Donald Pfarr is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at LPL Financial, LLC and Citigroup Global Markets. Pfarr provides investment advisory services through Private Advisor Group, an independent registered investment advisor. 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’s fiduciary-based approach includes discretionary and non-discretionary services, utilizing proprietary and third-party investment platforms and strategies.

Jude Digidio is a CFP® professional with 40 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial and Cadaret, Grant & Co., Inc. He is also involved with B & D Group, Inc., a business related to his LPL activities. 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 that combines technology platforms and access to a range of third-party managers and proprietary managed account solutions.

Thomas Caiazzo is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. His career includes roles at Goldman Sachs & Co. LLC since 2021, as well as prior positions at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm integrates strategic and tactical investment models with a range of service offerings and operational tools, leveraging resources across the Goldman Sachs ecosystem.

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.

Michael Waldron is a CFP®-credentialed financial advisor with 29 years of industry experience. He is currently with &Partners and has previously worked at Wells Fargo Advisors, Bank of America, N.A., and Merrill. Waldron also owns and manages MT Waldron Advisors LLC, a separate financial practice based in Florham Park, NJ. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional organizations. The firm offers a range of investment management and financial planning services using both proprietary and third-party strategies, and operates as a registered investment adviser and broker-dealer.

Mark Murphy is a financial advisor with Primerica Advisors and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including long tenures at The Guardian Life Insurance Company of America and Primerica Advisors. Outside of his advisory work, he serves on multiple boards and is an author specializing in dental practice marketplace mergers and acquisitions. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary advisory programs and third-party manager platforms. The firm implements investment strategies through a combination of model portfolios, third-party managers, and digital advice solutions, supporting a range of assets and account-level services.

James Graham IV is a Series 66 credentialed financial advisor with 23 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at Lincoln Financial Advisors Corp and LPL Financial LLC. Outside of his advisory work, he is involved in selling non-variable insurance products including term life and universal life insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based approach combines client goal assessment with portfolio management and model portfolio selection from leading strategists, utilizing multiple investment strategies and technology platforms.

Joseph Iovino is a financial advisor with Oppenheimer in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Oppenheimer since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Michelle Nocito is a Series 66-licensed financial advisor with 20 years of industry experience. She is currently with Private Advisor Group, LLC since 2020 and has previously worked at LPL Financial, Ameriprise Financial Services, PNC Wealth Management, Cetera Investment Services, and Ryan Beck & Co. Outside of advising, she serves as an elected member of the Voorhees Township Committee and is an adjunct professor at Camden County College. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model utilizing various investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Ryan Brunnock is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. He has worked at Private Advisor Group since 2019 and was previously employed by LPL Financial and Pathstone. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party investment platforms and 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 Certified Financial Planner® with 30 years of experience in the financial services industry. He has been with Private Advisor Group, LLC since 2015 and has a long tenure at LPL Financial LLC dating back to 2001. In addition to his advisory role, he is involved in tax preparation and accounting services through PK Tax Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates proprietary and third-party managed account solutions to tailor investment strategies for its clients.

George Dobbs is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 registrations and 22 years of industry experience. He previously worked at LPL Financial for seven years before joining Independent Financial Group in 2019. Dobbs is also licensed as a New Jersey insurance agent offering various types of insurance products. Independent Financial Group provides investment advisory and brokerage services to clients ranging from individuals to pension plans and charitable organizations. The firm employs a combination of strategic asset allocation and multi-manager portfolios using both active and passive investment strategies.

John Bays is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at LPL Financial and A. G. Edwards & Sons, Inc., and he provides advisory services through the Lewis Wealth Management DBA of Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, offering both discretionary and non-discretionary solutions through proprietary platforms and third-party managers.

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 Series 66 licensed financial advisor with two years of industry experience. He is currently with Private Advisor Group, LLC and has held prior roles at LPL Financial, Gracie Point, and Deloitte and Touche. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to managed account solutions using a fiduciary-based advisory model.

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 CFP® with 11 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial. Her prior experience includes roles at New York Life Insurance Company, Palante Wealth Advisors, and BlackRock Investment Management. Outside of financial advising, she operated Fit 4 Life Personal Training LLC for four years. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and managed account solutions through a fiduciary-based advisory model. The firm employs various investment strategies and technology platforms, often implementing advice via third-party managers and TAMPs.