Bennett Degen is a financial advisor at SPC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Parkland Securities, The Investment Center Inc, and Tangent Capital Partners. Outside of his advisory work, he serves as a trustee for The Joseph Kushner Hebrew Academy / Rae Kushner Yeshiva High School in Livingston, NJ. SPC provides investment management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large advisory network and offers various account programs and strategic partnerships.

Peter Kraus is a Certified Financial Planner® with 30 years of experience in the financial services industry. He has been with Private Advisor Group, LLC since 2015 and has a long tenure at LPL Financial LLC dating back to 2001. In addition to his advisory role, he is involved in tax preparation and accounting services through PK Tax Services. 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 and integrates proprietary and third-party managed account solutions to tailor investment strategies for its clients.

George Dobbs is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 registrations and 22 years of industry experience. He previously worked at LPL Financial for seven years before joining Independent Financial Group in 2019. Dobbs is also licensed as a New Jersey insurance agent offering various types of insurance products. Independent Financial Group provides investment advisory and brokerage services to clients ranging from individuals to pension plans and charitable organizations. The firm employs a combination of strategic asset allocation and multi-manager portfolios using both active and passive investment strategies.

John Bays is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at LPL Financial and A. G. Edwards & Sons, Inc., and he provides advisory services through the Lewis Wealth Management DBA of Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, offering both discretionary and non-discretionary solutions through proprietary platforms and third-party managers.

James Ciprich Jr. is a CFP® with 20 years of industry experience. He is currently an advisor at Corient, where he has worked since 2022. Prior to joining Corient, he spent 16 years at RegentAtlantic. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party solutions and ongoing risk management.

Jacob Brower is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Private Advisor Group, LLC and has held prior roles at LPL Financial, Gracie Point, and Deloitte and Touche. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to managed account solutions using a fiduciary-based advisory model.

Luke Walling is a Series 66-licensed advisor at Goldman Sachs Wealth Services with three years of industry experience. His work history includes multiple tenures at Goldman Sachs and positions at Wake Forest and Emerald Assets. Outside of finance, he was involved with Angelo’s Soccer Corner. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm offers tailored financial planning and portfolio management using strategic allocation models and proprietary research, leveraging the broader Goldman Sachs platform for expanded investment and financial solutions.

Leslie Krajnak is a CFP® with 11 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial. Her prior experience includes roles at New York Life Insurance Company, Palante Wealth Advisors, and several other financial firms. Outside the financial sector, she operated a personal training business, Fit 4 Life Personal Training LLC, from 2019 to 2023. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and uses various investment strategies through both proprietary and third-party platforms.

Kyle Colwell is a financial advisor with Private Advisor Group, LLC who holds a Series 66 designation and has 14 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. 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 range of managed account solutions and third-party investment programs. The firm’s advisory model is fiduciary-based, utilizing various strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Marc Petrognani is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Oppenheimer since 2003. Outside of his advisory role, he participates in his family’s industrial businesses as an executive and trustee and serves on the Tewksbury Township Community Safety Subcommittee. 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 broad range of investment programs and provides both discretionary and non-discretionary portfolio management, with notable custody of client assets alongside advisory and broker-dealer operations.

Kathleen Sweeney is a Series 65-registered advisor with Kestra Advisory, based in Fairfield, NJ, and has three years of industry experience. She has been with Kestra Advisory Services LLC since 2022 and also runs KSC Professional Services Inc. Outside of her advisory role, she is involved with several other business ventures including MAJR Professional Services, CSKZ Consulting Inc, BBU Books Inc, and KBC Management Services Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as vendor searches, plan design, fiduciary consulting, and plan-level investment advice, serving clients that range from individual investors to sovereign wealth funds.

Julian Manzano is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. His work history includes roles at Goldman Sachs & Co. LLC, Bank of America, and Amazon. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs tailored investment strategies supported by proprietary research and integrates capabilities from across the Goldman Sachs ecosystem.

Earle Jarden Jr. is a CFP® professional with 18 years of experience in the financial industry. He currently works at Corient and has previously held roles at Beacon Trust, Facet Wealth, Prudential Insurance Company of America, PGIM Investments, and Charles Schwab. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party manager solutions, employing continuous portfolio monitoring and risk management tools to align investments with client objectives.

Daniel Wiseman is a financial advisor with PNC Wealth Management, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience, including seven years at Morgan Stanley and Morgan Stanley Private Bank prior to joining PNC in 2023. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithmic risk assessments and manages investments primarily through mutual funds and ETFs with annual rebalancing.

Faith Ryan is a Series 66-licensed financial advisor with Private Advisor Group, LLC, based in Morristown, NJ, and has two years of industry experience. She previously worked with LPL Financial and MACRO Consulting Group. Outside of advisory work, Faith is also a commissioned notary. 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 managed account solutions, including its proprietary WealthSuite platform and third-party programs. The firm employs a fiduciary-based advisory model that combines client goal gathering with portfolio management and the selection of managers and model portfolios from major strategists.

Ramon Baez Malone is a financial advisor with Empower Advisory Group holding Series 65 and Series 63 designations and six years of industry experience. His prior work includes roles at Tapfin/EY and BJ's Wholesale Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term returns and client savings rates, delivering services within a large-scale platform tied to Empower’s recordkeeping and administrative systems.

Robert Casale is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Farther Finance Advisors, LLC and has previously held roles at Personal Capital Advisors, Eagle Strategies, NYLIFE Securities, and JP Morgan Securities. Outside of his advisory work, he manages a rental property in Ramsey, New Jersey. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach utilizing bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Elvira Chaush is a financial advisor with Eagle Strategies (NY Life) based in Livingston, NJ. She holds Series 63 and Series 65 licenses and has five years of industry experience. Her prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Co. Outside of her advisory work, she is a volunteer Membership Committee member with Business Networking International. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Rosemarie Allora is a financial advisor with Empower Advisory Group in Caldwell, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Gwfs Equities Inc. since 2005. Additionally, she is considering serving as a trustee for a personal estate trust. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services through proprietary planning tools and managed account solutions within Empower’s administrative platforms.

Jennifer Mashini is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following five 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 individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, delivering services through both direct and partner programs with a range of tailored offerings.