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.

Karen Creel is a financial advisor at TLG Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including First Republic Securities Company, LLC, Rockefeller Financial LLC, and Sequent. Creel also leads wealth structuring activities at Sequent. TLG Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection process and Modern Portfolio Theory to build diversified portfolios, offering services through a network of independent advisors and sub-advisors as well as a direct-to-consumer digital program.

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.

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.

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.

Gary Herz is a CFP® professional affiliated with Focus Partners Wealth, LLC and has 18 years of industry experience. He previously worked at GYL Financial Synergies for three years and spent 24 years at Wechter Feldman Wealth Management, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement plan consulting, and access to private funds. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

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.

Mark Rieger is a CFP® professional with three years of experience currently with Brookstone Capital Management LLC. He is also the managing partner of The Pediatric Center, a medical practice, where he has been involved since 1993. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Charles Cernosia is a CFA® charterholder and holds a Series 63 license, with five years of industry experience. He has worked at Farther since 2026 and previously was employed at Summit Financial, LLC and HSBC. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates via a web and mobile platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and employs proprietary model portfolios with algorithmic rebalancing, focusing on exchange-traded funds, mutual funds, individual equities, and fixed income.

Mark Caprarola is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 36 years of industry experience. His prior firms include PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. In addition to his advisory work, he is involved in non-variable insurance through several related business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a variety of advisory programs. The firm employs a fiduciary-based model, utilizing both proprietary and third-party investment strategies and technology platforms.

Ronald Volpe is a financial advisor at HSBC Securities (USA) Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Bank USA N.A. and Citizens Securities, Inc. Volpe volunteers at St Clare Church, assisting with religious instruction and monitoring children. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of client-directed and discretionary investment programs supported by strategic and tactical asset allocation developed with HSBC Global Asset Management.

Marc Leibowitz is a financial advisor at Oppenheimer with 29 years of industry experience. He has been with Oppenheimer since 2010 and previously worked at Merrill from 2004 to 2010. Outside of his advisory work, he volunteers as chairman of the lecture program at the University Club in New York City and serves as a volunteer armed guard for his house of worship in Short Hills, New Jersey. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary approaches.

Robert Pactwa Jr. is a financial advisor with Principal Financial Services in Parsippany, NJ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior experience includes roles at Edward Jones and Metropolitan Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm’s services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Julie Sumitomo is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. She has 18 years of industry experience and has previously worked at Santander Securities, LLC and Santander Bank, NA. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, providing ongoing portfolio management and financial planning support.

Gerald Korey is a CFP® with 12 years of experience in the financial services industry. He is currently with Corient, where he has worked since 2022, and previously spent nine years at RegentAtlantic. Korey holds a Series 66 designation. 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 uses a goals-based, team investment approach that integrates proprietary and third-party strategies, along with risk management tools and alternative investments where appropriate.