Leigh Russo is a CFP® with 12 years of industry experience, currently serving at Mariner Wealth Advisors. Her prior work includes roles at Cambridge Investment Research and FCG Advisors, among others. She is a member of the Finance Committee for Executive Women of New Jersey. Mariner Wealth Advisors serves a wide range of clients, including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Terence Coyle is a financial advisor at Private Advisor Group, LLC with 47 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes over two decades at LPL Financial and 15 years with Private Advisor Group. Outside of his advisory work, he is involved in offering health savings account plans and occasionally sells disability income insurance through related business activities. Private Advisor Group, LLC manages over $41 billion for a diverse client base including individuals, trusts, estates, and corporate clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing various investment strategies and coordinating custody and reporting through multiple custodians.

Grace Guingon is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. She holds a Series 66 designation and has prior experience at Regency Wealth Management, Liberty University, and Columbia Bank New Jersey. Outside of financial services, her work history includes roles in education and camp administration. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services using a range of strategies monitored by an Investment Strategy Committee.

Davy Granados is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has one year of industry experience and has previously worked at LPL Financial and Fortius Financial LLC. Outside of finance, his background includes roles in animal care and retail. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives using various custodians, model strategists, and program vehicles.

Chris Naum is a financial advisor at Centaurus Financial, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial and Ic Advisory Services. Outside of advising, he is involved in tax preparation and accounting through CHN Life Planning Services LLC and serves as a FINRA arbitrator. He also has roles in mortgage and real estate services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting with both discretionary and non-discretionary arrangements, employing a range of fundamental and technical investment analyses.

Douglas Drehwing is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2016, following roles at Santander Securities and Santander Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, providing tailored discretionary solutions and maintaining in-house research and security-pricing capabilities.

Edgar Pino is a financial advisor at PNC Wealth Management in Clifton, NJ, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at PNC Bank, MML Investors Services, MassMutual Life Insurance, and TD Ameritrade. From 2020 to 2022, he was also involved with Vitamins 4 Troops, a nonprofit organization. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an employee-only pilot. The firm’s approach involves algorithm-based risk assessment and uses mutual funds and ETFs with annual rebalancing, delegating portfolio implementation and proxy voting to third-party strategists.

Brian Geltzeiler is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets and Merrill. Outside of finance, he is an on-air radio host for Sirius XM and an NBA analyst for Turner Broadcasting. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and various investment strategies.

Boodram Someria is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at David Lerner Associates, Inc. for 10 years and Ameriprise for one year before joining OSAIC Institutions in 2025. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Greg Schultheis is a CFP® with eight years of industry experience, currently affiliated with CWM, LLC. His prior roles include positions at Carson Wealth, Park Avenue Securities, The Ayco Company, and Goldman Sachs. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

David Fuchs is a CFP® with nine years of industry experience, currently serving as a financial advisor at CWM, LLC and Carson Wealth since 2026. He previously worked at Advisors Capital Management, LLC, BNY Mellon Securities Corporation, AXA Distributors, LLC, and Westworld One Cumulus Media. Outside of his advisory role, he assists at Nissim Tutoring Services by creating lesson plans and supporting CFP exam preparation. CWM, LLC is an SEC-registered investment adviser that serves a broad mix of clients, including individuals, high-net-worth families, foundations, corporations, and institutional investors through a network of over 600 advisors. The firm manages discretionary portfolios using model strategies and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools, with a notable focus on retirement plan services and transparent operational practices.

Peter Gordinier is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Raymond James Financial Services. He is also involved in Ramapo Wealth Advisors as an independent contractor. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a national client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of advisory and portfolio management services, utilizing both in-house and third-party strategies, and provides ongoing monitoring, financial planning, and consulting.

James Clark is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 50 years of industry experience, including long-term roles at Leonard & Cantrill, State Mutual Companies, and Lincoln National Sales Corp. Clark is also a licensed agent and vice president at Cantrill Clark, Inc., offering non-variable insurance products. Private Advisor Group serves a diverse client base, including individuals, businesses, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through various programs. The firm offers access to third-party asset managers, turnkey platforms, and its WealthSuite separately managed account program, supported by a network of investment adviser representatives and multiple strategic partnerships.

Maxim Pogorelov is a financial advisor with Mariner holding Series 65 and Series 66 licenses. He has one year of industry experience and previously worked at UBS Financial Services and Swarthmore College. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and integrates tax and accounting services alongside portfolio management.

Christopher Glatz is a financial advisor at Mariner with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research and FCG Advisors. He is also involved with MSEC, LLC as a registered representative. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax and administrative solutions uncommon in large advisory enterprises.

Nicole Gould is a Certified Financial Planner® with 19 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2024 and was previously with Buckingham Asset Management, LLC for nine years. Focus Partners Wealth serves a broad range of clients, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach with a diverse selection of public and alternative investment options, supported by an extensive network of affiliated service companies and product relationships.

Hector Roche is a financial advisor at Citigroup Global Markets with 8 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Bank, N.A. He is based in Belleville, NJ. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment strategies through discretionary and non-discretionary programs. The firm operates at large institutional scale with in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Anne Sullivan is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 66 designation and 11 years of industry experience. She has been with Private Advisor Group and affiliated with LPL Financial since 2012. Private Advisor Group manages 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 a range of portfolio management and financial planning services, utilizing both in-house and third-party managers, and supports held-away account management through technology partnerships.

Robert Sorge is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Private Advisor Group since 2017 and has also been associated with LPL Financial since 2011. Outside of his advisory work, Sorge conducts workshops and seminars for parents and college students through CollegeFunding4Me. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

Jamie Ireland is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Mercer Wealth Management. Prior to his career in financial advising, he was employed in retail at Ascena Retail/Loft for several years. Private Advisor Group serves a diverse client base, including individuals, trusts, and charitable organizations, offering a range of portfolio management, financial planning, and retirement consulting services. The firm utilizes a variety of investment approaches and provides access to multiple third-party asset managers and proprietary model portfolios.