Michael Tambini is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Private Advisor Group since 2015 and previously spent seven years at PNC Wealth Management. 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 including its proprietary WealthSuite platform and alternative investments. The firm operates on a fiduciary advisory model and utilizes both third-party managers and technology platforms to implement investment strategies tailored to client goals and risk tolerances.

Kim Luthy is a CFP® with 37 years of industry experience, currently serving at Kestra Advisory since 2020. Her prior roles include positions at Allied Wealth Partners and Securian Financial Services. Outside her advisory work, she teaches financial education courses and founded The Vision Network, which connects women through vision board activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Erin O'Donnell is a Series 66-credentialed advisor at Guardian Life with two years of industry experience. Her career includes roles at Equitable Advisors, LLC and various positions within Guardian Life since 2025. Prior to entering financial services, she held positions at Mount St. Mary's University and worked with business consulting and insurance firms. Guardian Life’s wholly owned subsidiary, Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.

Stephanie Rondon is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. She has worked at Goldman Sachs Ayco since 2021 and previously held roles at Advantage XPO, Freshpair.com, Inc, and Harvest Restaurants. 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 provides tailored offerings such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated services.

Jack Zotti is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott since 2012. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Eric Schenk is a CFP® professional with 12 years of industry experience, currently with Rockefeller Financial LLC. Prior to joining Rockefeller in 2025, he spent 11 years at UBS Financial Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services.

Paul Aris is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott since 2018, with prior experience at Bank of America and Merrill. Outside of advising, he serves as an adjunct business professor at Fordham University's Gabelli School of Business and is a member of the board of directors for the Wharton Club of New Jersey. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, and institutional clients, offering brokerage, financial planning, consulting, and advisory programs supported by in-house and third-party portfolio management.

Leigh Russo is a CFP® professional with 12 years of experience in the financial services industry. She is currently with Mariner and has held roles at MSEC, LLC and Cambridge Investment Research. Russo serves on the finance committee of Executive Women of New Jersey. Mariner provides comprehensive wealth management and financial planning services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm offers customized, discretionary portfolios supported by an internal investment team and integrates tax, accounting, and family office services alongside traditional portfolio management.

Henry Falquez is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Valic Financial Advisors since 2014 and has been with Agia since 2022. Outside of advisory work, he serves as a notary public in New Jersey. Valic Financial Advisors primarily serves U.S.-based 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’s UMA models and maintaining approximately $26.4 billion in discretionary assets across a large advisor network.

Marlene Badai is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has been with GWN Securities since 2014. In addition to her advisory work, she operates a life insurance business focused on assessing family insurance needs and protecting inheritances. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment programs including both traditional asset allocation and legacy market-timing strategies.

Samuel Hardy is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining TD in 2026, he worked at Nest Investments BD LLC and Nest Investments LLC from 2023 to 2026, and has held positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. among other firms. Hardy also operated Hardy Solutions from 2022 to 2023. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm employs a portfolio construction approach combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Terence Coyle is a financial advisor at Private Advisor Group, LLC with 47 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at Private Advisor Group since 2011, LPL Financial since 2004, and WS Griffith Securities, Inc. from 2002 to 2004. Outside of advising, he is involved in several insurance-related businesses, including offering non-variable insurance and selling occasional disability income policies. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and employs a combination of proprietary technology platforms and third-party managers to deliver diversified investment strategies.

Michael Santana is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. His prior experience includes five years at Merrill and roles in education at Rutgers Business School and Union County College. Outside of finance, Santana owns and manages an online retail cigar business, Santana Cigars. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Derek De Pol is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, he manages real estate through De Pol Real Estate, LLC and De Pol Real Estate Holdings, LLC. GWN Securities provides investment advisory and related services to individual and corporate clients via multiple managed account programs and financial planning offerings. The firm employs portfolios based on asset allocation and Modern Portfolio Theory, incorporating both affiliated and unaffiliated sub-advisers, and is known for its use of market-timing and momentum-based strategies in certain legacy programs.

Grace Guingon is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Regency Wealth Management, Liberty University, and Columbia Bank New Jersey. Outside of finance, her background includes roles in education and camp administration. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including financial planning, retirement consulting, investment management, and brokerage services, utilizing both proprietary strategies and third-party model portfolios.

Cameron Koplik is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior roles include positions at Preferred Financial Partners, Commonwealth Financial Network, and MassMutual, among others. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Davy Granados is a financial advisor at Private Advisor Group, LLC with credentials including the Series 66 designation. He has experience working in both financial services and the veterinary and retail sectors, including roles at LPL Financial, Fortius Financial LLC, and VCA Madison Animal Hospital. Granados’s background also includes work in the pet care and diving industries. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s advisory model is fiduciary-based and incorporates proprietary technology platforms and third-party managers to deliver a range of investment strategies.

John Mc Clain is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. He previously worked at TP ICAP and has an academic background from Indiana University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering comprehensive financial planning and portfolio management. The firm integrates strategic allocation models and manager selections within the broader Goldman Sachs platform, providing access to specialized programs and alternative investments.

Brian Geltzeiler is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including RBC Capital Markets, Merrill, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he is an on-air radio host for Sirius XM and an NBA analyst for Turner Broadcasting. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and retirement services, managing equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

John Foran is a CFP® with 18 years of experience in financial advising. He is currently affiliated with Carson Wealth and has previously worked at LPL Financial, Raymond James Financial Services, and operated his own advisory firms. He is also involved in teaching through Financial Network Educators. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and offering tailored solutions such as custom indexing and access to alternative investments.