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.

Joseph Biscardi is a financial advisor with Schwab Wealth Advisory, Inc. He holds the Series 65 and Series 66 licenses and has 11 years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Allianz Life Financial Services and American Century Investment Services. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab’s asset-allocation models and internal research tools.

Jeffrey Zavila is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He joined Hornor, Townsend & Kent in 2021 after four years at Edward Jones. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Ronan Obyrne is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior work includes eight years at Fieldpoint Private Securities LLC and roles at Sanctuary Advisors and Sanctuary Securities since 2022. Outside of his advisory role, he is the founder of Crescent Pine Family Office Group, a boutique firm providing family office services to ultra-high-net-worth families and business owners, and co-founded Crescent Pine Insurance Group, a property and casualty insurance brokerage. Sanctuary Advisors, LLC serves a broad client base including individuals, corporations, and charitable organizations, offering investment advisory and financial planning services through a network of over 400 independent investment adviser representatives. The firm employs diverse investment approaches and provides portfolio management, retirement plan consulting, and access to sub-advisers and third-party managed account platforms.

Brandon Fisk is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Citi Private Alternatives, Transamerica Capital, Wells Fargo Advisors, BrightHouse Securities, and Metlife Investors Distribution Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Daniel Clark is a financial advisor with Janney Montgomery Scott in Short Hills, NJ, holding Series 63 and Series 65 licenses and with 37 years of industry experience. He worked at UBS Financial Services for 11 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Joseph Reilly is a financial advisor with Commonwealth Financial Network in Metuchen, NJ, holding the ChFC® and Series 63 designations and bringing 33 years of industry experience. He is co-owner of Reilly Financial Group, LLC, which facilitates securities, advisory, and insurance business. Reilly also serves as an advisory board member for Thriv, a lifestyle conference in Metuchen. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services.

Jierong Cheng is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and nine years of industry experience. In addition to advising, Cheng is president of Spring Beauty Spa and a partner at Pacific Tax and Consulting Group LLC, where they prepare tax returns for individuals and corporations. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment programs.

Angelo Coppolino is a financial advisor at Cetera Planning Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Avantax Investment Services and 1st Global Advisors. In addition to his advisory role, he is a CPA with Moore Stephens, P.C., where he has been involved since 1974. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates a formal planning process with diversified portfolio allocations and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Dino Stanisic is a financial advisor with \u0026Partners, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining \u0026Partners in 2024, he worked at Wells Fargo Clearing for eight years. \u0026Partners serves 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 retirement-plan consulting, utilizing both proprietary and third-party strategies with ongoing account monitoring.

Oksana Gniza Yurchenko is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2021, following prior roles including four years at Icap Corporates LLC. Citigroup Global Markets serves individual and institutional clients across a range of segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research, and roles as a swap dealer and futures commission merchant.

James Bassett is a CFP®, CFA®, and Series 65-licensed financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2025, he worked for Altfest Personal Wealth Management for eight years. In addition to his advisory role, Bassett serves as a consultant at KAZE Creative, where he assists with business strategy and financial operations. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Paul Purwin is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2014. He is also co-owner of Longwave Financial, LLC, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custodial services.

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.

Vishaw Sondhi is a financial advisor at TLG Advisors, Inc. with 28 years of industry experience. He holds Series 63 and 66 designations and has worked at firms including The Leader's Group, Tucker Asset Management LLC, Equity Services Inc, and Integrated Financial Concepts LLC. He also owns and manages Vishaw Sondhi CPA PC, an accounting and tax services practice. TLG Advisors serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, with client portfolios often managed through sub-advisors and program platforms.

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.

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.

Matthew Diquollo is a CFP® with 11 years of experience in the financial advisory industry. He currently works at Beacon Pointe Advisors, LLC and has previously held roles at Glenmede Trust Company and Mariner Wealth Advisors. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach, utilizing third-party independent managers and quantitative due diligence processes, and sponsors proprietary investment vehicles and private funds.

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.