Alan Mendlowitz is a financial advisor at GWN Securities Inc. with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at GWN Securities since 2017, following roles at PRUCO Securities, LLC and The Prudential Insurance Company of America. Outside of his advisory work, he is involved in property and casualty insurance through several agencies, including serving as president of Wise Men Insurance Services, Inc. and Amass Wealth LLC. GWN Securities provides investment advisory and related services to individual and corporate clients through a range of managed account programs, financial planning, and access to third-party managers. The firm employs a mix of discretionary portfolio management, model portfolios, and technology-enabled platforms, and is noted for its use of market-timing and momentum-based strategies in certain legacy programs.

Kevin Barry is a CFP® professional with 37 years of industry experience, currently serving at GWN Securities Inc. since 2020. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and CitiStreet. He is also involved in insurance sales, focusing on life, long-term care, and disability insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers for individuals and business clients. The firm supports a network of approximately 423 advisors and manages around $3.65 billion across more than 37,000 accounts, delivering advice through various managed-account programs and model portfolios.

Arshad Awan is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with TD Bank and its affiliated entities since 2014. Awan also serves as a FINRA non-public arbitrator. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic asset allocation and investments from both affiliated and third-party managers.

Linda Rozycki is a financial advisor at Steward Partners Investment Advisory, LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley and Raymond James Financial Services. Her recent roles have been with multiple Steward Partners entities since 2018. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

John Egan is a CFP® with 39 years of industry experience, currently serving at HighTower Advisors. His prior roles include founding JM Egan Wealth Advisors and working at Cincinnati Analysts, Inc. He is a notary public and serves as vice president on the board of the Hartley Dodge Foundation, as well as a board member for the South Beach Association. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and various investment strategies.

Christopher Kent is a Series 66 licensed advisor with seven years of industry experience. He is affiliated with Private Advisor Group, LLC and LPL Financial, having joined both firms in 2021. His prior experience includes roles at MML Investors Services, MassMutual, and Ocean City Home Bank. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based approach, combining proprietary and third-party investment strategies while utilizing technology platforms to implement tailored investment solutions.

Christopher Piccoli is a CFP® professional with 17 years of industry experience, currently advising at Mariner Wealth since 2024. His prior experience includes roles at The Mather Group, RegentAtlantic, and J.P. Morgan in various capacities. He serves as an Advisory Board Member at CDT Capital Management, where he provides strategic guidance on marketing and regulatory matters. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party manager allocations and provides integrated tax and administrative family office services.

Gregory Campbell is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and 31 years of industry experience. His career includes roles at PNC Investments, Merrill, and Banc of America Investment Services, Inc. Outside of advising, he is a managing member of Jolie Group, LLC, a holding company for a mixed-use commercial property. TD Private Client Wealth LLC offers discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of affiliated and third-party sub-managers through a platform supported by Envestnet and Pershing.

Paul Butler is a financial advisor with Janney Montgomery Scott in Bedminster, NJ, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2024 before joining Janney Montgomery Scott in 2024. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

John Collins is a financial advisor at TD Private Client Wealth LLC with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at The Vanguard Group, Oberweis Asset Management, Persimmon Capital Management, Van Kampen Advisors, and BNY Mellon Managed Investments. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Michael Klinger is a CFP® with seven years of industry experience, currently serving as a financial advisor at Corient. His prior experience includes roles at Morgan Stanley and RegentAtlantic. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Ryan Miller is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Ayco Company, L.P./Mercer Allied, Santander Securities, and Santander Bank. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, supported by integrated capabilities across the Goldman Sachs ecosystem.

Alfonso Saverino is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and ten years of industry experience. He also practices as a Certified Public Accountant with Kelleher Saverino & Petzold CPAs LLC, providing tax advice and preparation services. His background includes roles at several firms such as Ameriprise Financial Services and Cetera Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management and financial planning services. The firm offers a fiduciary-based advisory model utilizing proprietary and third-party solutions, employing a variety of investment strategies and technology platforms.

Robert Ibrahim is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His career includes positions at Raymond James Financial Services, Janney Montgomery Scott, Wells Fargo Clearing, Banc of America Investment Services, and Merrill. Outside of his advisory role, he is an author working on a book about his life and career and serves on the advisory board of the CFO Leadership Council. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets, serving a range of clients including high-net-worth individuals, corporations, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management through various proprietary and third-party solutions, combined with financial planning, pension consulting, and managed account services.

Sam Di Giovanni is a financial advisor with &PARTNERS and holds a Series 66 designation. He has five years of industry experience and has previously worked at firms including Avantax Planning Partners and Equitable Advisors. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management and financial planning through both discretionary and non-discretionary approaches. The firm employs a range of analysis techniques and third-party strategies, with additional municipal advisory and underwriting capabilities.

Nicholas Schmidt is a financial advisor with \u0026Partners holding a Series 66 designation and six years of industry experience. Prior to joining \u0026Partners in 2024, he held roles at Wells Fargo Clearing Services and Veritable L.P., among other positions. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and municipal advisory services, utilizing a combination of fundamental, technical, and quantitative analysis across various proprietary and third-party strategies.

Griffin Mcparland is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs AYCO Personal Financial Management. Outside of advisory work, he is involved in a financial services and insurance business under a DBA. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and access to third-party managers. The firm utilizes a variety of discretionary and model-based portfolio strategies, including market-timing and momentum-based approaches in select legacy programs.

Mark Van Houten is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He has been with Janney since 2006 and is also associated with GJ-MAC Enterprises, LLC, d/b/a Home Instead. He holds Series 63 and Series 66 credentials. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

Joseph Mc Grath is a financial advisor at Mariner with Series 63 and Series 65 credentials and three years of industry experience. He has held positions at Mariner Wealth Advisors and US Bank, as well as roles outside the financial sector at William Paterson University, New Balance, and Hasbrouck Heights High School. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

John Bannan is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with GWN Securities since 2016. Outside of advisory services, he is president of Bannan Financial Group LLC, an entity used as his DBA. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs, financial planning, and access to third-party managers. The firm combines discretionary portfolio management with model-based allocations and employs both affiliated and unaffiliated sub-advisers, offering strategies that include market-timing and momentum-based approaches.