Shahid Malik is a financial advisor at PNC Wealth Management with 29 years of industry experience. He has been with PNC Investments since 2004. He holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The firm uses algorithmic risk assessments and delegates portfolio implementation to approved third-party strategists.

Samuel Berger is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked 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 through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services using various analytical approaches and acts as a fiduciary when a written advisory agreement is in place.

Mario Meola is a Series 66-licensed financial advisor with Hornor, Townsend & Kent, LLC, based in Edison, NJ, with 23 years of industry experience. He has been associated with both Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2010. Meola is also involved in insurance brokerage through his ownership of Chimney Rock Financial and his role as an agent at Primary Financial, focusing on multi-line insurance and life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates a hybrid model combining SEC-registered advisory services and broker-dealer capabilities, managing over $8 billion in discretionary assets and providing both discretionary and non-discretionary account options.

Gabriella Henry is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. She has been with Goldman Sachs since 2021 and previously worked at Bryant University for five years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging an integrated approach that includes strategic allocation models, manager selections, and a range of fee arrangements supported by both proprietary and third-party analytics.

Joseph Mc Grath is a financial advisor at Mariner with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at US Bank and teaching positions at William Paterson University. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized services such as tax coordination and Core Family Office solutions. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, alongside comprehensive tax and administrative capabilities uncommon among large advisory enterprises.

Diane Aurelio is a CFP® and Series 66 designated advisor with 17 years of industry experience. She has been with Transamerica Retirement Advisors, LLC since 2014, including roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement planning guidance, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

John Murphy is a financial advisor with Private Advisor Group, LLC and holds a Series 63 designation. He has 44 years of industry experience, including roles at LPL Financial and Merrill. Outside of his advisory work, he serves as a volunteer firefighter for the Morris Township Fire Department. 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 utilizing discretionary and non-discretionary management, various investment strategies, and technology platforms, often implementing advice through third-party managers and TAMPs.

Jason Grantz is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63, 65, and 66 licenses and four years of industry experience. He previously worked at Unified Trust Company for 12 years, followed by roles at American Trust and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Elizabeth Blanchard is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has worked at Kestra Advisory since 2016 and previously was with Sopher Financial Group for two decades. Blanchard is also the owner and president of Front Porch Financial LLC, where she continues to provide financial advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary services, employee education, and plan-level investment advice while managing approximately $79.8 billion in assets and serving a range of clients from plan sponsors to sovereign wealth funds.

Joshua Rodriguez is a financial advisor with Citizens Securities, Inc. in Matawan, NJ, holding the Series 63 and Series 66 licenses. He has 10 years of industry experience, including prior roles at Citigroup, New York Life Securities, and JPMorgan Chase. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital portfolio program managed in partnership with SigFig and a Managed Account program.

Jared Zahn is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and beginning his advisory career in 2025. Prior to entering the financial advisory field, he worked at Cushman & Wakefield and Robert Half. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled 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, consulting, and brokerage services through a large network of advisors.

Robert Scrabis is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Commonwealth and Reilly Financial Group since 2021, with prior experience at Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and METLIFE Securities Inc. Outside of his advisory work, he is a band member of Blue Highways and Sheriff Restless. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

William Antone is a CFP®-certified financial advisor with 12 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent seven years at The Ayco Company LP. Antone also maintains a long-term affiliation with The MDE Group, Inc. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to implement tailored strategies across various client segments.

Michael Finetti is a financial advisor at Mariner with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Key Client Fiduciary Advisors. Before entering the financial industry, he was employed at the University of Delaware and West Essex High School. 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 an internal investment committee and integrates tax and accounting services alongside traditional portfolio management.

Lee Piccarelli is a financial advisor with HSBC Securities (USA) Inc. in Chatham, NJ, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. He has been with HSBC Securities and HSBC Bank USA since 2013. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring a range of client-directed and discretionary program options. The firm uses a structured investment process with model risk profiles and combines strategic and tactical asset allocation supported by affiliated global asset management and due diligence providers.

Frank Petrone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is also an owner of a non-investment related rental business. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation to employees. Their investment approach utilizes approved model strategies managed by PNC or third-party strategists, with portfolio implementation and proxy voting delegated to external providers.

Michael Geczi is a Series 66-licensed financial advisor with Guardian Life in Westfield, NJ, bringing three years of industry experience. He previously operated Michael Geczi & Associates LLC, which manages his insurance business. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves a range of clients including individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Benjamin Bush is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 16 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory role, he is involved in private client investment and insurance services through separate business entities and participates in a bank referral program for real estate financing introductions. Park Avenue Securities LLC serves a wide range of clients including individual investors, high-net-worth individuals, charitable organizations, and corporations. The firm offers both brokerage and advisory services with a variety of investment strategies, proprietary programs, and account-level solutions such as lending and donor-advised funds.

Sophia Shi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and previously spent 13 years at the Federal Reserve Bank of New York. Outside of her advisory role, she is involved in providing home care services for families in New Jersey. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party investment models, managing billions in client assets across discretionary and non-discretionary programs.

Matthew Warren is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 63 designation and over 32 years of industry experience. He has been with Private Advisor Group and LPL Financial LLC since 2015 and previously worked at Ameriprise from 2002 to 2015. Warren also operates Warren and Associates Wealth Management, an affiliated advisory business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model, leveraging technology platforms and third-party strategists to implement various investment approaches.