Brian Geltzeiler is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including RBC Capital Markets, Merrill, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he is an on-air radio host for Sirius XM and an NBA analyst for Turner Broadcasting. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and retirement services, managing equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Nicholas Roughan is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds the Series 66 designation and has previously worked at Nylife Securities LLC and Riebling Wealth Strategies. His background includes diverse roles outside finance, such as positions in fitness and correctional facility work. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and manages a majority of its assets on a non-discretionary basis, working with both retail and institutional sponsors.

James Clark is a financial advisor at Private Advisor Group, LLC with 50 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes long tenures at SII Investments, Inc., Leonard & Cantrill, State Mutual Companies, and Lincoln National Sales Corp. Clark is a vice president and licensed agent at Cantrill Clark, Inc., where he is involved in property and casualty, life, disability, and long-term care insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model and a range of investment strategies, often implementing advice through third-party managers and technology platforms.

Maxim Pogorelov is a financial advisor with Mariner holding Series 65 and Series 66 licenses. He has one year of industry experience and previously worked at UBS Financial Services and Swarthmore College. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and integrates tax and accounting services alongside portfolio management.

Christopher Glatz is a financial advisor at Mariner with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research and FCG Advisors. He is also involved with MSEC, LLC as a registered representative. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax and administrative solutions uncommon in large advisory enterprises.

Nicole Gould is a CFP® professional with 19 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Asset Management, LLC and Classic Capital, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Anne Sullivan is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. She has 12 years of industry experience and has been with Private Advisor Group and LPL Financial since 2012. 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 provides access to both proprietary and third-party managed account solutions, employing a fiduciary-based advisory model that includes multiple investment approaches and technology platforms.

Robert Sorge is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at LPL Financial, Morgan Stanley, Citigroup Global Markets, and Eastern Point Advisors Inc. Sorge conducts workshops and seminars aimed at parents and college students through his involvement with CollegeFunding4Me. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various wrap and non-wrap advisory programs. The firm employs a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement a range of investment strategies.

Jamie Ireland is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Private Advisor Group in 2022, Ireland held roles at LPL Financial and Mercer Wealth Management. Outside of advisory services, Ireland is a commissioned notary. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and employs a range of investment strategies while providing access to proprietary and third-party managed account solutions.

James Apostolico is a CFP® and ChFC® with 38 years of experience in the financial services industry. He is currently with Integrity Alliance, LLC and has previously worked at Lion Street Financial, The Leaders Group Inc, and Integrated Financial Planning. Outside of advisory services, he owns The IFP Group, Inc, which provides life, fixed annuity, and health insurance products. Integrity Alliance, LLC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement plan consulting, utilizing a variety of investment strategies and platforms.

Eldridge Hawkins is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 license and three years of industry experience. Prior to joining Eagle Strategies, he worked at New York Life and Equitable Advisors. He is also the sole owner and CEO of Black Belt Security & Investigations, LLC, a security guard business. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary asset management within the New York Life affiliate structure.

John Conners is a financial advisor with Private Advisor Group, LLC in Morristown, NJ. He holds the Series 66 designation and has 17 years of industry experience. Prior to joining Private Advisor Group, he worked at LPL Financial and Janney Montgomery Scott. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm uses a fiduciary-based model, employing both proprietary and third-party strategies and technology platforms to tailor investment solutions.

Chadderdon O'Brien is a CFP® and Series 65-licensed financial advisor with 17 years of industry experience. He is currently with Corient in Morristown, NJ, where he has worked since 2022 and also had prior tenure at RegentAtlantic for eight years. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team-oriented investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options when appropriate.

Karen Creel is a financial advisor at TLG Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including First Republic Securities Company, LLC, Rockefeller Financial LLC, and Sequent. Creel also leads wealth structuring activities at Sequent. TLG Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection process and Modern Portfolio Theory to build diversified portfolios, offering services through a network of independent advisors and sub-advisors as well as a direct-to-consumer digital program.

Jonathan Gerrard is a financial advisor with TLG Advisors, Inc. based in Summit, NJ. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Gerrard Advisors LLC, The Leaders Group, Douglas Gerrard, TIAA-CREF, Merrill, and Penn Mutual Life Insurance Company. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension plans, and other institutional investors. The firm offers investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, using manager selection and ongoing monitoring grounded in fundamental analysis and Modern Portfolio Theory.

Rohit Bhalla is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Sanctuary Advisors, LLC serves a diverse client base, including high-net-worth individuals, corporations, and charitable organizations, offering investment advisory and financial planning services through a network of more than 400 independent advisers. The firm provides portfolio management, retirement plan consulting, and other advisory services using various analytical approaches and maintains a fiduciary role when agreements are in place.

Jack Worth is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Northwestern Mutual. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Evan Imfeld is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 12 years of industry experience, including prior work at Northwestern Mutual Investment Management. He also assists with underwriting processes through a local insurance agency. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while combining proprietary and third-party resources.

Edwin Colvin Jr. is a financial advisor with Tlg Advisors, Inc. and holds the Series 63 and Series 65 licenses, with 41 years of industry experience. He has been associated with Capitas Financial LLC and The Leaders Group, Inc. since 2009. Outside of his advisory roles, he is a partner and agent at Pinnacle Group, which supports life insurance and annuity brokerage services. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and comprehensive financial planning, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory.

Mark Gori is a Series 66-licensed advisor with six years of industry experience. He is currently affiliated with TLG Advisors, Inc. and The Leaders Group Inc. Prior to these roles, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. TLG Advisors, Inc. serves a diversified client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both advisor-managed and direct-to-consumer investment programs.