Marc Apgar is a CFP® with 37 years of industry experience, currently advising at Benjamin F. Edwards & Company, Inc. since 2021. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc., spanning over a decade. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm provides a range of services, including wrap-fee advisory programs, financial planning, investment management consulting, and M&A advisory, utilizing both proprietary and third-party model strategies.

Grace Pellegrino is a financial advisor at Kestra Advisory with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Jaffe Tilchin Investment Partners, Worldwide Recruitment Solutions, and Lee Hecht Harrison. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, compliance testing, and employee education, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

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.

Lorraine Eugenio is a CFP® professional with seven years of experience in financial advising. She is currently with Mercer Global Advisors Inc., where she has worked since 2023. Prior to that, she was associated with Middleton Financial Management, LLC, and Brighton Financial Planning for a combined total of several years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor tilts, with offerings that include discretionary and non-discretionary portfolio management and comprehensive financial planning services.

Jared Marzocco is a CFP® professional with five years of industry experience, currently serving as an advisor at Carson Wealth. His career includes roles at Cetera Advisor Networks and Taylor Financial Group, among others. He is also licensed as an insurance agent, selling life and health insurance. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios informed by fundamental and technical analysis and offering tailored investment solutions.

Dennis Amico is a financial advisor at Kestra Advisory Services, LLC with 55 years of industry experience. He holds a Series 63 designation and has been with Kestra since 2006, currently serving as an Investment Advisor Representative. Outside of Kestra, he is president of Dancole Associates, an insurance company, and provides investment advisory and estate planning services through Wealth Preservation Solutions, LLC. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan design, compliance testing, and employee education, supporting both discretionary and non-discretionary investment management within a broad supervisory framework.

Jean Heath is a financial advisor with Clearstead and Clearstead Advisory Solutions, holding Series 63 and Series 66 designations and 17 years of industry experience. Her prior work includes 21 years at Brinker Capital Securities, Inc. and six years with Envestnet Asset Management, Inc. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, family office administration, and consulting services. The firm manages approximately $33.9 billion in assets across more than 4,300 client relationships, employing a disciplined investment process that incorporates portfolio analytics, manager research, and strategic asset allocation.

James Forsythe is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, employing strategic and tactical asset allocation along with manager selection in both discretionary and non-discretionary accounts.

Matthew Mignon is a financial advisor at Corient with 11 years of industry experience. He holds a Series 65 designation and has worked at Corient since 2022, including previous roles at RegentAtlantic from 2015 to 2023. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm utilizes a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investments where appropriate.

Keyana Touchette De Jesus is a CFP® professional with one year of industry experience, currently advising at Corient. She previously worked with Wiss Private Client Advisors, LLC for several years. Outside of finance, her work history includes roles in hospitality and education. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, and institutional entities. The firm employs a goals-based, team investment approach that uses both in-house strategies and third-party managers, supported by comprehensive risk management and private fund capabilities.

Eric Degrandpre is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds a Series 63 designation and previously worked for over two decades at The Ayco Company/Mercer Allied Company, L.P. before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment solutions supported by integrated teams and resources across the Goldman Sachs ecosystem, utilizing strategic allocation models and proprietary analytics.

John Occhipinti is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Burklow & Rotella, LLC and Ameriprise Financial Services, LLC. He serves as Treasurer on the Board of Directors for North Jersey Friends of NRA, a nonprofit focused on firearm education and safety for youth. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm provides investment advisory, financial planning, pension consulting, and managed account services to individuals, pension plans, corporations, trusts, estates, and charitable organizations through a variety of portfolio management programs and third-party manager selections.

Bryan Smalley is a financial advisor at Corient with 15 years of industry experience. He holds a Series 65 designation and has worked at Corient since 2022, following over a decade at RegentAtlantic. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs advanced risk management tools to align portfolios with client objectives.

Peter Contini is a financial advisor at TIAA-CREF with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA and TIAA-CREF since 1990 and 2001, respectively. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory services include both point-in-time planning and ongoing discretionary management, with a fiduciary standard applied to its registered investment advisory services.

Roy Shubert is a financial advisor with Private Advisor Group, LLC, holding the ChFC® and PFS™ designations and securities licenses Series 63 and Series 65. He has 29 years of industry experience, including roles at LPL Financial and Mutual Service Corporation. Outside of advisory work, he is involved in the sale of fixed life insurance in collaboration with a Massachusetts Mutual Life agent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based approach, utilizing technology platforms and third-party managers to tailor investment solutions to client goals and risk tolerances.

Adam Moran is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources and model portfolios with a broad range of tailored services and operates within a large integrated financial group offering distinct features such as affiliated banking and retirement consulting capabilities.

Alec Sciarra is a CFP® professional with six years of industry experience, currently serving as a financial advisor at PNC Wealth Management in Morristown, NJ. His prior roles include positions at Janney Montgomery Scott and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that employs algorithm-driven risk assessment and uses mutual funds and ETFs with annual rebalancing.

Jeffrey Jordan is a CFP® with ten years of industry experience currently with Mariner Wealth Advisors. He has worked previously at Fidelity Brokerage Services LLC and TIAA-CREF. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized investment approach supported by an internal portfolio management team and integrates tax and accounting services through affiliated CPAs and enrolled agents.

Mitchell Lanzl is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience and has worked with firms including North East Private Client Group and Strategic Turnaround. Guardian Life’s subsidiary, Park Avenue Securities LLC, 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, model-based strategies, and digital advisory solutions, along with access to insurance products and alternative investments through its connection with Guardian Life.

Lucia George is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has 13 years of industry experience. Her career includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where she manages a team of agents and is involved in hiring and training. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerance.