Susanna Nieto is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. since 2023. Her prior roles include positions at MissionSquare Retirement, Fidelity Brokerage Services, Tapfin/EY, PIRS Capital, and TD Bank. She also serves as the administrator for the estate of Marcelo Nieto. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Robert Diquollo is a PFS™ credentialed financial advisor with 24 years of industry experience. He has been with Mariner since 2012. Outside of his advisory role, he serves on several nonprofit boards, including as Treasurer and Trustee for the Fund for Newark Abbey and Chairman of the Board of Advisors for Newark Abbey/St. Benedict's Prep School. He also holds board positions with The New School University’s School of Public Engagement, Metabilia, the Foundation of Morristown Medical Center, and the Benedictine Education Fund of New Jersey. Mariner serves a wide range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios combining in-house research with third-party managers and offers integrated tax and accounting services alongside traditional portfolio management.

John Beck Jr. is a CFP®-certified financial advisor with nine years of industry experience, currently with MAI Capital Management, LLC. He has held roles at several firms including Corient Services LLC, TIAA-CREF, Merrill Lynch, and Bank of America. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad array of strategies and serves both product-sponsor and advisory roles, including acting as investment adviser to a registered mutual fund and managing various private funds.

Matthew Holden is a financial advisor at Corient with nine years of industry experience. He holds a Series 65 designation and previously worked at RegentAtlantic for nine years before joining Corient. He has served in roles at Corient Services LLC and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Peter Neuberg is a financial advisor with United Planners' Financial Services of America and holds the PFS™ designation along with Series 63 and 65 licenses. He has 28 years of industry experience, including roles at BCG Securities and IC Advisory Services. Neuberg is also the owner of Henderson & Neuberg, LLC, a CPA firm providing tax preparation and accounting services. United Planners serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and retirement services through an open-architecture platform utilizing multiple custodians and third-party money managers.

Warren Gallagher III is a financial advisor with Private Advisor Group, LLC in Morristown, NJ. He holds the CFP® designation and has 31 years of industry experience, including roles at Paradigm Wealth Advisory LLC and LPL Financial, LLC. Gallagher is involved with multiple investment advisory activities under Private Advisor Group. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to a variety of advisory programs, third-party asset managers, and a proprietary separately managed account program supported by major strategists and custodians.

Kylie Liggett is a Series 66-credentialed advisor at Goldman Sachs Wealth Services with experience beginning in 2023. Her background includes roles at Cantor Fitzgerald and Goldman Sachs, alongside ongoing studies at Bucknell University. 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 affiliated teams to deliver tailored wealth management solutions across various client segments.

Frank Euvino is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 32 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Private Advisor Group, LLC is an SEC-registered advisory firm managing more than $41 billion across over 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.

Howard Solomon Jr. is a financial advisor with Integrity Alliance, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked at Solomon Wealth Solutions, LLC, Integrity Alliance, LLC, Next Financial Group, Inc., and Solomon Financial. Outside of his advisory work, Solomon is involved in raising, breeding, and showing purebred dogs and holds leadership roles in multiple dog breed clubs and related nonprofit organizations. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, and retirement consulting using a variety of investment approaches and platforms.

Lauren Ragsdale is a CFP® with 16 years of industry experience, currently affiliated with GWN Securities Inc. She has held positions at Metlife Investors Distribution Company and MetLife Securities Inc. since 2014. Lauren is co-founder and owner of TRI-STATE HEALTH & WEALTH ADVISORS GROUP, LLC, where she manages and trains agents and assists clients with financial literacy and guidance. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a mix of sub-advisers and model-based allocations and is noted for its use of market-timing and momentum-based investment strategies in certain programs.

Eric Mark is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 designations and has 26 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains distinctive market roles, including swap dealer and futures commission merchant activities.

Zachary Morse is a CFP® with four years of industry experience, currently serving as an advisor at Corient in Morristown, NJ. His prior roles include positions at RegentAtlantic and Lenox Advisor, as well as experience with the Association of National Advertisers and AIPAC. 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 that integrates in-house strategies with third-party managers, using risk management tools and continuous portfolio monitoring to align investments with client objectives.

Thomas Suarez is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Goldman Sachs & Co. LLC since 2019, with prior roles at The AYCO Company, Guardian Life Insurance, and Park Avenue Securities. 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, manager selection processes, and a range of fee arrangements, drawing on resources across the Goldman Sachs ecosystem to deliver tailored wealth management solutions.

Patrick Atwood is a financial advisor at Kestra Advisory with a Series 66 credential and one year of industry experience. His prior work history includes roles at Kestra Investment Services, LLC, the University of Delaware, and the Gilman School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and uses multiple management platforms and third-party solutions, serving clients that range from large institutional investors to sovereign wealth funds.

Timothy Brunnock is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Private Advisor Group since 2011 and has been affiliated with LPL Financial since 2007. In addition to his advisory work, he maintains limited legal practice activities and serves on the finance committee for the Morris County St. Patrick's Day Parade, a local nonprofit organization. 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 portfolio management, financial planning, and retirement plan consulting, using a range of strategies and third-party asset management programs.

Thomas Rose is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at Private Advisor Group since 2015 and has been associated with LPL Financial LLC since 2004. 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 a range of strategies and supporting held-away account management through technology partnerships.

Matthew Clifford is a financial advisor at RBC Rochdale, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with City National Rochdale since 2014. Outside of his advisory role, he is involved as an LLC member of Sweet Vivi’s Bakery, an online bakery for his daughter. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, with an emphasis on tailored portfolio construction using proprietary tools and collaboration with sub-advisors.

Gregory Klar is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2022. His prior experience includes roles at SFI Advisors, LLC and TIAA/TIAA-CREF. Outside of advisory work, he is a managing member of an e-commerce platform, New Ventures AMZ, LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers, delivering a broad range of strategies and integrated tax, accounting, and financial wellness solutions.

Abby Salameh is a financial advisor at Mercer Global Advisors Inc. with industry experience spanning several years across multiple firms, including RFG Advisory, CAIS, Hightower Advisors, and Private Advisors Group. She holds Series 63, Series 65, and Series 66 licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, direct indexing, and specialized strategies.

William Ryan Jr. is a CFP® with 35 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2017. He has also been affiliated with LPL Financial, LLC since 1998. Outside of his advisory roles, he sells non-variable insurance products including life, health, disability, long-term care, and fixed annuities. 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.