William Varnas is a financial advisor at PNC Wealth Management with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at PNC Investments since 2006, following a year at Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account for employees that utilizes algorithm-driven risk assessments and third-party managed strategies.

Stefan Cherneski is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with TLG Advisors, Inc., with 12 years of industry experience. He has held roles at Advisor Solutions Inc, The Leaders Group Inc, and Underwriters Brokerage Services. Outside his advisory work, he is involved in wholesale insurance sales and owns a wholesale insurance business. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm’s investment approach emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and a direct-to-consumer digital program called Starlight Portfolios.

Robert Davis is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Prior to joining Cerity, he spent 16 years at Round Table Wealth Management. He is involved in private equity investing as a general partner and manager of due diligence, selection, and monitoring for a private equity fund of funds. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach that combines client-specific profiles, quantitative screening, manager selection, and access to alternative and private market solutions.

Louis Iovine is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Sanctuary Securities, Inc. prior to his current role. Outside of finance, he was involved with Party Perfect Rentals from 2015 to 2018. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisers who use a range of investment approaches and platforms, offering discretionary and non-discretionary management solutions.

Danny Laskovski is a financial advisor with PNC Wealth Management in Wayne, NJ, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with PNC Investments since 2012. Outside of his advisory work, he is an owner of a rental property business unrelated to investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements investments via approved strategies with mutual funds and ETFs.

George Croonquist is a Series 63 credentialed advisor with Janney Montgomery Scott in Hackensack, NJ, bringing 63 years of industry experience since starting at the firm in 1963. He has served as a board member and former chairman of the Hackensack Meridian Medical Center and its foundation for over 40 years. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, combining in‑house and third‑party portfolio management across multiple investment programs.

Angela Londergan is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 26 years of industry experience and has worked at Morris Financial Services and Commonwealth Financial Network since 2005. Outside of her advisory role, she has been involved with the Parsippany Child Day Care Center since 1998. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Jonathan Peters is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked with Kestra Advisory and affiliated entities since 2014 and has prior experience with Transamerica Financial Advisors and World Financial Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting for a diverse 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.

Philip Diperna is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at National Securities Corporation. Outside of his advisory role, he serves as a representative administrator for Kor Materials Direct, LLC, a wholesale business operated by his spouse. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and offers a range of discretionary and non-discretionary investment solutions.

Mi Kim is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 designations. She has eight years of industry experience with prior roles at NYLIFE Securities, New York Life Insurance, Transamerica Premier Life Insurance Co., and Block Advisors. In addition to her advisory work, she is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes tailored recommendations while maintaining predominantly non-discretionary asset management.

Lisa Gallo is a financial advisor with TIAA-CREF in Roseland, NJ, holding a CFA® designation and Series 63 license. She has one year of experience at TIAA-CREF and has been with the broader TIAA organization since 2018. Prior to joining TIAA, she worked at Heathland Asset Management LLC for 11 years. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, utilizing both model and customized portfolios.

Bridger Dawson is a financial advisor at Mercer Global Advisors Inc. with 10 years of industry experience. He holds the ChFC® designation along with Series 66 and Series 63 licenses. His prior work includes roles at Edward Jones and Charles Schwab Bank. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering comprehensive investment advisory and planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with low-cost ETFs, index funds, and other strategies, supported by a range of specialized services and client education initiatives.

Dominick Caprarola is a financial advisor with Private Advisor Group, LLC, holding Series 66 and Series 65 licenses and five years of industry experience. He has worked at LPL Financial, LLC since 2020 and joined Private Advisor Group in 2023. 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, utilizing a range of investment strategies and technology platforms while providing access to both proprietary and third-party managed account solutions.

Carlos Navarro is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has prior experience at Monmouth University. He also previously operated Cesar's Window Cleaning Service. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging proprietary research, strategic allocations, and an extensive affiliated network within the Goldman Sachs ecosystem.

John Lapilusa is a financial advisor at Cetera Planning Partners with 27 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Avantax Investment Services, 1st Global Advisors, and O’Connor, Davies LLP. He serves as secretary and trustee for Peace Care Inc., a nonprofit organization overseeing nursing homes. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, and estate planning through a third-party provider, employing a diversified investment approach aligned with clients' objectives and risk tolerance.

Jan Nilsen is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Valic Financial Advisors since 2006 and also serves as an agent with Agia, working with non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm employs discretionary unified managed accounts using Envestnet’s platform and supports a high client count per advisor with centralized technology and model solutions.

William Aaron is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and three years of industry experience. His work history includes roles at Merrill Lynch and Bank of America, along with prior experience in academic settings at the University of Southern California and Loyola University Maryland. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Bryan Corbitt is a CFA® charterholder with 15 years of industry experience. He is currently an advisor at Mercer Global Advisors Inc. in Morristown, NJ. His prior experience includes roles at Northwestern Mutual Wealth Management Company and The Prudential Insurance Company of America. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other specialized strategies.

Jason Fink is a financial advisor with Guardian Life based in Paramus, NJ. He holds a Series 66 designation and has two years of industry experience. He previously worked at Park Avenue Securities and has been affiliated with Guardian Life since 2012. Outside of his advisory role, he serves as Co-Chairman of a church golf outing, organizing activities and sponsorships. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers customized financial planning and advisory solutions, combining discretionary management with model-based strategies and access to proprietary and third-party programs.

Michael Lo Conte is a financial advisor at TIAA-CREF with a Series 66 designation and three years of industry experience. His prior work includes roles at Stifel and Northwestern Mutual, as well as experience outside financial services with All Jersey Garage Door. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm’s advisory approach separates one-time planning services from ongoing portfolio management, offering both model and customized portfolios managed under a fiduciary standard.