Katherine Chen is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following prior roles at The Ayco Company, L.P./Mercer Allied and SS&C Technologies. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm integrates centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large, integrated financial group.

Perry Koplik is a financial advisor with Commonwealth Financial Network and holds a Series 63 designation. He has 40 years of industry experience and has worked at firms including Kestra Advisory Services, PF Compass, and Mass Mutual Investors Services. Koplik is a co-owner of PF Compass, LLC, which provides group insurance benefits. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Lesley Draper is a financial advisor with Corient, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has worked at RegentAtlantic for 14 years before joining Corient and its related entities in recent years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach integrating in-house strategies and third-party managers, with an emphasis on risk management and portfolio monitoring.

Jared Brown is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is an independent insurance agent and a sales broker for Creative Risk Management. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive legacy use of market-timing and momentum-based investment strategies.

Michael Green is a CFP® with 22 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Wechter Feldman Wealth Management, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, private funds, and other vehicles.

Jessica Divincent is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Brian Mc Govern is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and six years of industry experience. He is also a partner at McGovern Garry LLC, a CPA firm offering tax and consulting services. Additionally, Mr. McGovern serves as a board member for QuantumXchange, Inc. without compensation and provides tax advice and preparation services separate from his investment advisory work. Private Advisor Group, LLC manages over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a range of investment strategies and extensive use of third-party platforms and managers.

Matthew Masterson Jr. is a CFP® with 10 years of industry experience, currently serving at Corient. He previously worked at RegentAtlantic for eight years. He is involved with the Morris Educational Foundation, where he serves on the Finance Committee overseeing the organization’s finances and investments. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies, third-party managers, and customized asset allocation, with ongoing portfolio monitoring and risk management.

Jeffrey Boyer is a financial advisor at Corient with 19 years of industry experience. He holds a Series 65 designation and has worked at Corient and its related entities since 2022, following a 15-year tenure 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 uses a goals-based, team investment approach that combines internal strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

David Cerchio is a financial advisor with Primerica Advisors in Somerville, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Company of America since 2007 and has also been involved with International Planning Alliance, LLC since 2004. Outside of his advisory work, he serves as a board member of the Middletown South Alumni Organization. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party platforms.

Daniel Mulligan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior affiliations include Kestra Advisory Services, Hightower, Bank of America, Merrill, and Morgan Stanley Smith Barney. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

James Galbraith III is a CFP®-designated financial advisor with 33 years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, having joined both firms in 2022. His prior experience includes roles at Steward Partners Global Advisory, Raymond James Financial Services, and Wells Fargo Advisors. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Brian Dorflinger is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Raymond James Financial and Kennedy Insurance Services. Outside of advisory services, he has been a driver for Uber since 2015 and is involved with Edgewood Associates, a property and casualty business. Private Advisor Group manages 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, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Robert Defina is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and PNC Investments, among others. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Chris Schiffer is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. His prior experience includes six years at AEPG Wealth Strategies. 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 plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Aidan Baris is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Prior to joining Goldman Sachs, he held roles at Freepoint Commodities and Mandelbaum Barrett PC and has an academic background from Emory University. Goldman Sachs Wealth Services advises individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams customize strategies using a combination of internal investment groups and third-party analytics, supported by the broader Goldman Sachs ecosystem and a range of client service platforms.

Jacob Schultz is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience and a Series 66 credential. He has worked at Goldman Sachs since 2019 and previously held roles at Pepperdine and Bloomingdales Inc. Outside of his advisory work, Schultz serves as a trustee for a family trust based in Morristown, NJ. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management with tailored strategies supported by in-house investment research and a range of service platforms.

Morgan Castner is a CFP® with 16 years of industry experience. He has worked at \u0026Partners since 2026 and previously spent 16 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. \u0026Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Tristan Harding is a Series 66-licensed financial advisor with 14 years of industry experience. He has held various roles within PNC, including positions at PNC Bank and PNC Investments, and currently works at PNC Wealth Management in Bridgewater, NJ. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that integrates algorithmic risk assessment and executes investments via approved strategies managed by PNC or third parties.

Katie Scholl is a financial advisor at &Partners with 11 years of industry experience. She holds the Series 66 designation and has worked at &Partners since 2024, following eight years at Wells Fargo Clearing and four years at Wells Fargo Advisors, LLC. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies, employing fundamental, technical, and quantitative analysis.