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.

Tracy Reynolds is a financial advisor with HSBC Securities (USA) Inc. in Cranford, NJ, holding Series 63 and Series 66 registrations and bringing 18 years of industry experience. She has been with HSBC Securities since 2012. Reynolds has minimal involvement as Vice President of Croft Properties, LLC, a real estate investment entity established with her ex-husband. HSBC Securities (USA) Inc. serves a diverse client base with managed account programs that include client-directed and fully discretionary options. The firm’s investment approach integrates model risk profiles and combines strategic and tactical asset allocation with global fund selection and monitoring.

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.

Waseem Khan is a financial advisor at TD Private Client Wealth LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. 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, offering portfolio management, financial planning support, and custody through third-party custodians. The firm utilizes a combination of strategic and tactical asset allocation, employing both affiliated and third-party sub-managers in its investment offerings.

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 financial advisor with Primerica Advisors and has four years of industry experience. He has worked at Park Avenue Securities since 2019 and at Guardian Life Insurance Company since 2018. Outside of financial services, he was involved with Finks Barbecue Roadhouse & Cheesesteak from 2016 to 2020. Park Avenue Securities serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporations. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

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 at Wealth Enhancement Advisory Services, LLC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at First Republic Investment Management and First Republic Securities Company. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach blending passive and active management overseen by an internal Investment Committee.

Andrew Meinbresse is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding a Series 66 designation and with 20 years of industry experience. He has been with Valic Financial Advisors since 2014 and has also been affiliated with Agia since 2022, where he acts as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and various overlay options for portfolio management.

Adam Schlossberg is a CFP® professional with 13 years of experience in the financial services industry. He currently works with Park Avenue Securities and Guardian Life Insurance Company, where he has been employed since 2014. Schlossberg is also the owner of NS Private Client Group LLC and Private Client Insurance Services LLC, businesses that provide insurance and investment-related services. Park Avenue Securities LLC serves a wide range of clients, including individual investors, high-net-worth individuals, charitable organizations, and corporations. The firm offers brokerage and advisory services along with financial planning and consulting, utilizing proprietary and third-party investment strategies across various asset classes.

William Blanche is a financial advisor with Lincoln Investment in Cranford, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Lincoln Investment Planning Inc since 2008. Lincoln Investment Planning, LLC is a large enterprise firm serving a broad client base including individuals, high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team and a fiduciary role in retirement advice.

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.

Maxwell Kopelman is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc., M Holdings Securities, Inc., and other firms. He is also involved as a financial advisor with Eagle Rock Wealth and Greenberg and Rapp. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Joann Mcdevitt is a financial advisor at Benjamin F. Edwards & Company, Inc. with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Steward Partners Investment Advisory, Raymond James Financial Services, and Wells Fargo Advisors. Benjamin F. Edwards & Company serves a diverse client base including individuals, institutions, and charitable organizations, offering comprehensive services such as financial planning, investment management, and retirement plan consulting through a range of discretionary and non-discretionary wrap programs.