Richard Coppa is a CFP® with 23 years of experience in financial advisory. He has worked at Mariner Wealth Advisors since 2020 and previously spent 17 years at Wealth Health, LLC. He serves as a board member of the Pediatric Cancer Foundation in New Jersey, where he contributes to awareness, fundraising, and financial governance. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers to offer customized portfolio solutions along with integrated tax and accounting services.

Johnny Covello Jr. is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes positions at The Ayco Company, L.P./Mercer Allied and Northwestern Mutual. Goldman Sachs Wealth Services advises a diverse clientele ranging from individual investors to institutional clients, providing financial planning and portfolio management alongside specialized wealth programs and access to alternative investments. The firm employs tailored strategies supported by proprietary research and integrated capabilities across the Goldman Sachs network.

Jeffrey Varisco is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 23 years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates various strategic and tactical allocation models and provides clients with access to a wide range of affiliated Goldman Sachs capabilities.

Dominick Angione Jr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Alex Coriddi is a financial advisor at Corient with 12 years of industry experience. He holds a Series 65 credential and previously worked at RegentAtlantic for nine years before joining Corient. 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 uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Sandra O'gorman is a financial advisor at Goldman Sachs Wealth Services with 31 years of industry experience. She has held positions at Mercer Allied Company, L.P. and The Ayco Company prior to joining Goldman Sachs in 2021. Sandra holds a Series 63 designation. Goldman Sachs Wealth Services advises a wide range of clients including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models and proprietary research to tailor solutions to client objectives.

Jason McCarthy is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at LPL Financial, Raymond James & Associates, Uvest Financial Services Group, Inc., and Harrisdirect LLC. He also provides administrative support to Private Advisor Group as a compliance officer. 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 and offers proprietary and third-party managed account solutions through various technology platforms.

Samuel Bebout is a financial advisor with Cerity Partners LLC, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Cobalt Service Partners, Alvarez & Marsal, and EY, LLP, as well as periods of full-time education. Cerity Partners advises a broad client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm’s investment approach emphasizes customized wealth management through tailored Investment Profiles, asset allocation, proprietary quantitative screening, and access to alternative and private market solutions for qualified clients.

Jeffrey Wingerter is a CFP® with 21 years of industry experience, currently serving at Schwab Wealth Advisory. His prior roles include positions at Citibank, City National Bank, CITIGROUP, and PNC Wealth Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning within the Schwab Wealth Advisory program, utilizing proprietary asset-allocation models and internal research tools to support personalized investment guidance and wealth management consultations.

Brianna Schneider is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2016, following a brief tenure at Starbucks. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic and tactical allocation models supported by multiple specialized groups and offers a wide range of advisory platforms and tools integrated within the broader Goldman Sachs ecosystem.

Valerie Downs is a CFP® with seven years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. Her prior roles include positions at LWS Wealth Advisors, Inc., Wealth Edge, and Allied Wealth Partners. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services into its client relationships.

Shiv Raizada is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Goldman Sachs Ayco and Advantage xPO onsite Ayco, as well as a prior business, Raizada Fuel. Goldman Sachs Wealth Services offers 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 combines centralized investment resources with a range of tailored offerings, leveraging integrated capabilities across affiliated entities.

Alexandra Tasev is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked previously at Shenkman Capital Management and held various roles related to law and artist management, including time at Pace University Elisabeth Haub School of Law and several music management firms. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management using tailored strategies developed by specialized investment groups and offers access to a broad range of financial services and alternative investments within the Goldman Sachs ecosystem.

Keith Dowling is a CFP® professional with 21 years of industry experience, currently advising at Mariner in Florham Park, NJ. He has worked at Mariner Wealth Advisors since 2014 in various capacities and also spent time at Msec, LLC and FirstPoint Financial. Mariner serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized tax and family office services. The firm uses customized, discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services uncommon among large advisory enterprises.

Sean Sullivan is a Series 66 licensed financial advisor with 14 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial since 2012 and worked at Private Advisor Network, LLC from 2019 to 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based model combines client goal assessment with portfolio management and third-party manager selection, utilizing technology platforms and diverse investment strategies.

Alex Rohmann is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Sanctuary Securities, Inc., Forester Capital, and Santander. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of more than 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment approaches and acting as a fiduciary under written advisory agreements.

Braezen Subick is a CFP®-certified financial advisor with 13 years of industry experience, currently with Guardian Life in Florham Park, NJ. He previously spent 10 years with Edward Jones before joining Guardian Life in 2025. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to insurance products, alternative investments, and a range of financial planning and consulting services.

Michael Aguado is a financial advisor at Goldman Sachs Wealth Services with 26 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 22 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic allocation models, manager selections, and a range of implementation approaches, supported by resources across the Goldman Sachs network.

Charles Mcconnell is a financial advisor at Mariner with a Series 65 credential and five years of industry experience. His prior roles include work at the Institute for Divorce Financial Analysts and self-employment before joining Mariner in 2021. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm offers customized discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Alan Eisenstein is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory role, he is involved in multiple insurance-related businesses, including ownership interests in several agencies focused on life, health, disability, and long-term care insurance. SPC serves a diverse client base, including individual investors, high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management through a network of over 460 advisers.