Melvyn Feinbloom is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with Guardian Life Insurance Company since 1988. Outside of his advisory role, he is licensed to sell life, disability, long-term care insurance, and fixed annuities with companies other than Guardian Life. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services, employing a range of investment strategies through proprietary portfolios, third-party managers, and digital advice solutions.

Kyle Casella is a financial advisor with TIAA-CREF in Roseland, NJ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked with TIAA-CREF and TIAA since 2013. Outside of his advisory role, he is a partial owner of Casella Holdings LLC, which operates a Maaco Body Shop. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with connections to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that utilizes affiliated funds.

Jose Matias is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds a Series 66 designation and has previously worked at TIAA, J.P. Morgan Securities, and Bank of America. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Bennett Degen is a financial advisor at SPC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Parkland Securities, The Investment Center Inc, and Tangent Capital Partners. Outside of his advisory work, he serves as a trustee for The Joseph Kushner Hebrew Academy / Rae Kushner Yeshiva High School in Livingston, NJ. SPC provides investment management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large advisory network and offers various account programs and strategic partnerships.

Peter Kraus is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2015. He has also been associated with LPL Financial LLC since 2001. In addition to his advisory roles, he manages a tax preparation and accounting business. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a variety of investment strategies and coordinating services through multiple custodians.

John Bays is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked at Private Advisor Group since 2020 and concurrently at LPL Financial since 2007. Bays provides investment advisory services through Private Advisor Group under the DBA Lewis Wealth Management. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and strategies.

James Ciprich Jr. is a CFP® with 20 years of industry experience. He is currently an advisor at Corient, where he has worked since 2022. Prior to joining Corient, he spent 16 years at RegentAtlantic. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party solutions and ongoing risk management.

Jacob Brower is a financial advisor at Private Advisor Group, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at LPL Financial LLC, Gracie Point, and Deloitte and Touche LLC. Private Advisor Group serves a diverse client base including individuals, business entities, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to various advisory programs, third-party asset managers, and model portfolios supported by major strategists such as Fidelity and BlackRock.

Luke Walling is a Series 66-licensed advisor at Goldman Sachs Wealth Services with three years of industry experience. His work history includes multiple tenures at Goldman Sachs and positions at Wake Forest and Emerald Assets. Outside of finance, he was involved with Angelo’s Soccer Corner. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm offers tailored financial planning and portfolio management using strategic allocation models and proprietary research, leveraging the broader Goldman Sachs platform for expanded investment and financial solutions.

Daniel Krisiloff is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as seven years at Chelsea Lighting. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and retirement plan advisory services. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Leslie Krajnak is a financial advisor with Private Advisor Group, LLC, holding the CFP® designation and Series 63, 65, and 66 licenses, with 11 years of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2026, Leslie worked at several firms including Palante Wealth Advisors and New York Life Insurance Company. Outside of finance, Leslie operated a personal training business, Fit 4 Life Personal Training LLC, from 2019 to 2023. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey asset management platforms, and their own WealthSuite separately managed account program.

Kyle Colwell is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 66 credential and 14 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2012. He is involved with AIMCOR Group, LLC in an investment-related capacity. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a range of analytical approaches and offering access to third-party asset managers and proprietary model portfolios.

Jaesung Son is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® and Series 63 designations. He has 21 years of industry experience, including roles at Nylife Securities and New York Life Insurance Company since 2005. He is also involved in insurance brokering through International Planning Alliance, LLC. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Matthew Waldman is a financial advisor with Kestra Advisory, holding the ChFC® and Series 63 designations and bringing 12 years of industry experience. Prior to joining Kestra in 2022, he worked with Northwestern Mutual from 2016 to 2021. In addition to his advisory role, he manages an insurance business under his own name, focusing on life, disability, long-term care, and health insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves a wide client base, including large institutional investors, and supports multiple management platforms and third-party solutions.

Diana Carney is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 66 and Series 65 credentials and bringing 23 years of industry experience. She has been with Valic Financial Advisors since 2013 and has also worked with Agia since 2022. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Sean Wickersham is a financial advisor with TLG Advisors, Inc. in Colts Neck, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with TLG Advisors since 2009 and previously worked at LFI Advisory from 2017 to 2021. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor portfolios.

Marc Petrognani is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Oppenheimer since 2003. Outside of his advisory role, he is involved in his family business, Hunter Industrial Corporation, serving as a part owner, executive, and trustee for their pension and 401(k) plans, and participates in the Tewksbury Township Community Safety Subcommittee. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a broad range of advisory and brokerage services. The firm’s investment approach incorporates strategic and tactical asset allocation, manager selection, and various investment vehicles, with a notable emphasis on both discretionary and non-discretionary management programs.

Michael Stigliano is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior roles include positions at TD Bank N.A., Bank of America, Merrill, and Finalis Securities LLC. Outside of finance, he was involved with Jersey City Unleashed LLC for 16 years. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, with a focus on percentage-of-AUM wrap fees and a cross-border Private Investment Advisor model.

Kathleen Sweeney is a Series 65-registered advisor with Kestra Advisory, based in Fairfield, NJ, and has three years of industry experience. She has been with Kestra Advisory Services LLC since 2022 and also runs KSC Professional Services Inc. Outside of her advisory role, she is involved with several other business ventures including MAJR Professional Services, CSKZ Consulting Inc, BBU Books Inc, and KBC Management Services Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as vendor searches, plan design, fiduciary consulting, and plan-level investment advice, serving clients that range from individual investors to sovereign wealth funds.

Julian Manzano is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. He has four years of industry experience, including prior roles at Bank of America and Amazon. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm offers tailored strategies supported by proprietary research, a range of fee arrangements, and integration with Goldman Sachs’ broader financial ecosystem.