John Egan is a CFP® professional with 38 years of industry experience, currently affiliated with Hightower Advisors in Madison, NJ. He has been with HighTower Securities and HighTower Advisors since 2016. Outside of his advisory role, Egan serves as Vice President on the board of the Hartley Dodge Foundation and is a board member of the South Beach Association. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to construct diversified portfolios.

Marc Connolly is a financial advisor with TD Private Client Wealth LLC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc., TD Ameritrade, and RBC Capital Markets. Outside of advisory work, he owns rental property for college students in Fairfield, Connecticut. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and access to a range of investment products through a combination of affiliated and third-party sub-managers.

Christopher Kent is a Series 66 licensed advisor with six years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, having held prior roles at MML Investors Services, MassMutual, and several regional banks. Kent provides administrative support to Private Advisor Group, an independent investment advisor firm. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed accounts.

Christopher Piccoli is a CFP® professional with 17 years of industry experience, currently advising at Mariner Wealth since 2024. His prior experience includes roles at The Mather Group, RegentAtlantic, and J.P. Morgan in various capacities. He serves as an Advisory Board Member at CDT Capital Management, where he provides strategic guidance on marketing and regulatory matters. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party manager allocations and provides integrated tax and administrative family office services.

Alessandra Grassi is a financial advisor with Guardian Life and holds the Series 65 and Series 66 credentials. She has 11 years of experience in the industry, including roles at Park Avenue Securities and other financial firms. In addition to her advisory work, she is involved with Grassi Advisors, supporting partners in the firm outside of investment activities. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Gregory Campbell is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2017, following five years at PNC Investments. Outside of his advisory role, he is a managing member of Jolie Group, LLC, a holding company for a mixed-use building. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a range of strategic and tactical asset allocation portfolios that include both affiliated and third-party sub-managers.

Steven Ford is a financial advisor at J.W. Cole Advisors, Inc. with 40 years of industry experience. He holds the Series 63 designation and has worked at firms including Cambridge Investment Research and Fcg Advisors LLC. Ford is a board member of the Summit Mens Lacrosse Alumni Association and the Summit Area YMCA Emeritus Board. J.W. Cole Advisors operates a large network of independent advisers offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a range of investment strategies and provides access to multiple platforms and third-party managers.

Paul Butler is a financial advisor with Janney Montgomery Scott in Bedminster, NJ, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2024 before joining Janney Montgomery Scott in 2024. 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 diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Ericka Towe is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and is also involved in several other ventures including entertainment, health insurance, and business training. Outside of her advisory role, she performs comedy in clubs during non-business hours. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, managing approximately $1.66 billion in discretionary assets as of the end of 2025.

Bonnie Bravo is a financial advisor with \u0026PARTNERS in Florham Park, NJ, holding a Series 66 designation and 18 years of industry experience. She previously worked at UBS Financial Services from 2013 to 2019 and again from 2020 to 2026. \u0026PARTNERS serves a diverse range of clients, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds, offering investment advisory, brokerage, financial planning, and consulting services. The firm combines roles as both a broker-dealer and registered investment adviser, employing various portfolio management strategies and a mixture of proprietary and third-party investment solutions.

Austin Singer is a financial advisor at Primerica Advisors with a Series 66 designation and three years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company and owns Renn Capital LLC and Shadow Pond Protection Services, LLC, which is involved in insurance sales. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services, including proprietary advisory programs and access to third-party investment platforms.

Michael Klinger is a CFP® with seven years of industry experience, currently serving as a financial advisor at Corient. His prior experience includes roles at Morgan Stanley and RegentAtlantic. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Ryan Miller is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Ayco Company, L.P./Mercer Allied, Santander Securities, and Santander Bank. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, supported by integrated capabilities across the Goldman Sachs ecosystem.

Alfonso Saverino is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He is also a Certified Public Accountant practicing with Kelleher, Saverino & Petzold CPAs LLC, where he provides tax advice and preparation services. His work history includes roles at firms such as Ameriprise Financial Services Inc and Cetera Advisors. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and access to third-party asset managers and turnkey asset management platforms.

James Leong is a financial advisor at NewEdge Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Private Portfolio Partners and LPL Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support clients and advisors.

Robert Ibrahim is a CFP® certificant with 34 years of experience in financial advisory roles. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Janney Montgomery Scott. Outside of his advisory work, he is an author writing about his life and career and serves as an advisory board member for the CFO Leadership Council. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account services.

Samuel Berger is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Sanctuary Securities, Inc. and Fieldpoint Private. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates a large network of independent representatives and offers a range of solutions including discretionary and non-discretionary programs, separately managed accounts, and retirement plan advisory services.

Nicholas Schmidt is a financial advisor at &PARTNERS with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services, LLC, and Veritable L.P. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a mix of proprietary and third-party investment strategies across fundamental, technical, and quantitative analysis.

Griffin Mcparland is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs AYCO Personal Financial Management. Outside of advisory work, he is involved in a financial services and insurance business under a DBA. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and access to third-party managers. The firm utilizes a variety of discretionary and model-based portfolio strategies, including market-timing and momentum-based approaches in select legacy programs.

Mark Van Houten is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He has been with Janney since 2006 and is also associated with GJ-MAC Enterprises, LLC, d/b/a Home Instead. He holds Series 63 and Series 66 credentials. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.