Douglas Shirley is a financial advisor with TD Private Client Wealth LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, having previously worked at Charles Schwab and TD Ameritrade. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a range of strategic and tactical portfolio options with both affiliated and third-party managers.

Christopher Alberti is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 65 licenses and bringing 18 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, Alberti is an independent insurance agent offering life, disability, accident, health, and long-term care insurance, as well as fixed insurance products through Shockproof Insurance LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Terrence Norton is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with PNC Investments since 2008. Outside of his advisory role, he is involved in property management as a landlord. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to manage discretionary model accounts with mutual funds and ETFs.

Evan Gallipoli is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following eight years at The AYCO Company, L.P./Mercer Allied. Gallipoli serves as a board member of Servant's Heart Ministry Corporation, a nonprofit organization based in Paterson, NJ. Goldman Sachs Wealth Services offers 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 range of discretionary and non-discretionary managers, providing tailored wealth management solutions integrated within a large financial group.

Richard Samara is a CFP® with 42 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2014. He also has a concurrent affiliation with LPL Financial. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a range of programs featuring third-party asset managers, turnkey platforms, and a proprietary WealthSuite account program.

Sonia Morales Rodriguez is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mariner. She has been with Mariner Wealth Advisors since 2015, including her current role with Mariner since 2017. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and integrated tax and family office services. The firm employs a discretionary, customized investment approach overseen by an Investment Committee and combines internal research with third-party managers across a range of asset classes and strategies.

Mary Earl is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her career includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Co. Outside of her advisory work, she serves as president of two tennis clubs, the Eagle Rock Racquet Club in Vermont and the Westfield Tennis Club in New Jersey. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of investment programs, including traditional asset allocation and legacy momentum-based strategies.

Zachary Dunning is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked previously at The Ayco Company, L.P./Mercer Allied, Dana Distributors, Northwestern Mutual, Southern New Hampshire University, and MB&L Parking Solutions. 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 integrates centralized investment resources and a range of affiliated services to deliver tailored wealth management solutions.

Christopher Buldo is a financial advisor at Mercer Global Advisors Inc. in Morristown, NJ, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Mercer, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2023 to 2026. Outside of finance, his work history includes roles at Uber Eats and Urban Chicken. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other vehicles.

Kevin Ross is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Private Advisor Group and affiliated LPL Financial since 2015. Private Advisor Group, LLC is an SEC-registered firm managing 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, retirement plan consulting, and access to third-party asset management programs, employing a variety of investment strategies and coordinating custody and reporting through multiple custodians.

Joseph Barbara is a financial advisor with Private Advisor Group, LLC and holds a Series 66 credential. He has 20 years of industry experience, including roles at Private Advisor Group and LPL Financial since 2013. Outside of his advisory work, he serves as a notary public without charging for the service. 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 retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.

Ryan Mc Kenna is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. He previously worked at BlackRock and completed his education at Washington and Lee University. 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 broad range of affiliated services.

Brooke Wallace is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and less than one year of industry experience. Prior to joining Goldman Sachs, Wallace held roles at Wynkoop Financial and Tsamutalis and Company, and has a background that includes work in education at various schools. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, leveraging centralized investment resources and integrated financial group capabilities to offer tailored wealth solutions.

John Hyland is a financial advisor at Private Advisor Group, LLC with 35 years of industry experience. He holds a Series 63 designation and has worked at Private Advisor Group since 2011, as well as at Morristown Financial Group, LLP and LPL Financial since 1997. Outside of his advisory roles, he serves as a board member for Mauger and Co. Private Advisor Group, LLC is an SEC-registered firm managing 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 various investment strategies and supporting held-away account management through technology partnerships.

Megan Yip is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ, holding a Series 66 designation and five years of industry experience. She has worked at Ayco since 2021 and previously held positions with Bank of New York Mellon, Citizens Financial Group, and The Wharton School at the University of Pennsylvania. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office support and Executive Wealth programs. The firm integrates strategic investment approaches and proprietary analytics within the broader Goldman Sachs network to serve clients through various fee structures and operational tools.

Sagar Shah is a CFA® charterholder with four years of industry experience. He is currently with Corient, where he has worked since 2022, and has prior experience at firms including RegentAtlantic and Livian & Co. Shah is based in Morristown, NJ. 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 that combines in-house strategies with third-party manager solutions and customized asset allocation.

Alex Dimartino is a financial advisor at Private Advisor Group, LLC with five years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, LLC since 2021. Prior to his advisory career, he held positions at Babson College and Gentle Giant Moving Company. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through both discretionary and non-discretionary programs. The firm provides access to third-party asset managers and proprietary model portfolios supported by major strategists such as Fidelity and BlackRock.

Jacob Weiss is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and has been with Goldman Sachs since 2026. His prior experience includes roles at E Rate Solutions Group, Grodsky, Caporrino & Kaufman, and Amelias by the Sea, as well as academic positions during his studies at Bucknell University and Colts Neck High School. Goldman Sachs Wealth Services advises a diverse range of clients, including individuals, executives, plan sponsors, and institutions, offering financial planning, portfolio management, and specialized wealth programs. The firm leverages integrated capabilities across the Goldman Sachs ecosystem to tailor investment strategies and provide access to alternative investments and various advisory services.

Dennis Gunn is a CFP® with 40 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2010. In addition to his advisory role, he is active in life insurance and annuity sales through his work with Primary Financial and Stone Hill Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily on a non-discretionary basis through third-party asset manager platforms. The firm offers financial planning, consulting, and retirement plan services, with a focus on client-directed implementation and oversight.

Nicholas Cooper is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 65 designation and previously worked at RMR Wealth Builders, Inc. and WMS Partners, LLC. 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 managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.