David Kaiser is a financial advisor at Goldman Sachs Wealth Services with 41 years of industry experience. He has worked with Ayco and Goldman Sachs since 1994, including 27 years at Ayco/Mercer Allied Company and five years at Ayco/Goldman Sachs & Co. LLC. Kaiser serves as an Investment Committee Member for the Silver Bar YMCA of the Adirondacks, a nonprofit organization. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of services such as Private Family Office, Specialized Executive Wealth programs, and access to Alternative Investments.

Michael Ormond is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 13 years of industry experience. He has worked at PNC Investments since 2015 and at PNC Bank from 2015 to 2017. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital portfolio offering that utilizes algorithm-driven risk assessments and invests primarily in mutual funds and ETFs with annual rebalancing.

Michael Millman is a financial advisor with Guardian Life in Florham Park, NJ, holding a Series 66 designation and eight years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2017. Outside of advisory services, he is involved in insurance solutions for client needs not met by Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions, including a digital advisory platform.

Christopher Viola is a financial advisor with Guardian Life and holds the Series 66 designation. He has eight years of industry experience, including roles at JP Morgan Chase and Park Avenue Securities. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, retirement plans, and organizations. The firm provides tailored financial planning and investment management through a combination of advisor-led discretionary strategies and model-based programs, supported by multiple proprietary and third-party platforms.

Evan Smith is a CFP® professional with three years of industry experience currently advising at Corient in Morristown, NJ. Prior to joining Corient, he worked at Beacon Trust, Atlas Fiduciary Financial, FHC Wealth Advisors, Northwestern Mutual, and Mariner Wealth Advisors. He also spent seven years as a full-time student before beginning his financial advisory career. 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 combining in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Nicholas Caruso is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. His prior work includes roles at ShopRite, Equitable Advisors, and World Finers Foods, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by a combination of in-house research and third-party managers, alongside unique tax and administrative capabilities.

Michael Berkowitz is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and ten years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning and portfolio management alongside specialized programs and alternative investments. The firm’s advisory teams customize strategies using proprietary research and collaborate closely with multiple Goldman Sachs affiliates to provide integrated financial solutions.

Patrick Regan is a Series 66 licensed advisor at Mariner with two years of industry experience. His prior roles include positions at Premier Path Wealth Partners, Merrill Lynch, and Lakeland Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house and third-party research and provides integrated tax and accounting services alongside traditional portfolio management.

Benjamin Brenner is a financial advisor at SPC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Investment Center Inc and Axa Advisors, LLC. Brenner also engages in insurance sales, focusing on life, long-term care, and disability insurance, and operates his own marketing business under IBEX Financial Perspectives. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a range of discretionary and nondiscretionary management options.

Christopher Veal is a financial advisor at Brookstone Capital Management LLC with 16 years of industry experience. He holds a Series 65 designation and has worked previously at Secure Investment Management, LLC and Investment Advisor Corp. In addition to his advisory role, Veal operates insurance agencies focused on annuities, life insurance, and employee benefits consulting. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and institutional investors such as sovereign wealth funds. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.

Christopher Pike is a CFA® charterholder with 24 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2018. Prior to this, he was with RFS Partners for two years. Park Avenue Securities LLC, a wholly owned 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 range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

John Franchi is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has been with Private Advisor Group since 2015 and also has affiliations with LPL Financial and Main Street Wealth Management, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary platforms and third-party strategists.

Michael Tartaglia is a CFP®-certified financial advisor at Oppenheimer with 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co. LLC, and A. G. Edwards & Sons. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers various advisory programs covering equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Tarin Chiappa is a Series 66-licensed financial advisor with 18 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2013 and previously worked at Wells Fargo Clearing from 2011 to 2013. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management, utilizing both proprietary strategies and third-party model providers.

Timothy Wong is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Merrill, Morgan Stanley, PNC, and TD Ameritrade. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services that include equity, balanced, and fixed-income portfolios, delivered on discretionary and non-discretionary bases.

Kyle Matthews is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Equitable Advisors. Outside of his advisory role, he coaches lacrosse as a club coach at Evolution Lacrosse Academy and as an assistant varsity coach at Verona High School. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and financial planning services through discretionary and non-discretionary accounts, with a notable emphasis on maintaining custody of client assets and managing a significant portion of advisory assets on a non-discretionary basis.

Julia Payne is a financial advisor at Rockefeller Financial LLC with four years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at UBS Financial Services Inc. and Rockefeller Capital Management. 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 services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across various asset classes.

Adrian Fedorkiw is a financial advisor at Mariner with four years of industry experience. He holds the Series 65 designation and is based in Madison, NJ. He has been with Mariner since 2022. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with third-party allocations across various strategies, and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Nunzio Parlanti is a Series 66-licensed financial advisor with HSBC Securities (USA) Inc. in Chatham, NJ, bringing two years of industry experience. His background includes roles at HSBC Bank USA, N.A., and prior teaching positions at Pace University and Kingsborough High School. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm’s investment process combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring, serving a diverse client base with a range of risk profiles.

Linda Boney is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and has a long tenure with The AYCO Company, L.P. dating back to 1995. 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 services such as Executive Wealth and Private Family Office support within a large integrated financial group.