Bryan Corbitt is a CFA® charterholder with 15 years of industry experience. He is currently an advisor at Mercer Global Advisors Inc. in Morristown, NJ. His prior experience includes roles at Northwestern Mutual Wealth Management Company and The Prudential Insurance Company of America. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other specialized strategies.

Tyler Street is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. His career history includes roles at Goldman Sachs, London Mutual Credit Union, Amazon, Marist College, Doordash, and Pasa Alta Manor. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management using strategic allocation models and manager selections, with access to specialized programs and alternative investments through its integration with the broader Goldman Sachs ecosystem.

Martin Donnelly is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Goldman Sachs since 2019 and was previously with The AYCO Company, L.P./Mercer Allied for seven years. 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 and offers specialized programs such as Private Family Office services and Executive Wealth programs, integrating capabilities across the broader Goldman Sachs organization.

Janet Talis is a financial advisor at &Partners with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing for seven years before joining &Partners. &Partners serves a diverse range of clients including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and advisory services using a combination of fundamental, technical, and quantitative analysis, supported by both proprietary and third-party strategies.

Michael Towman is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Citigroup Global Markets, Merrill, Banc of America Investment Services, and UBS Financial Services. He is also the owner of Towman Associates LLC, a non-investment related business. 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 managed account solutions. The firm employs a fiduciary-based advisory model that utilizes multiple investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Anthony Castano is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Washington, DC. He has 10 years of industry experience, including six years at The AYCO Company, L.P./Mercer Allied and five years at Goldman Sachs & Co. LLC. Castano has also been affiliated with Fairleigh Dickinson University since 2010. Goldman Sachs Wealth Services delivers financial planning, investment management, and advisory support to a diverse client base, ranging from individual and high-net-worth households to corporate and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its position within a large integrated financial group.

Michael Kats is a CFP® and holds the Series 66 designation, with 12 years of experience in the financial services industry. He has worked at Mariner Wealth Advisors since 2022 and previously spent seven years at Merrill and Bank of America, N.A. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and tax services, combining in-house research with third-party manager allocations across a wide range of strategies and operational offerings.

Christine Esposito is a financial advisor at &Partners with 30 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of her advisory role, she serves as power of attorney for her parents. &Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services using a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

John Anderson Jr. is a financial advisor with Kestra Advisory and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services since 2006. Anderson is also the owner of Tempewick Wealth Management, which provides consulting, insurance, and investment advisory services. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves a diverse client base including large institutional investors and provides both discretionary and non-discretionary fiduciary services.

Victor Vera Arias is a financial professional at GWN Securities Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vera Capital Management LLC since 2019 and ASO Safety Solutions Inc. from 2015 to 2019. Outside of investment advisory, he is active as a life insurance agent through TruChoice. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm employs a variety of discretionary portfolio management strategies, including market-timing and momentum-based approaches, and integrates technology platforms such as Fidelity-sponsored FMAX in its offerings.

John Foster is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 30 years of industry experience. His prior work includes roles at LPL Financial from 2007 and A.G. Edwards & Sons, Inc. from 2003. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including its proprietary WealthSuite platform. The firm’s fiduciary-based model involves client goal and risk assessment to either directly manage portfolios or assist in selecting managers and model portfolios from leading strategists, utilizing multiple investment methods and technology platforms.

Michael Capriotti is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Merrill, and founded Capriotti & Company. Capriotti also provides non-variable insurance services, including life, health, disability, and fixed annuities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and program sponsors.

Mark Scordato is a financial advisor at J.W. Cole Advisors, Inc. with 24 years of industry experience. He holds a Series 66 designation and has worked with firms including Global Financial Private Capital, LLC and his own company, Mark Scordato & Associates Inc. Outside of advising, he is the president and creator of Redline WFO Productions, LLC, a venture related to TV show development. J.W. Cole Advisors operates through a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple third-party investment managers for individual, high-net-worth, and institutional clients. The firm utilizes both discretionary and non-discretionary strategies, combining fundamental and technical analysis with digital advice platforms.

Robert Streit Jr. is a financial advisor at Private Advisor Group, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, LLC and Invest Financial Corporation. Additionally, he has been affiliated with Beneficial Savings Bank since 2008. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that utilizes both proprietary and third-party investment strategies and technology platforms.

Michael Sevchuk is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following an 18-year tenure at The AYCO Company, L.P./Mercer Allied. 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 utilizes centralized investment resources and model portfolios, delivering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Eric Lyons is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 registrations. He has 29 years of experience in the industry, with prior roles at Signature Securities, Terra Capital Markets, and Diamond Wholesale Corp. Lyons has been associated with Private Advisor Group and LPL Financial since 2022. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that incorporates technology platforms and a range of investment strategies, often utilizing third-party managers and model portfolios.

Scott Cohen is a financial advisor at NewEdge Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab and Ameriprise Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Marc Depasquale is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has held prior roles at Coerver Coaching, Rino's Pizzeria, OK Petroleum, and Wealth Advisory Group LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm integrates strategic allocation models and manager selections with a range of service platforms, leveraging the broader Goldman Sachs ecosystem to offer comprehensive wealth management solutions.

Tina Welles is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ, holding a Series 66 designation and 13 years of industry experience. She worked at The AYCO Company, L.P./Mercer Allied for nine years before joining Goldman Sachs in 2018. 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 offers tailored advisory solutions supported by strategic allocation models, manager selections, and a range of implementation options, leveraging resources across the broader Goldman Sachs network.

Joseph Norris is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and over 21 years of industry experience. His career includes roles at LPL Financial, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Norris operates under the hybrid Registered Investment Advisor model within Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based approach, combining client-specific goals with multiple investment strategies implemented directly or through third-party managers and technology platforms.