Janet Talis is a financial advisor at &Partners with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing for seven years before joining &Partners. &Partners serves a diverse range of clients including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and advisory services using a combination of fundamental, technical, and quantitative analysis, supported by both proprietary and third-party strategies.

Mindy Mondaro is a financial advisor with Principal Financial Services, holding a Series 66 designation and over 20 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Co. since 2005. Outside of her advisory role, she serves as Secretary of the Board for the Whippany Park High School Baseball Diamond Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Robert Esposito is a financial advisor at TLG Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Regal Investment Advisors, Cornerstone, and Intervest International. Outside of his advisory role, Esposito officiates NCAA hockey games. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional clients, offering services such as portfolio management, financial and estate planning, and ERISA fiduciary services. TLG uses a research approach based on fundamental analysis and Modern Portfolio Theory and provides a direct-to-consumer program called Starlight Portfolios.

Michael Towman is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Citigroup Global Markets, Merrill, Banc of America Investment Services, and UBS Financial Services. He is also the owner of Towman Associates LLC, a non-investment related business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that utilizes multiple investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Gary Ginsberg is a financial advisor at OSAIC Institutions, Inc. with 43 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes positions at Ameriprise and Royal Alliance Associates, Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with a focus on firm supervision and client-directed investment authority.

Anthony Castano is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Washington, DC. He has 10 years of industry experience, including six years at The AYCO Company, L.P./Mercer Allied and five years at Goldman Sachs & Co. LLC. Castano has also been affiliated with Fairleigh Dickinson University since 2010. Goldman Sachs Wealth Services delivers financial planning, investment management, and advisory support to a diverse client base, ranging from individual and high-net-worth households to corporate and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its position within a large integrated financial group.

Michael Charvala is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at M&R Capital Management, Inc. and Verizon Wireless. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts and estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

William Whelan is a financial advisor with Guardian Life in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Guardian Life and its related entities since 1995. Outside of his advisory role, he serves as a trustee of an irrevocable life insurance trust for his family. Guardian Life, through its Park Avenue® Wealth Management division, 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 alternative investment solutions.

Wenyue Hsu is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Transamerica Financial Advisors in Parsippany, NJ. Prior to joining Transamerica, Hsu worked at Morgan Stanley Bank USA for eight years. In addition to advisory work, Hsu is a registered analyst with the National Association of Registered Social Security Analysts and is involved in assisting clients with Medicare Advantage plan applications through affiliations with United Healthcare and Cigna HealthInsurance. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Michael Kats is a CFP® and holds the Series 66 designation, with 12 years of experience in the financial services industry. He has worked at Mariner Wealth Advisors since 2022 and previously spent seven years at Merrill and Bank of America, N.A. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and tax services, combining in-house research with third-party manager allocations across a wide range of strategies and operational offerings.

Christine Esposito is a financial advisor at &Partners with 30 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of her advisory role, she serves as power of attorney for her parents. &Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services using a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Noel Hodges is a Series 66-licensed financial advisor with 23 years of industry experience. He is currently with Rockefeller Financial LLC and Rock & Co LLC, having previously worked at Bank of America and Merrill. 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 a broad range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Corrie Feldotto is a financial advisor with TLG Advisors, Inc. She holds the Series 66 designation and has 13 years of industry experience. Her prior work includes roles at The Leaders Group Inc, GBS, Princor Financial Services Co, Principal Life Insurance Co, and MSI Financial Services, Inc. Outside her advisory duties, she is a Senior Life Specialist involved in the insurance business. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers a direct-to-consumer digital program called Starlight Portfolios.

Bruce Rothbard is a ChFC® with 34 years of industry experience, currently serving as a financial advisor at Integrity Alliance, LLC. He has held roles at Lion Street Financial, The Leaders Group Inc, and Mercury Financial Group, primarily focusing on life insurance sales. Outside of advising, he works as a consultant for a life settlement company and owns an independent insurance agency specializing in life insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting using a range of portfolio strategies and access to various custodial platforms and third-party managers.

Joseph Prendergast is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has previously worked at Certified Financial Services. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, and a combination of proprietary and third-party platforms.

Michael Honold is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a distinct advisory model separating one-time planning services from ongoing portfolio management and serves as investment adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

John Foster is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 30 years of industry experience. His prior work includes roles at LPL Financial from 2007 and A.G. Edwards & Sons, Inc. from 2003. 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 access to various managed account solutions, including its proprietary WealthSuite platform. The firm’s fiduciary-based model involves client goal and risk assessment to either directly manage portfolios or assist in selecting managers and model portfolios from leading strategists, utilizing multiple investment methods and technology platforms.

Michael Capriotti is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Merrill, and founded Capriotti & Company. Capriotti also provides non-variable insurance services, including life, health, disability, and fixed annuities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and program sponsors.

David Scher is a CFP® and ChFC® professional with 25 years of experience in the financial industry. He has been with Kestra Advisory since 2016 and also maintains a role at Applied High Voltage, LLC. Scher serves on the board of the Ridgewood AM Rotary Club, where the board allocates funds to community-oriented charitable projects and scholarships. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, and diverse investment solutions, serving large institutional clients and delivering specialized services such as pooled employer plans and discretionary trading.

Yanelys Benham is a Series 66-licensed financial advisor with 14 years of industry experience. She has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily for individuals with pre-existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.