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.

Giorgio Caputo is a financial advisor with TLG Advisors, Inc. based in Summit, NJ, holding Series 63 and Series 65 licenses with 12 years of industry experience. His prior roles include positions at JOHCM (USA) Inc., Foreside Financial Services, LLC, and JOHCM Funds Distributors, LLC. He is also a Senior Portfolio Manager at Gideon, where he manages client portfolios and contributes market updates. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm focuses on investment supervisory services and portfolio management, utilizing fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, often managed through sub-advisors and program platforms.

Paul Holman is a financial advisor with over 13 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He holds Series 66 and Series 63 credentials and has worked at firms including LPL Financial and First Republic Investment Management. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach using both passive and active managers, supported by an internal Investment Committee.

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.

Larenz Mitchell is a financial advisor with PNC Wealth Management in Wayne, NJ, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill and TD Bank before joining PNC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only employee pilot that uses algorithm-driven portfolio recommendations and invests in mutual funds and ETFs with annual rebalancing.

James Rohmann is a financial advisor at Sanctuary Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for nine years. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, retirement plan consulting, and access to various managed account solutions, operating as a fiduciary under written agreements.

Theresa Castro is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has three years of industry experience. Her career includes roles at NYLIFE Securities LLC and New York Life since 2023, along with prior experience in sports and camp management. She leads a local networking group, Horseneck Networking Group, engaging with community members outside of her advisory work. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, predominantly managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Maria Licini is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has worked at Steward Partners-affiliated firms since 2017 and previously at Raymond James Financial Services and Wells Fargo Clearing. Licini also holds a role involving administrative and operational support at Baker Sarama Wealth Management Group and serves as a personal representative on a family IRA account. Steward Partners Investment Advisory, LLC is a national SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both proprietary and third-party portfolio management solutions.

Simi Schwartz is a CFP® with 17 years of experience in the financial services industry. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services, Bank of America, and Merrill. She is a partner and advisor at Steward Partners Global Advisory, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as institutions, providing a range of advisory and portfolio management services through both proprietary and third-party solutions.

Joann Mcdevitt is a Series 66-registered financial advisor with 17 years of industry experience. She has worked at Benjamin F. Edwards & Company, Inc. since 2021, and previously held roles at Steward Partners Investment Advisory, Raymond James Financial Services, and Wells Fargo Clearing. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and certain M&A advisory services.

Min Chul Kim is a financial advisor at Eagle Strategies (NY Life) with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Eagle Strategies, he worked with New York Life and its affiliated entities, as well as at Cosmos Boutique LTD and Cosmos Queens LTD. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a large portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Geraghty is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 licenses and with 21 years of industry experience. He previously worked at Rochdale Investment Management for 18 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2023. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active management overseen by an internal Investment Committee.

Leopoldo Matarazzo is a financial advisor with Guardian Life in Paramus, NJ, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2016. Outside of his advisory role, Matarazzo operates a law office focused on basic estate planning and consults on estate and business succession plans. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, and charitable organizations, offering a blend of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

Giovanni Sciancalepore is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied and Ferraro Foods Inc. before joining Goldman Sachs in 2019. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate executives, plan sponsors, and institutional clients. The firm employs tailored investment strategies supported by proprietary research and integrates capabilities across the broader Goldman Sachs ecosystem to offer a range of advisory and wealth management solutions.

Colleen Silver is a CFA® charterholder with four years of industry experience, currently affiliated with Truist Advisory Services. She previously spent 14 years at Fiduciary Trust Co International/Franklin Templeton Investments. Colleen serves as a volunteer investment committee member for the Science Museum of Minnesota, assisting with oversight of the museum’s endowment management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Robin Li is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2017 with a break from 2024 to 2025, and concurrently has been employed at Indeed, Inc. since 2019 as a Product Manager. His other business activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations. The firm offers a mix of advisory and broker-dealer services with proprietary and third-party investment models, serving clients through both discretionary and non-discretionary programs.