Christopher Glatz is a financial advisor at Mariner with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research and FCG Advisors. He is also involved with MSEC, LLC as a registered representative. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax and administrative solutions uncommon in large advisory enterprises.

Christopher Nichols is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 21 years of industry experience. He has worked at Hornor, Townsend & Kent since 2006 and is also affiliated with Penn Mutual Life Insurance since 2018. Nichols is involved in multiple insurance brokerage activities, including ownership of Nichols Financial Planning and roles as an agent with Primary Financial & Ark Wealth Solutions and Stone Hill Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services mainly on a non-discretionary basis through third-party asset manager platforms and consulting. The firm combines standard investment approaches with client-directed implementation and is notable for its dual registration as an SEC-registered investment adviser and broker-dealer.

Anne Sullivan is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 66 designation and 11 years of industry experience. She has been with Private Advisor Group and affiliated with LPL Financial since 2012. Private Advisor Group manages 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 both in-house and third-party managers, and supports held-away account management through technology partnerships.

Robert Sorge is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Private Advisor Group since 2017 and has also been associated with LPL Financial since 2011. Outside of his advisory work, Sorge conducts workshops and seminars for parents and college students through CollegeFunding4Me. 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 third-party asset management programs.

Jamie Ireland is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Private Advisor Group, Ireland worked at LPL Financial and Mercer Wealth Management, and before entering the financial sector, had nearly a decade of experience with Ascena Retail/Loft. Private Advisor Group, LLC manages 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

John Conners is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 16 years of industry experience. He previously worked at Janney Montgomery Scott from 2012 to 2024 before joining LPL Financial. Private Advisor Group 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 third-party platforms.

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 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.

Jonathan Gerrard is a financial advisor with TLG Advisors, Inc. He holds a Series 66 credential and has eight years of industry experience. His work history includes roles at Gerrard Advisors LLC, The Leaders Group, Inc., Douglas Gerrard, TIAA-CREF, Merrill, and Penn Mutual Life Insurance Company. He is involved with Gerrard Advisors LLC, supporting administrative and operational functions related to life insurance and pension plan cases. TLG Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring, utilizing fundamental analysis and Modern Portfolio Theory, and offers portfolio management and financial planning services through a network of independent advisors and sub-advisors.

Rohit Bhalla is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Bhalla is currently affiliated with Sanctuary Securities, Inc. and Sanctuary Advisors LLC. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a network of independent advisors and sub-advisors to implement diverse investment strategies.

James Mcbratney is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Private Advisor Group since 2014 and has also worked with LPL Financial since 2007. Outside of his advisory work, he is involved in restaurant ownership through Cafe Disicilla Inc. Private Advisor Group, LLC manages 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 access to third-party asset management programs, employing a variety of investment strategies and coordinating services through multiple custodians.

Bradley Hampton is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at multiple affiliated entities within the Bankers Life network since 2016 and was previously employed at Future Payment Technologies. Hampton is also licensed as an insurance agent with Bankers Life and Casualty, where he sells life, health, and annuity insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Jack Worth is a financial advisor at Rockefeller Capital Management with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Northwestern Mutual, and UA Design. Rockefeller Capital Management is an enterprise firm with 157 advisors, offering comprehensive wealth management and investment services.

Evan Imfeld is a financial advisor at Private Advisor Group, LLC with 11 years of industry experience. He holds the Series 66 designation and has been with Private Advisor Group and LPL Financial since 2015. Outside of his advisory role, he is involved with Anchor Financial Associates, a local insurance agency assisting with underwriting processes. Private Advisor Group, LLC manages 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 discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.

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.

Gary Herz is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes over two decades at Wechter Feldman Wealth Management, Inc., followed by a three-year tenure at GYL Financial Synergies. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, retirement plans, and institutions. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with various specialized offerings.

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.