Earle Jarden Jr. is a CFP® professional with 18 years of experience in the financial industry. He currently works at Corient and has previously held roles at Beacon Trust, Facet Wealth, Prudential Insurance Company of America, PGIM Investments, and Charles Schwab. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party manager solutions, employing continuous portfolio monitoring and risk management tools to align investments with client objectives.

Faith Ryan is a Series 66-licensed financial advisor with Private Advisor Group, LLC, based in Morristown, NJ, and has two years of industry experience. She previously worked with LPL Financial and MACRO Consulting Group. Outside of advisory work, Faith is also a commissioned notary. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including its proprietary WealthSuite platform and third-party programs. The firm employs a fiduciary-based advisory model that combines client goal gathering with portfolio management and the selection of managers and model portfolios from major strategists.

Ramon Baez Malone is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Empower Advisory Group since 2024, following prior roles at Empower Financial Services and Tapfin/EY. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and rebalancing within plan lineups chosen by plan sponsors.

Jennifer Mashini is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following five 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, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, delivering services through both direct and partner programs with a range of tailored offerings.

Louis Hery Jr. is a CFP® professional with 27 years of industry experience. He is currently with Osaic Advisory Services, LLC and has held prior roles at American Portfolios Financial Services, Inc. and Raymond James Financial Services Advisors Inc. Since 2012, he has served as a board member of Mt. Tabor Country Club. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and access to proprietary and third-party platforms.

Christopher Camburn is a CFP® with 26 years of industry experience, currently serving at Private Advisor Group, LLC since 2015. He has prior experience with LPL Financial and Wells Fargo Clearing. Camburn is also involved in providing financial planning, portfolio management, pension consulting, and educational seminars through his registered investment advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and a range of managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal setting with portfolio management and selections from third-party strategists, utilizing various investment methods and technology platforms.

Gary Sluck is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012 and previously held roles at Northwestern Mutual Investment Management and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he has served as a high school basketball referee. 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 employs a fiduciary-based advisory model that leverages technology platforms and third-party managers, providing both discretionary and non-discretionary investment solutions.

Amanda Samudio is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing five years of industry experience. She has worked at Goldman Sachs Ayco Personal Financial Management since 2021 and previously held roles at Allstate and other organizations. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management solutions supported by strategic allocation models, manager selections, and a range of service platforms within the broader Goldman Sachs ecosystem.

Patrick Sullivan is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and has worked with firms including LPL Financial and PAG Financial, LLC. Sullivan also spends part of his time selling fixed insurance products such as life and health insurance. Private Advisor Group provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fiduciary-based advisory model and offers a variety of managed account solutions, including its proprietary WealthSuite platform and access to third-party managers and TAMPs.

Nicolas Carrion is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and two years of industry experience. Prior to joining Private Advisor Group, he spent eight years with LPL Financial LLC and has held positions at Pennsylvania State University and The Sagamore Resort. 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 and utilizes proprietary technology platforms and third-party managers to deliver diversified investment strategies.

Robert Pettit is a financial advisor at Corient with eight years of industry experience. He holds a Series 66 designation and has worked at firms including RegentAtlantic and Mass Mutual Investors Services. His background also includes roles outside of finance, such as at University of the Arts and operating Pettit Audio. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, and offers specialized services including family office and corporate trustee solutions.

Donald Rasweiler is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Benjamin F. Edwards & Company, Wells Fargo Clearing, Morgan Stanley, J.P. Morgan Securities, and A. G. Edwards & Sons. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs delivered on discretionary and non-discretionary bases, with advisory services spanning equity, balanced, and fixed-income portfolios structured through strategic and tactical asset allocation.

Helder Samagaio is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Andrew Newman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior experience includes five years at Wells Fargo Advisors before joining Private Advisor Group and LPL Financial in 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm combines fiduciary-based advisory services with a range of investment strategies and technology platforms, often utilizing third-party managers and model portfolios from major strategists.

Luis Tagliaferro is a financial advisor with Eagle Strategies (NY Life) based in Chester, NJ. He holds a Series 66 designation and has three years of industry experience. Prior to his current role at Eagle Strategies and affiliated firms, he worked at Bank of America and Merrill. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Daniel Riordan III is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 13 years before joining Rockefeller in 2025. 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 a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides access to alternative investment vehicles through its Private Advisor model and consolidated investment platform.

Michael Goetze is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He has held roles at Goldman Sachs since 2023 and previously worked at Hodges Ward Elliott and Village Paint Supply Inc. Outside of finance, his background includes involvement with Graydon Summer Day Camp. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, leveraging centralized investment resources and a range of tailored offerings.

Aaron Maciak is a financial advisor with Oppenheimer in Florham Park, NJ, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Ameriprise Financial Services and self-employment ventures. Outside of his advisory work, he works part-time as a caddy at Crestmont Country Club on weekends. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment and consulting services delivered on both discretionary and non-discretionary bases, combining strategic asset allocation with tailored portfolio management.

Darin Gartland is a CFP® professional with 23 years of experience in financial advising. He has worked at Mariner since 2020 and previously spent 16 years at Wealth Health, LLC, with additional experience at The MDE Group, Inc. Mariner serves a diverse range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, retirement plan consulting, and other services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers, offering a broad set of strategies and notable tax and accounting integration features.

Angela Londergan is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 26 years of industry experience and has worked at Morris Financial Services and Commonwealth Financial Network since 2005. Outside of her advisory role, she has been involved with the Parsippany Child Day Care Center since 1998. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.