George Skaltsis is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The Ayco Company, L.P./Mercer Allied and held roles at several other firms. Outside of advisory work, he owns and manages a cryptocurrency mining company. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and combines discretionary and non-discretionary management approaches within a large integrated financial group.

Patric Hyland is a financial advisor with Private Advisor Group, LLC in Morristown, NJ. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he has worked at LPL Financial and has been involved with educational institutions including Villa Walsh School and University of Miami. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing multiple advisory programs and access to third-party asset managers and turnkey platforms.

Steven Gelber is a Series 66-licensed financial advisor with 17 years of industry experience. He has been with Hightower Advisors and Hightower Securities LLC since 2018 and previously worked at Cetera Advisor Networks, CWM, LLC, and LPL Financial. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager strategies, offering a range of solutions that include proprietary research, alternative investments, and customized portfolio management.

Sabrina Martins is a financial advisor at Corient with three years of industry experience. She holds the Series 65 designation and has previously worked at Rutgers University and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, and corporate entities. The firm utilizes 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.

Alexander Les is a CFP® and holds a Series 63 license with 25 years of industry experience. He is currently with Kestra Advisory, having joined in 2024, and previously worked at Barclays Capital Inc. for 14 years. In addition to his advisory role, he is licensed as an insurance agent selling life, disability, and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving approximately $79.8 billion in assets under management and clients such as sovereign wealth funds.

Francesco Scorsone is a CFP® professional affiliated with Corient, with 11 years of industry experience. Prior to joining Corient in 2023, he held roles at JP Morgan Securities LLC and JPMorgan Chase Bank from 2015 to 2023. He has also been involved in entrepreneurial ventures, including operating J&F Fabricators LLC for 10 years and One Heart to Another LLC for 2 years. Corient provides investment advisory and financial planning services to a broad client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, and integrates risk management tools and alternative investments as appropriate.

Steven Semple is a CFP® professional with 16 years of industry experience. He has worked at J.P. Morgan Securities for 12 years before joining Key Investment Services LLC and KeyBank NA in 2024. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-driven model selection supported by financial professional recommendations and ongoing oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Megan Brozowski is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2015. She holds a Series 65 license and is based in Madison, NJ. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through comprehensive investment management, financial planning, and retirement plan consulting. The firm combines discretionary, customized portfolios with integrated tax and accounting services, as well as unique operational offerings such as administrative CFO capabilities and a Financial Wellness Platform for employer clients.

Kristin Merrick is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at Morgan Stanley Bank and Raymond James Financial Services before joining Kestra in 2020. She is co-founder of Women Work F#cking Hard, a platform focused on connecting women with resources through events and webinars, and serves on the boards of the Ridgewood YMCA and House of Puff, providing strategic and fundraising guidance. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm provides fiduciary services, plan-level investment advice, and access to multiple management platforms and third-party solutions.

James Sullivan is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Private Advisor Group and LPL Financial since 2011 and with PAG Financial since 2020. Private Advisor Group 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 both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.

Patrick Mccahill is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has been with HighTower Advisors since 2016 and previously worked at Comprehensive Asset Management & Servicing, Inc. from 2013 to 2016. Outside of his advisory role, he provides research analysis support for Gouldin & McCarthy and serves as a committee member for the Babbitt Ball-John Taylor Babbitt Foundation. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager approach with access to affiliated and third-party managers, leveraging proprietary research and various investment vehicles such as mutual funds, ETFs, and alternative investments.

Raelynn Harlach is a financial advisor with Valic Financial Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 18 years of industry experience. Her prior roles include positions at Agia, Pruco Securities LLC, and Prudential Insurance Company of America. Outside of her advisory work, she also serves as an agent for non-securities insurance products at Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, employing Envestnet-developed UMA models for portfolio construction.

Michael Tambini is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group and LPL Financial since 2015. 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 discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting, employing a range of investment strategies and third-party asset management programs.

Dennis Hall is a financial advisor at &Partners with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Bank of America, N.A., and Merrill. Outside of his primary role, he owns DRH Wealth Advisors and DRH Wealth Management LLC, both financial advisory businesses. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and consulting services. The firm employs a variety of analytical approaches and utilizes both proprietary and third-party strategies in managing client accounts.

Kim Luthy is a CFP® with 37 years of industry experience, currently serving at Kestra Advisory since 2020. Her prior roles include positions at Allied Wealth Partners and Securian Financial Services. Outside her advisory work, she teaches financial education courses and founded The Vision Network, which connects women through vision board activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Stephanie Rondon is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. She has worked at Goldman Sachs Ayco since 2021 and previously held roles at Advantage XPO, Freshpair.com, Inc, and Harvest Restaurants. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and provides tailored offerings such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated services.

Roland Prestenback III is a CFP® with 16 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2017. He has also been associated with LPL Financial since 2010. NewEdge Advisors is a large registered investment adviser firm serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a variety of portfolio management and consulting services using multiple program structures, centralized due diligence, and technology tools to support client and advisor needs.

Eric Schenk is a CFP® professional with 12 years of industry experience, currently with Rockefeller Financial LLC. Prior to joining Rockefeller in 2025, he spent 11 years at UBS Financial Services. 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 a range of portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services.

David Puccia is a financial advisor with Steward Partners Investment Advisory, LLC in Ramsey, NJ, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Raymond James Financial Services. He serves as a trustee for the Knights of Columbus, a Catholic fraternal organization. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of advisory and portfolio management services through both proprietary and third-party solutions.

Jack Wiener is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Wells Fargo Advisors for 13 years before joining &PARTNERS. Wiener is also the owner of JLJ Advisors, LLC, a financial practice based in Florham Park, NJ. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies using the Envestnet platform.