Morgan Castner is a CFP® professional with 16 years of industry experience. He has worked at \u0026PARTNERS since 2026 and previously spent 10 years with Wells Fargo Clearing. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm provides a range of investment management and financial planning services, utilizing a mix of analytical approaches and offering both discretionary and non-discretionary account management.

Katie Scholl is a financial advisor at &Partners with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining &Partners. &Partners serves a wide range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and various retirement-plan services using a combination of proprietary and third-party strategies, supported by ongoing monitoring and periodic reviews.

William Angelo Jr. 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 2013 and LPL Financial since 2012. He is also the owner of Angelo & Associates CPA, a full-service CPA firm providing accounting and income tax preparation services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary advisory model and integrates various investment strategies, often utilizing third-party managers and proprietary technology platforms.

Jason Frieder is a CFP®-credentialed financial advisor with 28 years of industry experience. He is currently with Goldman Sachs Wealth Services and has held various roles within Goldman Sachs and affiliated entities since 2002, including The Ayco Company. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing tailored financial planning and portfolio management. The firm integrates resources across the Goldman Sachs ecosystem and employs strategic allocation models, manager selections, and both discretionary and non-discretionary implementations to meet client objectives.

Ryan Dugan is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following seven 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, high-net-worth, corporate, charitable, and institutional clients. The firm provides tailored solutions through centralized investment resources and integrates services across affiliates, such as banking and retirement consulting, to deliver comprehensive wealth management.

Adam Handler is a financial advisor at Centaurus Financial, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms including Parkland Securities, Sigma Financial Corporation, and UBS Financial Services. Handler joined Centaurus Financial in 2025. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Russell Zamloot is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. He previously worked at Avantax Advisory Services and LPL Financial and operates Russell P. Zamloot CPA, LLC, a tax preparation and accounting firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and a range of managed account solutions. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms to deliver customized wealth management services.

Kevin Wright is a Series 66 licensed financial advisor with seven years of industry experience, currently serving at Goldman Sachs Wealth Services since 2021. Prior to this, he worked at The Ayco Company, L.P./Mercer Allied from 2019 to 2021. Outside of finance, he holds a silent partnership stake in a bar and restaurant business. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and delivers customized advisory support through integrated strategies and a broad range of affiliated services.

George Filepp is a CFP®-certified financial advisor with 34 years of industry experience, currently with GWN Securities Inc. since 2014. He has operated his own tax and accounting service as a sole proprietor since 1973. 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 and model portfolios. The firm manages approximately $3.65 billion across over 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options.

Samuel Bodner is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. He has been with Goldman Sachs & Co. LLC since 2025 and previously worked at Double Diamond Investment Group and Crestmont Country Club. His professional experience in the industry begins in 2025. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management solutions, leveraging a comprehensive range of strategies and resources within the broader Goldman Sachs ecosystem.

Susan Kolan is a financial advisor with TD Private Client Wealth LLC based in Bernardsville, NJ. She holds Series 63 and Series 65 licenses and has five years of industry experience. She has worked with TD Private Client Wealth LLC since 2020 and has been with TD Bank N.A. since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm’s investment approach combines strategic and tactical asset allocation with affiliated and third-party sub-managers through various portfolio offerings.

Jeremy Welther is a CFP®-certified financial advisor with 24 years of industry experience. He has worked at Mariner Wealth Advisors and Brinton Eaton, spending six years and eleven years respectively. Welther serves as a trustee overseeing the administration of a credit shelter trust and other trust arrangements. Mariner is an enterprise advisory firm that provides a broad range of services to individuals, institutions, and organizations, including investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios supported by both internal research and third-party managers, and it offers integrated tax and administrative family office services uncommon for firms of its size.

Jonathon Allen is a CFP® with 10 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has previously worked with LPL Financial and Parks Wealth Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs and managed account solutions. The firm operates under a fiduciary model and employs multiple investment strategies, often implementing advice through third-party managers and technology platforms.

Wilfred Warrick is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at Pinnacle Financial Service, MPower America, LLC, and World Financial Group, Inc., among others. Outside of advisory work, he assists Medicare-eligible individuals with Medicare plan selection and enrollment. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement its advisory approach through a large network of advisors and multiple program platforms.

Eric Lindstrom is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Prior to joining GWN Securities in 2015, he worked for the Paterson School District for 17 years. Outside of his advisory role, he coaches a youth baseball team as part of the North Jersey Cardinals. 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, employing a range of investment strategies through a large network of advisors.

Dominique Fisichella is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has six years of industry experience, including prior roles at The Ayco Company, L.P./Mercer Allied and St. John's University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses strategic allocation models and a range of advisory platforms while integrating capabilities across Goldman Sachs affiliates.

Richard Piazza is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He also serves as treasurer for Second Chance Stables, a 501(c)(3) nonprofit organization, and advises on the St. Patrick School Endowment Committee. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies, with access to proprietary and third-party platforms, including digital advisory solutions and integrated lending options.

James Lyons Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 60 years of industry experience. His career includes roles at PNC Wealth Management, Wells Fargo Clearing, and BNY Mellon Securities Corporation. Lyons also operates a wealth management practice under the name JK Lyons Wealth Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with services including portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various technology platforms and investment strategies while offering access to proprietary and third-party managed account solutions.

Anthony Miceli is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 license and has 33 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Since 2023, he has also served as an advisory board member for Morningstar, contributing to mutual fund and ETF research. Benjamin F. Edwards & Company, Inc. is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary strategies and third-party models in discretionary and non-discretionary managed solutions.

Ryan Madonna is a Series 66-licensed advisor with Goldman Sachs Wealth Services in Morristown, NJ. He has been with Goldman Sachs & Co. LLC since 2023 and has prior experience at Asset Staffing. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and offers a range of tailored services including Executive Wealth, Personal Wealth, and Private Family Office support.