Jason Beene is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently an advisor at Corient, where he has worked since 2022. Prior to that, he spent 18 years at RegentAtlantic. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party solutions and employs continuous portfolio monitoring and risk management tools.

Michael Gallagher is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has been with PNC Investments LLC since 2016. Outside of his advisory role, he has been involved with the YMCA of Burlington & Camden Counties for over 20 years. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio offering designed for employees. The firm uses algorithmic tools to recommend risk-based strategies implemented with mutual funds and ETFs, with portfolio management delegated to third parties.

Tammy Cooper is a CFP® professional with three years of industry experience, currently advising at Mercer Global Advisors Inc. since 2018. Prior to this, she worked at Traust Sollus for two years. Outside of her financial advisory career, she has been an active member of the Franklin Park Volunteer Fire Company since 2012. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory and planning services. The firm’s investment approach relies on Modern Portfolio Theory, utilizing diversified portfolios implemented with low-cost ETFs, separate account managers, and other investment vehicles, alongside educational content and integrated service lines.

Eric Jimenez is a CFP® professional at Corient with experience spanning roles at Summit Financial, First Republic Bank, and William Peterson University. He has been with Corient since 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, continuously monitoring portfolios with risk management tools and incorporating alternative investments when appropriate.

Alim Ozbilge is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 27 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 23 years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth solutions across multiple client segments.

John Kraeutler is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at LPL Financial since 2014 and previously held positions at Wrp Investments, Inc., JK Capital Management, and Main Street Management Company. 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 employs a fiduciary-based advisory model and utilizes technology platforms alongside a variety of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Alexander Scott is a CFP® with 4 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Fisher Investments, and MACRO Consulting Group. 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 utilizes a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Matthew Heilman is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has approximately one year of industry experience, including prior roles at Vela Capital and involvement with Velocity Swim Labs and Camps. Heilman has also been affiliated with the University of Virginia and ACAC Crozet in previous years. Goldman Sachs Wealth Services advises a wide range of clients, from individual investors to institutional entities, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and proprietary analytics and benefits from integration with various Goldman Sachs affiliates to provide comprehensive financial solutions.

Thomas Cantillon is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at Arthur J. Gallagher and a range of unrelated businesses and employment, as well as his attendance at the University of Maryland. 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 blending passive and active managers with oversight from an internal Investment Committee.

Megan Resch is a financial advisor at Private Advisor Group, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and Cetera Advisors LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and integrates proprietary and third-party platforms and investment strategies.

Daniel Jago is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2007 and has been with Private Advisor Group, LLC since 2015. 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 provides access to various managed account solutions, including its proprietary WealthSuite platform and third-party programs, often implementing advice through external managers and technology platforms.

Mark Reimet is a CFP® with 35 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and also associated with LPL Financial, having previously worked for MML Investors Services, Inc. and MassMutual Life Insurance Company. Reimet serves as a board member of the Ocean City Youth Athletic Association, a nonprofit organization. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm provides access to various managed account solutions and utilizes a fiduciary-based advisory model that incorporates technology platforms and third-party managers.

Kaitlyn Mohabir is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and beginning her industry career in 2026. Prior to her current role, she held positions at Johnson & Johnson and ConnectOne Bank, and has experience in the hospitality sector. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm offers tailored advisory services supported by dedicated investment strategy groups and access to a wide range of affiliated resources within the Goldman Sachs ecosystem.

Daniel Parks is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Financial LLC and his own Parks Wealth Management. Outside of advisory work, he has experience with Tactical Movers and various roles in educational and recreational organizations. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing a range of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Andrew Kapyrin is a financial advisor at Corient with 17 years of industry experience. He holds a Series 66 designation and has worked at Corient and its affiliated entities since 2022, following a 15-year tenure at RegentAtlantic. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Brian Parsons is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner Wealth. Prior to joining Mariner in 2024, he worked for Morgan Stanley for six years and has held positions at Hennion & Walsh, Inc., as well as roles connected to The University of Rhode Island and Cooks Pond Denville Recreation. Mariner serves a diverse client base including individuals, pension plans, trusts, and nonprofits, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized employer financial wellness solutions.

Pasquale Carannante is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He previously spent over two decades at Gappa LLC and is involved in several non-investment related business ventures, including ownership of restaurants and a media company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to various managed account solutions through a fiduciary-based advisory model.

Florence Dessources is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 26 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 22 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 high-net-worth individuals, corporate participants, 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.

Francis D'alia II is a financial advisor with Principal Financial Services, holding Series 66, 63, and 65 licenses and eight years of industry experience. He has worked at firms including Dimensional Fund Advisors, The Vanguard Group, and Merrill. Outside of his advisory role, he is involved in the sales and service of fixed insurance products such as life, annuities, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through distinct advisory and promoter arrangements.

Alexander Applegate is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has a professional background that includes service in the United States Army and academic affiliation with Cornell University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm combines strategic allocation models and manager selections with both discretionary and non-discretionary portfolio implementations, leveraging proprietary and third-party analytics within the broader Goldman Sachs ecosystem.