Sonia Piguave is a financial advisor at HSBC Securities (USA) Inc. with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including HSBC Bank USA, Bank of America, Merrill, and JP Morgan Chase. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of client-directed and discretionary portfolio management options, using model risk profiles and a combination of strategic and tactical asset allocation developed in conjunction with HSBC Global Asset Management.

John Horn is a financial advisor at Steward Partners Investment Advisory, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at CFRA Research for six years and Warburg Pincus for two years. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, financial planning, and managed account services.

Carlos Davidson is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Empower, he worked at several companies including Capital Truth Advisors and Valeo, as well as non-financial roles 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 their participants, as well as Empower Premier IRA and certain retail brokerage account holders, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms.

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.

Michael Wasik is a Series 66-credentialed advisor with six years of industry experience, currently affiliated with Guardian Life and its subsidiary Park Avenue Securities. His prior experience includes roles at Bleakley Financial Group, LPL Financial LLC, and Private Advisor Group. In addition to his advisory work, he is involved in selling insurance outside of Guardian. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, alongside a range of integrated financial planning, consulting, and lending solutions.

Daniel Polizzano is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His prior work includes roles at Morgan Stanley and Citigroup Global Markets. He is based in Morristown, NJ. 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. The firm’s fiduciary-based advisory model combines direct portfolio management with the selection of third-party managers and employs multiple investment strategies supported by technology platforms.

Susan Hoyt is a Series 66 licensed financial advisor with 33 years of industry experience. She has been with Sanctuary Advisors, LLC and Sanctuary Securities, Inc. since 2022, and previously worked at Merrill from 2013 to 2022. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who manage portfolios through various advisor-directed programs, Separately Managed Accounts, and Unified Managed Accounts, employing multiple analytical approaches and offering both discretionary and non-discretionary account management.

Thomas Grant is a CFP® professional with 24 years of industry experience, currently working at Private Advisor Group, LLC. His prior experience includes roles at LPL Financial, Grove Point Investments, and H.Beck, Inc., among others. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with fiduciary-based portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions including its proprietary WealthSuite platform and utilizes both discretionary and non-discretionary investment approaches.

David Elwood is a CFP® professional with over 32 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His career includes roles at Raymond James Financial Services, Wells Fargo Clearing, and Citigroup Global Markets. He is involved in assisting clients with wealth management through Steward Partners Global Advisory and owns The Elwood Wealth Management Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory 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 investment advisory, financial planning, and managed account services.

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 experience in financial advising. He has worked at Mariner Wealth Advisors and Brinton Eaton before joining Mariner. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through customized investment management, financial planning, and retirement plan consulting. The firm combines internal research with third-party managers and offers integrated tax services and family office solutions alongside traditional portfolio management.

John Gannon is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Private Advisor Group since 2016 and previously spent five years at LPL Financial. He is also affiliated with Shembe & Gannon, LLC, a CPA affiliate program based in Basking Ridge, NJ. 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 provides access to proprietary and third-party managed account solutions.

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 at Private Advisor Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including PAG Financial LLC, Private Advisor Group, LPL Financial, and Morristown Financial Group. 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 a variety of investment strategies, often implementing advice through third-party managers and technology platforms such as Orion and Pontera.

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 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm uses tailored allocation models and both discretionary and non-discretionary implementations, supported by proprietary research and integrated capabilities across the broader Goldman Sachs organization.

Philip Pascarella is a financial advisor at Benjamin F. Edwards & Company, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Wells Fargo Clearing and Fidelity. Pascarella has been with Benjamin F. Edwards & Company since 2013. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement consulting, and investment management utilizing proprietary strategies and third-party models.

Clark Silverstein is a financial advisor with SPC, holding Series 66 and Series 63 designations and having 19 years of industry experience. He has worked at several firms including Ic Advisory Services Inc, The Investment Center Inc, and Platinum Corp Services, Llc. Outside of his advisory role, Silverstein is involved in independent life insurance sales and operates under the name Longview Asset Management LLC. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice primarily through its SIGMA Managed Account and other programs, supported by a broad advisory network and strategic partnerships.

Rebecca Novin Cannon is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials with 23 years of industry experience. She has served as an advisor at Park Avenue Securities and Guardian Life since 2016. Outside of her advisory role, she serves as a trustee for several family trusts and is a volunteer member of the Board of Trustees for the Jewish Federation of Greater Metrowest. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory options.

Michael Mccumiskey is a Series 65 licensed advisor with three years of industry experience, currently with Cetera Planning Partners. He has held roles at several firms, including Avantax Planning Partners and MPM Advisory, LLC, where he provides outsourced accounting support to small and medium-sized businesses. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm incorporates diversified mutual fund and ETF allocations tailored to client objectives, and provides additional services such as tax planning, bookkeeping, and estate planning through affiliated providers.