Alexi Maher is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021. His prior experience includes multiple roles at Pennsylvania State University and positions in education and club management. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and combines resources across Goldman Sachs affiliates to deliver tailored investment solutions.

Jack Santora is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. Prior to joining Goldman Sachs in 2024, he worked at Equitable Advisors and held various roles outside the financial sector, including positions at Commvault and Rutgers University. Goldman Sachs Wealth Services offers comprehensive financial planning and investment management to individual and high-net-worth clients, corporate participants, and institutional investors. The firm leverages centralized investment resources and integrates a range of affiliated services, including banking and retirement consulting, to provide tailored wealth management solutions.

John Murphy is a financial advisor with Private Advisor Group, LLC and holds a Series 63 designation. He has 44 years of industry experience, including roles at LPL Financial and Merrill. Outside of his advisory work, he serves as a volunteer firefighter for the Morris Township Fire Department. 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 employs a fiduciary-based advisory model utilizing discretionary and non-discretionary management, various investment strategies, and technology platforms, often implementing advice through third-party managers and TAMPs.

Adam Fried is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 29 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 25 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate and employer-sponsored participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging a combination of discretionary and non-discretionary managers within a large integrated financial group.

Stephanie Parente is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Fritz's and Magic Fountain. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and manager selections with various implementation platforms, leveraging the broader Goldman Sachs ecosystem to provide comprehensive financial solutions.

Michael Caggiano is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held various positions including roles at Quinnipiac University and Jenkinsons Parking. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies supported by proprietary research, alternative investments, and integrated services across the Goldman Sachs ecosystem.

Victoria Curreri is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes roles with Goldman Sachs & Co. LLC and community involvement with multiple youth sports organizations and Iona University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs. The firm employs strategic and tactical allocation models and integrates research and implementation tools across the broader Goldman Sachs ecosystem.

James Costello is a financial advisor at Osaic Advisory Services, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at American Portfolios Financial Services, Inc. and TD Ameritrade. Outside of his advisory role, he is involved with 76 Wealth Advisory LLC, an insurance-related business. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a broad range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms.

Benjamin Bush is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 16 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory role, he is involved in private client investment and insurance services through separate business entities and participates in a bank referral program for real estate financing introductions. Park Avenue Securities LLC serves a wide range of clients including individual investors, high-net-worth individuals, charitable organizations, and corporations. The firm offers both brokerage and advisory services with a variety of investment strategies, proprietary programs, and account-level solutions such as lending and donor-advised funds.

Lucille Logozzo is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, where she has worked since 2021. She has four years of industry experience and previously held roles with the NYC Board of Education and Heroes Paradise. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michael Valeri is a financial advisor with Guardian Life, holding Series 63 and Series 66 designations and six years of industry experience. His prior work history includes roles at Park Avenue Securities, Bank of America, Merrill, and Dawson James Securities. Outside of his advisory work, he has also operated as an Uber/Lyft driver. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships using various model portfolios and features a hybrid digital solution called VestWise™.

James Rotondo is a financial advisor at PNC Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Bank, and PNC Bank. Outside of his financial career, he has been involved with Cobra Flats LLC since 2022 and previously worked at Millburn Culinary Associates Inc. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and implements investments via approved model strategies managed by PNC or third parties.

Matthew Warren is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 63 designation and over 32 years of industry experience. He has been with Private Advisor Group and LPL Financial LLC since 2015 and previously worked at Ameriprise from 2002 to 2015. Warren also operates Warren and Associates Wealth Management, an affiliated advisory business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model, leveraging technology platforms and third-party strategists to implement various investment approaches.

Lindsay Gregory is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following previous roles at The Ayco Company, L.P. and Mercer Allied. 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 programs, utilizing strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Susanna Nieto is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. since 2023. Her prior roles include positions at MissionSquare Retirement, Fidelity Brokerage Services, Tapfin/EY, PIRS Capital, and TD Bank. She also serves as the administrator for the estate of Marcelo Nieto. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Della Lounsbery is a financial advisor at Cetera Planning Partners with 13 years of industry experience. She holds the Series 63 designation and has worked at several firms within the Cetera and Avantax organizations since 2013. Beyond her advisory role, she is involved in tax preparation and accounting through her employment at Stephen E. Plain LLC dba SEP Financial Services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment approach is based on diversified allocations using mutual funds and ETFs aligned with client objectives and risk tolerance, supported by a formal planning process and access to a broad network of affiliated resources.

John Beck Jr. is a CFP® professional with nine years of experience in the financial services industry. He is currently with MAI Capital Management, LLC and has held roles at firms including Corient Services LLC, TIAA-CREF, and Merrill Lynch. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional entities. The firm employs a range of portfolio management strategies and operates both product-sponsor and advisory roles, including managing a registered mutual fund and multiple private investment funds.

Gianna De Mayo is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential. She has one year of industry experience and previously worked in educational roles at Indiana University, Middlesex Community College, and Monroe Township High School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary portfolio management.

Matthew Holden is a financial advisor at Corient with nine years of industry experience. He holds a Series 65 designation and previously worked at RegentAtlantic for nine years before joining Corient. He has served in roles at Corient Services LLC and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Peter Neuberg is a financial advisor with United Planners Financial Services of America and holds the PFS™ designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at BCG Securities and IC Advisory Services, Inc. In addition to his advisory work, Neuberg owns and operates Henderson & Neuberg, LLC, a CPA firm providing tax preparation, accounting, and bookkeeping services. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, trusts, estates, and institutions. The firm emphasizes non-discretionary, client-directed account management and supports advisors through limited-partnership ownership and structured transition assistance.