Timothy Leung is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm is notable for its multi-asset, multi-manager strategies, extensive in-house research capabilities, and unique market roles including acting as a swap dealer and futures commission merchant.

John Malcolm is a CFP®-credentialed financial advisor with 26 years of industry experience. He has worked at GWN Securities Inc. since 2018 and previously spent eight years with AIG Retirement Advisors. Additionally, he is an independent agent for life, accident, health, sickness, and long-term care insurance. GWN Securities Inc. is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of investment programs, including traditional asset allocation and legacy market-timing and momentum strategies.

Thomas Cawley is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 24 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 21 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers 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 utilizes centralized investment resources and a range of discretionary and non-discretionary managers, delivering services through both direct and partner programs.

Michael Braccia is a financial advisor at Eagle Strategies (NY Life) with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Alexander Capital Wealth Management LLC, Legend Securities Inc, and New York Life-related entities. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers a range of programs tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Daniel Rosenthal is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Private Advisor Group since 2016 and has prior experience with Ibex Wealth Advisors and LPL Financial. Outside of advising, he provides tax preparation and accounting services. 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 discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Brandon Potucek is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Rockefeller Financial, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, and it uniquely operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Michael Dilella is a financial professional with 42 years of industry experience, currently affiliated with GWN Securities Inc. since 2017. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities Inc. He is also an independent insurance agent selling property and casualty insurance through Aegis Risk Solutions Group LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs that include both traditional asset-allocation and legacy market-timing strategies.

Matthew Farago is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has previously worked at PepsiCo and in various roles related to recreation and education. Farago’s experience includes work at the University of Connecticut and several community organizations. Goldman Sachs Wealth Services advises a broad range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management using strategic allocation models and a variety of fee arrangements, supported by a wide network of affiliated Goldman Sachs entities and specialized advisory programs.

Dylan O'Shea is a financial advisor at Sanctuary Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America N.A. and Merrill for ten years. He serves as an advisory board member for Teach For America New Jersey, focusing on raising awareness of its mission. 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 employs multiple investment philosophies, supported by a network of independent advisors and affiliated broker-dealer entities.

Joseph Pecoraro is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2020 and was previously with Advisors Capital Management, LLC from 2015 to 2020. In addition to his advisory role, Pecoraro is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, using a proprietary Focus List and both active and passive strategies, and sponsors proprietary investment vehicles while serving as an operating general partner for multiple private funds.

David Corson is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2015. 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 discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Andrew Westhuis is a CFP® and CFA® with 19 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2006. He holds the Series 66 license and is based in Summit, NJ. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with a mix of discretionary and non-discretionary account management.

Peter Mancini is a financial advisor at Goldman Sachs Wealth Services with 18 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 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 utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.

Steven Ries is a CFP® with 18 years of experience in financial advising. He is currently with LPL Financial and previously worked at Janney Montgomery Scott, LLC for 12 years. Ries also provides investment advisory services through Private Advisor Group, an independent registered investment advisor. LPL Financial serves a broad range of clients including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers various advisory and brokerage services supported by an in-house research team and a large network of investment adviser representatives.

Jean Victor is a financial advisor with Empower Advisory Group based in Maplewood, NJ, holding Series 66 and Series 63 licenses and 25 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of his advisory work, he serves as Vice President of the Jefferson Condominium Association board and co-owns an online reselling business with his wife. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Matthew Alberico is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 registrations. He has 16 years of industry experience, including prior roles at Nylife Securities LLC, New York Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is a partner in a small music label affiliated with his church, where he oversees business functions. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis and specialized advisory services linked to insurance and annuity products within the New York Life affiliate structure.

Matthew Ogus is a financial advisor at Corient with a Series 65 credential and four years of industry experience. His prior roles include positions at UBS and RegentAtlantic. In addition to his advisory work, he has experience working in non-financial roles such as at the Hackensack Gold Club. 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 combining in-house strategies with third-party managers and utilizes advanced risk management and monitoring tools.

Onofrio Cirianni is a financial advisor with Primerica Advisors in Somerville, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long-term roles at Primerica Advisors and The Guardian Life Insurance Company, as well as involvement with International Planning Alliance, LLC and Wood & Anthony, LLC. Outside of advisory work, he is active in consulting through entities such as Planning Alliance Consulting, LLC and The Prosperity Consulting Group, LLC, and serves on The College of NJ Men's Soccer Alumni Advisory Board. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a wide range of retail clients with brokerage and advisory services. The firm offers various proprietary and third-party investment programs, providing both discretionary and non-discretionary account management options.

Brian Mengel is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm customizes client plans using strategic allocation models and offers a range of advisory services, including Private Family Office and Specialized Executive Wealth programs, supported by proprietary research, tax-aware techniques, and integration with Goldman Sachs’ broader capabilities.

Peder Knoth is an investment advisor representative at TLG Advisors, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group Inc, Brandon Brokerage, and John Hancock. Outside of his advisory role, he serves as Vice President of Senior Case Design at Brandon Brokerage. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor portfolio allocations.