Jina Hong is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2017. Outside of her advisory role, she assists with banking transactions and translation at a family-owned dry cleaning business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and provides customized discretionary solutions supported by in-house research and extensive institutional resources.

Kathleen Gregory is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. Prior to that, she was involved with Trauma Resiliency Resources Inc., a nonprofit organization. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a fiduciary standard within its advisory services and manages client portfolios through model-based and customized investment approaches.

Rosanna Coviello is a financial advisor at Empower Advisory Group with a Series 66 credential and six years of industry experience. She has worked at several firms, including UBS Financial Services and Gladstone Wealth Partners. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through an integrated service model tied to Empower’s recordkeeping and administrative platforms.

Julia Payne is a CFP® with four years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. Her prior experience includes roles at UBS Financial Services and Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of investment management and financial planning services, operating uniquely as both an adviser and a registered broker-dealer.

Adrian Fedorkiw is a financial advisor at Mariner with four years of industry experience. He holds the Series 65 designation and is based in Madison, NJ. He has been with Mariner since 2022. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with third-party allocations across various strategies, and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Nunzio Parlanti is a financial advisor at HSBC Securities (USA) Inc. with Series 66 credentials and one year of industry experience. Prior to joining HSBC Securities, he worked at HSBC Bank USA, N.A., and has teaching experience at Pace University and KingsBorough High School. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm uses a combination of strategic and tactical asset-allocation advice supported by global asset management partners and offers distinctive programs including an Offshore Spectrum option for qualified non-resident aliens.

Christopher Rotella is a ChFC® credentialed financial advisor with 29 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Burklow & Rotella, LLC and Ameriprise, each for 19 years. Outside of his advisory work, he serves as a board member for the nonprofit fraternal fellowship NCS Bergen County. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations through both discretionary and non-discretionary portfolio management solutions.

Nicholas Astore is an advisor at Guardian Life with a Series 66 designation. He has one year of industry experience, including time at Park Avenue Securities. His background includes education roles at Virginia Polytechnic Institute and State University, Wahconah Regional High School, and Nessacus Regional Middle School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with financial planning, retirement consulting, and advisory programs.

Christopher Byrne is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Linda Boney is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and has a long tenure with The AYCO Company, L.P. dating back to 1995. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Luis Abreu is a CFP® with nine years of industry experience, currently serving as a financial advisor at Oppenheimer since 2023. Prior to joining Oppenheimer, he worked at Bank of America and Merrill from 2016 to 2023. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, with an investment approach that includes strategic and tactical asset allocation, manager selection, and various investment vehicles tailored to client objectives.

Peter O’Neill is a CFP® professional at Corient with 10 years of industry experience. His work history includes roles at Corient, RegentAtlantic, Beacon Investment Advisory Services, and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs various risk management tools to align portfolios with client objectives.

Benzion Jaffe is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF and Tiaa in 2025, he worked for Prudential Financial, Inc. from 2020 to 2025, and has held roles at Makovsky Integrated Communications and Dukas Linden Public Relations. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management, applying a fiduciary standard to its RIA services and acting as adviser to a donor-advised fund.

Reginald Parks is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds the Series 66 designation and has previously worked at LevelUp Logistics and Home Depot. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools.

David Maciak is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2018, following six years at J.P. Morgan Securities. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services, employing strategic and tactical asset allocation alongside various investment vehicles.

Jacob Schreer is a CFP® with 12 years of industry experience and currently works with Schwab Wealth Advisory in Jersey City, NJ. He has previously worked at UBS Financial Services for six years before joining Charles Schwab and Schwab Wealth Advisory in 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates internally within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Paul Miller is a financial advisor with Kestra Advisory in Paramus, NJ, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Kestra Advisory since 2016 and has a longer tenure with Kestra Investment Services, LLC dating back to 2006. Outside of his advisory role, he is a member of Wealth Preservation Solutions, LLC, which provides consulting, insurance, and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm provides services ranging from fiduciary consulting and plan design to employee education and pooled plan solutions, and manages approximately $79.8 billion in assets including privately managed funds and pooled employer plans.

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.