Jason Burd is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and seven years of industry experience. Before joining Private Advisor Group and LPL Financial in 2024, he worked at Edward Jones for six years and spent nine years with the Philadelphia Eagles. He is also involved with NAMMA Realty Referral Group, LLC, a mortgage and real estate services business. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Ray Hawkins is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, he worked at AEPG Wealth Strategies from 2011 to 2019. Hawkins is also involved with Wealth Enhancement Group’s non-variable insurance activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by research and an internal Investment Committee.

Richard Summers is a financial advisor with Private Advisor Group, LLC based in Morristown, NJ. He holds a Series 66 designation and has five years of industry experience, including roles at LPL Financial, Bank of America, Merrill, and Diversitex Inc. Summers maintains a non-investment related interest in Diversitex Inc., where he holds a gifted share. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

James Sonneborn is a CFP® professional with 19 years of industry experience. He is currently with Corient, where he has worked since 2022, following a 17-year tenure at RegentAtlantic. His background includes roles at Corient Services LLC and CIPW Service Company, LLC. 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 employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and uses risk management tools and stress testing to align portfolios with client objectives.

Vincent Egan is a financial advisor with Benjamin F. Edwards & Company, Inc., holding the Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company serves a diverse client base, including individuals, pension plans, charitable organizations, and corporations, offering a range of fee-based wrap programs, financial planning, and investment management services. The firm employs both discretionary and non-discretionary strategies, with portfolios monitored and rebalanced regularly and supported by an internal trading desk.

Johnny Covello Jr. is a financial advisor with Goldman Sachs Wealth Services, holding Series 66 and Series 63 credentials and bringing nine years of industry experience. He has worked previously at The Ayco Company, L.P./Mercer Allied and Northwestern Mutual in both investment services and life insurance roles. Goldman Sachs Wealth Services advises a diverse client base, including individual investors ranging from non-high-net-worth to high-net-worth, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging a broad ecosystem within Goldman Sachs for research, implementation, and client service.

Jeffrey Varisco is a financial advisor at Goldman Sachs Wealth Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. LLC since 2021, following a 23-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Alex Coriddi is a financial advisor at Corient with 11 years of industry experience. He holds a Series 65 designation and has worked at Corient since 2022, as well as at RegentAtlantic from 2014 to 2023. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party managers, with ongoing portfolio monitoring and risk management.

Sandra O'gorman is a financial advisor at Goldman Sachs Wealth Services with 31 years of industry experience. She has held positions at Mercer Allied Company, L.P. and The Ayco Company prior to joining Goldman Sachs in 2021. Sandra holds a Series 63 designation. Goldman Sachs Wealth Services advises a wide range of clients including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models and proprietary research to tailor solutions to client objectives.

Jason Mc Carthy is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2019 and previously spent 11 years at LPL Financial. He also provides administrative support to Private Advisor Group in a compliance officer role. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

August Ferretti is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with Bankers Life Advisory Services since 2018 and also serves as an insurance agent and unit sales manager with Bankers Life & Casualty since 2002. Outside of his advisory role, he owns and operates an LLC managing a vacation rental property in Kitty Hawk, North Carolina, which offers rental services through the website obxluxuryrentals.com. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm combines fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients' goals and risk tolerances.

Brianna Schneider is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2016, following a brief tenure at Starbucks. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic and tactical allocation models supported by multiple specialized groups and offers a wide range of advisory platforms and tools integrated within the broader Goldman Sachs ecosystem.

Valerie Downs is a CFP® with seven years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. Her prior roles include positions at LWS Wealth Advisors, Inc., Wealth Edge, and Allied Wealth Partners. MAI Capital Management provides 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 manages a broad range of strategies and integrates financial planning and tax services into its client relationships.

Shiv Raizada is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Goldman Sachs Ayco and Advantage xPO onsite Ayco, as well as a prior business, Raizada Fuel. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources with a range of tailored offerings, leveraging integrated capabilities across affiliated entities.

Alexandra Tasev is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs, Shenkman Capital Management, and Pace University Elisabeth Haub School of Law. 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 leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions and operates within a large integrated financial group offering a broad range of financial products and services.

Sean Sullivan is a financial advisor with Private Advisor Group, LLC and has 13 years of industry experience. He holds the Series 66 designation and has been associated with Private Advisor Group and LPL Financial since 2012, as well as Private Advisor Network since 2019. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a variety of investment strategies and coordinating services through multiple custodians.

Michael Aguado is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and 25 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 22 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Kyle Vito is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and AXA Advisors, LLC. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an online, discretionary model account offered as an invitation-only employee pilot. The firm uses algorithmic digital questionnaires to recommend investment risk bands and implements portfolios primarily through mutual funds and ETFs with annual rebalancing.

Max Stupak is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He has held positions at Goldman Sachs & Co. LLC since 2023 and previously worked at Kesef Accounting Services. 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 access to specialized programs and alternative investments, leveraging integrated resources across the broader Goldman Sachs ecosystem.

Adam Skot is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding a Series 66 credential and 15 years of industry experience. He has been with GWN Securities since 2016. Outside of his advisory role, he is involved in selling life and health insurance on a commission basis. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies within some of its legacy programs.