Samuel Angelo Jr. is a financial advisor with Cetera Planning Partners and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including prior roles at 1st Global Advisors, Avantax Planning Partners, and Hunter Financial Services. Angelo also serves as a board member for Central Jersey Federal Credit Union. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, and retirement advice. The firm offers a broad range of ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning solutions, supported by a document-driven investment process and integration within the larger Cetera network.

Shayla Cloutier is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Edward Jones and Wells Fargo, where she accumulated extensive experience. Outside of her advisory work, she serves as Treasurer for the Foskett Ranch Elementary School Parent Teacher Organization in Lincoln, CA. 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. The firm employs a fiduciary-based model that integrates technology platforms and a range of investment strategies, often utilizing third-party managers and TAMPs.

John Montgomery is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, International House Associates, and Valley National Bank. Outside of advising, he manages and handles bookkeeping duties for International House Associates, a real estate holding business. 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 investors. The firm employs a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Donald Pfarr is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at LPL Financial, LLC and Citigroup Global Markets. Pfarr provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm’s fiduciary-based approach includes discretionary and non-discretionary services, utilizing proprietary and third-party investment platforms and strategies.

Jude Digidio is a CFP® professional with 40 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial and Cadaret, Grant & Co., Inc. He is also involved with B & D Group, Inc., a business related to his LPL activities. 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 technology platforms and access to a range of third-party managers and proprietary managed account solutions.

Thomas Caiazzo is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. His career includes roles at Goldman Sachs & Co. LLC since 2021, as well as prior positions at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm integrates strategic and tactical investment models with a range of service offerings and operational tools, leveraging resources across the Goldman Sachs ecosystem.

Anthonny Garcia is a Series 65 licensed advisor at Mariner with two years of industry experience. His background includes roles at Mariner Wealth Advisors and prior employment in various service and educational positions. He is also involved in the restaurant industry as part of Goodfellas Ristorante. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized investment management, financial planning, retirement consulting, tax services, family office capabilities, and employer financial wellness tools, with strategies supported by both internal research and third-party managers.

Matthew Jerkovich is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Janney in 2022. He holds Series 63 and Series 65 licenses. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Thomas Moyer is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2021. His prior experience includes roles at LPL Financial and Mutual Securities, Inc., as well as founding Macro Consulting Group LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. 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 consulting services.

Kim Islami is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to joining PNC Investments in 2023, Islami worked at TD Ameritrade for ten years. Outside of advising, Islami serves as president of the MMD Foundation, a nonprofit organization focused on scholarships. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation. The firm relies on algorithmic questionnaires for risk assessment and implements investments via approved model strategies using mutual funds and ETFs.

Maria De Los Reyes is a Series 66-licensed financial advisor with 19 years of industry experience. She currently works at TD Private Client Wealth LLC and TD Bank N.A., having previously held positions at Wells Fargo Advisors, UBS Financial Services, LPL Financial, Morgan Stanley, and Citigroup Global Markets. 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 clients, utilizing strategic and tactical asset allocation through portfolios that include both affiliated and third-party sub-managers.

Fei Yiu is a financial advisor with HSBC Securities (USA) Inc. in Chatham, NJ, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. Outside of his advisory work, he volunteers at the International Badminton Center in Edison, NJ, assisting with member sign-in and closings. HSBC Securities (USA) Inc. offers managed account programs to a variety of clients, including individuals, retirement accounts, charitable organizations, and corporations, with a range of client-directed and discretionary investment options. The firm’s investment approach combines strategic and tactical asset allocation developed with HSBC Global Asset Management and utilizes affiliated and third-party providers for fund selection and administrative services.

James Graham IV is a Series 66 credentialed financial advisor with 23 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at Lincoln Financial Advisors Corp and LPL Financial LLC. Outside of his advisory work, he is involved in selling non-variable insurance products including term life and universal life insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based approach combines client goal assessment with portfolio management and model portfolio selection from leading strategists, utilizing multiple investment strategies and technology platforms.

Joseph Iovino is a financial advisor with Oppenheimer in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Oppenheimer since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Michelle Nocito is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at LPL Financial, Ameriprise, PNC Wealth Management, Cetera Investment Services, and Ryan Beck & Co. She serves as an elected member of the Voorhees Township Committee and works as an adjunct professor at Camden County College. 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 offers a fiduciary-based advisory model that includes discretionary and non-discretionary services, managed account solutions, and access to third-party strategists and technology platforms.

Ryan Brunnock is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. He has worked at Private Advisor Group since 2019 and was previously employed by LPL Financial and Pathstone. 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 and utilizes both proprietary and third-party investment platforms and strategies.

Ian Harvey is a CFP® and Series 65-registered financial advisor with seven years of industry experience. He is currently with Corient in Morristown, NJ, where he has worked since 2022. His prior experience includes roles at Bridgewater Advisors, RegentAtlantic, and other financial firms. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm utilizes a goals-based, team investment approach combining in-house strategies, third-party managers, and customized asset allocation, while employing advanced risk management and private fund capabilities.

Bennett Degen is a financial advisor at SPC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Parkland Securities, The Investment Center Inc, and Tangent Capital Partners. Outside of his advisory work, he serves as a trustee for The Joseph Kushner Hebrew Academy / Rae Kushner Yeshiva High School in Livingston, NJ. SPC provides investment management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large advisory network and offers various account programs and strategic partnerships.

Peter Kraus is a Certified Financial Planner® with 30 years of experience in the financial services industry. He has been with Private Advisor Group, LLC since 2015 and has a long tenure at LPL Financial LLC dating back to 2001. In addition to his advisory role, he is involved in tax preparation and accounting services through PK Tax Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates proprietary and third-party managed account solutions to tailor investment strategies for its clients.

John Bays is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at LPL Financial and A. G. Edwards & Sons, Inc., and he provides advisory services through the Lewis Wealth Management DBA of Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, offering both discretionary and non-discretionary solutions through proprietary platforms and third-party managers.