Dana Calabrese is a financial advisor with Empower Advisory Group in Pompton Plains, NJ, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Empower Advisory Group, Dana worked at Sentinel Group and Mutual of America in various roles from 2015 to 2025. Outside of advisory work, Dana serves as a trustee on the Board of Directors for Comprehensive Behavioral Healthcare and is a member of the Board of Trustees for the White Sands Beach Condominium Association. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select retail clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions focused on long-term portfolio returns and client savings rates.

Donald Sullivan III is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. He has 14 years of industry experience, including prior roles at Bank of America and Merrill. He is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life, where he has worked since 2018. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions tailored to client needs.

Christopher Pike is a CFA® charterholder with 24 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2018. Prior to this, he was with RFS Partners for two years. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

Elise Lam is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has previously worked at Wells Fargo Advisors Financial Network and Chase Investment Services Corp. among other firms. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail US clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

John Franchi is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has been with Private Advisor Group since 2015 and also has affiliations with LPL Financial and Main Street Wealth Management, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary platforms and third-party strategists.

Gregory Chebuske is an investment advisor with Kestra Advisory in Fairfield, NJ, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. He has served at Kestra Advisory since 2016 and has been involved with Kestra Investment Services and Fhc Advisors since 2010. In addition to his advisory roles, he leads educational courses related to the financial industry. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan design, and a variety of investment management solutions, serving clients that range from individual investors to sovereign wealth funds.

Charles Croonquist is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 2000. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple advisory programs through a combination of in-house and third-party portfolio management.

Michael Tartaglia is a CFP®-certified financial advisor at Oppenheimer with 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co. LLC, and A. G. Edwards & Sons. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers various advisory programs covering equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Tarin Chiappa is a Series 66-licensed financial advisor with 18 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2013 and previously worked at Wells Fargo Clearing from 2011 to 2013. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management, utilizing both proprietary strategies and third-party model providers.

Timothy Wong is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Merrill, Morgan Stanley, PNC, and TD Ameritrade. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services that include equity, balanced, and fixed-income portfolios, delivered on discretionary and non-discretionary bases.

Kyle Matthews is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Equitable Advisors. Outside of his advisory role, he coaches lacrosse as a club coach at Evolution Lacrosse Academy and as an assistant varsity coach at Verona High School. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and financial planning services through discretionary and non-discretionary accounts, with a notable emphasis on maintaining custody of client assets and managing a significant portion of advisory assets on a non-discretionary basis.

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.

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.

Rosanna Coviello is a financial advisor at Empower Advisory Group with a Series 66 credential and six years of industry experience. She has worked at several firms, including UBS Financial Services and Gladstone Wealth Partners. 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 retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through an integrated service model tied to Empower’s recordkeeping and administrative platforms.

Julia Payne is a financial advisor at Rockefeller Financial LLC with four years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at UBS Financial Services Inc. and Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across various asset classes.

Yanbin Linsim is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Raymond James Financial Services, Inc. and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Michael Mendez is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TD Bank N.A. and TD Private Client Wealth LLC since 2013. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm offers portfolio management, financial planning support, and custody services through a combination of affiliated and third-party sub-managers and uses a percentage-of-AUM wrap fee model.

Christopher Rotella is a ChFC® credentialed financial advisor with 29 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Burklow & Rotella, LLC and Ameriprise, each for 19 years. Outside of his advisory work, he serves as a board member for the nonprofit fraternal fellowship NCS Bergen County. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations through both discretionary and non-discretionary portfolio management solutions.

John Fetherston is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at Bank of America, N.A. for 12 years and Merrill for 33 years. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Nicholas Astore is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He previously attended Virginia Polytechnic Institute and State University and has worked at Park Avenue Securities since 2025. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of tailored client services including discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.