Julian Manzano is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. He has four years of industry experience, including prior roles at Bank of America and Amazon. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm offers tailored strategies supported by proprietary research, a range of fee arrangements, and integration with Goldman Sachs’ broader financial ecosystem.

Earle Jarden Jr. is a CFP® professional with 18 years of experience in the financial industry. He currently works at Corient and has previously held roles at Beacon Trust, Facet Wealth, Prudential Insurance Company of America, PGIM Investments, and Charles Schwab. 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 utilizes a goals-based, team investment approach that combines in-house strategies with third-party manager solutions, employing continuous portfolio monitoring and risk management tools to align investments with client objectives.

Michael Donohue is a financial advisor at &PARTNERS with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Bank of America, and Merrill. Donohue is also the owner of Donohue Group, LLC, an investment-related business. &PARTNERS serves a diverse range of clients including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a combination of fundamental, technical, and quantitative analysis across both discretionary and non-discretionary accounts.

Faith Ryan is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. She has previously worked at LPL Financial and Macro Consulting Group, among other firms. Ryan is also a licensed notary. 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, corporate and retirement plan clients through discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Jeffrey Dattilo is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch, Guy Carpenter, and Lighthouse Wealth Management. Outside of his advisory work, he referees basketball and assists with managing a commercial real estate property. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a variety of investment advisory and financial planning services through a large network of independent advisor representatives, utilizing multiple analytical approaches and managing accounts on both a discretionary and non-discretionary basis.

Ramon Baez Malone is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 65 and Series 63 designations and has worked at Empower Advisory Group since 2024 and Empower Financial Services, Inc. since 2026. Prior to joining Empower, he was employed at Tapfin/EY and BJ's Wholesale Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Elvira Chaush is a financial advisor with Eagle Strategies (NY Life) based in Livingston, NJ. She holds Series 63 and Series 65 licenses and has five years of industry experience. Her prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Co. Outside of her advisory work, she is a volunteer Membership Committee member with Business Networking International. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Jennifer Mashini is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following five 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 individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, delivering services through both direct and partner programs with a range of tailored offerings.

Louis Hery Jr. is a CFP® professional with 27 years of industry experience. He is currently with Osaic Advisory Services, LLC and has held prior roles at American Portfolios Financial Services, Inc. and Raymond James Financial Services Advisors Inc. Since 2012, he has served as a board member of Mt. Tabor Country Club. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and access to proprietary and third-party platforms.

Christopher Camburn is a CFP® with 26 years of industry experience, currently with Private Advisor Group, LLC since 2015. He has also been associated with LPL Financial since 2010. Private Advisor Group, LLC manages over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Gary Sluck is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2012. Outside of his advisory work, he has served as a high school basketball referee. Private Advisor Group, LLC is an SEC-registered advisory firm managing 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 retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.

Amanda Samudio 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 Ayco Personal Financial Management since 2021 and previously held roles at Allstate and SUNY New Paltz. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of investment and advisory capabilities.

Patrick Sullivan is a CFP®, ChFC®, and Series 63 licensed financial advisor with 32 years of industry experience. He is affiliated with Private Advisor Group, LLC and has worked with Pag Financial, LLC since 2020, as well as LPL Financial since 1997. Sullivan also spends time selling fixed insurance products, including fixed annuities and various types of life insurance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm provides a range of services including portfolio management, financial planning, and retirement plan consulting, serving individuals, trusts, estates, charitable organizations, and corporate clients.

Nicolas Carrion is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and two years of industry experience. He has worked at Private Advisor Group since 2024 and previously gained experience at LPL Financial LLC and in roles at Pennsylvania State University and The Sagamore Resort. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, offering access to third-party asset managers and a firm-managed separately managed account program.

Joseph Koronakis is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at TDAmeritrade from 2010 to 2016 before joining PNC Investments in 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and discretionary model accounts managed by PNC or third-party strategists. The firm employs mutual funds and ETFs with annual rebalancing and delegates portfolio implementation and proxy voting to external providers.

Robert Pettit is a financial advisor at Corient with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including RegentAtlantic and Mass Mutual Investors Services. Pettit's background also includes roles outside finance, such as work with Park Boulevard Productions and University of the Arts. 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, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments where appropriate.

Derek Sausa is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior work includes positions at Greenberg & Rapp, M Holdings Securities, Inc., and Citigroup. Outside of his advisory role, he is involved in property management as a landlord. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers to construct client portfolios.

Donald Rasweiler is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Benjamin F. Edwards & Company, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm’s approach includes strategic asset allocation, manager selection, and use of various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

Helder Samagaio 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 14 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Andrew Newman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Wells Fargo Advisors for five years before joining Private Advisor Group and LPL Financial in 2020. 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, utilizing various investment strategies and supporting held-away account management through multiple custodians and third-party platforms.