Victor Vera Arias is a financial advisor with GWN Securities Inc. holding Series 63 and Series 65 licenses and has five years of industry experience. He has worked at Vera Capital Management LLC since 2019 and previously at ASO Safety Solutions Inc. from 2015 to 2019. Outside of investment advisory, he is also active as a licensed life insurance agent. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies through a large network of over 400 advisors.

John Foster is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Private Advisor Group since 2016 and also has a long tenure with LPL Financial dating back to 2007. Outside of his advisory roles, he manages Foster Holdings I, LLC, a business entity for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for a diverse client base including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs, employing multiple investment strategies and supporting held-away account management through technology partnerships.

Michael Capriotti is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at LPL Financial and Private Portfolio Partners, LLC. He also operates Capriotti & Company, which provides non-variable insurance products alongside investment advisory services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a diverse client base including individuals, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers, employing a variety of investment strategies tailored to client objectives and risk tolerances.

Mark Scordato is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2019 and previously spent nine years with Global Financial Private Capital, LLC, among other roles. Outside of his advisory work, he is president and creator of Redline WFO Productions, LLC, a company focused on developing television show concepts. J.W. Cole Advisors operates through a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms. The firm serves individuals, high-net-worth clients, and institutions using a combination of discretionary and non-discretionary account management approaches.

Robert Streit Jr. is a financial advisor with LPL Financial and Private Advisor Group, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has worked at LPL Financial since 2018 and Invest Financial Corporation from 2008 to 2018. Streit also serves as an advisor at Beneficial Savings Bank, where he has been involved for 18 years. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a range of non-advisory financial products.

Michael Sevchuk is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following an 18-year tenure at The AYCO Company, L.P./Mercer Allied. 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 utilizes centralized investment resources and model portfolios, delivering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Eric Lyons is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Financial, Signature Securities, Terra Capital Markets, and Diamond Wholesale Corp. Lyons provides investment advisory services through Private Advisor Group, an independent registered investment advisor. 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, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Scott Cohen is a financial advisor at NewEdge Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Charles Schwab and Ameriprise Financial Services. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, using a range of investment approaches and regular portfolio reviews.

Marc Depasquale is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has held prior roles at Coerver Coaching, Rino's Pizzeria, OK Petroleum, and Wealth Advisory Group LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm integrates strategic allocation models and manager selections with a range of service platforms, leveraging the broader Goldman Sachs ecosystem to offer comprehensive wealth management solutions.

Tina Welles is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at Goldman Sachs Wealth Services since 2021 and previously spent nine 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large, integrated financial group.

Joseph Norris is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience and is based in Mount Laurel, NJ. Since 2018, he has also provided investment advisory services through Private Advisor Group, an independent registered investment advisor. LPL Financial serves a wide range of clients, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various advisory and brokerage services supported by an in-house research team that constructs model portfolios and provides strategic and tactical investment options.

Mark Giordano is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 25 years of industry experience. His career includes roles at LPL Financial and Independent Financial Partners, and he is also an attorney with The Giordano Law Firm, PC. Outside of finance, he is involved in a film production company. Private Advisor Group, LLC manages over $41 billion for more than 135,000 clients, including individuals, trusts, and corporate plans. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party platforms.

Michael Hecht is a financial advisor at Private Advisor Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Private Advisor Group since 2014, having previously worked at LPL Financial LLC starting in 2007. Hecht is also involved with ECH Financial LLC, a business entity for tax and investment purposes. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and a proprietary separately managed account program.

Mason Piersall is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has experience in the industry beginning in 2024, with prior roles at Fiducient Advisors, MassMutual Life Insurance Co, and Mass Mutual Investors Services. Outside of finance, he has worked in the hospitality sector at Wood-n-Tap Bar and Grill. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with ongoing oversight and strategic allocation reviews.

Stephen Littenberg is a CFP® and ChFC® with 35 years of industry experience. He is currently with Private Advisor Group, LLC, where he has worked since 2020, and previously spent 10 years with National Asset Management, Inc. and National Securities Corp. Outside of his advisory role, he operates under the business names Scholar Wealth Management and Scholar 401k Solutions through Private Advisor Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Franklin Smith Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial and CUNA Mutual Group in prior roles. In addition to advisory duties, he provides administrative support to Private Advisor Group. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Raymond Bolleia is a financial advisor with Private Advisor Group, LLC and holds a Series 63 designation. He has 43 years of industry experience, including 12 years at Ameriprise Financial Services and five years with both Private Advisor Group and LPL Financial. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party asset managers.

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.

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.

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.