Steven Meglio is a financial advisor with J.W. Cole Advisors, Inc. He holds a Series 65 credential and has 23 years of industry experience. Prior to joining J.W. Cole Advisors in 2021, he worked at Cambridge Investment Research Advisors and Fcg Advisors LLC. Outside of his advisory role, he is the president and owner of Meglio Group PC, an accounting practice. J.W. Cole Advisors serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Megan Resch is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 20 years of industry experience. She has been with Private Advisor Group since 2016 and also maintains a long-term association with LPL Financial dating back to 2010. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Daniel Jago is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has 19 years of industry experience, including roles at LPL Financial since 2007 and Private Advisor Group since 2015. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides access to third-party asset managers and turnkey asset management platforms, with advisory solutions delivered through a broad network of investment adviser representatives.

Mark Reimet is a CFP® professional with 34 years of industry experience, currently advising clients at Private Advisor Group, LLC. His prior experience includes 25 years with MML Investors Services, Inc. and MassMutual Life Insurance Company. He serves as a board member of the Ocean City Youth Athletic Association, contributing to the organization of its baseball season. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies tailored to client objectives and risk tolerances.

Kaitlyn Mohabir is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and beginning her industry career in 2026. Prior to her current role, she held positions at Johnson & Johnson and ConnectOne Bank, and has experience in the hospitality sector. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm offers tailored advisory services supported by dedicated investment strategy groups and access to a wide range of affiliated resources within the Goldman Sachs ecosystem.

George Croonquist Jr. is a CFP® with 41 years of industry experience, currently serving at Janney Montgomery Scott since 1989. He is based in Hackensack, NJ. Outside of his advisory role, he serves on the advisory board of Hackensack Meridian Quality Care, providing guidance on assisted living properties. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Daniel Parks is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has been in the industry since 2023, having previously worked at Parks Wealth Management and Tactical Movers. Private Advisor Group serves individual clients, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to third-party asset managers, turnkey asset management platforms, and a WealthSuite separately managed account program supported by strategists such as Fidelity, BlackRock, and Goldman Sachs.

Joseph Block is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, Sunbridge Capital Partners, Foreside Fund Services, Fiera Capital Inc., and City National Rochdale. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services alongside financial and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services, managing approximately $15 billion in regulatory assets under management through a large network of investment adviser representatives.

Andrew Kapyrin is a financial advisor at Corient with 17 years of industry experience. He holds a Series 66 designation and has worked at Corient and its affiliated entities since 2022, following a 15-year tenure at RegentAtlantic. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Vincent Blazewicz is a financial advisor with Primerica Advisors, holding a Series 66 designation and over 21 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities since 2004. Outside of his advisory role, he serves as a board member of Harmony Starts Farm Inc. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party portfolios.

Brian Parsons is a CFP® with six years of industry experience, currently serving as a financial advisor at Mariner Wealth since 2024. He previously worked at Morgan Stanley from 2018 to 2024 and has held roles at Hennion & Walsh, Inc. and the University of Rhode Island. Parsons has experience in both advisory and academic settings. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized portfolio strategies with a combination of in-house research and third-party managers, and provides integrated tax and administrative CFO services uncommon in large advisory enterprises.

Robert Jaffe is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Park Avenue Securities and Guardian Life Insurance Company of America since 2005. Outside of his advisory role, he is involved in insurance activities with companies other than Guardian. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships with access to proprietary and third-party investment models, including a hybrid digital advisory solution.

Pasquale Carannante is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has three years of industry experience and previously worked at Gappa LLC for over two decades. Outside of his advisory role, he owns several businesses, including Blend Bar & Bistro and PD Media LLC, both located in Hamilton, NJ. Private Advisor Group manages 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 a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Christopher Shea is a CFA® charterholder with 30 years of industry experience. He has worked at Rockefeller Financial LLC since 2026 and previously spent 23 years with UBS, including roles at UBS Financial Services and UBS Asset Management. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Ashita Patel is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. Her current role is based in Jersey City, NJ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and uses standardized asset allocation models and Schwab research tools to guide clients.

Florence Dessources is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 26 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 22 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored wealth management solutions integrated within a large financial group.

Francis D'alia II is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 licenses and eight years of industry experience. His prior roles include positions at Dimensional Fund Advisors and The Vanguard Group. Outside of advisory work, he operated Fran's Pro Photo, LLC from 2017 to 2019. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Wen Shi is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining Transamerica, Wen worked at Martin Insurance Group and Advise Insurance Agency, LLC. Outside of advising, Wen is involved in health insurance sales and manages several personal rental properties. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employers, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory approach and supports its clients through multiple program platforms.

Justin Poplawski is a CFP® professional with 18 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Bleakley Financial Group, LPL Financial, and Private Advisor Group. In addition to his advisory role, he is an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes a mix of third-party independent managers selected through a formal due-diligence process and offers services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Mazin Hakim is a financial advisor at TIAA-CREF with nine years of industry experience. He has worked at TIAA-CREF since 2018 and previously held roles at PNC Investments and PNC Bank. Hakim holds the Series 66 designation. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.