Philip Deangelis is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at TD Private Client Wealth LLC and TD Bank N.A. since 2017, as well as earlier experience with State Farm’s Bob Witmer Agency. 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 investors. The firm uses strategic and tactical asset allocation combined with both affiliated and third-party sub-managers to construct portfolios, providing ongoing portfolio management, financial planning support, and custody services.

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 with Goldman Sachs Wealth Services in Morristown, NJ. She holds the Series 66 designation and has one year of industry experience. Her previous roles include positions at Wynkoop Financial and Tsamutalis and Company. Wallace attended Bucknell University from 2021 to 2025. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm utilizes strategic and tactical allocation models alongside proprietary research and offers a wide range of advisory programs and access to alternative investments.

Intaek Oh is a financial advisor with TIAA-CREF in Roseland, NJ, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Prior to joining TIAA-CREF in 2018, he worked at PNC Bank and PNC Investments from 2014 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers tailored investment management through model and customized portfolios and serves as adviser to the TIAA Donor Advised Fund.

Thomas Roche is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and bringing 27 years of industry experience. He is also a partner at O'Connor Davies LLP, an accounting and consulting firm, a role he has held since 2014. Roche serves as a trustee for multiple family trusts, managing administrative functions related to trust accounts. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s approach emphasizes diversified portfolios aligned with client objectives and risk tolerance, supported by integrated services including tax planning, bookkeeping, payroll, and estate planning through third-party providers.

Victor Kossowicz is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and TD Ameritrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio solution currently available to select employees. The firm’s approach uses algorithm-driven risk assessment and approved third-party strategies, focusing on mutual funds and ETFs with annual rebalancing.

Jeffrey Edwards is a financial advisor at TLG Advisors, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including TIAA-CREF and Highland Capital Brokerage. Outside of his advisory role, he serves as a Regional Vice President managing life insurance sales and distribution. TLG Advisors serves a diverse client base ranging from individuals to institutional investors, offering investment supervisory services, portfolio management, and financial planning. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and offers both traditional management and a direct-to-consumer digital platform known as Starlight Portfolios.

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, with concurrent roles at Morristown Financial Group, LLP and LPL Financial since 1997. Outside of his advisory work, he has been involved in insurance-related activities and serves as a board member for Mauger and Co. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and leverages proprietary technology platforms and third-party managers to deliver a range of investment strategies.

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 with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial, LLC, and has held roles in both academic and business settings, including Babson College and Gentle Giant Moving Company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and leverages technology platforms and third-party managers to deliver tailored investment strategies.

Donald Link is a CFP® professional with 26 years of industry experience. He is currently with NewEdge Advisors and has prior experience at LPL Financial and Private Portfolio Partners. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent adviser representatives. The firm offers a broad range of portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a variety of program structures and technology tools to support advisor and client needs.

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.

David Burns is a CFA® charterholder with 11 years of industry experience. He is currently with TIAA-CREF and has been with the firm since 2023, previously working at Tiaa since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing managed account services using model portfolios or customized management under a client-approved investment policy.

John Malcolm is a CFP®-credentialed financial advisor with 26 years of industry experience. He has worked at GWN Securities Inc. since 2018 and previously spent eight years with AIG Retirement Advisors. Additionally, he is an independent agent for life, accident, health, sickness, and long-term care insurance. GWN Securities Inc. 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 market-timing and momentum strategies.

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.

Michael Braccia is a financial advisor at Eagle Strategies (NY Life) with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Alexander Capital Wealth Management LLC, Legend Securities Inc, and New York Life-related entities. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers a range of programs tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Daniel Rosenthal is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has worked at Private Advisor Group since 2016 and has also been associated with Ibex Wealth Advisors and LPL Financial during his career. Rosenthal provides tax preparation services as an additional business activity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates proprietary technology platforms and access to third-party managers and strategies.

Brandon Potucek is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering investment banking and placement services alongside an integrated investment platform.

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.