Peter O’Neill is a CFP® professional at Corient with 10 years of industry experience. His work history includes roles at Corient, RegentAtlantic, Beacon Investment Advisory Services, and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs various risk management tools to align portfolios with client objectives.

David Maciak is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Oppenheimer since 2018, following roles at J.P. Morgan Securities and Chase Investment Services Corp. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other entities. The firm offers a variety of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Kenneth Neuman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His career includes roles at Steward Partners entities and Raymond James Financial Services, with prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also serves as an agent for Steward Partners Global Advisory, engaging in non-variable insurance product installation. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in assets and serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers a range of advisory services and portfolio management solutions, utilizing both proprietary and third-party investment strategies.

William Farnan is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. His prior roles include positions at Piccini and Barclays, as well as seven years at Hamburger Construction Company. Goldman Sachs Wealth Services provides financial planning, investment management, and related 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 offers tailored services such as Executive Wealth and Private Family Office support, leveraging a broad range of affiliated and unaffiliated managers within an integrated financial group.

Justin Erfer is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Peapack Private Family Office Services, Bleakley Financial Group, and LPL Financial, among others. 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 provides customized discretionary portfolios managed by an internal team and an Investment Committee, with capabilities spanning equity, fixed income, alternatives, and digital assets, along with integrated tax and accounting services.

Bruce Risler is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 34 years of industry experience. He has worked with LPL Financial since 1997 and joined Private Advisor Group in 2013. Risler serves as a board member of Transformation Yoga Project, a nonprofit focused on health initiatives for at-risk youth and incarcerated individuals. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing proprietary and third-party platforms and strategies, often implementing advice through multiple external managers and TAMPs.

Brian Testino is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and a Series 66 license, with nine years of industry experience. His prior experience includes roles at LPL Financial and Independent Financial Partners. Outside of finance, he serves as a captain with North Hudson Regional Fire & Rescue, a position he has held for over two decades. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a combination of proprietary platforms and third-party managers to deliver customized investment solutions.

Adam Schlossberg is a Certified Financial Planner (CFP®) with 13 years of experience. He is currently with Guardian Life and its subsidiary Park Avenue Securities, where he has worked since 2014. Schlossberg is involved in managing insurance services through related businesses and engages in bank referral activities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based strategies, with access to insurance products and alternative investments through Guardian Life.

James Rohmann is a financial advisor at Sanctuary Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for nine years. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, retirement plan consulting, and access to various managed account solutions, operating as a fiduciary under written agreements.

Joann Mcdevitt is a Series 66-registered financial advisor with 17 years of industry experience. She has worked at Benjamin F. Edwards & Company, Inc. since 2021, and previously held roles at Steward Partners Investment Advisory, Raymond James Financial Services, and Wells Fargo Clearing. 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 more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and certain M&A advisory services.

Giovanni Sciancalepore is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied and Ferraro Foods Inc. before joining Goldman Sachs in 2019. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate executives, plan sponsors, and institutional clients. The firm employs tailored investment strategies supported by proprietary research and integrates capabilities across the broader Goldman Sachs ecosystem to offer a range of advisory and wealth management solutions.

Colleen Silver is a CFA® charterholder with four years of industry experience and is currently an advisor at Truist Advisory Services. She previously worked at Fiduciary Trust Co International/Franklin Templeton Investments for 14 years. Colleen serves as a volunteer investment committee member for the Science Museum of Minnesota, assisting in the oversight of the museum’s endowment investment management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled research tools and inter-affiliate integration to support its AMC Advantage manager-selection program.

Maria Kaldas is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Her prior experience includes roles at Ocean Power Technologies, Rutgers University, and the Young Women's Christian Association. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office programs and access to Alternative Investments, using both discretionary and non-discretionary approaches supported by proprietary analytics and integrated resources across the Goldman Sachs platform.

Lan Song is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. Prior to Mariner, Lan worked at firms including Wealth Enhancement Advisory Services, Mutual Securities, and LPL Financial. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, with integrated tax and accounting capabilities uncommon among firms of its size.

Maura Mallaney is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior roles include positions at LPL Financial, Mutual Securities, Inc., Macro Consulting Group, and TIAA-CREF. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.

Joseph Caplan is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Private Advisor Group, LLC and has previous experience with Mariner Independent Advisor Network, Caplan Capital Management, Ripco Real Estate, and Solomon Builders. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates a range of investment strategies and third-party managers.

Philip Platania is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at SICA Wealth Management, J.P. Morgan Securities, Chase Investment Services Corp., Wells Fargo Clearing, and A.G. Edwards & Sons. He is also a licensed realtor and may assist clients with real estate transactions separately from his advisory role. 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 range of managed account solutions. The firm employs a fiduciary-based advisory model that utilizes multiple investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Joseph Fiumara is a financial advisor with PNC Wealth Management in Stanhope, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with PNC Investments since 2010. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary account that uses algorithm-driven risk assessment to guide investment in approved mutual funds and ETFs.

Jack Pappas is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held various roles at Fordham University, Arcola Country Club, Goya Foods, and Sicilian Sun. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services covering equity, balanced, and fixed-income portfolios, provided on both discretionary and non-discretionary bases.

Ryan Mitchell is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Morristown, NJ. He has 14 years of industry experience, including 11 years at The AYCO Company, L.P./Mercer Allied and five years with Goldman Sachs & Co. LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored solutions through centralized investment resources and integrates services across affiliated entities, including banking and retirement consulting.