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James C

CFP®, Series 63

Morristown, NJ

Corient

James Ciprich Jr. is a CFP® with 20 years of industry experience. He is currently an advisor at Corient, where he has worked since 2022. Prior to joining Corient, he spent 16 years 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party solutions and ongoing risk management.

Wealth management Private / alternative investments Tax-loss harvesting Active portfolio management
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Jacob B

Series 66

Morristown, NJ

Private Advisor Group, LLC

Jacob Brower is a financial advisor at Private Advisor Group, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at LPL Financial LLC, Gracie Point, and Deloitte and Touche LLC. Private Advisor Group serves a diverse client base including individuals, business entities, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to various advisory programs, third-party asset managers, and model portfolios supported by major strategists such as Fidelity and BlackRock.

Retired Founder/Business Owner
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Luke W

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Luke Walling is a Series 66-licensed advisor at Goldman Sachs Wealth Services with three years of industry experience. His work history includes multiple tenures at Goldman Sachs and positions at Wake Forest and Emerald Assets. Outside of finance, he was involved with Angelo’s Soccer Corner. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm offers tailored financial planning and portfolio management using strategic allocation models and proprietary research, leveraging the broader Goldman Sachs platform for expanded investment and financial solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Leslie K

CFP®, Series 63, Series 66, Series 65

Morristown, NJ

Private Advisor Group, LLC

Leslie Krajnak is a financial advisor with Private Advisor Group, LLC, holding the CFP® designation and Series 63, 65, and 66 licenses, with 11 years of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2026, Leslie worked at several firms including Palante Wealth Advisors and New York Life Insurance Company. Outside of finance, Leslie operated a personal training business, Fit 4 Life Personal Training LLC, from 2019 to 2023. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey asset management platforms, and their own WealthSuite separately managed account program.

Retired Founder/Business Owner
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Kyle C

Series 66

Morristown, NJ

Private Advisor Group, LLC

Kyle Colwell is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 66 credential and 14 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2012. He is involved with AIMCOR Group, LLC in an investment-related capacity. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a range of analytical approaches and offering access to third-party asset managers and proprietary model portfolios.

Retired Founder/Business Owner
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Diana C

Series 66, Series 65

Berkeley Heights, NJ

Valic Financial Advisors

Diana Carney is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 66 and Series 65 credentials and bringing 23 years of industry experience. She has been with Valic Financial Advisors since 2013 and has also worked with Agia since 2022. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Martin M

Series 63, Series 65

Morristown, NJ

Private Advisor Group, LLC

Martin McClellan is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 36 years of industry experience. His prior affiliations include Mariner Independent Advisor Network, Legacy Wealth Planning, and LPL Financial. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset manager platforms.

Retired Founder/Business Owner
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Paul V

Series 63

Somerville, NJ

Guardian Life

Paul Vecchione is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has 32 years of industry experience, including roles at Guardian Life Insurance and Park Avenue Securities. He serves as treasurer and board member for the Montgomery Lacrosse Club and is a board member at Princeton Academy of the Sacred Heart. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers a variety of investment programs and platforms, managing approximately $15 billion in regulatory assets under management through proprietary and third-party strategies.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Marc P

Series 63, Series 65

Florham Park, NJ

Oppenheimer

Marc Petrognani is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Oppenheimer since 2003. Outside of his advisory role, he is involved in his family business, Hunter Industrial Corporation, serving as a part owner, executive, and trustee for their pension and 401(k) plans, and participates in the Tewksbury Township Community Safety Subcommittee. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a broad range of advisory and brokerage services. The firm’s investment approach incorporates strategic and tactical asset allocation, manager selection, and various investment vehicles, with a notable emphasis on both discretionary and non-discretionary management programs.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Christopher R

Series 66

Chester, NJ

Eagle Strategies (NY Life)

Christopher Riebling is a financial advisor with Eagle Strategies (NY Life) based in Chester, NJ, holding a Series 66 designation and 16 years of industry experience. He has worked with Eagle Strategies and affiliated New York Life entities since 2010 and operates several related firms, including Riebling Wealth Strategies, LLC and Mahoney Financial Organization, LLC. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, delivering a range of program types with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Michael S

Series 63, Series 66

Bernardsville, NJ

TD private Client Wealth LLC

Michael Stigliano is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior roles include positions at TD Bank N.A., Bank of America, Merrill, and Finalis Securities LLC. Outside of finance, he was involved with Jersey City Unleashed LLC for 16 years. 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 employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, with a focus on percentage-of-AUM wrap fees and a cross-border Private Investment Advisor model.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Justin C

Series 66

Bridgewater, NJ

PNC Wealth Management

Justin Cannella is a financial advisor with PNC Wealth Management in Bridgewater, NJ, holding a Series 66 designation and 21 years of industry experience. He has worked at PNC Investment since 2006. Outside of his advisory role, he owns and operates a residential short-term rental property via Airbnb. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Alexander V

CFP®

Warren, NJ

Wealth Enhancement Advisory Services, LLC

Alexander Vaccarella is a CFP® professional with eight years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2019. Prior to that, he was with AEPG Wealth Strategies from 2014 to 2019. He is also involved with Wealth Enhancement Group as a non-variable insurance representative. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, using a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Julian M

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Julian Manzano is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. He has four years of industry experience, including prior roles at Bank of America and Amazon. 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 offers tailored strategies supported by proprietary research, a range of fee arrangements, and integration with Goldman Sachs’ broader financial ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Michael Z

Series 66

Green Brook, NJ

Empower Advisory Group

Michael Zangrillo is a financial advisor with Empower Advisory Group holding a Series 66 credential and two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Altice USA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach involves proprietary financial planning tools and managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Wendy H

CFP®, Series 66

Morristown, NJ

Private Advisor Group, LLC

Wendy Hammond is a CFP® with 18 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. Her prior experience includes roles at Mariner Independent Advisor Network, Legacy Wealth Planning, LPL Financial, and Wells Fargo Advisors. She is also a notary public. Private Advisor Group serves a diverse range of clients including individuals, business entities, trusts, estates, and charitable organizations. The firm provides portfolio management, financial planning, and retirement-plan consulting through a network of adviser representatives and offers access to multiple asset managers and managed account programs.

Retired Founder/Business Owner
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Earle J

CFP®, Series 66

Morristown, NJ

Corient

Earle Jarden Jr. is a CFP® professional with 18 years of experience in the financial industry. He currently works at Corient and has previously held roles at Beacon Trust, Facet Wealth, Prudential Insurance Company of America, PGIM Investments, and Charles Schwab. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party manager solutions, employing continuous portfolio monitoring and risk management tools to align investments with client objectives.

Wealth management Private / alternative investments Tax-loss harvesting Active portfolio management
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Faith R

Series 66

Morristown, NJ

Private Advisor Group, LLC

Faith Ryan is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. She has previously worked at LPL Financial and Macro Consulting Group, among other firms. Ryan is also a licensed notary. Private Advisor Group 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, corporate and retirement plan clients through discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Retired Founder/Business Owner
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William A

Series 63, Series 65

Berkeley Heights, NJ

Valic Financial Advisors

William Alvarez is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Valic Financial Advisors since 2008 and is also an agent with Agia. Outside of his advisory role, Alvarez serves as President of Kearny Thistle United FC, a nonprofit youth travel soccer club. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Jennifer M

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Jennifer Mashini is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following five 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, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, delivering services through both direct and partner programs with a range of tailored offerings.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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