Joseph Norris is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and over 21 years of industry experience. His career includes roles at LPL Financial, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Norris operates under the hybrid Registered Investment Advisor model within Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based approach, combining client-specific goals with multiple investment strategies implemented directly or through third-party managers and technology platforms.

Mark Giordano is a financial advisor at Private Advisor Group, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked with LPL Financial and Independent Financial Partners. In addition to his advisory work, he is an attorney with The Giordano Law Firm, PC, and is involved in a film production company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that integrates technology platforms and a range of investment strategies, often utilizing third-party managers and TAMPs.

Michael Hecht is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Private Advisor Group since 2014 and has prior experience at LPL Financial LLC, 1717 Capital Management Company, and UBS Financial Services. Outside of his advisory role, Hecht is involved with ECH Financial LLC, a non-investment-related business entity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, including proprietary and third-party programs.

Mason Piersall is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Benjamin F. Edwards, he worked briefly at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Fiducient Advisors. He also has experience outside finance, including working at Wood-n-Tap Bar and Grill. Benjamin F. Edwards & Company is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of fee-based services and investment strategies, combining custody and execution features with both discretionary and non-discretionary management approaches.

Stephen Littenberg is a financial advisor with Private Advisor Group, LLC, holding the CFP® and ChFC® designations along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including tenures at National Asset Management, Inc. and National Securities Corp, as well as Voya Financial Partners, LLC. He conducts his investment advisory services under the business names Scholar Wealth Management and Scholar 401k Solutions. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting among other services. The firm employs a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement a variety of investment strategies.

Franklin Smith Jr. is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial and CUNA Mutual Group. He also provides administrative support to Private Advisor Group as a separate business activity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while often implementing advice through third-party managers and programs.

Raymond Bolleia is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Citigroup Global Markets. He is based in Morristown, NJ. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions through proprietary and third-party platforms and employs a fiduciary-based advisory model that incorporates multiple investment strategies.

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 23 years of industry experience, currently working at Focus Partners Wealth, LLC. He has held positions at The Colony Group, LLC, GYL Financial Synergies, LLC, Wechter Feldman Wealth Management, Inc., and TD Ameritrade. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Jessica Divincent is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Brian Mc Govern is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 65 license and six years of industry experience. He is also a partner in McGovern Garry LLC, a CPA firm providing tax and consulting services, and serves as an uncompensated board member of QuantumXchange, Inc. Mr. McGovern offers tax advice and preparation services separately from his investment advisory role. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, combining client goals and risk tolerances with a range of investment strategies and technology platforms, often utilizing third-party managers and wrap programs.

Corrado Spezzacatena is a CFP® professional with 23 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His previous experience includes roles at Raymond James Financial Services and Wells Fargo Advisors. Outside of advisory work, he is the CEO of prefGrab, Inc., a business focused on idea generation and development. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, planning, and portfolio management services through both proprietary and third-party solutions.

Jorge Garcia is a financial advisor with HSBC Securities (USA) Inc. holding a Series 66 designation and 14 years of industry experience. His career includes roles at HSBC entities since 2015, as well as prior experience at Oppenheimer, J.P. Morgan Securities, Chase Investment Services, and Merrill. Outside of his advisory work, he owns and operates a small notary services business. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of client-directed and discretionary investment programs, utilizing a structured asset-allocation process supported by HSBC Global Asset Management and other affiliated providers.

Matthew Masterson Jr. is a CFP® with 10 years of industry experience, currently serving at Corient. He previously worked at RegentAtlantic for eight years. He is involved with the Morris Educational Foundation, where he serves on the Finance Committee overseeing the organization’s finances and investments. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies, third-party managers, and customized asset allocation, with ongoing portfolio monitoring and risk management.

Jeffrey Boyer is a financial advisor at Corient with 19 years of industry experience. He holds a Series 65 designation and has worked at Corient and its related entities since 2022, following a 15-year tenure at RegentAtlantic. 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 corporations. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

James Galbraith III is a CFP®-designated financial advisor with 34 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial LLC, having previously worked at firms including Steward Partners Global Advisory, Wells Fargo Advisors, and A. G. Edwards & Sons. In addition to his advisory work, he operates Galbraith Wealth Management, a non-investment related business entity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines client goal assessments with discretionary and non-discretionary management, utilizing proprietary platforms and third-party strategists.

Brian Dorflinger is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Raymond James Financial and Kennedy Insurance Services. Outside of advisory work, he is also an Uber driver and operates a property and casualty business through Edgewood Associates. 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 that combines technology platforms and a range of investment strategies, frequently implementing advice through third-party managers and turnkey asset management programs.

Donna Sabatino is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Mariner since 2020. Prior to joining Mariner, she worked at Wealth Health, LLC for five years. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and it provides integrated tax and accounting services alongside financial wellness programs for employer clients.

Gavin Natelli is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2014, following positions at Morgan Stanley and Wells Fargo Clearing. He volunteers as a weekly usher at the Church of the Little Flower in Berkeley Heights, NJ, and participates in campaign fundraising on a volunteer basis. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs combining discretionary and non-discretionary services, including asset management, consulting, and retirement planning.