David Cassin is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Northwestern Mutual entities. He also serves as an agent for non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models and operating on a large scale with over 1,200 advisors.

Jason Burd is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and was employed by the Philadelphia Eagles for nine years prior to his financial services career. 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 that includes portfolio management and access to a range of managed account solutions and third-party strategists.

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 and holds a Series 66 designation. He has five years of industry experience, including roles at LPL Financial, Bank of America, Merrill, and Diversitex Inc., where he has a background spanning over a decade. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a range of strategies and technology platforms while offering access to both proprietary and third-party managed account solutions.

Meizhen Chen is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012. Chen also has experience with Century 200 Group, LLC and World Financial Group, Inc. In addition to her advisory role, she serves as a Medicare sales agent with Spark Insurance Services, helping clients select suitable Medicare plans. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm employs a combination of proprietary and third-party model portfolios and manages approximately $2.1 billion in assets under management as of December 2025.

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. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Prior to joining Benjamin F. Edwards in 2013, he worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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. The firm offers a range of advisory programs, financial planning, and investment management services that utilize proprietary and third-party strategies.

Richard Coppa is a CFP® with 23 years of experience in financial advisory. He has worked at Mariner Wealth Advisors since 2020 and previously spent 17 years at Wealth Health, LLC. He serves as a board member of the Pediatric Cancer Foundation in New Jersey, where he contributes to awareness, fundraising, and financial governance. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers to offer customized portfolio solutions along with integrated tax and accounting services.

Johnny Covello Jr. is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes positions at The Ayco Company, L.P./Mercer Allied and Northwestern Mutual. Goldman Sachs Wealth Services advises a diverse clientele ranging from individual investors to institutional clients, providing financial planning and portfolio management alongside specialized wealth programs and access to alternative investments. The firm employs tailored strategies supported by proprietary research and integrated capabilities across the Goldman Sachs network.

Jeffrey Varisco is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 23 years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates various strategic and tactical allocation models and provides clients with access to a wide range of affiliated Goldman Sachs capabilities.

Alex Coriddi is a financial advisor at Corient with 12 years of industry experience. He holds a Series 65 credential and previously worked at RegentAtlantic for nine years before joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

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 McCarthy is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at LPL Financial, Raymond James & Associates, Uvest Financial Services Group, Inc., and Harrisdirect LLC. He also provides administrative support to Private Advisor Group as a compliance officer. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers proprietary and third-party managed account solutions through various technology platforms.

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 two years of industry experience. She holds a Series 66 designation and has worked previously at Shenkman Capital Management and held various roles related to law and artist management, including time at Pace University Elisabeth Haub School of Law and several music management firms. 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 using tailored strategies developed by specialized investment groups and offers access to a broad range of financial services and alternative investments within the Goldman Sachs ecosystem.

Keith Dowling is a CFP® professional with 21 years of industry experience, currently advising at Mariner in Florham Park, NJ. He has worked at Mariner Wealth Advisors since 2014 in various capacities and also spent time at Msec, LLC and FirstPoint Financial. Mariner serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized tax and family office services. The firm uses customized, discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services uncommon among large advisory enterprises.

Sean Sullivan is a Series 66 licensed financial advisor with 14 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial since 2012 and worked at Private Advisor Network, LLC from 2019 to 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based model combines client goal assessment with portfolio management and third-party manager selection, utilizing technology platforms and diverse investment strategies.