John Egan is a CFP® professional with 38 years of industry experience, currently affiliated with Hightower Advisors in Madison, NJ. He has been with HighTower Securities and HighTower Advisors since 2016. Outside of his advisory role, Egan serves as Vice President on the board of the Hartley Dodge Foundation and is a board member of the South Beach Association. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to construct diversified portfolios.

Marc Connolly is a financial advisor with TD Private Client Wealth LLC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc., TD Ameritrade, and RBC Capital Markets. Outside of advisory work, he owns rental property for college students in Fairfield, Connecticut. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and access to a range of investment products through a combination of affiliated and third-party sub-managers.

Delia Mezzina is a CFP®-certified financial advisor with seven years of industry experience, currently with Beacon Pointe Advisors, LLC. Her prior experience includes roles at Zoe Financial, Fidelity Brokerage Services, and Legg Mason. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, and offers proprietary private funds alongside comprehensive performance reporting and analytics.

Christopher Piccoli is a CFP® professional with 17 years of industry experience, currently advising at Mariner Wealth since 2024. His prior experience includes roles at The Mather Group, RegentAtlantic, and J.P. Morgan in various capacities. He serves as an Advisory Board Member at CDT Capital Management, where he provides strategic guidance on marketing and regulatory matters. 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 combines in-house research with third-party manager allocations and provides integrated tax and administrative family office services.

Gregory Campbell is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2017, following five years at PNC Investments. Outside of his advisory role, he is a managing member of Jolie Group, LLC, a holding company for a mixed-use building. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a range of strategic and tactical asset allocation portfolios that include both affiliated and third-party sub-managers.

Steven Ford is a financial advisor at J.W. Cole Advisors, Inc. with 40 years of industry experience. He holds the Series 63 designation and has worked at firms including Cambridge Investment Research and Fcg Advisors LLC. Ford is a board member of the Summit Mens Lacrosse Alumni Association and the Summit Area YMCA Emeritus Board. J.W. Cole Advisors operates a large network of independent advisers offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a range of investment strategies and provides access to multiple platforms and third-party managers.

Paul Butler is a financial advisor with Janney Montgomery Scott in Bedminster, NJ, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2024 before joining Janney Montgomery Scott in 2024. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Ericka Towe is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 credentials. She has 23 years of experience in the industry, including roles at InheritGuard, LLC, WFG, and various business activities outside traditional advisory work. Outside of her financial career, she performs comedy at clubs through her involvement with I Work 4U, Entertainment, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios and providing both discretionary and non-discretionary investment programs.

Gunnar Himmel is a CFP® with six years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Janney Montgomery Scott LLC, Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base, including individual investors and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across various asset classes.

Robert Ibrahim is a CFP® certificant with 34 years of experience in financial advisory roles. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Janney Montgomery Scott. Outside of his advisory work, he is an author writing about his life and career and serves as an advisory board member for the CFO Leadership Council. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account services.

Samuel Berger is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Sanctuary Securities, Inc. and Fieldpoint Private. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates a large network of independent representatives and offers a range of solutions including discretionary and non-discretionary programs, separately managed accounts, and retirement plan advisory services.

Nicholas Schmidt is a financial advisor at &PARTNERS with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services, LLC, and Veritable L.P. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a mix of proprietary and third-party investment strategies across fundamental, technical, and quantitative analysis.

Griffin Mcparland is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs AYCO Personal Financial Management. Outside of advisory work, he is involved in a financial services and insurance business under a DBA. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and access to third-party managers. The firm utilizes a variety of discretionary and model-based portfolio strategies, including market-timing and momentum-based approaches in select legacy programs.

Mark Van Houten is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He has been with Janney since 2006 and is also associated with GJ-MAC Enterprises, LLC, d/b/a Home Instead. He holds Series 63 and Series 66 credentials. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

John Bannan is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with GWN Securities since 2016. Outside of advisory services, he is president of Bannan Financial Group LLC, an entity used as his DBA. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs, financial planning, and access to third-party managers. The firm combines discretionary portfolio management with model-based allocations and employs both affiliated and unaffiliated sub-advisers, offering strategies that include market-timing and momentum-based approaches.

Jason Grantz is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63, 65, and 66 licenses and four years of industry experience. He previously worked at Unified Trust Company for 12 years, followed by roles at American Trust and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Brian Fischer is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 43 years of industry experience. He has worked at Commonwealth since 2011 and is also president of Economic Concepts, Inc., a securities and insurance business he co-owns. Outside of his advisory work, he is part owner of La Familia LLC, an entity created to own and operate a boat. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including discretionary model portfolios and personalized investment solutions, while enabling advisors to offer customized advice under Commonwealth’s supervision.

Jared Zahn is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and beginning his advisory career in 2025. Prior to entering the financial advisory field, he worked at Cushman & Wakefield and Robert Half. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services through a large network of advisors.

Adam Gutkin is a financial advisor at TD Private Client Wealth LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CITI for ten years before joining TD in 2021. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers and offers portfolio management, financial planning, and custody services.

Lee Piccarelli is a financial advisor with HSBC Securities (USA) Inc. in Chatham, New Jersey, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. He has been with HSBC Securities and HSBC Bank USA since 2013. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm employs a structured investment process with multiple risk profiles and utilizes affiliated asset management and fund due diligence services.