Darien Dacosta is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Ameritas entities in various capacities since 2006. Outside of his advisory role, he provides photography services primarily at events. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm emphasizes model-based portfolio construction, utilizes multiple program platforms, and maintains a structure affiliated with insurance and broker-dealer entities.

Linda Boney is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and has a long tenure with The AYCO Company, L.P. dating back to 1995. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Luis Abreu is a CFP® professional affiliated with Oppenheimer and has 10 years of experience in the financial industry. Prior to joining Oppenheimer in 2023, he worked at Bank of America and Merrill from 2016 to 2023. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and advisory services that include discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

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 with TIAA‑CREF in Hackensack, NJ, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA‑CREF, he worked at Prudential Financial, Inc. for five years and has also held roles in communications firms. 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, frequently serving clients with existing retirement plan relationships. The firm combines point-in-time planning services with ongoing discretionary management and operates as an adviser to a donor-advised fund within a vertically integrated structure.

David Maciak is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Oppenheimer since 2018, following roles at J.P. Morgan Securities and Chase Investment Services Corp. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other entities. The firm offers a variety of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

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 at TD Private Client Wealth LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TD Bank N.A. since 2014, including her current roles at TD Private Client Wealth LLC since 2020 and TD Bank N.A. since 2021. 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, utilizing strategic and tactical asset allocation through both affiliated and third-party sub-managers. The firm offers portfolio management, financial planning support, and custody services via third-party custodians.

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.

William Farnan is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. His prior roles include positions at Piccini and Barclays, as well as seven years at Hamburger Construction Company. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging a broad range of affiliated and unaffiliated managers within an integrated financial group.

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 34 years of industry experience. He has worked with LPL Financial since 1997 and joined Private Advisor Group in 2013. Risler serves as a board member of Transformation Yoga Project, a nonprofit focused on health initiatives for at-risk youth and incarcerated individuals. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing proprietary and third-party platforms and strategies, often implementing advice through multiple external managers and TAMPs.

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 with Private Advisor Group, LLC, holding the ChFC® designation and a Series 66 license, with nine years of industry experience. His prior experience includes roles at LPL Financial and Independent Financial Partners. Outside of finance, he serves as a captain with North Hudson Regional Fire & Rescue, a position he has held for over two decades. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a combination of proprietary platforms and third-party managers to deliver customized investment solutions.

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 advisor with Guardian Life in Paramus, NJ, and has five years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018. Outside of his advisory role, he was involved with Finks Barbecue Roadhouse & Cheesesteak from 2016 to 2020. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers a range of financial planning and consulting services, combining advisor-led management with model-based strategies across proprietary and third-party platforms.

Emily Minick is a CFP® and Series 66 holder with eight years of experience in the financial industry. She has worked at Creative Planning since 2023 and previously held roles at Bank of America, Merrill, and Boston Financial Data Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, 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 while incorporating tax-loss harvesting and selective private market exposure.

Philip Sabio is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at several firms, including MassMutual, Equitable Advisors, and Cetera. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping platforms and emphasizes long-term portfolio returns through point-in-time financial plans and optional managed account solutions.

Adam Schlossberg is a Certified Financial Planner (CFP®) with 13 years of experience. He is currently with Guardian Life and its subsidiary Park Avenue Securities, where he has worked since 2014. Schlossberg is involved in managing insurance services through related businesses and engages in bank referral activities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based strategies, with access to insurance products and alternative investments through Guardian Life.

Robert Baker is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has held roles at firms including Raymond James Financial Services, Wells Fargo Clearing, and UBS Financial Services. Baker is also the owner of a support company, Baker - Sarama Wealth Managers. 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 plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs through a variety of portfolio management solutions and third-party money managers.