Chadderdon O'Brien is a CFP® and Series 65-licensed financial advisor with 17 years of industry experience. He is currently with Corient in Morristown, NJ, where he has worked since 2022 and also had prior tenure at RegentAtlantic for eight years. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team-oriented investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options when appropriate.

Rohit Bhalla is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Sanctuary Advisors, LLC serves a diverse client base, including high-net-worth individuals, corporations, and charitable organizations, offering investment advisory and financial planning services through a network of more than 400 independent advisers. The firm provides portfolio management, retirement plan consulting, and other advisory services using various analytical approaches and maintains a fiduciary role when agreements are in place.

Matthew Mckenna is a financial advisor with OSAIC Institutions, Inc. and holds Series 63 and Series 65 designations. He has 28 years of industry experience, previously working at Ameriprise Financial Services, LLC, Royal Alliance Associates, and Wells Fargo Clearing. Outside of his advisory work, he serves as President on the Board of Directors for the New Jersey Wrestling Official Association Northeast Chapter and works as a high school wrestling official. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, including discretionary and non-discretionary management, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that supports a diverse range of client needs.

Jack Worth is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Northwestern Mutual. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Evan Imfeld is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 12 years of industry experience, including prior work at Northwestern Mutual Investment Management. He also assists with underwriting processes through a local insurance agency. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while combining proprietary and third-party resources.

Veton Kaba is a financial advisor at Creative Planning with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edelman Financial Engines, UBS Financial Services Inc., 1st Global Capital Corp., 1st Global Advisors, Inc., and Headquarters Advisory Group, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Melissa Weisz is a CFP® and CFA® with 14 years of industry experience. She currently serves at Corient and has previously worked at RegentAtlantic and Wechter Feldman Wealth Management, Inc. 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 that integrates in-house strategies with third-party managers and includes private fund capabilities through affiliated platforms.

Gary Herz is a CFP® professional affiliated with Focus Partners Wealth, LLC and has 18 years of industry experience. He previously worked at GYL Financial Synergies for three years and spent 24 years at Wechter Feldman Wealth Management, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement plan consulting, and access to private funds. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Kimberly Visco is a financial advisor at Private Advisor Group, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at PNC Wealth Management. Visco has been with Private Advisor Group and affiliated LPL Financial since 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates various investment strategies through both proprietary and third-party platforms.

Mark Rieger is a CFP® professional with three years of experience currently with Brookstone Capital Management LLC. He is also the managing partner of The Pediatric Center, a medical practice, where he has been involved since 1993. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Charles Cernosia is a CFA® charterholder with four years of industry experience. He has worked at Farther since 2026 and previously held positions at Summit Financial, LLC and HSBC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, fixed income, and independent managers, supported by AI tools under internal controls.

Mark Caprarola is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 36 years of industry experience. His prior firms include PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. In addition to his advisory work, he is involved in non-variable insurance through several related business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a variety of advisory programs. The firm employs a fiduciary-based model, utilizing both proprietary and third-party investment strategies and technology platforms.

Ronald Volpe is a financial advisor at HSBC Securities (USA) Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively within the HSBC organization since 2008. Outside of his advisory role, he volunteers at St Clare Church, assisting with religious instruction and monitoring children. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm employs a mix of client-directed and discretionary strategies supported by HSBC Global Asset Management and utilizes multiple risk profiles in its investment process.

Marc Leibowitz is a financial advisor at Oppenheimer with 29 years of industry experience. He has been with Oppenheimer since 2010 and previously worked at Merrill from 2004 to 2010. Outside of his advisory work, he volunteers as chairman of the lecture program at the University Club in New York City and serves as a volunteer armed guard for his house of worship in Short Hills, New Jersey. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary approaches.

Robert Pactwa Jr. is a financial advisor with Principal Financial Services in Parsippany, NJ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior experience includes roles at Edward Jones and Metropolitan Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm’s services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Gerald Korey is a CFP® with 12 years of experience in the financial services industry. He is currently with Corient, where he has worked since 2022, and previously spent nine years at RegentAtlantic. Korey holds a Series 66 designation. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates proprietary and third-party strategies, along with risk management tools and alternative investments where appropriate.

Kevin Pearly is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Bank of America and Merrill Lynch, where he worked for over a decade each. Outside of his advisory work, he owns a beach house in Beach Haven, New Jersey. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports a broad range of investment approaches and operates through a network of over 400 independent advisor representatives.

Michael Bizzoco is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2019, including roles at The Ayco Company and Mercer Allied prior to that. 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 uses a range of strategic allocation models and integrates services across the broader Goldman Sachs network, offering specialized programs and access to alternative investments.

Linda Rozycki is a financial advisor at Steward Partners Investment Advisory, LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley and Raymond James Financial Services. Her recent roles have been with multiple Steward Partners entities since 2018. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

John Egan is a CFP® professional with 38 years of industry experience, currently affiliated with Hightower Advisors in Madison, NJ. He has been with HighTower Securities and HighTower Advisors since 2016. Outside of his advisory role, Egan serves as Vice President on the board of the Hartley Dodge Foundation and is a board member of the South Beach Association. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to construct diversified portfolios.