William Wright is a CFP® with 41 years of industry experience. He is currently affiliated with TLG Advisors, Inc. and has previously worked at Allegis Advisor Group, VOYA Financial Advisors, and Financial Professionals Group. Outside of his advisory role, he is involved in business development and insurance sales activities, including work with eldercare referral services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

David Hill is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2012. He is based in Madison, NJ. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs a discretionary, customized portfolio approach supported by both in-house research and third-party managers, with capabilities that include alternatives, structured notes, and digital assets alongside comprehensive tax and administrative services.

John Gannon is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at Private Advisor Group since 2016 and at LPL Financial since 2011, and has been involved with Shembe & Gannon, LLC since 2000. Outside of his advisory roles, he is affiliated with a CPA affiliate program through Schembre & Gannon, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that utilizes multiple investment strategies and technology platforms while providing clients with options for third-party managers and proprietary solutions like WealthSuite.

Virendra Tavathia is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at MassMutual Life Insurance, Woodbury Financial Services, and Questar Capital Corporation. He is also the managing owner of Amogh Associates LLC, an independent insurance agency specializing in life, health, and property and casualty insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer platforms, utilizing third-party asset managers and providing discretionary and non-discretionary account options.

Leena Gupta is a financial advisor with Transamerica Financial Advisors holding Series 63, 65, and 66 registrations and four years of industry experience. She has worked at Transamerica Financial Advisors since 2023 and maintains a long-term role as a high school math teacher with the Jersey City Board of Education. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with proprietary and third-party model portfolios, operating as both a registered broker-dealer and registered investment adviser.

James Perhacs is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 24 years of industry experience. He has been with Private Advisor Group since 2011 and is also associated with PAG Financial LLC and Morristown Financial Group, LLP. 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 model, using technology platforms and multiple investment strategies while offering managed account solutions including proprietary and third-party programs.

Bruce Hyde is a financial advisor at Cerity Partners Retirement Plan Consultants with 13 years of industry experience. He holds a Series 65 designation and previously worked at Round Table Wealth Management for 10 years before joining Cerity Partners in 2022. Cerity Partners Retirement Plan Consultants advises plan sponsors on defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and administrative support. The firm emphasizes asset-allocation driven model portfolios, written investment policy statements, and ongoing monitoring, managing most assets on a non-discretionary basis.

Pai Yen Chung is a CFP® professional with over 31 years of experience in the financial industry. He has been with Transamerica Financial Advisors since 2012 and has held roles with several other firms including Clearwater Benefits, Elite Advisors, Inc., and WFGIA. He is involved in managing an office through Mission Team, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker‑dealer services, utilizing proprietary and third‑party investment models with discretionary and non-discretionary program options.

Julian Montaque Williams is a financial advisor at PNC Wealth Management with seven years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at TD Bank N.A., TD Private Client Wealth LLC, and HSBC Securities (USA) Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessment and invests in mutual funds and ETFs.

Scott Hirsch is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Valic Financial Advisors since 2015 and also holds a position at Agia involving non-securities insurance products. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology to manage approximately $29.2 billion for nearly 300,000 clients.

Demitri Patsilivas is a financial advisor at TLG Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has held roles at The Leaders Group Inc, Union Bridge Capital, Coretek Services, and Avaya Inc. Outside of his advisory work, he serves as Director of Operations at Union Bridge Capital in Pittsburgh. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, with a distinctive mix of traditional and direct-to-consumer investment programs.

Miranda Josephson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. She has worked at Goldman Sachs since 2022 and previously held positions at BlackDiamond Wealth Management and New York University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by specialized teams and integrates a range of resources across the broader Goldman Sachs organization.

Amy Frank Goldman is a financial advisor at Independent Financial Group, LLC with 21 years of industry experience. She holds Series 63, Series 66, and Series 65 licenses. Her prior experience includes roles at Kalos Management, OppenheimerFunds, and AllianceBernstein. Goldman is also the founder of Hug Hoboken, a nonprofit supporting local food pantries, homeless shelters, frontline workers, and seniors. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation and manager selection with a mix of passive and active exposures.

Kevin Zebrowski is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Zebrowski has worked at several firms, including Regal Investment Advisors, Regulus Financial Group, and MassMutual. He is the founder and owner of Protection Red LLC, a business providing investment solutions to firefighters and first responders. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Abraham Strum is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for a decade. Outside of his advisory role, he owns seasonal rental properties in Maine. 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 provides both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Richard Samara is a CFP®-designated financial advisor with over 42 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial since 2014 and previously worked at Summit Equities, Inc., Summit Financial Resources Inc., and Chase Investment Services Corp. He is based in Morristown, NJ. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management, financial planning, and consulting services. The firm employs a fiduciary-based advisory model that incorporates both proprietary and third-party investment strategies supported by various technology platforms.

Sonia Morales Rodriguez is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mariner. She has been with Mariner Wealth Advisors since 2015, including her current role with Mariner since 2017. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and integrated tax and family office services. The firm employs a discretionary, customized investment approach overseen by an Investment Committee and combines internal research with third-party managers across a range of asset classes and strategies.

Michael Cear is a financial advisor at Farther with 26 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and 66. Prior to joining Farther in 2026, he worked at Summit Financial, LLC and Purshe Kaplan Sterling Investments, among other firms. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm’s investment approach uses Modern Portfolio Theory, proprietary model portfolios, and algorithmic rebalancing, incorporating ETFs, mutual funds, individual securities, and AI tools under internal controls.

Steven Criscuolo is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc., BFS Wealth Management, and LPL Financial. Outside of his advisory work, he is involved with the Academy for Continuing Professional Education as a sponsor of CPA continuing education. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active managers guided by an internal Investment Committee.

Rohit Ahuja is a financial advisor with Goldman Sachs Wealth Services in Jersey City, NJ, holding a Series 66 designation and having seven years of industry experience. Prior to his current role since 2021, he worked at The Ayco Company, L.P./Mercer Allied and Boston Private Bank and Trust Company. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, corporate participants, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models and proprietary analytics while integrating resources across the broader Goldman Sachs ecosystem.