James Rie is a financial advisor at Transamerica Retirement Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TransAmerica Life Insurance Company and Transamerica Investors Securities Corporation since 2022. His prior experience includes roles at Valic Financial Advisors and Manning & Napier Investor Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement guidance.

Tracey Schusterman is a CFP® with 40 years of experience in the financial services industry. She has worked at Janney Montgomery Scott since 2017, with prior roles at RBC Capital Markets and UBS Financial Services. Tracey is based in New York, NY. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Jared Marzocco is a CFP® professional with five years of industry experience, currently associated with CWM, LLC. His work history includes roles at Carson Wealth, Cetera Advisor Networks, and Taylor Financial Group, LLC. He is also licensed to sell fixed insurance products including life and health insurance. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, institutions, and corporations through a large network of advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of services including financial planning, sub-advisory, and retirement plan management.

Eric Abramson is a financial advisor with Primerica Advisors in Paramus, NJ, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1999 and has worked concurrently with Guardian Life Insurance Company of America since 1993. Abramson serves as vice president of the Greater New Jersey Estate Planning Council, is involved in a management partnership arranging speaking engagements on non-financial topics, owns thoroughbred racehorses, and sits on the Board of Trustees for the CarePlus NJ Foundation. Primerica Advisors operates as part of Park Avenue Securities LLC, offering brokerage and advisory services to a diverse client base including individuals, high-net-worth investors, charities, and corporations. The firm provides a variety of investment programs, financial planning, and consulting services, utilizing proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Dennis Amico is a financial advisor at Kestra Advisory Services, LLC with 55 years of industry experience. He holds a Series 63 designation and has been with Kestra since 2006, currently serving as an Investment Advisor Representative. Outside of Kestra, he is president of Dancole Associates, an insurance company, and provides investment advisory and estate planning services through Wealth Preservation Solutions, LLC. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan design, compliance testing, and employee education, supporting both discretionary and non-discretionary investment management within a broad supervisory framework.

Clara Humphrey is a financial advisor at Hightower Advisors with six years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and TD Bank. Clara is also involved with Capital Management Group in Pearl River, NY, providing investment and planning services. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm’s approach emphasizes manager selection, multi-manager solutions, and proprietary research, serving both discretionary and non-discretionary portfolio management needs.

James Forsythe is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, employing strategic and tactical asset allocation along with manager selection in both discretionary and non-discretionary accounts.

John Occhipinti is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Burklow & Rotella, LLC and Ameriprise Financial Services, LLC. He serves as Treasurer on the Board of Directors for North Jersey Friends of NRA, a nonprofit focused on firearm education and safety for youth. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm provides investment advisory, financial planning, pension consulting, and managed account services to individuals, pension plans, corporations, trusts, estates, and charitable organizations through a variety of portfolio management programs and third-party manager selections.

Kristen Han is a CFP® professional with 12 years of industry experience, currently affiliated with Eagle Strategies (NY Life). She has held roles at Millennial Estates Financial Group, LLC, Eagle Strategies, Nylife Securities, LLC, and New York Life Insurance Co. Han also operates under Millennial Estates Financial Group, LLC to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Wingyee Kong is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds 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 investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and unique market roles.

Robert Sheehan is a Series 65-licensed advisor at Mariner with one year of industry experience. His prior roles include positions at Stablepoint Partners and City Wide Facility Solutions of Boston. Outside of his advisory career, he has been involved with Del Fuego since 2019. Mariner serves a broad mix of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and employer financial-wellness tools, combining in-house research with third-party manager allocations across a range of asset classes.

John Gillen is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 designation and has prior work experience with Athletic Edge LLC and Rutgers University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities, with capabilities that include derivatives and futures services.

Annabelle Bunn is a Series 66 licensed financial advisor with 13 years of industry experience. She is currently with Citigroup Global Markets, having previously worked at various divisions of Credit Suisse from 2012 to 2023. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including unique market roles such as security-based swap dealing and futures commission merchant activities.

Peter Contini is a financial advisor at TIAA-CREF with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA and TIAA-CREF since 1990 and 2001, respectively. TIAA-CREF Individual & Institutional Services provides financial planning and 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’s advisory services include both point-in-time planning and ongoing discretionary management, with a fiduciary standard applied to its registered investment advisory services.

Tricia Filter is a financial advisor with RBC Rochdale, LLC in New York, NY. She holds Series 63 and Series 65 designations and has six years of industry experience. Her prior roles include positions at CNR Securities, City National Rochdale, Northern Trust Corporation, and PNC Capital Advisors. RBC Rochdale serves a wide range of clients, including high net worth individuals, institutions, and government entities, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services. The firm uses a multi-strategy investment approach that combines quantitative screening and fundamental analysis with proprietary tools to create tailored portfolios across various asset classes.

Anju Sharma is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021, following nine years at Primerica Advisors. Outside of her advisory role, she is involved in health and life insurance services and serves as a co-trustee for estate assets. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advice platforms.

Todd Rashkin is a financial advisor with GWN Securities Inc. in Yonkers, NY, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at firms including Equitable Advisors, Axa Advisors, and Cetera Advisors. Outside of his advisory role, he serves as Vice President of Contemporary Employee Plans, Inc., a company specializing in group medical and employee benefits plans. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios across various investment strategies.

Michael Amato is a CFP® with 35 years of industry experience, currently serving at Rockefeller Financial LLC. He has worked at Rockefeller Capital Management and Stifel, among other firms. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and retirement plans, offering portfolio management, financial planning, and brokerage services. The firm organizes client relationships through a Private Advisor model and delivers investment solutions via its global platform, combining discretionary management with access to alternative investments and brokerage capabilities.

Christine Mcanally is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2013. Outside of her advisory role, she is a landlord of rental property in Hoboken, NJ. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with rigorous manager selection and oversight, combining large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Allyne Pascoal is a financial advisor with Citigroup Global Markets, holding a Series 63 designation and 20 years of industry experience. She has been with Citibank N.A. since 2009. Outside of her advisory role, she owns a rental property in Miami, Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, operating with institutional scale and specialized market roles.