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.

Kyle Grofsick is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. Prior to joining Valic, he worked at Agia and Allied Universal, and also has experience selling non-securities insurance products as an appointed agent for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Dylan O’Shea is a financial advisor at Sanctuary Advisors, LLC with 14 years of industry experience. He holds the Series 66 credential and previously worked for Bank of America and Merrill from 2012 to 2022. He serves as a volunteer advisory board member for Teach For America New Jersey. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports independent advisers with multiple investment approaches and offers portfolio management through various account types and third-party platforms.

Mohamed Bendary is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. His work history includes roles at Edward Jones, Beacon Pointe Advisors, and Citi Bank. Bendary holds Series 63 and Series 65 licenses. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals. The firm uses a combination of affiliated and third-party sub-managers and provides portfolio management, financial planning support, and custody services through a technology platform.

David Corson is a financial advisor at Private Advisor Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Private Advisor Group and LPL Financial since 2015. Prior to that, he was with PNC Wealth Management for 11 years and J.J.B. Hilliard, W.L. Lyons, LLC for one year. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and offers proprietary managed account solutions alongside third-party programs and alternative investments.

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 19 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. He previously worked at LPL Financial LLC, Janney Montgomery Scott, LLC, and UBS Financial Services. Ries provides investment advisory services through Private Advisor Group, an independent firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, using technology platforms and a range of investment strategies, often implementing recommendations through third-party managers and TAMPs.

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.

Robert Loscalzo is a financial advisor at Guardian Life with 18 years of industry experience. He holds the ChFC® and Series 66 designations and has worked with both Guardian Life and Park Avenue Securities throughout his career. He is a member of the Greater NJ Estate Planning Council. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, with a range of financial planning and consulting services tailored to client needs.

Brian Mengel is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Goldman Sachs & Co. LLC since 2018. His prior experience includes roles at The Ayco Company, L.P./Mercer Allied and Ernst & Young Investment Advisers LLP. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates proprietary research, strategic allocation models, and a broad range of affiliated services to tailor solutions to client objectives.

Matthew Delricco is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He has worked at Cresset Asset Management, LLC since 2021 and previously spent six years at SEI Investment Company. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due diligence program covering public equities, fixed income, alternatives, real estate, and private markets.

Scott Gutman is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 19 years of industry experience. He previously worked at Edward Jones before joining Private Advisor Group and LPL Financial in 2012. Outside of advising, he is also a published author. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and uses a variety of investment strategies and technology platforms while offering access to both proprietary and third-party managed account solutions.

Charles Grotyohann IV is a CFP® and ChFC® with 38 years of industry experience, currently affiliated with Guardian Life and its subsidiary, Park Avenue Securities. He has worked at both firms since 2016, with a prior tenure at Park Avenue Securities from 2019 to 2021. Outside of his advisory work, he participates in a local Rotary Club for networking. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and part of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of services including financial planning, discretionary management, model-based strategies, and access to proprietary programs and third-party advisory solutions.

Raymond Steele is a financial advisor at HSBC Securities (USA) Inc. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with HSBC Bank USA, N.A. since 2016. Outside of his advisory role, he owns condominiums in Hilton Head Island, South Carolina, and Peoria, Arizona. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and fully discretionary investment solutions, utilizing a range of model risk profiles and combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

James Parks is a financial advisor with Private Advisor Group, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has 34 years of industry experience and previously worked at LPL Financial and Linsco Private Ledger. Outside of advisory work, he is a Notary and has involvement with non-variable insurance through LTCI Partners. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, offering proprietary and third-party managed account solutions and utilizing various investment strategies implemented directly or through external managers.

Rustam Nurhan is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Empire Asset Management. Outside of his advisory work, he provides technology consulting through Kings Technical Services Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model that includes discretionary and non-discretionary portfolio management, financial planning, and access to a variety of managed account solutions and third-party investment managers.

Douglas Duerr is a CFP® professional with 24 years of industry experience, currently serving at Private Advisor Group, LLC since 2013. He has previously worked with LPL Financial, U.S. Financial Advisors, and Equitable Advisors. Duerr also operates a CPA firm providing tax preparation and accounting services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party investment platforms and strategies.

Richard Brown is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has worked with Ameritas advisory and insurance entities since 2008 and previously was involved with Yolo Marine LLC. Outside of advising, Brown consults on individual health insurance plan selection through his own business. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies including model portfolios, mutual funds, ETFs, and individual securities, and supports both discretionary and non-discretionary programs.

John Venne is a CFP® and ChFC® with over 21 years of industry experience. He is currently with Private Advisor Group, LLC, where he has worked since 2015, and previously held roles at LPL Financial, PNC Wealth Management, and Ameriprise. Outside of his advisory work, he has ownership interests in several business entities established for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a variety of advisory and managed account programs. The firm employs a fiduciary-based advisory model that integrates client goals and risk tolerances with a range of investment strategies and third-party manager solutions.

Sean O'Connor is a financial advisor at Corient with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Columbia Pacific Wealth Management, Lido Advisors, Bank of America, and Merrill. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments where appropriate.