Caroline Taylor is a financial advisor at CWM, LLC with the designations ChFC® and Series 65, and has two years of industry experience. She previously worked at Prudential Financial and Eaton Vance, among other firms. Outside of her advisory role, she is a co-owner of Pink Suits Enterprises, a marketing business. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, retirement-plan solutions, and access to alternative investments.

Marta Jankowski is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds a Series 66 designation and has worked with TIAA-CREF since 2018, including prior roles at Fidelity and Fidelity Brokerage Services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard and acts as adviser to the TIAA Donor Advised Fund.

James Sonneborn is a CFP® professional with 19 years of industry experience. He is currently with Corient, where he has worked since 2022, following a 17-year tenure at RegentAtlantic. His background includes roles at Corient Services LLC and CIPW Service Company, LLC. 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 employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and uses risk management tools and stress testing to align portfolios with client objectives.

Vincent Egan is a financial advisor with Benjamin F. Edwards & Company, Inc., holding the Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company serves a diverse client base, including individuals, pension plans, charitable organizations, and corporations, offering a range of fee-based wrap programs, financial planning, and investment management services. The firm employs both discretionary and non-discretionary strategies, with portfolios monitored and rebalanced regularly and supported by an internal trading desk.

Kenneth Alter is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and over 14 years of industry experience. He operates Planning Alliance Consulting LLC, providing fee-based consulting for businesses and estates. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include discretionary and non-discretionary management using both proprietary and third-party model portfolios.

Richard Coppa is a CFP® with 23 years of experience in financial advisory. He has worked at Mariner Wealth Advisors since 2020 and previously spent 17 years at Wealth Health, LLC. He serves as a board member of the Pediatric Cancer Foundation in New Jersey, where he contributes to awareness, fundraising, and financial governance. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers to offer customized portfolio solutions along with integrated tax and accounting services.

Johnny Covello Jr. is a financial advisor with Goldman Sachs Wealth Services, holding Series 66 and Series 63 credentials and bringing nine years of industry experience. He has worked previously at The Ayco Company, L.P./Mercer Allied and Northwestern Mutual in both investment services and life insurance roles. Goldman Sachs Wealth Services advises a diverse client base, including individual investors ranging from non-high-net-worth to high-net-worth, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging a broad ecosystem within Goldman Sachs for research, implementation, and client service.

Jeffrey Varisco is a financial advisor at Goldman Sachs Wealth Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. LLC since 2021, following a 23-year tenure 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Alex Coriddi is a financial advisor at Corient with 12 years of industry experience. He holds a Series 65 credential and previously worked at RegentAtlantic for nine years before joining Corient. 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 corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Sandra O'gorman is a financial advisor at Goldman Sachs Wealth Services with 31 years of industry experience. She has held positions at Mercer Allied Company, L.P. and The Ayco Company prior to joining Goldman Sachs in 2021. Sandra holds a Series 63 designation. Goldman Sachs Wealth Services advises a wide range of clients including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models and proprietary research to tailor solutions to client objectives.

Jason McCarthy is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at LPL Financial, Raymond James & Associates, Uvest Financial Services Group, Inc., and Harrisdirect LLC. He also provides administrative support to Private Advisor Group as a compliance officer. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers proprietary and third-party managed account solutions through various technology platforms.

Brianna Schneider is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2016, following a brief tenure at Starbucks. 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 supported by multiple specialized groups and offers a wide range of advisory platforms and tools integrated within the broader Goldman Sachs ecosystem.

Jason Leonard is a financial advisor with Eagle Strategies (NY Life) based in Saddle Brook, NJ, holding Series 63 and Series 65 licenses. He has 26 years of industry experience, including long-term tenure at New York Life Insurance Company since 2000. Outside his advisory role, he owns a custom clothing business and creates motivational content shared on social media platforms. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shiv Raizada is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Goldman Sachs Ayco and Advantage xPO onsite Ayco, as well as a prior business, Raizada Fuel. 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 combines centralized investment resources with a range of tailored offerings, leveraging integrated capabilities across affiliated entities.

Alexandra Tasev is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs, Shenkman Capital Management, and Pace University Elisabeth Haub School of Law. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions and operates within a large integrated financial group offering a broad range of financial products and services.

Gerard Valenti is an advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 credentials, with 11 years of industry experience. His prior work includes roles at Investors Bank, Cetera, Kearny Bank, LPL Financial, and M&T Bank. He is also engaged in banking through NVE Bank, a subsidiary of ION Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and operates a hybrid adviser/broker-dealer model with a focus on firm supervision and co-advisory arrangements.

Keith Dowling is a CFP® professional with 21 years of industry experience, currently advising at Mariner in Florham Park, NJ. He has worked at Mariner Wealth Advisors since 2014 in various capacities and also spent time at Msec, LLC and FirstPoint Financial. Mariner serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized tax and family office services. The firm uses customized, discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services uncommon among large advisory enterprises.

Matthew Defelice is a CFP® with 33 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. He has been with Kestra since 2012, holding multiple roles including financial advisor and insurance agent, specializing in life, disability, and long-term care insurance. Outside of his advisory work, he is involved with Preferred Pensions, LLC as a member. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of clients including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets under management.

Sean Sullivan is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and having 14 years of industry experience. He has worked with Private Advisor Group, LPL Financial, and Private Advisor Network since 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Jayavardhan Kota is a CFA® charterholder with 13 years of industry experience, currently serving at Kestra Advisory since 2016. He has been involved with Kestra Investment Services, LLC since 2013. His responsibilities include data entry, performance measurement, financial planning, investment selection, due diligence, and monitoring. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.