in Florham Park, NJ. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional organizations. The firm offers a range of investment management and financial planning services using both proprietary and third-party strategies, and operates as a registered investment adviser and broker-dealer.

Anthony Mazzella is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has eight years of industry experience and has worked with firms including NYLIFE Securities LLC and Podell Financial Group. In addition to his advisory role, he operates True Path Wealth Strategies, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Murphy is a financial advisor with Primerica Advisors and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including long tenures at The Guardian Life Insurance Company of America and Primerica Advisors. Outside of his advisory work, he serves on multiple boards and is an author specializing in dental practice marketplace mergers and acquisitions. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary advisory programs and third-party manager platforms. The firm implements investment strategies through a combination of model portfolios, third-party managers, and digital advice solutions, supporting a range of assets and account-level services.

Maria De Los Reyes is a financial advisor at TD Private Client Wealth LLC with 18 years of industry experience. She holds a Series 66 license and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services, and UBS Financial Services. TD Private Client Wealth LLC serves institutional clients, high-net-worth private clients, and retail clients through discretionary wrap-fee managed account programs and brokerage services. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers financial planning support and custody services.

Andrew Bello is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 license and one year of industry experience. He previously worked at Bleakley Financial Group and Red Oak Wealth Management. Bello is also an agent with Beacon Pointe Insurance Services, where he sells life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced CIO services to a diverse range of clients, including high-net-worth individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with independent manager selection and employs both active and passive strategies across public and private assets.

Jared Rothbard is a financial advisor with Primerica Advisors based in Basking Ridge, NJ, holding a Series 66 license and 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011. Outside of his advisory role, he is involved with Vreeland Ventures LLC, which co-invests in a private equity partnership. 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 and business consulting, and employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Fei Yiu is a financial advisor with HSBC Securities (USA) Inc. in Chatham, NJ, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. Outside of his advisory work, he volunteers at the International Badminton Center in Edison, NJ, assisting with member sign-in and closings. HSBC Securities (USA) Inc. offers managed account programs to a variety of clients, including individuals, retirement accounts, charitable organizations, and corporations, with a range of client-directed and discretionary investment options. The firm’s investment approach combines strategic and tactical asset allocation developed with HSBC Global Asset Management and utilizes affiliated and third-party providers for fund selection and administrative services.

James Graham IV is a Series 66 credentialed financial advisor with 23 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at Lincoln Financial Advisors Corp and LPL Financial LLC. Outside of his advisory work, he is involved in selling non-variable insurance products including term life and universal life insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based approach combines client goal assessment with portfolio management and model portfolio selection from leading strategists, utilizing multiple investment strategies and technology platforms.

Joshua Comune is a financial advisor with PNC Wealth Management, holding Series 65 and Series 63 licenses, and has one year of industry experience. His prior roles include positions at TD Bank, Prosperity - An EisnerAmper Company, and DAI Securities LLC. He previously worked outside finance in chiropractic care and education. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and implements approved model strategies via mutual funds and ETFs.

Joseph Iovino is a financial advisor with Oppenheimer in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Oppenheimer since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Daniel Price is a financial advisor with Primerica Advisors in Paramus, NJ, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been affiliated with Guardian Life Insurance Co of America and Primerica Advisors since 2008. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports both discretionary and non-discretionary account management.

Michelle Nocito is a Series 66-licensed financial advisor with 20 years of industry experience. She is currently with Private Advisor Group, LLC since 2020 and has previously worked at LPL Financial, Ameriprise Financial Services, PNC Wealth Management, Cetera Investment Services, and Ryan Beck & Co. Outside of advising, she serves as an elected member of the Voorhees Township Committee and is an adjunct professor at Camden County College. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model utilizing various investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Susan Portnoi is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. She holds the PFS™ designation and Series 65 license. Her prior experience includes eight years at Traust Sollus Wealth Management, LLC before joining Mercer Global Advisors. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, and offers a range of portfolio management and planning services.

Jason Sangekar is a CFA® charterholder with 15 years of industry experience. He is currently with Hightower Advisors and has previously worked at Purshe Kaplan Sterling Investments, Journey Strategic Wealth LLC, Magnus Financial Group LLC, and Maple Securities USA Inc. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager investment approach that includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Maya Johnson is a financial advisor at PNC Wealth Management with one year of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Chase and PNC Investments LLC. Outside of finance, she has been involved with the Center for Digital Scholarship at the Regenstein Library. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital model portfolio pilot for employees that uses algorithm-driven risk assessments and invests via approved strategies with mutual funds and ETFs.

Robert Toth is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 2010 and previously worked at Agia. Outside of his advisory work, he occasionally teaches yoga to adults and children. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, using Envestnet-developed UMA models to construct client portfolios.

Bradley Bofford is a CFP® and ChFC® with 33 years of experience in financial advisory services. He has been with Hightower Advisors since 2018 and previously worked at Securities America for 14 years. In addition to his advisory roles, he is an adjunct professor for the CFP program at Fairleigh Dickinson University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers, with offerings that span mutual funds, ETFs, alternative investments, and custom indexing.

Ryan Brunnock is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. He has worked at Private Advisor Group since 2019 and was previously employed by LPL Financial and Pathstone. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party investment platforms and strategies.

Ian Harvey is a CFP® and Series 65-registered financial advisor with seven years of industry experience. He is currently with Corient in Morristown, NJ, where he has worked since 2022. His prior experience includes roles at Bridgewater Advisors, RegentAtlantic, and other financial firms. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm utilizes a goals-based, team investment approach combining in-house strategies, third-party managers, and customized asset allocation, while employing advanced risk management and private fund capabilities.

John O’Keeffe is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Raymond James Financial Services. Outside of his advisory role, he owns and operates Big Nose & Company LLC, which involves entertainment activities such as stand-up comedy and podcast appearances, as well as managing snack and beverage vending machines. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms to support its clients.