Robert Pettit is a financial advisor at Corient with eight years of industry experience. He holds a Series 66 designation and has worked at firms including RegentAtlantic and Mass Mutual Investors Services. His background also includes roles outside of finance, such as at University of the Arts and operating Pettit Audio. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, and offers specialized services including family office and corporate trustee solutions.

Derek Sausa is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior work includes positions at Greenberg & Rapp, M Holdings Securities, Inc., and Citigroup. Outside of his advisory role, he is involved in property management as a landlord. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers to construct client portfolios.

Donald Rasweiler is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Benjamin F. Edwards & Company, Wells Fargo Clearing, Morgan Stanley, J.P. Morgan Securities, and A. G. Edwards & Sons. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs delivered on discretionary and non-discretionary bases, with advisory services spanning equity, balanced, and fixed-income portfolios structured through strategic and tactical asset allocation.

Helder Samagaio is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Andrew Newman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior experience includes five years at Wells Fargo Advisors before joining Private Advisor Group and LPL Financial in 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm combines fiduciary-based advisory services with a range of investment strategies and technology platforms, often utilizing third-party managers and model portfolios from major strategists.

Luis Tagliaferro is a financial advisor with Eagle Strategies (NY Life) based in Chester, NJ. He holds a Series 66 designation and has three years of industry experience. Prior to his current role at Eagle Strategies and affiliated firms, he worked at Bank of America and Merrill. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Daniel Riordan III is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 13 years before joining Rockefeller in 2025. 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 and financial planning services, operates as a registered broker-dealer, and provides access to alternative investment vehicles through its Private Advisor model and consolidated investment platform.

Michael Goetze is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He has held roles at Goldman Sachs since 2023 and previously worked at Hodges Ward Elliott and Village Paint Supply Inc. Outside of finance, his background includes involvement with Graydon Summer Day Camp. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, leveraging centralized investment resources and a range of tailored offerings.

Aaron Maciak is a financial advisor with Oppenheimer in Florham Park, NJ, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Ameriprise Financial Services and self-employment ventures. Outside of his advisory work, he works part-time as a caddy at Crestmont Country Club on weekends. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment and consulting services delivered on both discretionary and non-discretionary bases, combining strategic asset allocation with tailored portfolio management.

Darin Gartland is a CFP® professional with 23 years of experience in financial advising. He has worked at Mariner since 2020 and previously spent 16 years at Wealth Health, LLC, with additional experience at The MDE Group, Inc. Mariner serves a diverse range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, retirement plan consulting, and other services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers, offering a broad set of strategies and notable tax and accounting integration features.

Angela Londergan is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 26 years of industry experience and has worked at Morris Financial Services and Commonwealth Financial Network since 2005. Outside of her advisory role, she has been involved with the Parsippany Child Day Care Center since 1998. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Michael Guarino III is a financial advisor at Private Advisor Group, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Edward Jones prior to joining Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s advisory model is fiduciary-based and combines direct portfolio management with selecting third-party managers and model portfolios from well-known strategists.

Dominick Caprarola is a financial advisor with Private Advisor Group, LLC, holding Series 66 and Series 65 licenses and five years of industry experience. He has worked at LPL Financial, LLC since 2020 and joined Private Advisor Group in 2023. 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, utilizing a range of investment strategies and technology platforms while providing access to both proprietary and third-party managed account solutions.

Carlos Navarro is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has prior experience at Monmouth University. He also previously operated Cesar's Window Cleaning Service. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging proprietary research, strategic allocations, and an extensive affiliated network within the Goldman Sachs ecosystem.

Shawn Steffens is a financial advisor with Commonwealth Financial Network who holds a Series 66 designation and has 25 years of industry experience. He is co-owner of Steffens Financial Corp., where he has worked alongside his role at Commonwealth since 2014. Outside of his advisory work, he serves as a caregiver. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad advisory platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Allan Vera is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently affiliated with GWN Securities Inc. and serves as president of Vera Capital Management, LLC, managing retirement funds for families in Chester, NJ. His prior roles include positions at Gradient Advisors, American Portfolios Financial Services, and operating Vera Reliable Car Service. Outside of advisory work, he is involved in selling annuities and life insurance through related business activities. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs, incorporating portfolios managed by both affiliated and unaffiliated sub-advisers. The firm utilizes a range of strategies including market-timing and momentum-based approaches alongside model-based asset allocation.

Bryan Corbitt is a CFA® charterholder with 15 years of industry experience. He is currently an advisor at Mercer Global Advisors Inc. in Morristown, NJ. His prior experience includes roles at Northwestern Mutual Wealth Management Company and The Prudential Insurance Company of America. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other specialized strategies.

Tyler Street is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. His career history includes roles at Goldman Sachs, London Mutual Credit Union, Amazon, Marist College, Doordash, and Pasa Alta Manor. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management using strategic allocation models and manager selections, with access to specialized programs and alternative investments through its integration with the broader Goldman Sachs ecosystem.

Martin Donnelly is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Goldman Sachs since 2019 and was previously with The AYCO Company, L.P./Mercer Allied for seven years. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Executive Wealth programs, integrating capabilities across the broader Goldman Sachs organization.

Janet Talis is a financial advisor at &Partners with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing for seven years before joining &Partners. &Partners serves a diverse range of clients including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and advisory services using a combination of fundamental, technical, and quantitative analysis, supported by both proprietary and third-party strategies.