Benjamin Cheung is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and specialized market roles.

Karen Creel is a financial advisor with TLG Advisors, Inc. in Summit, NJ, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at First Republic Securities Company, LLC, Rockefeller Financial LLC, and MetLife Investment Distributors Company. She currently serves as Head of Wealth Structuring at Sequent (Florida) LLC. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection approach grounded in fundamental analysis and Modern Portfolio Theory, offering portfolio management, financial planning, and fiduciary services through a network of independent advisors and sub-advisors.

Ashley Chowdhury is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and nine years of industry experience. She has been with The Ayco Company LP since 2016. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office programs and Financial Wellness, leveraging strategic allocation models and extensive resources within the Goldman Sachs ecosystem.

Jonathan Gerrard is a financial advisor with TLG Advisors, Inc. based in Summit, NJ. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Gerrard Advisors LLC, The Leaders Group, Douglas Gerrard, TIAA-CREF, Merrill, and Penn Mutual Life Insurance Company. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension plans, and other institutional investors. The firm offers investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, using manager selection and ongoing monitoring grounded in fundamental analysis and Modern Portfolio Theory.

Max Roy is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds a Series 66 designation and has worked at several firms including UBS Financial Services, M&T Bank, and Citibank. Prior to his advisory career, he was involved with Club Z Tutoring and Bergen Community College. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm uses standard asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, while trades require client authorization.

James Mcbratney is a financial advisor at Private Advisor Group, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and UBS Financial Services. Outside of advising, he has ownership interest in a restaurant in Staten Island, NY. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans with portfolio management and financial planning services. The firm employs a fiduciary-based approach combining client goals and risk tolerance assessments with access to both proprietary and third-party investment strategies.

David Sprung is a CFP® and Series 66-registered advisor with Schwab Wealth Advisory, where he has worked since 2022. He has four years of industry experience, including prior roles at Charles Schwab & Co., Inc and Monroe Capital. Outside of financial services, he has experience in entrepreneurial ventures such as College Movers & Junk Hauling. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm emphasizes asset allocation and investment selection based on proprietary research and standard models, offering tailored advice without discretionary trading authority.

Edwin Colvin Jr. is a financial advisor with Tlg Advisors, Inc. and holds the Series 63 and Series 65 licenses, with 41 years of industry experience. He has been associated with Capitas Financial LLC and The Leaders Group, Inc. since 2009. Outside of his advisory roles, he is a partner and agent at Pinnacle Group, which supports life insurance and annuity brokerage services. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and comprehensive financial planning, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory.

Haibo Liang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses. He has one year of industry experience and a background that includes entrepreneurial work in photonics and managing residential rental properties. Transamerica Financial Advisors serves a diverse client base with both advisory and broker‑dealer services, offering proprietary and third‑party model portfolios and managing approximately $2.1 billion in client assets as of the end of 2025.

Mark Gori is a Series 66-licensed advisor with six years of industry experience. He is currently affiliated with TLG Advisors, Inc. and The Leaders Group Inc. Prior to these roles, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. TLG Advisors, Inc. serves a diversified client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both advisor-managed and direct-to-consumer investment programs.

Brian Flynn is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Hightower Advisors, where he has worked since 2026. Prior to this, he held roles at Journey Strategic Wealth LLC, Magnus Financial Group, Purshe Kaplan Sterling Investments, Inc., and Dynasty Wealth Management, LLC. Flynn is also an independent insurance broker, dedicating less than 10% of his business hours to this activity. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and diversified portfolio construction.

Scott Borg is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He has been with Citigroup Global Markets since 2016 and holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles including in-house research, security pricing, and futures commission merchant activities.

Keith Cannella is a financial advisor with PNC Wealth Management in Millburn, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with PNC Investments since 2005. PNC Wealth Management offers retail brokerage and advisory services through various model‑based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment and third-party managed model strategies executed with mutual funds and ETFs. This employee-only pilot program features annual rebalancing and incorporates affiliated cash-sweep and revenue-sharing arrangements.

Matthew Kanakis is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Bank of America, and Merrill. Outside of finance, he has held roles in the restaurant industry. 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’s offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Chrisos Papavasiliou is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Lantern Entertainment, Lantern Asset Management, and BTIG LLC. Outside of his advisory role, he is involved in media and entertainment through ownership of Pico and Hudson LLC and holds interests in several real estate and restaurant holding companies. Goldman Sachs Wealth Services serves a broad client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth services. The firm employs a range of investment strategies and leverages the wider Goldman Sachs platform to provide clients with diverse financial solutions.

Lisa Smoltino is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Eagle Strategies since 2011 and has worked with New York Life Insurance Company and Nylife Securities LLC since 2008. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm provides tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Weal Goma Androus is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with CitiBank since 2012. Outside of his advisory role, Androus has held passive or silent partner positions in pharmacy-related businesses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diversified investment advisory programs and broker-dealer services. The firm combines large institutional scale with specialized market roles and provides multi-asset, multi-manager strategies across discretionary and non-discretionary programs.

Anthony Condina is a financial advisor with Eagle Strategies (New York Life) based in Edison, NJ. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his advisory career, he worked for the U.S. Postal Service for 14 years. Eagle Strategies serves a diverse client base that includes individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm operates through a broad network of advisers and offers tailored solutions across multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Nycole Vannata is a financial advisor at &Partners with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services Inc. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis, as well as proprietary and third-party strategies, managing accounts on both a discretionary and non-discretionary basis.

Jared Gostanczik is a CFP® and ChFC® credentialed advisor with 24 years of industry experience. He is currently affiliated with TLG Advisors, Inc. and has worked at firms including Purshe Kaplan Sterling Investments and The Leaders Group, Inc. Jared also oversees internal sales at Bonsai LLC. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm offers investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, with an investment approach centered on manager selection, fundamental analysis, and Modern Portfolio Theory.