Rafael Arellano is a CFP® professional with eight years of industry experience. He is currently with Mercer Global Advisors Inc. and has held various roles there since 2018. Prior to that, he worked at Beacon Wealth Management, LLC and JFL Consulting, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing globally diversified portfolios with multi-factor tilts and tax management, and offers a range of implementation options and affiliated service lines.

John Riebling is a financial advisor with Eagle Strategies (New York Life) based in Chester, NJ, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has been affiliated with Eagle Strategies Corp, Nylife Securities Inc., and New York Life Insurance since 1997 and operates Riebling Wealth Strategies, LLC. Outside of his advisory roles, he is an investor in Mountain Laurel Spirits, LLC, a company that distills, ages, bottles, and sells rye whisky. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers a variety of program types and emphasizes tailored recommendations, managing the vast majority of regulatory assets on a non-discretionary basis.

Gregory Meyer is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 17 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm uses strategic and tactical allocation models and provides access to a broad range of affiliated capabilities across the Goldman Sachs ecosystem.

John Korn is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 credentials and has held prior positions at firms including LPL Financial, Victory Capital Management, Amundi, Putnam Retail Management, and Columbia Management Investment Advisers. 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 a variety of managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies while often implementing advice through third-party managers and TAMPs.

Evan Trent is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2018 to 2021, as well as at NewDay USA. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by integrated resources across the Goldman Sachs organization and a range of specialized programs and operational tools.

Raymond Dewar III is a financial advisor with TD Private Client Wealth LLC in Bernardsville, NJ, holding Series 66, 63, and 65 licenses and 14 years of industry experience. His career includes roles at TD Bank N.A., JPMorgan Chase Bank, JP Morgan Securities LLC, and Morgan Stanley. Outside of his advisory work, he operates an eBay business selling auto parts. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and custody services through a range of proprietary and third-party investment solutions.

Mary Ferrone is a financial advisor with Principal Financial Services in Denville, NJ. She holds a Series 66 designation and has 22 years of industry experience, all with Principal Securities Inc. and Principal Life Insurance Company since 2004. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Vincent Giliberti is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 15 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a variety of portfolio management strategies within a large integrated financial group that offers services such as securities-based lending, futures and swap capabilities, and tailored corporate and family office programs.

Dario Polci is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at TD Bank N.A., Equitable Advisors, LLC, The Prudential Insurance Company of America, and New York Life. Outside of finance, he is active as a DJ in the entertainment industry. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a blend of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Michael Howard is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Merrill, JP Morgan Securities LLC, and Pruco Securities LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Richard Swift is a Series 65-licensed financial advisor with one year of industry experience, currently with Private Advisor Group, LLC. His prior roles include positions at Transcend Capital Advisors, Mariner Investment Group, and Axonic Capital. He is involved part time with R.J. Swift & Co., a service-disabled veteran-owned personal holding company based in Morristown, 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, utilizing various investment strategies and technology platforms, while often implementing advice through third-party managers and turnkey asset management programs.

Robert Bubser is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at LPL Financial, MML Investor Services, and MassMutual. Outside of his advisory work, Mr. Bubser owns Bubser Consulting LLC, a business focused on assisting owners with valuations and sales negotiations. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and access to various advisory programs. The firm employs a fiduciary-based model that integrates client goals with a range of investment strategies and third-party managers.

Brian Teague is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at The Ayco Company, L.P./Mercer Allied and Morgan Stanley Dw Inc. He has been with Goldman Sachs since 2018. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, 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 to tailor solutions aligned with client objectives.

Steven Coppola is a CFP® professional with 28 years of experience in the financial services industry. He has worked with Private Advisor Group, LLC and LPL Financial since 2012 and spent 11 years at Fidelity prior to that. He is also involved in tax preparation and accounting services through Coppola Tax Management. 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 a variety of advisory programs. The firm employs a fiduciary-based model, utilizing technology platforms and third-party managers to tailor investment strategies according to client goals and risk tolerances.

Harold Laudien is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at LPL Financial, Merrill, and A. G. Edwards & Sons, Inc. since 2005. 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 managed account solutions. The firm operates under a fiduciary-based model, utilizing a range of investment strategies and technology platforms while offering discretionary and non-discretionary services.

George Skaltsis is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The Ayco Company, L.P./Mercer Allied and held roles at several other firms. Outside of advisory work, he owns and manages a cryptocurrency mining company. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and combines discretionary and non-discretionary management approaches within a large integrated financial group.

Patric Hyland is a financial advisor at Private Advisor Group, LLC with a Series 66 credential and three years of industry experience. He has previously worked at LPL Financial and has additional work experience including positions at Villa Walsh School and the University of Miami. 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 offers a fiduciary-based advisory model using various investment strategies and technologies, including proprietary and third-party managed account solutions.

Adelio Campos is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation and four years of industry experience. His prior roles include positions at TD Bank N.A. and The Prudential Insurance Company of America. Outside of advisory work, he co-owns and manages rental properties in Long Beach Township, New Jersey. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services.

Sabrina Martins is a financial advisor at Corient with three years of industry experience. She holds the Series 65 designation and has previously worked at Rutgers University and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, and corporate entities. The firm utilizes 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.

Francesco Scorsone is a CFP® professional affiliated with Corient, with 11 years of industry experience. Prior to joining Corient in 2023, he held roles at JP Morgan Securities LLC and JPMorgan Chase Bank from 2015 to 2023. He has also been involved in entrepreneurial ventures, including operating J&F Fabricators LLC for 10 years and One Heart to Another LLC for 2 years. Corient provides investment advisory and financial planning services to a broad client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, and integrates risk management tools and alternative investments as appropriate.