Thomas D'angelo is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 15 years at The AYCO Company, L.P. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and a large integrated financial group to offer tailored wealth solutions and a range of specialized programs.

Sarah Equils is a CFP® professional affiliated with Beacon Pointe Advisors, LLC. She has one year of industry experience and previously worked at Lighthouse Financial Advisors and multiple banking institutions. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including high-net-worth individuals and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across various asset classes.

Ryan Petti is a CFP® and ChFC® credentialed advisor with Hornor, Townsend & Kent, LLC, where he has worked since 2020. He has six years of industry experience and has also been associated with Penn Mutual Life Insurance Company since 2019. Outside of his primary role, he is involved in insurance sales and several financial advisory activities through affiliated businesses. Hornor, Townsend & Kent serves individuals, high-net-worth clients, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, managing billions in assets through a platform that includes discretionary and non-discretionary accounts alongside third-party asset manager relationships.

Peter Vitale is a financial advisor at Guardian Life with 28 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Park Avenue Securities, Mass Mutual Investors Services, and MetLife Securities. Outside of his advisory role, Vitale is also active as an insurance broker for products other than those offered by Guardian Life. Guardian Life’s Park Avenue Wealth Management provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and model-based investment strategies supported by proprietary programs and third-party platforms, offering tailored client solutions including financial planning and group education.

Steven Sklaver is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Schwab Wealth Advisory, Inc. He has 15 years of industry experience, including roles at Charles Schwab & Co., Charles Schwab Bank, USAA Financial Planning Services, and Guardian Life Insurance. He serves as a committee member for Red Bank RiverCenter, a nonprofit organization focused on local community projects. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and selected referrals. The firm uses Charles Schwab & Co.’s standard asset-allocation models and internal research to offer tailored recommendations and typically utilizes separately managed accounts managed by third parties.

Paul De Sisto is a CFA® charterholder with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at M&R Capital Management Inc for 12 years. 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 managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and retirement consulting services.

Louis Seaman is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds the ChFC® designation and Series 63 license, and has 12 years of industry experience. Seaman has worked with Eagle Strategies since 2026 and has been with affiliated New York Life entities since 2012. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Sanjeev Segan is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies since 2013 and has a broader tenure with New York Life and its affiliates dating back to 2007. In addition to his advisory role, he is an independent contractor brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement plan advisory services. The firm provides a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Katie Clark is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. She has previously held roles at Simplicity Investments and Brian K Adams & Associates. In addition to her advisory work, she is an executive director and co-national sales manager at BKA Financial, LLC, where she is involved in advanced insurance planning and business operations. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm uses fundamental analysis and Modern Portfolio Theory to create diversified portfolios and offers both traditional portfolio management and a digital program called Starlight Portfolios.

Gabrielle Lindenfeld is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. She holds Series 66 and Series 65 licenses and has been with Goldman Sachs & Co. since 2012. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, using strategic allocation models and proprietary analytics integrated across the Goldman Sachs ecosystem.

Darrin Miles is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior experience includes roles at New York Life, NYLIFE Securities, and The Prudential Insurance Company of America. Outside of his advisory work, he serves as a facilitator for Real World Academy, a nonprofit providing youth development services such as life skills training and budgeting. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including 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, utilizing Envestnet-developed UMA models for portfolio construction.

Daniel Smirnov is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at Merrill, CitiBank, TD Bank, and Northfield Bank, as well as a four-year period at Baruch College, CUNY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and leverages both discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Liwen Li is a financial advisor with Transamerica Financial Advisors based in Piscataway, NJ. She holds Series 65 and Series 63 licenses and has four years of industry experience. In addition to her advisory role, Liwen co-owns Vert Global LLC, a firm providing immigration consulting services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Elizabeth Newman is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. She has worked at Valic Financial Advisors since 2013 and also serves as an agent at Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. 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 and management.

Jeuris Ramon Pena is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and three years of industry experience. He has prior experience with World Financial Group, Inc., ICON Parking, and City Winery. Outside of financial advising, Pena serves as an accounting manager for LVRN Records LLC, a music record label. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Shaun Wolcott is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 designation and one year of industry experience. He has worked at Connolly, Switaj, Fogler & Co LLP since 2005 as a CPA. Integrated Wealth Concepts 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, family office services, and sponsors wrap-fee programs, utilizing customized portfolios with a combination of internal and third-party management.

Christopher Turso is a CFP® professional at Cerity Partners LLC with four years of industry experience. His prior experience includes roles at Round Table Wealth Management and Northwestern Mutual. He also spent four years affiliated with Michigan State University. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers tailored wealth management services with an investment framework based on client-specific profiles and asset allocation, integrating proprietary quantitative methods, third-party strategies, and direct security selection.

Aaron Berlow is a financial advisor with Lincoln Investment in Cranford, NJ, holding a Series 66 designation and one year of industry experience. He also serves as Vice President of Strategy and Operations at Wildenstein & Co., Inc., where he oversees strategic direction and operational analysis, particularly within the art and real estate sectors. Additionally, he is the owner of Amber USA LLC, a leather goods manufacturing business. Lincoln Investment is a large enterprise advisory and broker-dealer that serves individual and high-net-worth investors, trusts, charities, and retirement plans, including a focus on educators and 403(b)/457(b) programs. The firm employs a combination of advisor-led consulting, strategic model portfolios, and third-party managers supported by an in-house Investment Management & Research team.

Robert Kelly is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Farther since 2021. His prior experience includes roles at Bank of America, Merrill, JPMorgan Chase Bank, and Grisanti Capital Management. He is a trustee for Imagine, A Center for Coping with Loss, a nonprofit providing free grief services to children. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and discretionary investment management. The firm’s approach is based on Modern Portfolio Theory, using bespoke and algorithmic model portfolios primarily invested in ETFs, mutual funds, equities, and fixed income.

Ruiying Dong is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Transamerica Financial Advisors. Prior to joining Transamerica, she worked at Credit Suisse for eight years. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party model portfolios, with program options that include both discretionary and non-discretionary management.