Russell Zamloot is a Series 66-licensed financial advisor with Private Advisor Group, LLC, based in Morristown, NJ, and has four years of industry experience. He has previously worked at Avantax Advisory Services and LPL Financial. In addition to his advisory work, Zamloot operates a CPA firm specializing in tax preparation and accounting. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a variety of investment strategies often implemented through third-party managers.

Kevin Wright is a Series 66 licensed financial advisor with seven years of industry experience, currently serving at Goldman Sachs Wealth Services since 2021. Prior to this, he worked at The Ayco Company, L.P./Mercer Allied from 2019 to 2021. Outside of finance, he holds a silent partnership stake in a bar and restaurant business. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and delivers customized advisory support through integrated strategies and a broad range of affiliated services.

Samuel Bodner is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. He has been with Goldman Sachs & Co. LLC since 2025 and previously worked at Double Diamond Investment Group and Crestmont Country Club. His professional experience in the industry begins in 2025. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management solutions, leveraging a comprehensive range of strategies and resources within the broader Goldman Sachs ecosystem.

Susan Kolan is a financial advisor with TD Private Client Wealth LLC based in Bernardsville, NJ. She holds Series 63 and Series 65 licenses and has five years of industry experience. She has worked with TD Private Client Wealth LLC since 2020 and has been with TD Bank N.A. since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm’s investment approach combines strategic and tactical asset allocation with affiliated and third-party sub-managers through various portfolio offerings.

Jeremy Welther is a CFP®-certified financial advisor with 24 years of industry experience. He has worked at Mariner Wealth Advisors and Brinton Eaton, spending six years and eleven years respectively. Welther serves as a trustee overseeing the administration of a credit shelter trust and other trust arrangements. Mariner is an enterprise advisory firm that provides a broad range of services to individuals, institutions, and organizations, including investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios supported by both internal research and third-party managers, and it offers integrated tax and administrative family office services uncommon for firms of its size.

Jonathon Allen is a CFP® with 10 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has previously worked with LPL Financial and Parks Wealth 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 various advisory programs and managed account solutions. The firm operates under a fiduciary model and employs multiple investment strategies, often implementing advice through third-party managers and technology platforms.

Dominique Fisichella is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has six years of industry experience, including prior roles at The Ayco Company, L.P./Mercer Allied and St. John's University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses strategic allocation models and a range of advisory platforms while integrating capabilities across Goldman Sachs affiliates.

James Lyons Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 60 years of industry experience. His career includes roles at PNC Wealth Management, Wells Fargo Clearing, and BNY Mellon Securities Corporation. Lyons also operates a wealth management practice under the name JK Lyons Wealth Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with services including portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various technology platforms and investment strategies while offering access to proprietary and third-party managed account solutions.

Anthony Miceli is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 license and has 33 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Since 2023, he has also served as an advisory board member for Morningstar, contributing to mutual fund and ETF research. Benjamin F. Edwards & Company, Inc. 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 more than 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary strategies and third-party models in discretionary and non-discretionary managed solutions.

Ryan Madonna is a Series 66-licensed advisor with Goldman Sachs Wealth Services in Morristown, NJ. He has been with Goldman Sachs & Co. LLC since 2023 and has prior experience at Asset Staffing. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and offers a range of tailored services including Executive Wealth, Personal Wealth, and Private Family Office support.

Elijah Lewis is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and four years of industry experience. His career includes roles at Merrill and Bank of America, where he worked from 2020 to 2026. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and access to a range of investment products through a combination of affiliated and third-party managers.

Jennifer Becker is a Series 65-licensed financial advisor with nine years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and previously held roles at Glenmede Trust Company and Armstrong Shaw Associates Inc. Becker serves as a board member of Executive Women of New Jersey. Mariner is an enterprise firm serving a wide range of clients through customized investment management, financial planning, retirement consulting, and integrated tax and family office services, supported by both internal research and third-party managers.

David Breault is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding Series 63 and Series 66 credentials and over 40 years of industry experience. His career includes roles at LPL Financial, Morgan Stanley, and Citigroup Global Markets. Breault operates under a hybrid registered investment advisor arrangement with Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm uses a fiduciary-based advisory model and employs various investment strategies, often implementing advice through third-party managers and technology platforms.

George Ghobriel is a financial advisor with Mercer Global Advisors Inc. in Morristown, NJ. He holds the Series 66 designation and has five years of industry experience. His prior roles include positions at The AYCO Company, Goldman Sachs & Co. LLC, and CapFinancial Partners. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Robert Samara is a financial advisor at Private Advisor Group, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Wealth Planners, LPL Financial, and PSEG. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm operates a fiduciary-based model that incorporates technology and a range of investment strategies while utilizing both in-house and third-party managers.

Alexander Novak is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and approximately one year of industry experience. His prior roles include positions at RBC Wealth Management and Trepp, Inc., as well as experience outside the financial sector. 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 uses strategic allocation models and manager selections to tailor solutions, leveraging the broader Goldman Sachs ecosystem and offering a range of fee arrangements and specialized programs.

Dharshan Premaratne is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank since 2020, following eight years at TD Bank from 2012 to 2020. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services primarily to institutional clients, high-net-worth private clients, and retail TDIS (US) clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Jackson Vaughn is an advisor with Kestra Advisory and holds a Series 66 designation. Although he has no prior industry experience, his background includes roles outside finance such as positions at Gaslight Brewery & Restaurant and Ineffable Coffee, as well as studies at Seton Hall University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design and compliance testing, and supports complex investment products within a supervisory framework.

William Zimmer is a financial advisor with Kestra Advisory, holding CFP® and Series 66 credentials and two years of industry experience. He has worked at Kestra Advisory since 2023 and previously at NexGen Financial Group in 2021. Zimmer is involved in para-planning and administrative support within his firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports a broad range of investment platforms and solutions.

Jason Beene is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently an advisor at Corient, where he has worked since 2022. Prior to that, he spent 18 years at RegentAtlantic. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party solutions and employs continuous portfolio monitoring and risk management tools.