Michael Tambini is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Private Advisor Group since 2015 and previously spent seven years at PNC Wealth Management. 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 including its proprietary WealthSuite platform and alternative investments. The firm operates on a fiduciary advisory model and utilizes both third-party managers and technology platforms to implement investment strategies tailored to client goals and risk tolerances.

Kevin Ellman is a CFP® with 35 years of experience in financial advisory services. He is currently with Kestra Advisory and has been associated with Kestra Investment Services, LLC and Wealth Preservation Solutions since 2006. Outside of his advisory work, Ellman performs as a drummer and serves on the finance committee of a golf club, in addition to his role as a director of the Spirit of Harmony Foundation where he participates in event hosting and fundraising. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Matthew Torres is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Citibank. Outside of finance, he has experience running a tutoring service. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and a managed account program, operating as a wholly owned subsidiary of Citizens Bank, N.A.

Erik Riley is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 65 designation and has been in the industry since 2023, with prior experience at firms including Stop & Shop and SelectCARE. Outside of finance, his background includes roles at MetLife Stadium and AWP Safety. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients’ goals and risk profiles.

Dennis Hall is a financial advisor at &Partners with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Bank of America, N.A., and Merrill. Outside of his primary role, he owns DRH Wealth Advisors and DRH Wealth Management LLC, both financial advisory businesses. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and consulting services. The firm employs a variety of analytical approaches and utilizes both proprietary and third-party strategies in managing client accounts.

Kim Luthy is a CFP® with 37 years of industry experience, currently serving at Kestra Advisory since 2020. Her prior roles include positions at Allied Wealth Partners and Securian Financial Services. Outside her advisory work, she teaches financial education courses and founded The Vision Network, which connects women through vision board activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Fernando Garcia is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 designations and has held prior roles at Santander Bank, Wells Fargo, and J.P. Morgan. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated model with proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing.

Jack Desantis Jr. is a financial advisor at Cetera Planning Partners with 26 years of industry experience. He holds a Series 66 designation and has worked at various firms within the Cetera and Avantax networks. In addition to his advisory role, he serves as treasurer for multiple political candidate committees. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and provides investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolio allocations aligned with client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, and estate planning through third-party providers.

Roland Prestenback III is a CFP® with 16 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2017. He has also been associated with LPL Financial since 2010. NewEdge Advisors is a large registered investment adviser firm serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a variety of portfolio management and consulting services using multiple program structures, centralized due diligence, and technology tools to support client and advisor needs.

Abel Santana is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Mutual of Omaha. Outside of his advisory work, he coaches youth softball in Passaic, NJ. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering both advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, alongside commission-based brokerage and other non-discretionary services.

Bryant Mathurin is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at TD Bank N.A., LPL Enterprise, The Prudential Insurance Company of America, TIAA, Citigroup Global Markets, and Morgan Stanley. 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 TDIS clients. The firm uses strategic and tactical asset allocation with both affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and custody through third-party custodians.

Eric Schenk is a CFP® professional with 12 years of industry experience, currently with Rockefeller Financial LLC. Prior to joining Rockefeller in 2025, he spent 11 years at UBS Financial Services. 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 range of portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services.

David Puccia is a financial advisor with Steward Partners Investment Advisory, LLC in Ramsey, NJ, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Raymond James Financial Services. He serves as a trustee for the Knights of Columbus, a Catholic fraternal organization. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of advisory and portfolio management services through both proprietary and third-party solutions.

Patricia Linekin is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 licenses. She has 28 years of industry experience, including roles at Key Investment Services since 2016 and at KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing oversight, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Benjamin Mc Kiernan is a financial advisor at Creative Planning with seven years of industry experience. He holds a Series 65 designation and previously worked at Blacktower Financial Management (US) and 80 Twenty Consultancy LTD. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies complemented by selective private market exposure and tax-efficient techniques.

Ah Jin Cho is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Citigroup in 2021, he worked nine years at J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options and leverages its large institutional scale alongside in-house research and market roles.

Jack Wiener is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Wells Fargo Advisors for 13 years before joining &PARTNERS. Wiener is also the owner of JLJ Advisors, LLC, a financial practice based in Florham Park, NJ. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies using the Envestnet platform.

Leigh Russo is a CFP® with 12 years of industry experience, currently serving at Mariner Wealth Advisors. Her prior work includes roles at Cambridge Investment Research and FCG Advisors, among others. She is a member of the Finance Committee for Executive Women of New Jersey. Mariner Wealth Advisors serves a wide range of clients, including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Ali Bukhari is a financial advisor with HSBC Securities (USA) Inc. based in New York, NY, holding a Series 66 credential and one year of industry experience. His prior work includes roles at HSBC Bank USA, N.A. and Faysal Bank LTD. Outside of his advisory duties, he works as a ride-share driver for Uber. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and discretionary investment options, using a range of risk profiles and a combination of strategic and tactical asset allocation developed with HSBC Global Asset Management.

Michael Nelson is a CFA® charterholder with 12 years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at CNR Securities, LLC and J.P. Morgan Institutional Investments Inc. outside of his advisory role, no additional business activities were noted. RBC Rochdale serves a diverse range of clients including high net worth individuals, investment companies, corporations, and government entities. The firm employs an active, multi-strategy investment approach that combines quantitative and fundamental analysis, utilizing proprietary tools and collaborating with third-party sub-advisors to create tailored portfolio solutions.