Jack Worth is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Northwestern Mutual. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Evan Imfeld is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 12 years of industry experience, including prior work at Northwestern Mutual Investment Management. He also assists with underwriting processes through a local insurance agency. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans, offering 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 while combining proprietary and third-party resources.

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.

Melissa Weisz is a CFP® and CFA® with 14 years of industry experience. She currently serves at Corient and has previously worked at RegentAtlantic and Wechter Feldman Wealth Management, Inc. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and includes private fund capabilities through affiliated platforms.

Kimberly Visco is a financial advisor at Private Advisor Group, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at PNC Wealth Management. Visco has been with Private Advisor Group and affiliated LPL Financial since 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates various investment strategies through both proprietary and third-party platforms.

Mark Caprarola is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 36 years of industry experience. His prior firms include PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. In addition to his advisory work, he is involved in non-variable insurance through several related business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a variety of advisory programs. The firm employs a fiduciary-based model, utilizing both proprietary and third-party investment strategies and technology platforms.

Ronald Volpe is a financial advisor with HSBC Securities (USA) Inc. in Chatham, NJ, holding Series 66 and Series 63 designations and possessing 21 years of industry experience. He has worked at HSBC in various capacities since 2008 and had a brief tenure with Citizens Securities, Inc. in 2022. Outside of his advisory role, he volunteers at St Clare Church, assisting with religious instruction and monitoring children. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm’s investment approach incorporates a range of risk profiles and combines strategic and tactical asset allocation with fund and alternative-fund due diligence conducted by affiliated teams.

Marc Leibowitz is a financial advisor at Oppenheimer with 29 years of industry experience. He has been with Oppenheimer since 2010 and previously worked at Merrill from 2004 to 2010. Outside of his advisory work, he volunteers as chairman of the lecture program at the University Club in New York City and serves as a volunteer armed guard for his house of worship in Short Hills, New Jersey. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary approaches.

Julie Sumitomo is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. She has 18 years of industry experience and has previously worked at Santander Securities, LLC and Santander Bank, NA. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, providing ongoing portfolio management and financial planning support.

Gerald Korey is a CFP® with 12 years of experience in the financial services industry. He is currently with Corient, where he has worked since 2022, and previously spent nine years at RegentAtlantic. Korey holds a Series 66 designation. Corient provides investment advisory and financial planning services to individual and 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 integrates proprietary and third-party strategies, along with risk management tools and alternative investments where appropriate.

Alan Mendlowitz is a financial advisor at GWN Securities Inc. with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at GWN Securities since 2017, following roles at PRUCO Securities, LLC and The Prudential Insurance Company of America. Outside of his advisory work, he is involved in property and casualty insurance through several agencies, including serving as president of Wise Men Insurance Services, Inc. and Amass Wealth LLC. GWN Securities provides investment advisory and related services to individual and corporate clients through a range of managed account programs, financial planning, and access to third-party managers. The firm employs a mix of discretionary portfolio management, model portfolios, and technology-enabled platforms, and is noted for its use of market-timing and momentum-based strategies in certain legacy programs.

Kevin Barry is a CFP® professional with 37 years of industry experience, currently serving at GWN Securities Inc. since 2020. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and CitiStreet. He is also involved in insurance sales, focusing on life, long-term care, and disability insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers for individuals and business clients. The firm supports a network of approximately 423 advisors and manages around $3.65 billion across more than 37,000 accounts, delivering advice through various managed-account programs and model portfolios.

Arshad Awan is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with TD Bank and its affiliated entities since 2014. Awan also serves as a FINRA non-public arbitrator. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic asset allocation and investments from both affiliated and third-party managers.

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.

Kevin Pearly is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Bank of America and Merrill Lynch, where he worked for over a decade each. Outside of his advisory work, he owns a beach house in Beach Haven, New Jersey. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports a broad range of investment approaches and operates through a network of over 400 independent advisor representatives.

Linda Rozycki is a financial advisor at Steward Partners Investment Advisory, LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley and Raymond James Financial Services. Her recent roles have been with multiple Steward Partners entities since 2018. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

John Egan is a CFP® with 39 years of industry experience, currently serving at HighTower Advisors. His prior roles include founding JM Egan Wealth Advisors and working at Cincinnati Analysts, Inc. He is a notary public and serves as vice president on the board of the Hartley Dodge Foundation, as well as a board member for the South Beach Association. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and various investment strategies.

Christopher Kent is a Series 66 licensed advisor with seven years of industry experience. He is affiliated with Private Advisor Group, LLC and LPL Financial, having joined both firms in 2021. His prior experience includes roles at MML Investors Services, MassMutual, and Ocean City Home Bank. 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 approach, combining proprietary and third-party investment strategies while utilizing technology platforms to implement tailored investment solutions.