Samuel Jacobs is a financial advisor at TLG Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group Inc, Arthur J Gallagher, and Lion Street Financial. In addition to his advisory role, he is involved in life insurance and annuities sales and consulting through Manor House Capital Insurance Services. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm provides investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and the Starlight Portfolios direct-to-consumer program, employing fundamental analysis and Modern Portfolio Theory in its investment approach.

Irfan Pathan is an investment advisor representative at TLG Advisors, Inc. and holds a Series 66 designation. He has prior experience at Golconda Partners, where he worked on designing custom life insurance solutions, and has held roles at Jennison Associates, DebtSavvy, eClerx LTD, and HDFC Bank. Pathan has also completed graduate studies between 2022 and 2024. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, providing investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Maura Mandell is a financial advisor at TLG Advisors, Inc. with three years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at DBM Legal & Business Services and 4M Ventures LLC, where she has been involved since 2012. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Jaquelyn Morbitzer is a financial advisor at TLG Advisors, Inc. with eight years of industry experience and holds the Series 66 designation. Her prior roles include positions at J.P. Morgan Securities, First Republic Investment Management, and Golconda Partners, where she also serves as a client relationship manager. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Grace Baecher is a financial advisor with TLG Advisors, Inc. based in New York, NY, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Citigroup, and TriPost Capital Partners. She is involved in strategic partnerships and client support at Vanbridge, an EPIC Company. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, combining traditional sub-advisor and ERISA services with a direct-to-consumer platform called Starlight Portfolios.