Nicolas Vlacich is a Series 66 licensed advisor with J. W. Cole Advisors, Inc. He joined the firm in 2026 and has prior experience at Fidelity Bank and Wilkes University. Outside of advising, he is involved with Triple V Property LLC. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers a range of portfolio management and financial planning services to individuals, high-net-worth clients, and institutional accounts.

James Perhacs is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including PAG Financial LLC, Private Advisor Group, LPL Financial, and Morristown Financial Group. 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 uses a fiduciary-based advisory model and a variety of investment strategies, often implementing advice through third-party managers and technology platforms such as Orion and Pontera.

Ethan Dawson is a Series 66-licensed advisor with Goldman Sachs Wealth Services, based in Morristown, NJ, and has three years of industry experience. Prior to joining Goldman Sachs, he held roles with 13th Street Bikes, Uncle Oogies Pizzeria, and Fairleigh Dickinson University. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies supported by proprietary research, a range of fee arrangements, and access to affiliated Goldman Sachs capabilities.

Aron Lukacs is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm uses tailored allocation models and both discretionary and non-discretionary implementations, supported by proprietary research and integrated capabilities across the broader Goldman Sachs organization.

Philip Pascarella is a financial advisor at Benjamin F. Edwards & Company, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Wells Fargo Clearing and Fidelity. Pascarella has been with Benjamin F. Edwards & Company since 2013. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement consulting, and investment management utilizing proprietary strategies and third-party models.

Clark Silverstein is a financial advisor with SPC, holding Series 66 and Series 63 designations and having 19 years of industry experience. He has worked at several firms including Ic Advisory Services Inc, The Investment Center Inc, and Platinum Corp Services, Llc. Outside of his advisory role, Silverstein is involved in independent life insurance sales and operates under the name Longview Asset Management LLC. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice primarily through its SIGMA Managed Account and other programs, supported by a broad advisory network and strategic partnerships.

Evan Gallipoli is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following eight years at The AYCO Company, L.P./Mercer Allied. Gallipoli serves as a board member of Servant's Heart Ministry Corporation, a nonprofit organization based in Paterson, NJ. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, 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.

Richard Samara is a CFP®-designated financial advisor with over 42 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial since 2014 and previously worked at Summit Equities, Inc., Summit Financial Resources Inc., and Chase Investment Services Corp. He is based in Morristown, NJ. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management, financial planning, and consulting services. The firm employs a fiduciary-based advisory model that incorporates both proprietary and third-party investment strategies supported by various technology platforms.

Theodore Butynes is a financial advisor at Goldman Sachs Wealth Services, holding a Series 66 designation with one year of industry experience. His prior work includes roles within Goldman Sachs & Co. LLC and Risk Placement Services, Inc. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering services such as financial planning, portfolio management, and specialized executive wealth programs. The firm employs tailored allocation models and a range of fee arrangements, leveraging capabilities across the broader Goldman Sachs ecosystem.

Sonia Morales Rodriguez is a CFP® with nine years of industry experience, currently with Mariner in Madison, NJ. She previously worked at Mariner Wealth Advisors and its Madison office for two years. 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 discretionary, customized portfolios overseen by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Zachary Dunning is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked previously at The Ayco Company, L.P./Mercer Allied, Dana Distributors, Northwestern Mutual, Southern New Hampshire University, and MB&L Parking Solutions. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm integrates centralized investment resources and a range of affiliated services to deliver tailored wealth management solutions.

Christopher Buldo is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Mercer Global Advisors in 2026, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Mercer Global Advisors serves individuals, families, small business owners, and nonprofit organizations by providing investment advisory, financial, tax, retirement, and estate planning services. The firm utilizes a globally diversified investment approach grounded in Modern Portfolio Theory, implementing portfolios with low-cost ETFs, index funds, and other strategies while offering educational content and specialized client programs.

Kevin Ross is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. Ross is also involved with Ballast Financial LLC, which operates his LPL business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with both discretionary and non-discretionary portfolio management, financial planning, and a range of managed account solutions. The firm employs a fiduciary advisory model and utilizes various technology platforms and third-party managers to implement client strategies.

Joseph Barbara is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services from 2005 to 2013 before joining Private Advisor Group and LPL Financial in 2013. Outside of his advisory work, he serves as a notary public without charge. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to deliver customized investment solutions.

Ryan Mc Kenna is a Series 66-credentialed financial advisor with one year of industry experience. He has worked at Goldman Sachs & Co. LLC since 2025 and previously had a one-year tenure at BlackRock. His background includes four years at Washington and Lee University prior to entering the financial sector. Goldman Sachs Wealth Services advises individual investors, corporate participants, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm tailors strategies using proprietary and third-party analytics, integrating capabilities across the broader Goldman Sachs network.

Brooke Wallace is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ. She holds the Series 66 designation and has one year of industry experience. Her previous roles include positions at Wynkoop Financial and Tsamutalis and Company. Wallace attended Bucknell University from 2021 to 2025. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm utilizes strategic and tactical allocation models alongside proprietary research and offers a wide range of advisory programs and access to alternative investments.

John Hyland is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 36 years of industry experience. He has been with Private Advisor Group since 2011 and previously worked at LPL Financial and Morristown Financial Group. Hyland serves as a for-profit board member of Mauger and Co. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to wrap and non-wrap advisory programs. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Megan Yip is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ, holding a Series 66 designation and five years of industry experience. She has worked at Ayco since 2021 and previously held positions with Bank of New York Mellon, Citizens Financial Group, and The Wharton School at the University of Pennsylvania. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office support and Executive Wealth programs. The firm integrates strategic investment approaches and proprietary analytics within the broader Goldman Sachs network to serve clients through various fee structures and operational tools.

Sagar Shah is a CFA® charterholder and financial advisor with five years of industry experience. He is currently with Corient in Morristown, NJ, where he has worked since 2022. His prior experience includes roles at RegentAtlantic and Livian & Co., among others. Corient provides investment advisory and financial planning services to individual and 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 integrates proprietary and third-party strategies, with continuous portfolio monitoring and risk management tools to align with client objectives.

Alex Dimartino is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial, LLC, and has held roles in both academic and business settings, including Babson College and Gentle Giant Moving Company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and leverages technology platforms and third-party managers to deliver tailored investment strategies.