Min Chul Kim is a financial advisor at Eagle Strategies (NY Life) with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Eagle Strategies, he worked with New York Life and its affiliated entities, as well as at Cosmos Boutique LTD and Cosmos Queens LTD. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a large portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Geraghty is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 licenses and with 21 years of industry experience. He previously worked at Rochdale Investment Management for 18 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2023. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active management overseen by an internal Investment Committee.

Leopoldo Matarazzo is a financial advisor with Guardian Life in Paramus, NJ, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2016. Outside of his advisory role, Matarazzo operates a law office focused on basic estate planning and consults on estate and business succession plans. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, and charitable organizations, offering a blend of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

Giovanni Sciancalepore is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied and Ferraro Foods Inc. before joining Goldman Sachs in 2019. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate executives, plan sponsors, and institutional clients. The firm employs tailored investment strategies supported by proprietary research and integrates capabilities across the broader Goldman Sachs ecosystem to offer a range of advisory and wealth management solutions.

Colleen Silver is a CFA® charterholder with four years of industry experience and is currently an advisor at Truist Advisory Services. She previously worked at Fiduciary Trust Co International/Franklin Templeton Investments for 14 years. Colleen serves as a volunteer investment committee member for the Science Museum of Minnesota, assisting in the oversight of the museum’s endowment investment management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled research tools and inter-affiliate integration to support its AMC Advantage manager-selection program.

Michele Lee is a financial advisor at &PARTNERS with Series 63 and Series 66 designations and 31 years of industry experience. She has previously worked at firms including Avantax and 1st Global Advisors. In addition to her advisory role, Lee serves as the elected mayor of High Bridge Borough, New Jersey. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charities, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting, employing a range of strategies supported by proprietary and third-party managers.

Robin Li is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2017 with a break from 2024 to 2025, and concurrently has been employed at Indeed, Inc. since 2019 as a Product Manager. His other business activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations. The firm offers a mix of advisory and broker-dealer services with proprietary and third-party investment models, serving clients through both discretionary and non-discretionary programs.

Maria Kaldas is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Her prior experience includes roles at Ocean Power Technologies, Rutgers University, and the Young Women's Christian Association. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office programs and access to Alternative Investments, using both discretionary and non-discretionary approaches supported by proprietary analytics and integrated resources across the Goldman Sachs platform.

Lan Song is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. Prior to Mariner, Lan worked at firms including Wealth Enhancement Advisory Services, Mutual Securities, and LPL Financial. 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 uses discretionary, customized portfolios supported by in-house research and third-party managers, with integrated tax and accounting capabilities uncommon among firms of its size.

Maura Mallaney is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior roles include positions at LPL Financial, Mutual Securities, Inc., Macro Consulting Group, and TIAA-CREF. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.

Joseph Caplan is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Private Advisor Group, LLC and has previous experience with Mariner Independent Advisor Network, Caplan Capital Management, Ripco Real Estate, and Solomon Builders. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates a range of investment strategies and third-party managers.

Philip Platania is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at SICA Wealth Management, J.P. Morgan Securities, Chase Investment Services Corp., Wells Fargo Clearing, and A.G. Edwards & Sons. He is also a licensed realtor and may assist clients with real estate transactions separately from his advisory role. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model that utilizes multiple investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Jack Pappas is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held various roles at Fordham University, Arcola Country Club, Goya Foods, and Sicilian Sun. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services covering equity, balanced, and fixed-income portfolios, provided on both discretionary and non-discretionary bases.

Jason Ellis is a financial advisor with Commonwealth Financial Network, holding a ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including roles at Merrill, LPL Financial, and Vision Retirement, LLC, before founding Ellis Financial Advisory in 2020. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and provides a broad platform of managed account programs, third-party asset manager access, and custodial services, managing approximately $212.7 billion in client assets.

Patrick Mcgrade is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior work experience includes roles at EPIC Insurance Brokers and Consultants, Cook Maran, Royal Alliance Associates, and McDermott & Thomas Associates. He serves as a board member of the Staten Island Rotary Club, a volunteer service organization supporting community charitable efforts. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a customized investment approach across various asset classes and manages over $72 billion in assets as of May 2026.

Ryan Mitchell is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Morristown, NJ. He has 14 years of industry experience, including 11 years at The AYCO Company, L.P./Mercer Allied and five years with Goldman Sachs & Co. LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored solutions through centralized investment resources and integrates services across affiliated entities, including banking and retirement consulting.

Jordan Strickland is an advisor at Guardian Life with the Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Certified Financial Services. Before entering the financial industry, he held positions at LifeCare Diagnostic Imaging and Changebridge Medical Associates. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides advisor-led discretionary management combined with model-based strategies and access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Kyle Malavasi is a CFP® professional with nine years of industry experience, currently affiliated with Private Advisor Group, LLC. He has held roles at LPL Financial, Bank of America, and Merrill from 2016 onward. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model that utilizes technology platforms and a range of investment strategies, often implementing advice through third-party managers and wrap programs.

Dennis Alicea is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 16 years of industry experience. His career includes roles at Santander Securities, Santander Bank, LPL Financial, M&T Bank, and JPMorgan Chase. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven portfolio selection and third-party portfolio management.

Thomas Nolan Jr. is a financial advisor with PNC Wealth Management, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with PNC Investments since 2006. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm’s approach involves algorithm-driven risk assessments and the use of approved model strategies managed by PNC or third-party strategists.