Jordan Swartz is a financial advisor at Empower Advisory Group with four years of industry experience. He previously worked at The Vanguard Group and has held positions in various sectors including hospitality and real estate. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Gavin Ford is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Hartford Funds Distributors, IPTA Clinical LLC, and Rutgers University, among others. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across various asset classes.

Michael Wenger is a financial advisor at Guardian Life and Park Avenue Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory work, Wenger has pursued interests in electronic dance music production and has an LLC established to open a restaurant/lounge in New York City. Park Avenue Securities, operating as Park Avenue® Wealth Management, serves individuals, including high-net-worth clients, and institutional clients through brokerage services, financial planning, retirement plan consulting, and investment advisory programs. The firm offers discretionary and non-discretionary advisory options utilizing models from internal and third-party managers, along with a hybrid digital advisory solution.

Matthew Piro is a financial advisor with Primerica Advisors, holding a Series 66 credential and eight years of industry experience. He has worked at Park Avenue Securities LLC and Guardian Life Insurance Company since 2017, and previously at Zimmer Capital from 2015 to 2017. In addition to his advisory role, he is an independent contractor involved in insurance sales outside Guardian Life. 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 both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies across various account types.

Matthew Clifford is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with City National Rochdale since 2014. Outside of his advisory work, he is an LLC member of Sweet Vivi's Bakery, an online bakery venture involving his daughter. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, and charitable organizations, employing a multi-strategy investment approach that combines quantitative modeling with fundamental analysis. The firm is known for its sponsorship of City National Rochdale mutual funds and its use of proprietary portfolio management tools.

Gregory Klar is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2022. His prior experience includes roles at SFI Advisors, LLC and TIAA/TIAA-CREF. Outside of advisory work, he is a managing member of an e-commerce platform, New Ventures AMZ, LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers, delivering a broad range of strategies and integrated tax, accounting, and financial wellness solutions.

Abby Salameh is a financial advisor at Mercer Global Advisors Inc. with industry experience spanning several years across multiple firms, including RFG Advisory, CAIS, Hightower Advisors, and Private Advisors Group. She holds Series 63, Series 65, and Series 66 licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, direct indexing, and specialized strategies.

William Ryan Jr. is a CFP® with 35 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2017. He has also been affiliated with LPL Financial, LLC since 1998. Outside of his advisory roles, he sells non-variable insurance products including life, health, disability, long-term care, and fixed annuities. 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.

Pablo Baiza Castro is a financial advisor with Empower Advisory Group in Bloomfield, NJ, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Primerica Advisors, Citizens Bank, and Harvard Business School. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

James Dy is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Private Advisor Group since 2015 and has also worked at LPL Financial since 2008. Outside of his advisory role, he is involved with Lamington Capital Partners, LLC, a business entity used for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm utilizes a variety of investment strategies and platforms, including both discretionary and non-discretionary management, and supports held-away account management through technology partnerships.

Bryan Kossove is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior firms include Ameriprise and Royal Alliance. Outside of his advisory role, he owns BHK Tax Services, a tax preparation business. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status.

Lori Koval is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has been with Oppenheimer since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Amit Chopra is a CFP® with 19 years of industry experience, currently serving as an advisor at NewEdge Advisors. He is the managing partner and owner of Forefront Wealth Planning & Asset Management, a private entity involved in securities and advisory services. His prior roles include positions at Advisors Capital Management, Commonwealth Financial Network, and Bruderman Brothers LLC. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program. The firm employs asset allocation across mutual funds, ETFs, and individual securities, with regular portfolio reviews and a focus on managing trading costs and conflicts of interest through oversight and disclosure.

Timothy Burklow Jr. is a CFP® and ChFC® with eight years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and previously worked at Burklow & Rotella and Ameriprise. Before entering the financial advisory field, he was employed at Rutgers University for four years. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services.

David Alter is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 43 years of industry experience and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is completing a graphic novel intended for adaptation into a major motion picture and serves as a trustee for multiple family trusts. 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 a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Michael Flower is a CFP® with 30 years of experience in the financial industry. He is currently affiliated with Hightower Advisors and Hightower Securities LLC, where he has worked since 2018. Michael has prior experience at Securities America Advisors, Inc. and Securities America, Inc., spanning 14 years. Outside of his advisory work, he serves as a trustee at Packanack Community Church and is a member of the Economic Development Commission of Wayne Township. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and financial institutions. The firm’s advisory approach involves manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a range of investment vehicles and services tailored to client needs.

Arthur Grossbard is a financial advisor with OSAIC Institutions, Inc. in West Orange, NJ, holding Series 63 and Series 65 credentials and 44 years of industry experience. His prior work includes 28 years at Royal Alliance Associates, Inc. and five years at Ameriprise. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments via the CAIS platform. The firm employs a mix of fundamental and technical analysis and features predominantly non-discretionary assets alongside distinctive lending and cash-management solutions.

Ryan Kirschner is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America for nine years. Kirschner joined PNC Investments, LLC in 2025. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and approved mutual fund and ETF strategies managed by PNC or third parties.

David Cevallos is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation. He has experience at several firms, including Wells Fargo Bank, UBER, and TD Bank. Cevallos has been with TD Private Client Wealth LLC since 2026. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional, high-net-worth private clients, and retail clients. The firm offers portfolio management, financial planning support, and uses a combination of affiliated and third-party sub-managers in its investment approach.

Charles Porter III 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 2015. 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 charitable and educational organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party model strategies.