Leonard Cheah is an investment advisor representative with TLG Advisors, Inc. in Summit, NJ, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at The Leaders Group Inc., Compass Management Holdings LLC, and GWN Securities, Inc. Outside of his advisory work, he is co-founder and CFO of OC Tech, LLC, a company focused on creator ERP systems, and co-founder and CFO of Good Fire Co. LLC, a hot sauce brand. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection approach grounded in fundamental analysis and Modern Portfolio Theory, offering both sub-advised portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Jay Heidt is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 registrations and possessing 42 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management delivers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Yinan Xiao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 registrations, and has 21 years of industry experience. Xiao has worked at Transamerica Financial Advisors since 2012 and has held roles at several firms including Fidelity Service LLC and Century 200 Group, LLC. Outside of advising, Xiao is involved with Union Synergy as an owner and administrator and provides estate planning services through LSPN Pro, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Maxim Pogorelov is a financial advisor with Mariner holding Series 65 and Series 66 licenses. He has one year of industry experience and previously worked at UBS Financial Services and Swarthmore College. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and integrates tax and accounting services alongside portfolio management.

Christopher Glatz is a financial advisor at Mariner with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research and FCG Advisors. He is also involved with MSEC, LLC as a registered representative. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax and administrative solutions uncommon in large advisory enterprises.

Christopher Nichols is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 21 years of industry experience. He has worked at Hornor, Townsend & Kent since 2006 and is also affiliated with Penn Mutual Life Insurance since 2018. Nichols is involved in multiple insurance brokerage activities, including ownership of Nichols Financial Planning and roles as an agent with Primary Financial & Ark Wealth Solutions and Stone Hill Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services mainly on a non-discretionary basis through third-party asset manager platforms and consulting. The firm combines standard investment approaches with client-directed implementation and is notable for its dual registration as an SEC-registered investment adviser and broker-dealer.

Karen Creel is a financial advisor with TLG Advisors, Inc. and holds Series 63 and Series 65 licenses. She has 15 years of industry experience, with prior roles at First Republic Securities Company, LLC, Rockefeller Financial LLC, and Aurelia Private Office. She also heads wealth structuring at SEQUENT (FLORIDA) LLC. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring to build diversified portfolios, offering both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Jonathan Gerrard is a financial advisor with TLG Advisors, Inc. He holds a Series 66 credential and has eight years of industry experience. His work history includes roles at Gerrard Advisors LLC, The Leaders Group, Inc., Douglas Gerrard, TIAA-CREF, Merrill, and Penn Mutual Life Insurance Company. He is involved with Gerrard Advisors LLC, supporting administrative and operational functions related to life insurance and pension plan cases. TLG Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring, utilizing fundamental analysis and Modern Portfolio Theory, and offers portfolio management and financial planning services through a network of independent advisors and sub-advisors.

Rohit Bhalla is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Bhalla is currently affiliated with Sanctuary Securities, Inc. and Sanctuary Advisors LLC. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a network of independent advisors and sub-advisors to implement diverse investment strategies.

Bradley Hampton is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at multiple affiliated entities within the Bankers Life network since 2016 and was previously employed at Future Payment Technologies. Hampton is also licensed as an insurance agent with Bankers Life and Casualty, where he sells life, health, and annuity insurance products. 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 uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Edwin Colvin Jr. is a financial advisor with Tlg Advisors, Inc. and holds the Series 63 and Series 65 licenses, with 41 years of industry experience. He has been associated with Capitas Financial LLC and The Leaders Group, Inc. since 2009. Outside of his advisory roles, he is a partner and agent at Pinnacle Group, which supports life insurance and annuity brokerage services. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and comprehensive financial planning, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory.

Haibo Liang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses. Liang has been with the firm since 2026 and has prior experience in self-employed rental property management and work with LegentCom Photonics. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA and provides various platform features such as securities-backed lending and bank deposit sweeps.

Mark Gori is a Series 66-licensed advisor with six years of industry experience. He is currently affiliated with TLG Advisors, Inc. and The Leaders Group Inc. Prior to these roles, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. TLG Advisors, Inc. serves a diversified client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both advisor-managed and direct-to-consumer investment programs.

Brian Flynn is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Hightower Advisors, where he has worked since 2026. Prior to this, he held roles at Journey Strategic Wealth LLC, Magnus Financial Group, Purshe Kaplan Sterling Investments, Inc., and Dynasty Wealth Management, LLC. Flynn is also an independent insurance broker, dedicating less than 10% of his business hours to this activity. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and diversified portfolio construction.

Ronald Volpe is a financial advisor with HSBC Securities (USA) Inc. and HSBC Bank USA N.A. with 21 years of industry experience. He holds Series 66 and Series 63 licenses and has worked primarily within HSBC-affiliated firms since 2008. Outside of his advisory role, he volunteers at St Clare Church, assisting with religious instruction and supervising children. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and fully discretionary investment programs, employing a risk-profile-based asset allocation approach supported by HSBC Global Asset Management and third-party providers.

Julie Sumitomo is a financial advisor at TD Private Client Wealth LLC with 17 years of industry experience. She holds the Series 66 designation and has worked previously at Santander Securities, LLC and Santander Bank, NA. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation across affiliated and third-party managers, providing portfolio management, financial planning support, and custody services.

Alan Mendlowitz is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His prior work includes roles at PRUCO Securities, LLC and The Prudential Insurance Company of America. Outside of advisory work, he is president of Wisemen Insurance Services, Inc., a property and casualty insurance agency. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive history of including market-timing and momentum-based strategies in its program suite.

Kevin Barry is a CFP® professional with 37 years of industry experience, currently serving at GWN Securities Inc. since 2020. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and CitiStreet. He is also involved in insurance sales, focusing on life, long-term care, and disability insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers for individuals and business clients. The firm supports a network of approximately 423 advisors and manages around $3.65 billion across more than 37,000 accounts, delivering advice through various managed-account programs and model portfolios.

Arshad Awan is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with TD Bank and its affiliated entities since 2014. Awan also serves as a FINRA non-public arbitrator. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic asset allocation and investments from both affiliated and third-party managers.

Kevin Pearly is a financial advisor at Sanctuary Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he owns a beach house in Beach Haven, New Jersey, which he occasionally rents. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a broad network of independent advisors and affiliated entities, utilizing a range of account types and investment strategies.