Katie Clark is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. She has previously held roles at Simplicity Investments and Brian K Adams & Associates. In addition to her advisory work, she is an executive director and co-national sales manager at BKA Financial, LLC, where she is involved in advanced insurance planning and business operations. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm uses fundamental analysis and Modern Portfolio Theory to create diversified portfolios and offers both traditional portfolio management and a digital program called Starlight Portfolios.

Jeuris Ramon Pena is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. He has two years of industry experience and has held roles in both financial advising and the music industry, currently serving as Accounting Manager for LVRN Records LLC. Pena’s background includes positions at World Financial Group, City Winery, and Concord Music Group. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and offers multiple program platforms such as Transamerica ONE and TFA365.

Daniel Duca is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Altfest Personal Wealth Management for 13 years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering discretionary and non-discretionary investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing a range of low-cost ETFs, index funds, separate account managers, and other investment vehicles, while also providing educational content and specialized client programs.

Joseph Yeager is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 12 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, institutional clients, and plan sponsors. The firm offers financial planning and portfolio management along with specialized programs and uses strategic allocation models and both discretionary and non-discretionary implementations to tailor solutions to client objectives.

Mark Macdonald is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has been involved with Advanced Wealth Preservation, LLC since 2014. Outside of his advisory role, he manages a college planning consulting business focused on college selection, admission, and preparation. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients such as sovereign wealth funds, employing a variety of discretionary investment strategies and supporting a large advisor network.

Jerome Delsordo is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 19 years at The AYCO Company, L.P. and its affiliates. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging integrated resources across the Goldman Sachs ecosystem.

Michael Desaulnier is a CFP® with 24 years of experience in the financial advisory industry. He has worked at Private Advisor Group, LLC and LPL Financial since 2012, and previously held positions at Stifel, Ryan Beck & Co., and J. B. Hanauer & Co. Outside of advisory work, he is involved in tax preparation and accounting services in Morristown, NJ. 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 uses a variety of investment strategies and technology platforms.

Tahra Wohlert is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked at several firms, including The Ayco Company, L.P./Mercer Allied and Ameriprise Financial Services. Goldman Sachs Wealth Services serves a broad client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm integrates strategic allocation models and proprietary research tools within the broader Goldman Sachs ecosystem to tailor investment solutions to client objectives.

Miguel Gonzalez is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and over 22 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2012, and previously held roles at Chase Investment Services Corp., Wells Fargo Clearing, and Merrill. 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 utilizes a fiduciary-based advisory model with a variety of investment strategies and technology platforms while offering access to proprietary and third-party managed account solutions.

James Clark is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored offerings through a combination of discretionary and non-discretionary managers within a large integrated financial group.

Daniel Odell is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Oppenheimer since 2007 and previously was with Ameriprise Advisor Services, Inc. from 2003 to 2007. 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 range of programs across equity, balanced, and fixed-income portfolios, with services delivered on both discretionary and non-discretionary bases.

William Hart is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 43 years of industry experience. He has worked at Private Advisor Group since 2011 and has prior experience at LPL Financial, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. 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 various managed account solutions including its proprietary WealthSuite. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management or manager selection, utilizing both in-house and third-party strategies supported by technology platforms.

Gretchen Walz is a financial advisor with Bankers Life Advisory Services, Inc., holding CFP® and Series 63 credentials and bringing 18 years of industry experience. She has worked with Bankers Life and its related entities since 2005, including roles at Bankers Life Advisory Services and Bankers Life Securities. In addition to her advisory work, she is also an insurance agent with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Jason Burd is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and was employed by the Philadelphia Eagles for nine years prior to his financial services career. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that includes portfolio management and access to a range of managed account solutions and third-party strategists.

Richard Summers is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has five years of industry experience, including roles at LPL Financial, Bank of America, Merrill, and Diversitex Inc., where he has a background spanning over a decade. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a range of strategies and technology platforms while offering access to both proprietary and third-party managed account solutions.

James Sonneborn is a CFP® professional with 19 years of industry experience. He is currently with Corient, where he has worked since 2022, following a 17-year tenure at RegentAtlantic. His background includes roles at Corient Services LLC and CIPW Service Company, LLC. 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 employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and uses risk management tools and stress testing to align portfolios with client objectives.

Vincent Egan is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Prior to joining Benjamin F. Edwards in 2013, he worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs, financial planning, and investment management services that utilize proprietary and third-party strategies.

Richard Coppa is a CFP® with 23 years of experience in financial advisory. He has worked at Mariner Wealth Advisors since 2020 and previously spent 17 years at Wealth Health, LLC. He serves as a board member of the Pediatric Cancer Foundation in New Jersey, where he contributes to awareness, fundraising, and financial governance. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers to offer customized portfolio solutions along with integrated tax and accounting services.

Johnny Covello Jr. is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at The Ayco Company, Mercer Allied, and Northwestern Mutual. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm’s advisory teams use strategic and tactical allocation models supported by proprietary research and offer a range of customizable fee arrangements and specialized programs.

Jeffrey Varisco is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 23 years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates various strategic and tactical allocation models and provides clients with access to a wide range of affiliated Goldman Sachs capabilities.