Michael Towman is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 25 years of industry experience. His prior experience includes 12 years at Citigroup Global Markets and roles at LPL Financial and Private Advisor Group since 2023. He is also the owner of Towman Associates LLC, a non-investment-related business. Private Advisor Group, LLC 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, and access to third-party asset management programs.

Anthony Castano is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Washington, DC. He has 10 years of industry experience, including six years at The AYCO Company, L.P./Mercer Allied and five years at Goldman Sachs & Co. LLC. Castano has also been affiliated with Fairleigh Dickinson University since 2010. Goldman Sachs Wealth Services delivers financial planning, investment management, and advisory support to a diverse client base, ranging from individual and high-net-worth households to corporate and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its position within a large integrated financial group.

Wenyue Hsu is a CFA® charterholder with eight years of industry experience, currently affiliated with Transamerica Financial Advisors. Hsu has previously worked at Morgan Stanley Bank USA and holds roles as an agent assisting clients with Medicare Advantage plans for Cigna HealthInsurance and United Healthcare. Additionally, Hsu is a Registered Analyst with the National Association of Registered Social Security Analysts, applying software to review Social Security claiming strategies. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment programs with discretionary and non-discretionary options.

Michael Kats is a CFP® and holds the Series 66 designation, with 12 years of experience in the financial services industry. He has worked at Mariner Wealth Advisors since 2022 and previously spent seven years at Merrill and Bank of America, N.A. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and tax services, combining in-house research with third-party manager allocations across a wide range of strategies and operational offerings.

John Anderson Jr. is a financial advisor with Kestra Advisory and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services since 2006. Anderson is also the owner of Tempewick Wealth Management, which provides consulting, insurance, and investment advisory services. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves a diverse client base including large institutional investors and provides both discretionary and non-discretionary fiduciary services.

Enrico Brex is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 credentials. He has seven years of industry experience, including prior roles at LPL Financial and Sagepoint Financial. Outside of his advisory work, he is involved in farm and timber sales activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisors, utilizing multiple program structures and technology tools for manager selection and client support.

Victor Vera Arias is a financial advisor with GWN Securities Inc. holding Series 63 and Series 65 licenses and has five years of industry experience. He has worked at Vera Capital Management LLC since 2019 and previously at ASO Safety Solutions Inc. from 2015 to 2019. Outside of investment advisory, he is also active as a licensed life insurance agent. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies through a large network of over 400 advisors.

John Foster is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Private Advisor Group since 2016 and also has a long tenure with LPL Financial dating back to 2007. Outside of his advisory roles, he manages Foster Holdings I, LLC, a business entity for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for a diverse client base 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 various third-party asset management programs, employing multiple investment strategies and supporting held-away account management through technology partnerships.

Michael Capriotti is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at LPL Financial and Private Portfolio Partners, LLC. He also operates Capriotti & Company, which provides non-variable insurance products alongside investment advisory services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a diverse client base including individuals, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers, employing a variety of investment strategies tailored to client objectives and risk tolerances.

Connor Morie is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 credential and beginning his advisory career in 2025. His prior experience includes roles at IEEE and involvement with a recreational summer camp. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing a manager-focused investment approach supported by proprietary due diligence and third-party platforms.

Mark Scordato is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2019 and previously spent nine years with Global Financial Private Capital, LLC, among other roles. Outside of his advisory work, he is president and creator of Redline WFO Productions, LLC, a company focused on developing television show concepts. J.W. Cole Advisors operates through a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms. The firm serves individuals, high-net-worth clients, and institutions using a combination of discretionary and non-discretionary account management approaches.

Robert Streit Jr. is a financial advisor with LPL Financial and Private Advisor Group, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has worked at LPL Financial since 2018 and Invest Financial Corporation from 2008 to 2018. Streit also serves as an advisor at Beneficial Savings Bank, where he has been involved for 18 years. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a range of non-advisory financial products.

Steven Filiaci is a financial advisor at Sanctuary Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Sanctuary Advisors and Sanctuary Securities since 2022, following nine years at Bank of America and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisors with a range of portfolio management options, fiduciary oversight, and a variety of analytical approaches.

Michael Sevchuk is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following an 18-year tenure 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 model portfolios, delivering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Eric Lyons is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Financial, Signature Securities, Terra Capital Markets, and Diamond Wholesale Corp. Lyons provides investment advisory services through Private Advisor Group, an independent registered investment advisor. 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.

Nancy Vandergoot is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at TIAA-CREF, JP Morgan Securities, and Merrill Lynch. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing both affiliated and third-party managers through a variety of portfolio solutions.

Scott Cohen is a financial advisor at NewEdge Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab and Ameriprise Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Marc Depasquale is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has held prior roles at Coerver Coaching, Rino's Pizzeria, OK Petroleum, and Wealth Advisory Group LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm integrates strategic allocation models and manager selections with a range of service platforms, leveraging the broader Goldman Sachs ecosystem to offer comprehensive wealth management solutions.

Tina Welles is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at Goldman Sachs Wealth Services since 2021 and previously spent nine 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large, integrated financial group.

Joseph Norris is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience and is based in Mount Laurel, NJ. Since 2018, he has also provided investment advisory services through Private Advisor Group, an independent registered investment advisor. LPL Financial serves a wide range of clients, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various advisory and brokerage services supported by an in-house research team that constructs model portfolios and provides strategic and tactical investment options.