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.

Etty Surkis is a financial advisor at SPC with credentials including Series 63 and Series 65 licenses and nine years of industry experience. Her career includes roles at Parkland Securities, Sigma Planning Corporation, NYLIFE Securities, Eagle Strategies, and ExcelSum Capital, Inc., which she owns and operates alongside a corporate catering business. She is also a member of Zisels Links and Shloimys Club, supporting education and resources for orphans and their surviving parents. 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 supports a large network of advisors delivering tailored, typically discretionary investment advice through various account programs and partnerships.

Yinan Xiao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 registrations, and has 21 years of industry experience. Xiao has worked at Transamerica Financial Advisors since 2012 and has held roles at several firms including Fidelity Service LLC and Century 200 Group, LLC. Outside of advising, Xiao is involved with Union Synergy as an owner and administrator and provides estate planning services through LSPN Pro, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Maxim Pogorelov is a financial advisor with Mariner holding Series 65 and Series 66 licenses. He has one year of industry experience and previously worked at UBS Financial Services and Swarthmore College. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and integrates tax and accounting services alongside portfolio management.

Christopher Glatz is a financial advisor at Mariner with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research and FCG Advisors. He is also involved with MSEC, LLC as a registered representative. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax and administrative solutions uncommon in large advisory enterprises.

Richard Echevarria is a financial advisor with Transamerica Financial Advisors in Cranford, NJ, holding the ChFC® and Series 63 credentials and bringing 23 years of industry experience. He has been with Transamerica Financial Advisors since 2016 and is also involved with United Financial Services and the Transamerica Agency Network, where he manages an office and provides insurance products. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary management options.

Nicole Gould is a CFP® professional with 19 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Asset Management, LLC and Classic Capital, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Benjamin Cheung is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and specialized market roles.

Karen Creel is a financial advisor with TLG Advisors, Inc. in Summit, NJ, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at First Republic Securities Company, LLC, Rockefeller Financial LLC, and MetLife Investment Distributors Company. She currently serves as Head of Wealth Structuring at Sequent (Florida) LLC. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection approach grounded in fundamental analysis and Modern Portfolio Theory, offering portfolio management, financial planning, and fiduciary services through a network of independent advisors and sub-advisors.

Jonathan Gerrard is a financial advisor with TLG Advisors, Inc. based in Summit, NJ. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Gerrard Advisors LLC, The Leaders Group, Douglas Gerrard, TIAA-CREF, Merrill, and Penn Mutual Life Insurance Company. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension plans, and other institutional investors. The firm offers investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, using manager selection and ongoing monitoring grounded in fundamental analysis and Modern Portfolio Theory.

Rohit Bhalla is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and adviser selection through a network of over 400 independent representatives using various investment approaches and account structures.

James Mcbratney is a financial advisor at Private Advisor Group, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and UBS Financial Services. Outside of advising, he has ownership interest in a restaurant in Staten Island, NY. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans with portfolio management and financial planning services. The firm employs a fiduciary-based approach combining client goals and risk tolerance assessments with access to both proprietary and third-party investment strategies.

Edwin Colvin Jr. is a financial advisor with Tlg Advisors, Inc. and holds the Series 63 and Series 65 licenses, with 41 years of industry experience. He has been associated with Capitas Financial LLC and The Leaders Group, Inc. since 2009. Outside of his advisory roles, he is a partner and agent at Pinnacle Group, which supports life insurance and annuity brokerage services. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and comprehensive financial planning, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory.

Haibo Liang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses. He has one year of industry experience and a background that includes entrepreneurial work in photonics and managing residential rental properties. Transamerica Financial Advisors serves a diverse client base with both advisory and broker‑dealer services, offering proprietary and third‑party model portfolios and managing approximately $2.1 billion in client assets as of the end of 2025.

Mark Gori is a Series 66-licensed advisor with six years of industry experience. He is currently affiliated with TLG Advisors, Inc. and The Leaders Group Inc. Prior to these roles, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. TLG Advisors, Inc. serves a diversified client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both advisor-managed and direct-to-consumer investment programs.

Brian Flynn is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Hightower Advisors, where he has worked since 2026. Prior to this, he held roles at Journey Strategic Wealth LLC, Magnus Financial Group, Purshe Kaplan Sterling Investments, Inc., and Dynasty Wealth Management, LLC. Flynn is also an independent insurance broker, dedicating less than 10% of his business hours to this activity. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and diversified portfolio construction.

Keith Cannella is a financial advisor with PNC Wealth Management in Millburn, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with PNC Investments since 2005. PNC Wealth Management offers retail brokerage and advisory services through various model‑based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment and third-party managed model strategies executed with mutual funds and ETFs. This employee-only pilot program features annual rebalancing and incorporates affiliated cash-sweep and revenue-sharing arrangements.

Mark Rieger is a CFP® professional with three years of experience currently with Brookstone Capital Management LLC. He is also the managing partner of The Pediatric Center, a medical practice, where he has been involved since 1993. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Matthew Kanakis is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Bank of America, and Merrill. Outside of finance, he has held roles in the restaurant industry. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Ronald Volpe is a financial advisor with HSBC Securities (USA) Inc. in Chatham, NJ, holding Series 66 and Series 63 designations and possessing 21 years of industry experience. He has worked at HSBC in various capacities since 2008 and had a brief tenure with Citizens Securities, Inc. in 2022. Outside of his advisory role, he volunteers at St Clare Church, assisting with religious instruction and monitoring children. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm’s investment approach incorporates a range of risk profiles and combines strategic and tactical asset allocation with fund and alternative-fund due diligence conducted by affiliated teams.