Colin Gaven is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Rosenblatt Securities and Merrill Lynch. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, technology, investment management, and compliance support, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Patrick Mccahill is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has been with HighTower Advisors since 2016 and previously worked at Comprehensive Asset Management & Servicing, Inc. from 2013 to 2016. Outside of his advisory role, he provides research analysis support for Gouldin & McCarthy and serves as a committee member for the Babbitt Ball-John Taylor Babbitt Foundation. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager approach with access to affiliated and third-party managers, leveraging proprietary research and various investment vehicles such as mutual funds, ETFs, and alternative investments.

Anthony Dibisceglie is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He has been with Citigroup Global Markets Inc. since 2013 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with notable institutional scale and unique market roles.

Michael Tambini is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Private Advisor Group since 2015 and previously spent seven years at PNC Wealth Management. 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 managed account solutions including its proprietary WealthSuite platform and alternative investments. The firm operates on a fiduciary advisory model and utilizes both third-party managers and technology platforms to implement investment strategies tailored to client goals and risk tolerances.

Robert Fowler is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 66 credential and has 24 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and Fcg Advisors LLC. Outside of his advisory work, he serves as a board member for a charity sponsoring and mentoring needy Catholic high school students and is a finance committee member for New Eyes for the Needy. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple third-party investment platforms for individual, high-net-worth, and institutional clients. The firm’s advisers use a combination of fundamental and technical analysis and may manage accounts on both discretionary and non-discretionary bases.

Dennis Hall is a financial advisor at &Partners with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Bank of America, N.A., and Merrill. Outside of his primary role, he owns DRH Wealth Advisors and DRH Wealth Management LLC, both financial advisory businesses. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and consulting services. The firm employs a variety of analytical approaches and utilizes both proprietary and third-party strategies in managing client accounts.

Kim Luthy is a CFP® with 37 years of industry experience, currently serving at Kestra Advisory since 2020. Her prior roles include positions at Allied Wealth Partners and Securian Financial Services. Outside her advisory work, she teaches financial education courses and founded The Vision Network, which connects women through vision board activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Erin O'Donnell is a financial advisor with Guardian Life in Berkeley Heights, NJ, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Equitable Advisors and various positions outside the financial sector, including academic and business consulting roles. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services, offering both discretionary and non-discretionary portfolios alongside digital advisory solutions.

Stephanie Rondon is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. She has worked at Goldman Sachs Ayco since 2021 and previously held roles at Advantage XPO, Freshpair.com, Inc, and Harvest Restaurants. 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 utilizes centralized investment resources and provides tailored offerings such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated services.

Keith Nebel is a financial advisor at Lincoln Investment with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. since 2005. In addition to his advisory role, he serves as a lieutenant in the New York City Fire Department and sits on the board of directors for LIL' BRAVEST, a charitable organization supporting children affected by cancer and other childhood diseases. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing strategic and tactical approaches overseen by an Investment Management & Research team.

Eric Schenk is a CFP® professional with 12 years of industry experience, currently with Rockefeller Financial LLC. Prior to joining Rockefeller in 2025, he spent 11 years at UBS Financial Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services.

Justin Giacona is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds a Series 65 designation and has prior experience at Round Table Wealth Management and KPMG LLP. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Jack Wiener is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Wells Fargo Advisors for 13 years before joining &PARTNERS. Wiener is also the owner of JLJ Advisors, LLC, a financial practice based in Florham Park, NJ. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies using the Envestnet platform.

Leigh Russo is a CFP® with 12 years of industry experience, currently serving at Mariner Wealth Advisors. Her prior work includes roles at Cambridge Investment Research and FCG Advisors, among others. She is a member of the Finance Committee for Executive Women of New Jersey. Mariner Wealth Advisors serves a wide range of clients, including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Henry Falquez is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Valic Financial Advisors since 2014 and has been with Agia since 2022. Outside of advisory work, he serves as a notary public in New Jersey. Valic Financial Advisors primarily serves U.S.-based 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’s UMA models and maintaining approximately $26.4 billion in discretionary assets across a large advisor network.

Samuel Hardy is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining TD in 2026, he worked at Nest Investments BD LLC and Nest Investments LLC from 2023 to 2026, and has held positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. among other firms. Hardy also operated Hardy Solutions from 2022 to 2023. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm employs a portfolio construction approach combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Terence Coyle is a financial advisor at Private Advisor Group, LLC with 47 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at Private Advisor Group since 2011, LPL Financial since 2004, and WS Griffith Securities, Inc. from 2002 to 2004. Outside of advising, he is involved in several insurance-related businesses, including offering non-variable insurance and selling occasional disability income policies. 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 uses a fiduciary-based advisory model and employs a combination of proprietary technology platforms and third-party managers to deliver diversified investment strategies.

Alan Babbitt is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has been with Eagle Strategies since 2017 and has also worked with Nylife Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.

Michael Santana is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. His prior experience includes five years at Merrill and roles in education at Rutgers Business School and Union County College. Outside of finance, Santana owns and manages an online retail cigar business, Santana Cigars. 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 combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Richard Zangara is a financial advisor at &PARTNERS with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Pruco Securities Corporation. Outside of his advisory role, he serves as chairman of the North Brunswick Planning Board and the North Brunswick Democratic Organization. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan services using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.