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.

Benzion Jaffe is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF and Tiaa in 2025, he worked for Prudential Financial, Inc. from 2020 to 2025, and has held roles at Makovsky Integrated Communications and Dukas Linden Public Relations. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management, applying a fiduciary standard to its RIA services and acting as adviser to a donor-advised fund.

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.

Paul Miller is a financial advisor with Kestra Advisory in Paramus, NJ, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Kestra Advisory since 2016 and has a longer tenure with Kestra Investment Services, LLC dating back to 2006. Outside of his advisory role, he is a member of Wealth Preservation Solutions, LLC, which provides consulting, insurance, and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm provides services ranging from fiduciary consulting and plan design to employee education and pooled plan solutions, and manages approximately $79.8 billion in assets including privately managed funds and pooled employer plans.

Vruti Patel is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and bringing five years of industry experience. Patel has worked at TD Bank N.A. since 2014 and at TD Private Client Wealth LLC since 2020. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm combines strategic and tactical asset allocation with both affiliated and third-party investment managers, providing ongoing portfolio management, financial planning support, and comprehensive custody and reporting services.

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.

Justin Erfer is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Peapack Private Family Office Services, Bleakley Financial Group, and LPL Financial, among others. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm provides customized discretionary portfolios managed by an internal team and an Investment Committee, with capabilities spanning equity, fixed income, alternatives, and digital assets, along with integrated tax and accounting services.

Bruce Risler is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 33 years of industry experience. He has been with Private Advisor Group since 2013 and has also worked with LPL Financial since 1997. Risler serves as a board member of the Transformation Yoga Project, a nonprofit focused on health initiatives for at-risk youth and incarcerated individuals. 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 retirement plan consulting through a variety of discretionary and non-discretionary strategies.

Dylan La Croix is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has worked in the restaurant industry and has been involved with educational institutions such as the University of Maryland and Lakeland Regional High School. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to individual and institutional clients, with an emphasis on non-discretionary asset management and fiduciary responsibilities for retirement investors.

Brian Testino is a financial advisor at Private Advisor Group, LLC with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Private Advisor Group in 2023, he worked at LPL Financial and Independent Financial Partners. Outside of his advisory role, he serves as a captain with North Hudson Regional Fire and Rescue, a position he has held since 2004. Private Advisor Group, LLC is an SEC-registered 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

David Bubnowski is a financial advisor with PNC Wealth Management, holding a Series 66 designation and having 20 years of industry experience. He has been with PNC investments since 2010. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven, discretionary model account available to employees with PNC Bank online-banking credentials. The firm uses approved model strategies managed by PNC or third-party strategists and executes investments via mutual funds and ETFs with annual rebalancing.

Michael Digirolamo is a Series 66-licensed financial advisor with Primerica Advisors and has four years of industry experience. He has worked at Park Avenue Securities since 2019 and at Guardian Life Insurance Company since 2018. Outside of financial services, he was involved with Finks Barbecue Roadhouse & Cheesesteak from 2016 to 2020. Park Avenue Securities serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporations. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Emily Minick is a CFP® and Series 66-registered advisor with eight years of industry experience. She is currently with Creative Planning, where she has worked since 2023. Her prior experience includes roles at Bank of America, Merrill, Boston Financial Data Services, and the University of Kansas. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various active and passive strategies.

Kevin Meyersburg is a financial advisor at Mercer Global Advisors Inc. with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley Smith Barney LLC and E*TRADE Capital Management LLC. Meyersburg was also the CEO and sole partner of Bark Break, LLC, a pet transport business that is currently inactive. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, offering a range of portfolio management and financial planning solutions.

Philip Sabio is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at Allstate, Mass Mutual, Equitable Advisors, Cetera, Lincoln Financial Advisors, Ameritas, and Independent Financial Solutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders, delivering integrated services through Empower’s recordkeeping and administrative platforms.

Adam Schlossberg is a CFP® professional with 13 years of experience in the financial services industry. He currently works with Park Avenue Securities and Guardian Life Insurance Company, where he has been employed since 2014. Schlossberg is also the owner of NS Private Client Group LLC and Private Client Insurance Services LLC, businesses that provide insurance and investment-related services. Park Avenue Securities LLC serves a wide range of clients, including individual investors, high-net-worth individuals, charitable organizations, and corporations. The firm offers brokerage and advisory services along with financial planning and consulting, utilizing proprietary and third-party investment strategies across various asset classes.

Christopher Ciani is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Park Avenue Securities and Guardian Life Insurance for over 15 years. Outside of his advisory role, he sells fixed insurance products through Crump Life Insurance. Park Avenue Securities serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios and third-party investment managers across various account types and investment strategies.

Robert Baker is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior work includes roles at Raymond James Financial Services and Wells Fargo Advisors. He is also the owner of Baker - Sarama Wealth Managers, a support company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Larenz Mitchell is a financial advisor with PNC Wealth Management in Wayne, NJ, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill and TD Bank before joining PNC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only employee pilot that uses algorithm-driven portfolio recommendations and invests in mutual funds and ETFs with annual rebalancing.

Theresa Castro is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has three years of industry experience. Her career includes roles at NYLIFE Securities LLC and New York Life since 2023, along with prior experience in sports and camp management. She leads a local networking group, Horseneck Networking Group, engaging with community members outside of her advisory work. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, predominantly managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.