Rohan Jacob is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Accenture Operations Services and American International Group. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers customized financial planning and portfolio management supported by strategic allocation models and specialized programs such as Private Family Office services and Financial Wellness offerings.

Nicholas Samara is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. He has also been associated with Madison Wealth Planners and LPL Financial since 2021. Prior to his advisory roles, he worked at Rowan University and Madison Public School. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

John Horn is a financial advisor at Steward Partners Investment Advisory, LLC with a Series 66 credential and one year of industry experience. Before joining Steward Partners in 2025, he worked for six years at CFRA Research and spent two years at Warburg Pincus. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, financial planning, and managed account services through both proprietary and third-party solutions.

Carlos Davidson is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Capital Truth Advisors, Valeo, and Late Stage Management, as well as positions outside finance at Alpine Meats and Deli, Straus News, and White Deer BBQ. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Ryan Coughlin is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. His work history includes multiple roles at Goldman Sachs and Boston College. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a range of platforms supported by proprietary analytics and integration with the broader Goldman Sachs ecosystem.

Daniel Polizzano is a financial advisor at Private Advisor Group, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Private Advisor Group and LPL Financial since 2012. Private Advisor Group serves a diverse client base, including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and access to third-party asset managers and turnkey platforms.

Thomas Grant is a CFP® professional with 24 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, having previously worked with Grove Point Investments and H.Beck, Inc. Grant has also been involved with Prestige Title Agency for over a decade. Private Advisor Group serves a diverse clientele including individuals, business entities, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, providing access to multiple advisory programs and third-party asset managers through a broad network of investment adviser representatives.

David Elwood is a CFP® professional with over 30 years of experience in the financial industry. He is currently affiliated with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Elwood holds Series 63 and Series 65 licenses and operates The Elwood Wealth Management Group as a support business. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment adviser managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Nathan Pugliese is a CFP® and ChFC® with 28 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at Ameriprise Financial Services, Inc., Summit Financial, LLC, and LPL Financial. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, overseen by an internal Investment Committee.

David Hill is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2012. He is based in Madison, NJ. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs a discretionary, customized portfolio approach supported by both in-house research and third-party managers, with capabilities that include alternatives, structured notes, and digital assets alongside comprehensive tax and administrative services.

John Gannon is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Private Advisor Group since 2016, LPL Financial since 2011, and Shembe & Gannon, LLC since 2000. He is involved with Schembre & Gannon, LLC, a CPA affiliate program based in Basking Ridge, NJ. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services and utilizes multiple platforms and third-party asset managers to tailor investment strategies.

Nicolas Vlacich is a Series 66 licensed advisor with J. W. Cole Advisors, Inc. He joined the firm in 2026 and has prior experience at Fidelity Bank and Wilkes University. Outside of advising, he is involved with Triple V Property LLC. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers a range of portfolio management and financial planning services to individuals, high-net-worth clients, and institutional accounts.

James Perhacs is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at PAG Financial LLC and Private Advisor Group, LLC since 2011 and 2020 respectively, and has been associated with Morristown Financial Group, LLP and LPL Financial since 2001. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Ethan Dawson is a Series 66-licensed advisor with Goldman Sachs Wealth Services, based in Morristown, NJ, and has three years of industry experience. Prior to joining Goldman Sachs, he held roles with 13th Street Bikes, Uncle Oogies Pizzeria, and Fairleigh Dickinson University. 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 with tailored strategies supported by proprietary research, a range of fee arrangements, and access to affiliated Goldman Sachs capabilities.

Aron Lukacs is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years 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 leverages centralized investment resources and a range of tailored offerings, delivering services through both direct and partner programs within a large integrated financial group.

Philip Pascarella is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies overseen by an Investment Strategy Committee.

Clark Silverstein is a financial advisor with SPC, holding Series 66 and Series 63 credentials and 18 years of industry experience. His career includes roles at Ic Advisory Services Inc, The Investment Center Inc, and Platinum Corp Services, Llc. In addition to his advisory work, he is involved in independent life insurance sales, reviewing client policies and processing new life, disability, and long-term care insurance applications. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporations. The firm supports hundreds of advisors delivering tailored and discretionary investment advice through various account programs and maintains notable affiliations with broker-dealers and insurance agencies.

Salvatore Dispenziere III is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at LPL Financial, Sagepoint Financial, and Elite Retirement Consultants. Outside of his advisory work, he is involved in a family business related to video game development. NewEdge Advisors serves a diverse range of clients, including individuals, trusts, pension plans, and corporations, offering discretionary and non-discretionary portfolio management through a wrap fee program. The firm employs asset allocation across mutual funds, ETFs, and individual securities, with regular portfolio reviews and rebalancing.

Evan Gallipoli is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following eight years at The AYCO Company, L.P./Mercer Allied. Gallipoli serves as a board member of Servant's Heart Ministry Corporation, a nonprofit organization based in Paterson, NJ. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored wealth management solutions integrated within a large financial group.

Richard Samara is a CFP® with 42 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2014. He also has a concurrent affiliation with LPL Financial. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a range of programs featuring third-party asset managers, turnkey platforms, and a proprietary WealthSuite account program.