Donald Pfarr is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 18 years of industry experience and has been with Private Advisor Group since 2011, also maintaining a relationship with LPL Financial since 2008. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, employing a variety of investment strategies and supporting held-away account management through multiple platforms and custodians.

Jude Digidio is a CFP® professional with 40 years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior roles include 20 years at Cadaret, Grant & Co., Inc. and ongoing involvement with B & D Group since 1990. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey asset management platforms, with advisory solutions delivered through a large network of investment adviser representatives utilizing various analytical and trading approaches.

Thomas Caiazzo is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and previously worked at The Ayco Company and Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients, utilizing strategic allocation models and integrated resources across the Goldman Sachs platform.

Anthonny Garcia is a Series 65-credentialed financial advisor at Mariner with one year of industry experience. His background includes roles at Mariner Wealth Advisors and positions in education and the food service industry, including ongoing involvement with Goodfellas Ristorante. He also served in the United States Marine Corps from 2014 to 2016. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, and specialized tax and family office services. The firm employs a discretionary, customized investment approach supported by an internal management team and third-party managers, integrating a broad range of asset classes and operational capabilities uncommon for a firm of its size.

Thomas Moyer is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2021. His prior experience includes roles at LPL Financial and Mutual Securities, Inc., as well as founding Macro Consulting Group LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized consulting services.

Kim Islami is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to joining PNC Investments in 2023, Islami worked at TD Ameritrade for ten years. Outside of advising, Islami serves as president of the MMD Foundation, a nonprofit organization focused on scholarships. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation. The firm relies on algorithmic questionnaires for risk assessment and implements investments via approved model strategies using mutual funds and ETFs.

James Graham IV is a financial advisor at Private Advisor Group, LLC with 23 years of industry experience. He holds a Series 66 credential and has previously worked at Lincoln Financial Advisors Corp for 20 years, as well as at LPL Financial LLC and Mariner Independent Advisor Network. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and access to third-party asset managers and turnkey asset management platforms.

Joseph Iovino is a financial advisor at Oppenheimer with 39 years of industry experience. He has held his position at Oppenheimer since 2002 and holds Series 63 and Series 65 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a range of investment strategies, with a distinctive role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Michelle Nocito is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 19 years of industry experience. She previously worked at LPL Financial, LLC and Ameriprise Financial Services Inc. Outside of her advisory role, Michelle serves as an elected member of the Voorhees Township Committee and works as an adjunct professor at Camden County College. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Ryan Brunnock is a financial advisor at Private Advisor Group, LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Pathstone, and Third Bridge Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management, financial planning, and retirement consulting services, utilizing both proprietary and third-party strategies.

Ian Harvey is a CFP® and Series 65-registered financial advisor with seven years of industry experience. He is currently with Corient in Morristown, NJ, where he has worked since 2022. His prior experience includes roles at Bridgewater Advisors, RegentAtlantic, and other financial firms. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm utilizes a goals-based, team investment approach combining in-house strategies, third-party managers, and customized asset allocation, while employing advanced risk management and private fund capabilities.

Bennett Degen is a financial advisor at SPC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Parkland Securities, The Investment Center Inc, and Tangent Capital Partners. Outside of his advisory work, he serves as a trustee for The Joseph Kushner Hebrew Academy / Rae Kushner Yeshiva High School in Livingston, NJ. SPC provides investment management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large advisory network and offers various account programs and strategic partnerships.

Peter Kraus is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2015. He has also been associated with LPL Financial LLC since 2001. In addition to his advisory roles, he manages a tax preparation and accounting business. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a variety of investment strategies and coordinating services through multiple custodians.

George Dobbs is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He previously worked at LPL Financial from 2012 to 2019 before joining Independent Financial Group in 2019. Outside of his advisory role, he is also a licensed insurance agent offering various insurance products in New Jersey. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in regulatory assets through a national network of investment adviser representatives.

John Bays is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked at Private Advisor Group since 2020 and concurrently at LPL Financial since 2007. Bays provides investment advisory services through Private Advisor Group under the DBA Lewis Wealth Management. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and strategies.

James Ciprich Jr. is a CFP® with 20 years of industry experience. He is currently an advisor at Corient, where he has worked since 2022. Prior to joining Corient, he spent 16 years at RegentAtlantic. 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 corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party solutions and ongoing risk management.

Jacob Brower is a financial advisor at Private Advisor Group, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at LPL Financial LLC, Gracie Point, and Deloitte and Touche LLC. Private Advisor Group serves a diverse client base including individuals, business entities, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to various advisory programs, third-party asset managers, and model portfolios supported by major strategists such as Fidelity and BlackRock.

Luke Walling is a Series 66-licensed advisor at Goldman Sachs Wealth Services with three years of industry experience. His work history includes multiple tenures at Goldman Sachs and positions at Wake Forest and Emerald Assets. Outside of finance, he was involved with Angelo’s Soccer Corner. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm offers tailored financial planning and portfolio management using strategic allocation models and proprietary research, leveraging the broader Goldman Sachs platform for expanded investment and financial solutions.

Leslie Krajnak is a financial advisor with Private Advisor Group, LLC, holding the CFP® designation and Series 63, 65, and 66 licenses, with 11 years of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2026, Leslie worked at several firms including Palante Wealth Advisors and New York Life Insurance Company. Outside of finance, Leslie operated a personal training business, Fit 4 Life Personal Training LLC, from 2019 to 2023. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey asset management platforms, and their own WealthSuite separately managed account program.

Kyle Colwell is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 66 credential and 14 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2012. He is involved with AIMCOR Group, LLC in an investment-related capacity. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a range of analytical approaches and offering access to third-party asset managers and proprietary model portfolios.