Pierce Enxuto is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he was affiliated with Seton Hall University for multiple periods between 2020 and 2025. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs with a tailored approach supported by strategic allocation models, manager selections, and a range of fee structures, leveraging capabilities across the broader Goldman Sachs ecosystem.

Brian Kazanchy is a CFA® charterholder with 20 years of industry experience, currently serving at Corient. He previously worked for RegentAtlantic for 18 years before joining Corient and related entities. Outside of his advisory role, he is president of two rental real estate businesses. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm follows a goals-based, team investment approach combining internal strategies with third-party managers and employs various risk management tools to align portfolios with client objectives.

Jane Desmond is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds a Series 66 designation and has worked previously at United Capital Financial Advisers, LLC and 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated financial group affiliates to offer tailored wealth management solutions.

Luis Granados is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2014. He holds a Series 66 license and has been associated with LPL Financial, LLC over the same period. 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.

Christine Taylor is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. She holds a Series 66 designation and previously worked at UBS for 10 years before joining Janney Montgomery Scott in 2022. 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 a diverse client base including individuals, families, trusts, corporations, and charitable organizations, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Jonathan Caplan is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 21 years of industry experience. He has previously worked with Mariner Independent Advisor Network and Atlas Private Wealth Advisors and is the president of Caplan Capital Management, Inc., an investment advisory firm he has led since 1996. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey asset management platforms, supporting various analytical approaches and client preferences through a broad network of investment adviser representatives.

Dennis Huergo is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and ChFC® designations and seven years of industry experience. His prior roles include positions at Altfest Personal Wealth Management, Facet Wealth, and New York Life. He also serves as an adjunct professor at Seton Hall University’s Stillman School of Business, teaching the CFP curriculum to undergraduates. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm serving 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, guided by an internal Investment Committee and supported by quantitative and fundamental research.

Rohan Jacob is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Accenture Operations Services and American International Group. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers customized financial planning and portfolio management supported by strategic allocation models and specialized programs such as Private Family Office services and Financial Wellness offerings.

Nicholas Samara is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. He has also been associated with Madison Wealth Planners and LPL Financial since 2021. Prior to his advisory roles, he worked at Rowan University and Madison Public School. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Alexander Williams Jr. is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Fidelity Investments, Wells Fargo, Lincoln Investment, and The Vanguard Group. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, using a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers.

Sheldon Ferriss Jr. is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Wells Fargo Advisors and its clearing division before joining Janney in 2018. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and provides investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Roger Marvinney is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with PNC Investments LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs.

Ryan Coughlin is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. His work history includes multiple roles at Goldman Sachs and Boston College. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a range of platforms supported by proprietary analytics and integration with the broader Goldman Sachs ecosystem.

Daniel Polizzano is a financial advisor at Private Advisor Group, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Private Advisor Group and LPL Financial since 2012. Private Advisor Group serves a diverse client base, including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and access to third-party asset managers and turnkey platforms.

Timothy Hyland is a CFP® with 25 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC. He has worked at Penn Mutual and Hornor, Townsend & Kent since 2002. Outside of his advisory role, he is the proprietor of Stone Hill Financial LLC, a multi-line insurance business involved in employee benefits and insurance sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charities, and retirement plans through a broad network of advisers, offering advisory programs, financial planning, and retirement consulting. The firm operates both advisory and broker-dealer services, managing substantial assets under management through third-party asset manager relationships and providing tailored investment solutions.

Stephen Derosa is a financial advisor with GWN Securities Inc. in Watchung, NJ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, he serves as Vice President of Jost Financial, a registered investment advisory firm, where he focuses on client relationships and marketing. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports about 423 advisors and manages approximately $3.65 billion across more than 37,000 accounts, offering a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Thomas Grant is a CFP® professional with 24 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, having previously worked with Grove Point Investments and H.Beck, Inc. Grant has also been involved with Prestige Title Agency for over a decade. Private Advisor Group serves a diverse clientele including individuals, business entities, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, providing access to multiple advisory programs and third-party asset managers through a broad network of investment adviser representatives.

Nathan Pugliese is a CFP® and ChFC® with 28 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at Ameriprise Financial Services, Inc., Summit Financial, LLC, and LPL Financial. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, overseen by an internal Investment Committee.

John Gannon is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Private Advisor Group since 2016, LPL Financial since 2011, and Shembe & Gannon, LLC since 2000. He is involved with Schembre & Gannon, LLC, a CPA affiliate program based in Basking Ridge, NJ. 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 corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services and utilizes multiple platforms and third-party asset managers to tailor investment strategies.

Scott Silver is a financial advisor at Lido with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Fountainhead Asset Management and Fountainhead Capital Management. Silver serves as a finance trustee of the Reeves-Reed Arboretum in Summit, NJ. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach with diversification across multiple asset classes and offers discretionary management alongside access to third-party managers and sub-advisers.