Thomas Zirbes is a financial advisor with TLG Advisors, Inc. based in Summit, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at firms such as CRI Securities, North Star Consultants, Park Avenue Securities, and Guardian Life Insurance Company. He is also head of sales at White Swan, a life insurance and sales marketing business. 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 fiduciary services, employing manager selection and fundamental analysis within a Modern Portfolio Theory framework to construct diversified portfolios.

Vincent Giliberti 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 15 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a variety of portfolio management strategies within a large integrated financial group that offers services such as securities-based lending, futures and swap capabilities, and tailored corporate and family office programs.

Gary Quinzel is a CFP® and CFA® with 21 years of experience in the financial services industry. He has worked with firms including Merrill, Bank of America, AEPG Wealth Strategies, and has been with Wealth Enhancement Advisory Services since 2019. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach blending passive and active managers, supported by an internal Investment Committee.

Karen Kursar is a financial advisor at PNC Wealth Management with 18 years of industry experience. She holds the Series 66 designation and has worked with PNC in various capacities since 2009, including roles at PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments to select investment models that are implemented with mutual funds and ETFs, with portfolio management delegated to third parties.

Michael Howard is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Merrill, JP Morgan Securities LLC, and Pruco Securities LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Richard Swift is a Series 65 licensed financial advisor with one year of industry experience, currently with Private Advisor Group, LLC. His prior experience includes roles at Transcend Capital Advisors, Mariner Investment Group, and Axonic Capital. He is involved in a service-disabled veteran-owned personal holding company based in Morristown, NJ. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm supports a range of investment approaches and provides access to multiple platforms and services tailored to client objectives.

Adel Gerges is a financial advisor at HSBC Securities (USA) Inc. with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has been with HSBC Securities and HSBC Bank USA since 2015. HSBC Securities (USA) Inc. offers managed account programs to a variety of clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and fully discretionary investment solutions, utilizing strategic and tactical asset allocation supported by HSBC Global Asset Management and affiliated advisory services.

Lucas Murphy is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has two years of industry experience and has worked with firms including Guardian Life Insurance Company, Park Avenue Securities, and Northeast Private Client Group. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm utilizes proprietary and third-party investment strategies and provides a range of account-level services including lending solutions and donor-advised fund options.

Robert Bubser is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at LPL Financial, LLC, MML Investor Services, and MassMutual. He is also the owner of Bubser Consulting, LLC, where he assists business owners with valuation and sale negotiations. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a wide range of clients, including individuals, trusts, estates, and corporate plans. The firm offers portfolio management, financial planning, and access to third-party asset management programs, employing a variety of investment strategies and supporting held-away account management.

Robert Hardgrove is a ChFC®-designated financial advisor with 42 years of industry experience, currently affiliated with Primerica Advisors. He has worked at Guardian Life Insurance since 1999 and was also associated with Park Avenue Securities from 2019 to 2021. Outside of his advisory work, he serves as President of the Foundation of the Rotary Club of Somerville and Bridgewater, where he oversees fundraising and community contributions. Primerica Advisors is part of an enterprise that serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party models, catering to individual and institutional clients.

Brian Teague is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following 15 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.

Rocco Attanasio is a financial advisor with Empower Advisory Group in Somerset, NJ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with Gwfs Equities, Inc., Prudential Investment Management Services, LLC, and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model connected to Empower’s recordkeeping platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Steven Coppola is a CFP® professional with 27 years of experience, currently affiliated with Private Advisor Group, LLC and LPL Financial since 2012. He operates Coppola Wealth Management as a DBA for his LPL business and is involved in tax preparation and accounting through Coppola Tax Management. Private Advisor Group, LLC is an SEC-registered advisory firm managing 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 a range of portfolio management and financial planning services, employing a variety of investment strategies and coordinating with multiple custodians and third-party asset managers.

Harold Laudien is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2010 and joined Private Advisor Group in 2021. Private Advisor Group 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, retirement consulting, and access to various third-party asset management programs.

George Skaltsis is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The Ayco Company, L.P./Mercer Allied and held roles at several other firms. Outside of advisory work, he owns and manages a cryptocurrency mining company. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and combines discretionary and non-discretionary management approaches within a large integrated financial group.

Patric Hyland is a financial advisor with Private Advisor Group, LLC in Morristown, NJ. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he has worked at LPL Financial and has been involved with educational institutions including Villa Walsh School and University of Miami. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing multiple advisory programs and access to third-party asset managers and turnkey platforms.

Adelio Campos is a financial advisor with TD Private Client Wealth LLC in Morristown, NJ, holding a Series 66 credential and four years of industry experience. His prior experience includes roles at TD Bank N.A. and The Prudential Insurance Company of America. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Alben Portnoy is a financial advisor at &Partners with 49 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and City Federal Savings & Loan. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, and retirement plan consulting, utilizing both proprietary models and third-party managers through the Envestnet platform.

Sally Klinger Rogers is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license. She has 43 years of industry experience and has been affiliated with New York Life Insurance Company since 1979 and NYLife Securities Inc. since 1982. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm focuses on tailored recommendations and manages a substantial portion of its regulatory assets on a non-discretionary basis.

Sabrina Martins is a financial advisor at Corient with two years of industry experience. She holds a Series 65 designation and has previously worked at Rutgers University and Classic Cleaners. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and offers specialized services such as family office, tax, and corporate trustee services.