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 Downey is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including over three decades with New York Life Insurance Company and more than two decades with Nylife Distributors LLC. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutional sponsors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

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 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.

Roberto Casale is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios, while applying a fiduciary standard to its advisory services.

Brent Croonquist is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds a Series 66 designation and previously worked at Lord Abbett for six years before joining Janney in 2022. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Svetlana Zuyeva is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at TIAA-CREF since 2019 and previously spent 13 years at Scottrade, Inc. She also has a background as a homemaker for one year. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides tailored portfolio management alongside fiduciary standards and acts as adviser to a donor-advised fund sponsored by Charityvest.

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.

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 Primerica Advisors with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. He is a member of the Greater NJ Estate Planning Council. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies.

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.

Justin Miller is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Park Avenue Securities and Guardian Life Insurance Company. His background also includes service in the United States Coast Guard. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services, including securities-based lending and donor-advised funds.

Richard Brown is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Ameritas and its affiliates since 2008. Outside of advising, he operates a health insurance consulting business that assists clients in selecting appropriate health care plans through the exchanges. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm delivers investment solutions through a combination of in-house model portfolios, third-party managers, and integration with affiliated broker-dealers and investment advisers.

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.

Erin Hoffman is a Series 66-licensed financial advisor with four years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. She has held concurrent roles at Guardian Life Insurance Company since 2017 and Park Avenue Securities since 2020. Outside of her advisory work, she serves as vice chair and board member of the New Jersey National Women in Roofing Council and is involved with nonprofit boards including Eminae Network and Spry Forward, as well as running a consulting business focused on networking and personal brand development. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary models and third-party managers, supporting both discretionary and non-discretionary accounts across various asset types.

Marc Apgar is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2021. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory and investment management services utilizing both firm-developed and third-party strategies.

Jenna Rodes is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 11 years of industry experience. She has been with TD Private Client Wealth LLC since 2014 and also has prior experience at TD Bank N.A. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm constructs portfolios through a mix of strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Grace Pellegrino is a financial advisor at Kestra Advisory with one year of industry experience. She holds a Series 65 designation and previously worked at Jaffe Tilchin Investment Partners, LLC from 2023 to 2026. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance testing, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Michael Caputo is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ, holding a Series 66 credential and bringing eight years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at The Ayco Company, L.P./Mercer Allied from 2017 to 2021 and attended Seton Hall University from 2013 to 2017. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and integrates research, tactical allocation, and multi-platform offerings within the broader Goldman Sachs ecosystem.