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 a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. &Partners serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with both discretionary and non-discretionary account management.

Mindy Mondaro is a financial advisor with Principal Financial Services, holding a Series 66 designation and over 20 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Co. since 2005. Outside of her advisory role, she serves as Secretary of the Board for the Whippany Park High School Baseball Diamond Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Michael Towman is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 25 years of industry experience. His prior experience includes 12 years at Citigroup Global Markets and roles at LPL Financial and Private Advisor Group since 2023. He is also the owner of Towman Associates LLC, a non-investment-related business. 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.

Anthony Castano is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Washington, DC. He has 10 years of industry experience, including six years at The AYCO Company, L.P./Mercer Allied and five years at Goldman Sachs & Co. LLC. Castano has also been affiliated with Fairleigh Dickinson University since 2010. Goldman Sachs Wealth Services delivers financial planning, investment management, and advisory support to a diverse client base, ranging from individual and high-net-worth households to corporate and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its position within a large integrated financial group.

Michael Kats is a CFP® and holds the Series 66 designation, with 12 years of experience in the financial services industry. He has worked at Mariner Wealth Advisors since 2022 and previously spent seven years at Merrill and Bank of America, N.A. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and tax services, combining in-house research with third-party manager allocations across a wide range of strategies and operational offerings.

John Anderson Jr. is a financial advisor with Kestra Advisory and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services since 2006. Anderson is also the owner of Tempewick Wealth Management, which provides consulting, insurance, and investment advisory services. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves a diverse client base including large institutional investors and provides both discretionary and non-discretionary fiduciary services.

Victor Vera Arias is a financial advisor with GWN Securities Inc. holding Series 63 and Series 65 licenses and has five years of industry experience. He has worked at Vera Capital Management LLC since 2019 and previously at ASO Safety Solutions Inc. from 2015 to 2019. Outside of investment advisory, he is also active as a licensed life insurance agent. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies through a large network of over 400 advisors.

John Foster is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Private Advisor Group since 2016 and also has a long tenure with LPL Financial dating back to 2007. Outside of his advisory roles, he manages Foster Holdings I, LLC, a business entity for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for a diverse client base 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 various third-party asset management programs, employing multiple investment strategies and supporting held-away account management through technology partnerships.

Michael Capriotti is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at LPL Financial and Private Portfolio Partners, LLC. He also operates Capriotti & Company, which provides non-variable insurance products alongside investment advisory services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a diverse client base including individuals, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers, employing a variety of investment strategies tailored to client objectives and risk tolerances.

Mark Scordato is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2019 and previously spent nine years with Global Financial Private Capital, LLC, among other roles. Outside of his advisory work, he is president and creator of Redline WFO Productions, LLC, a company focused on developing television show concepts. J.W. Cole Advisors operates through a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms. The firm serves individuals, high-net-worth clients, and institutions using a combination of discretionary and non-discretionary account management approaches.

Robert Streit Jr. is a financial advisor with LPL Financial and Private Advisor Group, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has worked at LPL Financial since 2018 and Invest Financial Corporation from 2008 to 2018. Streit also serves as an advisor at Beneficial Savings Bank, where he has been involved for 18 years. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a range of non-advisory financial products.

Michael Sevchuk is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following an 18-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Eric Lyons is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Financial, Signature Securities, Terra Capital Markets, and Diamond Wholesale Corp. Lyons provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group 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 account strategies.

Nancy Vandergoot is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at TIAA-CREF, JP Morgan Securities, and Merrill Lynch. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing both affiliated and third-party managers through a variety of portfolio solutions.

Scott Cohen is a financial advisor at NewEdge Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab and Ameriprise Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Marc Depasquale is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has held prior roles at Coerver Coaching, Rino's Pizzeria, OK Petroleum, and Wealth Advisory Group LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm integrates strategic allocation models and manager selections with a range of service platforms, leveraging the broader Goldman Sachs ecosystem to offer comprehensive wealth management solutions.

Tina Welles is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at Goldman Sachs Wealth Services since 2021 and previously spent nine years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large, integrated financial group.

Joseph Norris is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience and is based in Mount Laurel, NJ. Since 2018, he has also provided investment advisory services through Private Advisor Group, an independent registered investment advisor. LPL Financial serves a wide range of clients, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various advisory and brokerage services supported by an in-house research team that constructs model portfolios and provides strategic and tactical investment options.

Mark Giordano is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 25 years of industry experience. His career includes roles at LPL Financial and Independent Financial Partners, and he is also an attorney with The Giordano Law Firm, PC. Outside of finance, he is involved in a film production company. Private Advisor Group, LLC manages over $41 billion for more than 135,000 clients, including individuals, trusts, and corporate plans. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party platforms.