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.

James Mcbratney is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Private Advisor Group since 2014 and has also worked with LPL Financial since 2007. Outside of his advisory work, he is involved in restaurant ownership through Cafe Disicilla Inc. Private Advisor Group, LLC manages over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a variety of investment strategies and coordinating services through multiple custodians.

Bradley Hampton is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at multiple affiliated entities within the Bankers Life network since 2016 and was previously employed at Future Payment Technologies. Hampton is also licensed as an insurance agent with Bankers Life and Casualty, where he sells life, health, and annuity insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Jack Worth is a financial advisor at Rockefeller Capital Management with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Northwestern Mutual, and UA Design. Rockefeller Capital Management is an enterprise firm with 157 advisors, offering comprehensive wealth management and investment services.

Evan Imfeld is a financial advisor at Private Advisor Group, LLC with 11 years of industry experience. He holds the Series 66 designation and has been with Private Advisor Group and LPL Financial since 2015. Outside of his advisory role, he is involved with Anchor Financial Associates, a local insurance agency assisting with underwriting processes. 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, and retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.

Melissa Weisz is a CFP® and CFA® with 14 years of industry experience. She currently serves at Corient and has previously worked at RegentAtlantic and Wechter Feldman Wealth Management, Inc. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and includes private fund capabilities through affiliated platforms.

Gary Herz is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes over two decades at Wechter Feldman Wealth Management, Inc., followed by a three-year tenure at GYL Financial Synergies. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, retirement plans, and institutions. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with various specialized offerings.

Kimberly Visco is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 15 years of industry experience. She has been with Private Advisor Group and affiliated with LPL Financial since 2015. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Mark Caprarola is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2015. Outside of his advisory role, he is involved in non-variable insurance through several entities. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Marc Leibowitz is a financial advisor at Oppenheimer with 28 years of industry experience. He has been with Oppenheimer since 2010 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he volunteers as chairman of the lecture program for the University Club in New York City and serves as a volunteer armed guard for his local house of worship in Short Hills, NJ. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation and manager selection to meet client objectives, with accounts reviewed periodically.

Robert Pactwa Jr. is a financial advisor with Principal Financial Services in Parsippany, NJ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior experience includes roles at Edward Jones and Metropolitan Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm’s services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Julie Sumitomo is a financial advisor at TD Private Client Wealth LLC with 17 years of industry experience. She holds the Series 66 designation and has worked previously at Santander Securities, LLC and Santander Bank, NA. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation across affiliated and third-party managers, providing portfolio management, financial planning support, and custody services.

Gerald Korey is a CFP® with 12 years of experience in the financial services industry. He is currently with Corient, where he has worked since 2022, and previously spent nine years at RegentAtlantic. Korey holds a Series 66 designation. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates proprietary and third-party strategies, along with risk management tools and alternative investments where appropriate.

Alan Mendlowitz is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His prior work includes roles at PRUCO Securities, LLC and The Prudential Insurance Company of America. Outside of advisory work, he is president of Wisemen Insurance Services, Inc., a property and casualty insurance agency. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive history of including market-timing and momentum-based strategies in its program suite.

Kevin Barry is a CFP® professional with 37 years of industry experience, currently serving at GWN Securities Inc. since 2020. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and CitiStreet. He is also involved in insurance sales, focusing on life, long-term care, and disability insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers for individuals and business clients. The firm supports a network of approximately 423 advisors and manages around $3.65 billion across more than 37,000 accounts, delivering advice through various managed-account programs and model portfolios.

Arshad Awan is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with TD Bank and its affiliated entities since 2014. Awan also serves as a FINRA non-public arbitrator. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic asset allocation and investments from both affiliated and third-party managers.

Michael Bizzoco is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2019, including roles at The Ayco Company and Mercer Allied prior to that. 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 uses a range of strategic allocation models and integrates services across the broader Goldman Sachs network, offering specialized programs and access to alternative investments.

Linda Rozycki is a financial advisor at Steward Partners Investment Advisory, LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley and Raymond James Financial Services. Her recent roles have been with multiple Steward Partners entities since 2018. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

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.