Steven Coppola is a CFP® professional with 28 years of experience in the financial services industry. He has worked with Private Advisor Group, LLC and LPL Financial since 2012 and spent 11 years at Fidelity prior to that. He is also involved in tax preparation and accounting services through Coppola Tax Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a variety of advisory programs. The firm employs a fiduciary-based model, utilizing technology platforms and third-party managers to tailor investment strategies according to client goals and risk tolerances.

Harold Laudien is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at LPL Financial, Merrill, and A. G. Edwards & Sons, Inc. since 2005. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm operates under a fiduciary-based model, utilizing a range of investment strategies and technology platforms while offering discretionary and non-discretionary services.

Debra Taylor is a financial advisor with Carson Wealth and holds the PFS™ designation and Series 63 license. She has 28 years of industry experience, including prior roles at Cetera Advisor Networks, LPL Financial, and Avantax Advisory Services. Outside of advising, she is involved in several activities such as owning Taylor Bookkeeping and Administrative Services, contributing as a writer and speaker for Horsesmouth, and conducting educational seminars and coaching through Pink Suite Enterprises. She also volunteers on her Home Owners Association judiciary committee. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through over 650 advisors, offering services including discretionary asset management, financial planning, and retirement plan solutions. The firm’s investment process is guided by an Investment Committee and provides customized portfolio options, integrating multiple custodial and technology platforms to support execution and reporting.

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 at Private Advisor Group, LLC with a Series 66 credential and three years of industry experience. He has previously worked at LPL Financial and has additional work experience including positions at Villa Walsh School and the University of Miami. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model using various investment strategies and technologies, including proprietary and third-party managed account solutions.

Steven Gelber is a financial advisor with Hightower Advisors in Fairfield, NJ, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cetera Advisor Networks, CWM, LPL Financial, and Cetera Wealth Services. He has worked with Hightower Securities LLC and Hightower Advisors LLC since 2018. Hightower provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a range of portfolio management options including custom and alternative investments.

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 currently works at Key Investment Services LLC and KeyBank NA, having previously served at J.P. Morgan Securities and Chase Investment Services Corp. Semple is also the general manager of Steven Semple Investments LLC, a Florida-based entity related to owning and managing mortgage and rental real estate. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider model combining discretionary implementation and strategist portfolios, with integration across KeyCorp affiliates for additional advisory and investment services.

Megan Brozowski is a CFP® with 23 years of industry experience. She has worked at Mariner Wealth Advisors from 2015 to 2018 and RegentAtlantic from 2003 to 2015. She is currently affiliated with Mariner and holds a Series 65 license. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and Core Family Office services, employing discretionary, customized portfolios supported by both internal research and third-party managers.

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 affiliated with Private Advisor Group and LPL Financial since 2011 and has worked with PAG Financial, LLC since 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions, including its proprietary WealthSuite platform and access to third-party managers, employing a fiduciary-based advisory model tailored to client goals and risk tolerances.

Patrick Mccahill is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Hightower Advisors and has been with HighTower Securities, LLC since 2016. Outside of his advisory role, he serves as a research analyst for Gouldin & McCarthy, focusing on investment performance analysis and research, and has participated as a committee member for the Babbitt Ball event organized by the John Taylor Babbitt Foundation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and portfolio construction strategies across various investment vehicles.

Raelynn Harlach is a ChFC® credentialed financial advisor with 19 years of industry experience, currently with Valic Financial Advisors. Her prior experience includes roles at Agia and Prudential-related firms. She also works as an agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Michael Tambini is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Private Advisor Group since 2015 and previously spent seven years at PNC Wealth Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including its proprietary WealthSuite platform and alternative investments. The firm operates on a fiduciary advisory model and utilizes both third-party managers and technology platforms to implement investment strategies tailored to client goals and risk tolerances.

Dennis Hall is a financial advisor with \u0026Partners, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Bank of America, N.A., and Merrill. He is also the owner of DRH Wealth Advisors and DRH Wealth Management LLC, both financial advisory and wealth management businesses based in Florham Park, NJ. Outside of finance, he works as an events van driver. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. 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 and NFS brokerage infrastructure.

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.

Jack Desantis Jr. is a financial advisor at Cetera Planning Partners with 26 years of industry experience. He holds a Series 66 designation and has worked at various firms within the Cetera and Avantax networks. In addition to his advisory role, he serves as treasurer for multiple political candidate committees. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and provides investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolio allocations aligned with client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, and estate planning through third-party providers.