Thomas Cawley is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 24 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 21 years 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, delivering services through both direct and partner programs.

Daniel Rosenthal is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Private Advisor Group since 2016 and has prior experience with Ibex Wealth Advisors and LPL Financial. Outside of advising, he provides tax preparation and accounting services. 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.

Brandon Potucek is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Rockefeller Financial, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, and it uniquely operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Michael Dilella is a financial professional with 42 years of industry experience, currently affiliated with GWN Securities Inc. since 2017. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities Inc. He is also an independent insurance agent selling property and casualty insurance through Aegis Risk Solutions Group LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals 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 managed-account programs that include both traditional asset-allocation and legacy market-timing strategies.

Matthew Farago is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has previously worked at PepsiCo and in various roles related to recreation and education. Farago’s experience includes work at the University of Connecticut and several community organizations. Goldman Sachs Wealth Services advises a broad range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management using strategic allocation models and a variety of fee arrangements, supported by a wide network of affiliated Goldman Sachs entities and specialized advisory programs.

Amanda Glanz is a CFP® with 23 years of industry experience, currently serving at NewEdge Advisors. She previously worked at Janney Montgomery Scott, LLC and UBS Financial Services Inc. Ms. Glanz is also a licensed insurance agent. 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 integrates asset management with financial planning and consulting.

Dylan O'Shea is a financial advisor at Sanctuary Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America N.A. and Merrill for ten years. He serves as an advisory board member for Teach For America New Jersey, focusing on raising awareness of its mission. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and employs multiple investment philosophies, supported by a network of independent advisors and affiliated broker-dealer entities.

David Corson is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2015. Private Advisor Group, LLC is an SEC-registered advisory 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 and separately managed account strategies.

Peter Mancini is a financial advisor at Goldman Sachs Wealth Services with 18 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 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 a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.

Steven Ries is a CFP® with 18 years of experience in financial advising. He is currently with LPL Financial and previously worked at Janney Montgomery Scott, LLC for 12 years. Ries also provides investment advisory services through Private Advisor Group, an independent registered investment advisor. LPL Financial serves a broad range of clients including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers various advisory and brokerage services supported by an in-house research team and a large network of investment adviser representatives.

Matthew Ogus is a financial advisor at Corient with a Series 65 credential and four years of industry experience. His prior roles include positions at UBS and RegentAtlantic. In addition to his advisory work, he has experience working in non-financial roles such as at the Hackensack Gold Club. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and utilizes advanced risk management and monitoring tools.

Onofrio Cirianni is a financial advisor with Primerica Advisors in Somerville, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long-term roles at Primerica Advisors and The Guardian Life Insurance Company, as well as involvement with International Planning Alliance, LLC and Wood & Anthony, LLC. Outside of advisory work, he is active in consulting through entities such as Planning Alliance Consulting, LLC and The Prosperity Consulting Group, LLC, and serves on The College of NJ Men's Soccer Alumni Advisory Board. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a wide range of retail clients with brokerage and advisory services. The firm offers various proprietary and third-party investment programs, providing both discretionary and non-discretionary account management options.

Brian Mengel is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six 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, corporate participants, executives, plan sponsors, and institutional clients. The firm customizes client plans using strategic allocation models and offers a range of advisory services, including Private Family Office and Specialized Executive Wealth programs, supported by proprietary research, tax-aware techniques, and integration with Goldman Sachs’ broader capabilities.

Scott Gutman is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Outside of his advisory role, he is also a published author. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing multiple strategies and third-party asset managers to tailor solutions to client objectives and risk tolerances.

Charles Grotyohann IV is a financial advisor with Guardian Life and Park Avenue Securities, holding the CFP® and ChFC® designations and over 38 years of industry experience. His work history includes a long tenure at Park Avenue Securities since 2016. Outside of his advisory role, he participates in a local Rotary Club for networking. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs, including hybrid digital solutions and model portfolio management.

Paul De Biasse is a financial advisor at Eagle Strategies (NY Life) with seven years of industry experience. He holds the Series 66 designation and previously worked at Horizon Wealth Strategies, LLC for five years. Prior to his advisory career, he spent twelve years with Zignago Glass USA Inc. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis.

Tyrone Hutchinson is a financial advisor at GWN Securities Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at GWN Securities since 2017, following prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. In addition to advisory work, he is involved in insurance sales, focusing on life insurance, annuities, and related products to assist clients with retirement planning. 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. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs and model portfolios, including traditional, active, and legacy market-timing strategies.

James Parks is a CFP®-certified financial advisor with LPL Financial, bringing 33 years of industry experience. He has been with LPL Financial since 2000 and also provides advisory services through Private Advisor Group, an independent investment advisory firm. Parks holds Series 63 and Series 65 licenses and has additional experience in non-variable insurance and fiduciary activities. LPL Financial serves a broad client base including individual investors, retirement plan sponsors, and institutions, offering a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and alternative strategies. The firm provides flexible investment solutions through a large network of investment adviser representatives.

Rustam Nurhan is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He previously worked at Wells Fargo Advisors and Empire Asset Management. Outside of financial advising, he works as a technology consultant for Kings Technical Services Inc. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through discretionary and non-discretionary programs. The firm provides access to third-party asset managers and turnkey asset management platforms, with advisory solutions tailored by its network of representatives.

Douglas Duerr is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, where he has worked since 2013 and 2011, respectively. Duerr also operates Douglas P Duerr, CPA LLC, providing tax preparation and accounting services. Private Advisor Group serves a diverse range of clients including individuals, trusts, estates, business entities, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, leveraging multiple program vehicles and model portfolios supported by leading strategists.