Alex Coriddi is a financial advisor at Corient with 12 years of industry experience. He holds a Series 65 credential and previously worked at RegentAtlantic for nine years before joining Corient. 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 uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Sandra O'gorman is a financial advisor at Goldman Sachs Wealth Services with 31 years of industry experience. She has held positions at Mercer Allied Company, L.P. and The Ayco Company prior to joining Goldman Sachs in 2021. Sandra holds a Series 63 designation. Goldman Sachs Wealth Services advises a wide range of clients including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models and proprietary research to tailor solutions to client objectives.

Jason McCarthy is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at LPL Financial, Raymond James & Associates, Uvest Financial Services Group, Inc., and Harrisdirect LLC. He also provides administrative support to Private Advisor Group as a compliance officer. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers proprietary and third-party managed account solutions through various technology platforms.

Brianna Schneider is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2016, following a brief tenure at Starbucks. 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 utilizes strategic and tactical allocation models supported by multiple specialized groups and offers a wide range of advisory platforms and tools integrated within the broader Goldman Sachs ecosystem.

Valerie Downs is a CFP® with seven years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. Her prior roles include positions at LWS Wealth Advisors, Inc., Wealth Edge, and Allied Wealth Partners. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services into its client relationships.

Shiv Raizada is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Goldman Sachs Ayco and Advantage xPO onsite Ayco, as well as a prior business, Raizada Fuel. Goldman Sachs Wealth Services offers 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 combines centralized investment resources with a range of tailored offerings, leveraging integrated capabilities across affiliated entities.

Alexandra Tasev is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked previously at Shenkman Capital Management and held various roles related to law and artist management, including time at Pace University Elisabeth Haub School of Law and several music management firms. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management using tailored strategies developed by specialized investment groups and offers access to a broad range of financial services and alternative investments within the Goldman Sachs ecosystem.

Gerard Valenti is an advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 credentials, with 11 years of industry experience. His prior work includes roles at Investors Bank, Cetera, Kearny Bank, LPL Financial, and M&T Bank. He is also engaged in banking through NVE Bank, a subsidiary of ION Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and operates a hybrid adviser/broker-dealer model with a focus on firm supervision and co-advisory arrangements.

Keith Dowling is a CFP® professional with 21 years of industry experience, currently advising at Mariner in Florham Park, NJ. He has worked at Mariner Wealth Advisors since 2014 in various capacities and also spent time at Msec, LLC and FirstPoint Financial. Mariner serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized tax and family office services. The firm uses customized, discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services uncommon among large advisory enterprises.

Sean Sullivan is a Series 66 licensed financial advisor with 14 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial since 2012 and worked at Private Advisor Network, LLC from 2019 to 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based model combines client goal assessment with portfolio management and third-party manager selection, utilizing technology platforms and diverse investment strategies.

Alex Rohmann is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Sanctuary Securities, Inc., Forester Capital, and Santander. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of more than 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment approaches and acting as a fiduciary under written advisory agreements.

Braezen Subick is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Primerica Advisors. Prior to joining Primerica, he spent 10 years at Edward Jones. He holds Series 63 and Series 66 licenses. Primerica Advisors operates under Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across multiple platforms.

Michael Aguado is a financial advisor at Goldman Sachs Wealth Services with 26 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 22 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic allocation models, manager selections, and a range of implementation approaches, supported by resources across the Goldman Sachs network.

Charles Mcconnell is a financial advisor at Mariner with a Series 65 credential and five years of industry experience. His prior roles include work at the Institute for Divorce Financial Analysts and self-employment before joining Mariner in 2021. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm offers customized discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Alan Eisenstein is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory role, he is involved in multiple insurance-related businesses, including ownership interests in several agencies focused on life, health, disability, and long-term care insurance. SPC serves a diverse client base, including individual investors, high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management through a network of over 460 advisers.

Max Stupak is a financial advisor at Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Goldman Sachs, he worked at Kesef Accounting Services and attended Syracuse University. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models, manager selection, and both discretionary and non-discretionary implementations, supported by proprietary analytics and integration across the broader Goldman Sachs network.

Dylan Honig is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he worked at Savills and Goodwin Procter. He holds a background in academia, having attended Syracuse University and Staples High School. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary portfolio management.

Owen Pardo is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His career includes positions at Shephard Capital Management, LPL Financial, Wells Fargo Advisors LLC, A.G. Edwards & Sons, Inc., Oppenheimer, and UBS Financial Services. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers, supported by a broad network of advisors and integrated platform solutions.

John Crowe is a financial advisor with Cetera Planning Partners who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His career includes long-term roles at Avantax and Headquarters Advisory Group, among others. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering comprehensive financial planning, investment management, and retirement-related advice. The firm employs a diversified investment approach using mutual funds and ETFs aligned with client objectives, supported by additional services such as tax planning, bookkeeping, and estate planning through a third-party provider.

Pierce Enxuto is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he was affiliated with Seton Hall University for multiple periods between 2020 and 2025. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs with a tailored approach supported by strategic allocation models, manager selections, and a range of fee structures, leveraging capabilities across the broader Goldman Sachs ecosystem.