Andrew Kapyrin is a financial advisor at Corient with 17 years of industry experience. He holds a Series 66 designation and has worked at Corient and its affiliated entities since 2022, following a 15-year tenure at RegentAtlantic. 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 uses a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Brian Parsons is a CFP® with six years of industry experience, currently serving as a financial advisor at Mariner Wealth since 2024. He previously worked at Morgan Stanley from 2018 to 2024 and has held roles at Hennion & Walsh, Inc. and the University of Rhode Island. Parsons has experience in both advisory and academic settings. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized portfolio strategies with a combination of in-house research and third-party managers, and provides integrated tax and administrative CFO services uncommon in large advisory enterprises.

Pasquale Carannante is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has three years of industry experience and previously worked at Gappa LLC for over two decades. Outside of his advisory role, he owns several businesses, including Blend Bar & Bistro and PD Media LLC, both located in Hamilton, NJ. 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 various investment strategies and third-party asset management programs.

Florence Dessources is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 26 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 22 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored wealth management solutions integrated within a large financial group.

Francis D'alia II is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 licenses and eight years of industry experience. His prior roles include positions at Dimensional Fund Advisors and The Vanguard Group. Outside of advisory work, he operated Fran's Pro Photo, LLC from 2017 to 2019. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Gregory Muscavage is a financial advisor at GWN Securities Inc. with 36 years of industry experience. He holds a Series 65 designation and has worked at GWN Securities since 2018, following prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, Muscavage is an independent insurance agent specializing in dental and group disability income, disability, fixed annuities, life/accident/health, and long-term care insurance. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses model-based portfolio allocations, including tactical market-timing and momentum strategies in certain legacy programs.

Alexander Applegate is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has a professional background that includes service in the United States Army and academic affiliation with Cornell University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm combines strategic allocation models and manager selections with both discretionary and non-discretionary portfolio implementations, leveraging proprietary and third-party analytics within the broader Goldman Sachs ecosystem.

Ariane Auster is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked at Mercer Allied Company, L.P. for 27 years before joining Goldman Sachs & Co. LLC in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, 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.

Robert Rooyakkers is a CFA® charterholder with 28 years of industry experience. He is currently affiliated with Empower Advisory Group and has held positions at GWFS Equities, Inc. and Prudential Investment Management Services. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within plan lineups selected by plan sponsors.

Diana Longo is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with Integrity Alliance, LLC. She has worked at Solomon Wealth Solutions, LLC, Next Financial Group, Inc., and Solomon Financial LLC, among other firms. Outside of her advisory role, she owns Innovative Divorce Services, LLC, where she provides divorce financial analysis and serves as a mediator in alternative dispute resolution. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios across multiple custodial platforms.

Alexander Samara is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. He has worked at Madison Wealth Planners and LPL Financial since 2021 and has prior experience in education at Rowan University and Madison Public School. 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 third-party asset management programs.

Jennifer Robertson is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2018, including prior roles at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Peter Hoglund is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, he worked at AEPG Wealth Strategies from 2010 to 2019. His other business activities include involvement with Wealth Enhancement Group’s non-variable insurance operations. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and a range of specialized programs.

Mark Morgan Jr. is a CFP®-certified financial advisor with LPL Financial based in Morristown, NJ, and has nine years of industry experience. He has worked with Private Advisor Group, LLC and Summit Risk Management, Inc. in addition to his current role. Morgan is involved in administrative services through Private Advisor Group, an independent investment advisory firm. 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 range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Matthew Monahan is a financial advisor with GWN Securities Inc. in Basking Ridge, NJ. He holds Series 63 and Series 65 credentials and has seven years of industry experience. Prior to joining GWN Securities in 2019, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he assists clients with final expense planning to provide liquidity for estate-related costs. 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 offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, supporting both traditional and active investment approaches.

Hyunjin Hong is a financial advisor with Lincoln Investment, holding a Series 66 designation and eight years of industry experience. He has been with Lincoln Investment since 2017 and is also involved with SAFE Benefits Consulting Group, where he manages daily branch operations. Additionally, Hong serves as an insurance agent, placing and servicing life insurance for clients. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, utilizing both in-house and third-party investment strategies overseen by an Investment Management & Research team.

Alec Tran is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and four years of industry experience. He has ownership roles in multiple rental property businesses and manages a merchant services company. Alec also operates a tax preparation service. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm provides both advisory and broker-dealer services with a range of proprietary and third-party investment models, operating as both a registered investment adviser and a broker-dealer.

Ellen Rich is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 17 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 and high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources and model portfolios with both discretionary and non-discretionary management to deliver tailored wealth solutions.

Nah'rya Walker Pierson is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Merrill and Prudential Investment Management Services. Outside of her advisory role, she owns Blissful Harmony Doula Services and volunteers as a play group leader with Triangle Area Parenting Support. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Jennifer Bell is a financial advisor at &Partners with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and Merrill Lynch, Pierce, Fenner & Smith, Inc. Jennifer is based in Basking Ridge, NJ. &Partners serves a diverse client base, including individual investors, retirement plans, charitable organizations, and sovereign wealth funds, offering a combination of investment advisory and brokerage services along with financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and operates as both an RIA and broker-dealer, with additional activities in municipal advising and investment banking.