Roy Shubert is a financial advisor with Private Advisor Group, LLC, holding the ChFC® and PFS™ designations and securities licenses Series 63 and Series 65. He has 29 years of industry experience, including roles at LPL Financial and Mutual Service Corporation. Outside of advisory work, he is involved in the sale of fixed life insurance in collaboration with a Massachusetts Mutual Life agent. 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, utilizing technology platforms and third-party managers to tailor investment solutions to client goals and risk tolerances.

Joan Check is a CFP®-certified financial advisor with 22 years of industry experience. She is currently affiliated with Empower Advisory Group and has held prior roles at firms including Empower Retirement Services, Eagle Strategies LLC, and New York Life Insurance Company. Outside of her advisory work, she serves as executrix for a personal estate and receives trailing commissions from a formerly operated property and casualty insurance agency. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm utilizes an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Lingyun Yang is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and one year of industry experience. Yang's background includes roles at Blue Shield California Life & Health Insurance Company and The Guardian Life Insurance Co. of America. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Adam Moran is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven years at 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources and model portfolios with a broad range of tailored services and operates within a large integrated financial group offering distinct features such as affiliated banking and retirement consulting capabilities.

Cory Gearhart is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 18 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 portfolio available to employees with PNC Bank online credentials. The program uses algorithm-driven risk assessment and approved model strategies managed by PNC or third parties, with portfolio implementation delegated to external service providers.

Alec Sciarra is a CFP® professional with six years of industry experience, currently serving as a financial advisor at PNC Wealth Management in Morristown, NJ. His prior roles include positions at Janney Montgomery Scott and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that employs algorithm-driven risk assessment and uses mutual funds and ETFs with annual rebalancing.

Jeffrey Jordan is a CFP® with ten years of industry experience currently with Mariner Wealth Advisors. He has worked previously at Fidelity Brokerage Services LLC and TIAA-CREF. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized investment approach supported by an internal portfolio management team and integrates tax and accounting services through affiliated CPAs and enrolled agents.

James Reilly is a CFP® with 24 years of industry experience. He is currently with Corient, where he has worked since 2022, following a 22-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 a range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Rafael Arellano is a CFP® professional with eight years of industry experience. He is currently with Mercer Global Advisors Inc. and has held various roles there since 2018. Prior to that, he worked at Beacon Wealth Management, LLC and JFL Consulting, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing globally diversified portfolios with multi-factor tilts and tax management, and offers a range of implementation options and affiliated service lines.

Suzana Romine is a financial advisor at Transamerica Financial Advisors with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Romine performs home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services, managing approximately $1.7 billion in assets under management.

William Sorrentino Jr. is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Equitable Advisors LLC and AXA Advisors, LLC. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

John Riebling is a financial advisor with Eagle Strategies (New York Life) based in Chester, NJ, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has been affiliated with Eagle Strategies Corp, Nylife Securities Inc., and New York Life Insurance since 1997 and operates Riebling Wealth Strategies, LLC. Outside of his advisory roles, he is an investor in Mountain Laurel Spirits, LLC, a company that distills, ages, bottles, and sells rye whisky. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers a variety of program types and emphasizes tailored recommendations, managing the vast majority of regulatory assets on a non-discretionary basis.

Gregory Meyer is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 17 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm uses strategic and tactical allocation models and provides access to a broad range of affiliated capabilities across the Goldman Sachs ecosystem.

John Korn is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 credentials and has held prior positions at firms including LPL Financial, Victory Capital Management, Amundi, Putnam Retail Management, and Columbia Management Investment Advisers. 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 a variety of managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies while often implementing advice through third-party managers and TAMPs.

Evan Trent is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2018 to 2021, as well as at NewDay USA. 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 investment strategies supported by integrated resources across the Goldman Sachs organization and a range of specialized programs and operational tools.

Elizabeth Grausso is a financial advisor at First Command Advisory Services with 17 years of industry experience. She holds the Series 66 designation and previously worked for Morgan Stanley Smith Barney LLC for 16 years before joining First Command Financial Services, Inc. in 2026. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team and Wealth Portfolio Managers to select and monitor model portfolios.

Raymond Dewar III is a financial advisor with TD Private Client Wealth LLC, holding Series 63, 65, and 66 credentials and 14 years of industry experience. His prior work includes positions at JPMorgan Chase Bank, JP Morgan Securities LLC, Morgan Stanley, and TD Bank N.A. Additionally, he operates an independent business selling auto parts on eBay. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs a portfolio construction approach that combines strategic and tactical asset allocation using both affiliated and third-party sub-managers.

Vincent Giliberti is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 15 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a variety of portfolio management strategies within a large integrated financial group that offers services such as securities-based lending, futures and swap capabilities, and tailored corporate and family office programs.

Gary Quinzel is a CFP® and CFA® with 21 years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC since 2019 and previously held roles at AEPG Wealth Strategies, Bank of America, N.A., and Merrill. Quinzel holds Series 66 and Series 63 licenses. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and uses a diversified, risk-class based investment approach blending passive and active strategies overseen by an internal Investment Committee.

Karen Kursar is a financial advisor with PNC Wealth Management in Bridgewater, NJ, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at PNC Investments, PNC Investments LLC, PNC Bank, and Ameriprise. PNC Wealth Management provides retail brokerage and advisory services, including a model-based digital offering that uses algorithm-driven risk assessments to manage investments via approved strategies executed with mutual funds and ETFs. This invitation-only, employee pilot program emphasizes model implementation with limited direct client trading options.