John Conners is a financial advisor with Private Advisor Group, LLC in Morristown, NJ. He holds the Series 66 designation and has 17 years of industry experience. Prior to joining Private Advisor Group, he worked at LPL Financial and Janney Montgomery Scott. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm uses a fiduciary-based model, employing both proprietary and third-party strategies and technology platforms to tailor investment solutions.

Rae Kim is a financial advisor with Lincoln Investment in Warren, NJ, holding Series 63 and Series 65 credentials and over 25 years of industry experience. She has been with Lincoln Investment since 2012 and also operates Kim Financial Group, which provides fixed life insurance, disability insurance, and long-term care products. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches across discretionary and non-discretionary programs.

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.

Benjamin Cheung is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and specialized market roles.

Karen Creel is a financial advisor with TLG Advisors, Inc. and holds Series 63 and Series 65 licenses. She has 15 years of industry experience, with prior roles at First Republic Securities Company, LLC, Rockefeller Financial LLC, and Aurelia Private Office. She also heads wealth structuring at SEQUENT (FLORIDA) LLC. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring to build diversified portfolios, offering both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Jeffrey Faller is a financial advisor with Lincoln Investment, holding a Series 66 credential and seven years of industry experience. He has been with Lincoln Investment Planning, LLC since 2018 and previously worked at Sacred Heart University from 2014 to 2018. In addition to his advisory role, he is an account professional at The Faller Company LLC, where he engages in the sales of life and health insurance products. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and various advisory programs, managing both discretionary and non-discretionary assets using strategic and tactical investment approaches.

Jonathan Gerrard is a financial advisor with TLG Advisors, Inc. based in Summit, NJ. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Gerrard Advisors LLC, The Leaders Group, Douglas Gerrard, TIAA-CREF, Merrill, and Penn Mutual Life Insurance Company. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension plans, and other institutional investors. The firm offers investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, using manager selection and ongoing monitoring grounded in fundamental analysis and Modern Portfolio Theory.

Rohit Bhalla is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Sanctuary Advisors, LLC serves a diverse client base, including high-net-worth individuals, corporations, and charitable organizations, offering investment advisory and financial planning services through a network of more than 400 independent advisers. The firm provides portfolio management, retirement plan consulting, and other advisory services using various analytical approaches and maintains a fiduciary role when agreements are in place.

James Mcbratney is a financial advisor at Private Advisor Group, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and UBS Financial Services. Outside of advising, he has ownership interest in a restaurant in Staten Island, NY. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans with portfolio management and financial planning services. The firm employs a fiduciary-based approach combining client goals and risk tolerance assessments with access to both proprietary and third-party investment strategies.

Matthew Mckenna is a financial advisor with OSAIC Institutions, Inc. and holds Series 63 and Series 65 designations. He has 28 years of industry experience, previously working at Ameriprise Financial Services, LLC, Royal Alliance Associates, and Wells Fargo Clearing. Outside of his advisory work, he serves as President on the Board of Directors for the New Jersey Wrestling Official Association Northeast Chapter and works as a high school wrestling official. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, including discretionary and non-discretionary management, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that supports a diverse range of client needs.

Jack Worth is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Northwestern Mutual. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Evan Imfeld is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 12 years of industry experience, including prior work at Northwestern Mutual Investment Management. He also assists with underwriting processes through a local insurance agency. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while combining proprietary and third-party resources.

Edwin Colvin Jr. is a financial advisor with Tlg Advisors, Inc. and holds the Series 63 and Series 65 licenses, with 41 years of industry experience. He has been associated with Capitas Financial LLC and The Leaders Group, Inc. since 2009. Outside of his advisory roles, he is a partner and agent at Pinnacle Group, which supports life insurance and annuity brokerage services. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and comprehensive financial planning, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory.

Haibo Liang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses. He has one year of industry experience and a background that includes entrepreneurial work in photonics and managing residential rental properties. Transamerica Financial Advisors serves a diverse client base with both advisory and broker‑dealer services, offering proprietary and third‑party model portfolios and managing approximately $2.1 billion in client assets as of the end of 2025.

Mark Gori is a Series 66-licensed advisor with six years of industry experience. He is currently affiliated with TLG Advisors, Inc. and The Leaders Group Inc. Prior to these roles, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. TLG Advisors, Inc. serves a diversified client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both advisor-managed and direct-to-consumer investment 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.

Brian Flynn is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Hightower Advisors, where he has worked since 2026. Prior to this, he held roles at Journey Strategic Wealth LLC, Magnus Financial Group, Purshe Kaplan Sterling Investments, Inc., and Dynasty Wealth Management, LLC. Flynn is also an independent insurance broker, dedicating less than 10% of his business hours to this activity. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and diversified portfolio construction.

Kimberly Visco is a financial advisor at Private Advisor Group, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at PNC Wealth Management. Visco has been with Private Advisor Group and affiliated LPL Financial since 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates various investment strategies through both proprietary and third-party platforms.

Scott Borg is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He has been with Citigroup Global Markets since 2016 and holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles including in-house research, security pricing, and futures commission merchant activities.

Keith Cannella is a financial advisor with PNC Wealth Management in Millburn, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with PNC Investments since 2005. PNC Wealth Management offers retail brokerage and advisory services through various model‑based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment and third-party managed model strategies executed with mutual funds and ETFs. This employee-only pilot program features annual rebalancing and incorporates affiliated cash-sweep and revenue-sharing arrangements.