Sarah Equils is a CFP® professional affiliated with Beacon Pointe Advisors, LLC. She has one year of industry experience and previously worked at Lighthouse Financial Advisors and multiple banking institutions. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including high-net-worth individuals and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across various asset classes.

Kathryn Dougherty is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds the Series 66 designation. Prior to her current role, her work history includes positions at Goldman Sachs & Co. LLC and various other roles outside the financial sector. Goldman Sachs Wealth Services advises individual investors, corporate clients, executives, plan sponsors, and institutions, providing financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic and tactical allocation models and offers clients a variety of platforms and fee arrangements, leveraging resources across the Goldman Sachs organization.

Paul De Sisto is a CFA® charterholder with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at M&R Capital Management Inc for 12 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and retirement consulting services.

Anthony Marino is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2016, with prior roles at Ameriprise, Private Advisor Group, LPL Financial, and RBC Capital Markets. Outside of his advisory work, Marino is involved in a music performance group as a guitar player. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services, employing various portfolio management strategies on both discretionary and non-discretionary bases.

Gregory Auerbach is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. He has held roles at Goldman Sachs & Co. LLC since 2021 and previously worked at The Ayco Company, L.P./Mercer Allied for 13 years. He holds a Series 66 designation. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, corporate participants, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging proprietary research, tactical allocation models, and integrated capabilities across Goldman Sachs affiliates.

Kenneth Furman is a financial advisor at Mariner Wealth Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and Fidelity Investments. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides notable integrated tax and accounting services, including administrative CFO capabilities.

Sarah Melzer is a financial advisor with Hightower Advisors in Madison, NJ, holding Series 65 and Series 63 licenses and seven years of industry experience. Her prior roles include positions at Bay Point Wealth and Raymond James & Associates. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm employs a multi-manager approach emphasizing manager selection and offers a range of portfolio management and financial planning services.

Katie Clark is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. She has previously held roles at Simplicity Investments and Brian K Adams & Associates. In addition to her advisory work, she is an executive director and co-national sales manager at BKA Financial, LLC, where she is involved in advanced insurance planning and business operations. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm uses fundamental analysis and Modern Portfolio Theory to create diversified portfolios and offers both traditional portfolio management and a digital program called Starlight Portfolios.

Darrin Miles is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior experience includes roles at New York Life, NYLIFE Securities, and The Prudential Insurance Company of America. Outside of his advisory work, he serves as a facilitator for Real World Academy, a nonprofit providing youth development services such as life skills training and budgeting. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kyle Carrocino is a CFP® with 15 years of industry experience and has been with GWN Securities Inc. since 2016. He is also licensed as an agent in fixed life insurance, long-term care insurance, health and disability insurance, as well as fixed and fixed indexed annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning options. The firm employs a mix of discretionary portfolio management, model portfolios, and selective sub-adviser allocations, with a noted history of market-timing and momentum-based strategies in certain legacy programs.

Daniel Serrano Torres is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Bankers Life in various advisory roles. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management and operates within a vertically integrated group that offers affiliated funds and donor-advised fund advisory services.

Elizabeth Newman is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. She has worked at Valic Financial Advisors since 2013 and also serves as an agent at Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jeuris Ramon Pena is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and three years of industry experience. He has prior experience with World Financial Group, Inc., ICON Parking, and City Winery. Outside of financial advising, Pena serves as an accounting manager for LVRN Records LLC, a music record label. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Daniel Duca is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Altfest Personal Wealth Management for 13 years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering discretionary and non-discretionary investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing a range of low-cost ETFs, index funds, separate account managers, and other investment vehicles, while also providing educational content and specialized client programs.

Joseph Yeager is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 12 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, institutional clients, and plan sponsors. The firm offers financial planning and portfolio management along with specialized programs and uses strategic allocation models and both discretionary and non-discretionary implementations to tailor solutions to client objectives.

Christopher Turso is a CFP® professional at Cerity Partners LLC with four years of industry experience. His prior experience includes roles at Round Table Wealth Management and Northwestern Mutual. He also spent four years affiliated with Michigan State University. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers tailored wealth management services with an investment framework based on client-specific profiles and asset allocation, integrating proprietary quantitative methods, third-party strategies, and direct security selection.

Mark Macdonald is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has been involved with Advanced Wealth Preservation, LLC since 2014. Outside of his advisory role, he manages a college planning consulting business focused on college selection, admission, and preparation. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients such as sovereign wealth funds, employing a variety of discretionary investment strategies and supporting a large advisor network.

Aaron Berlow is a financial advisor with Lincoln Investment in Cranford, NJ, holding a Series 66 designation and one year of industry experience. He also serves as Vice President of Strategy and Operations at Wildenstein & Co., Inc., where he oversees strategic direction and operational analysis, particularly within the art and real estate sectors. Additionally, he is the owner of Amber USA LLC, a leather goods manufacturing business. Lincoln Investment is a large enterprise advisory and broker-dealer that serves individual and high-net-worth investors, trusts, charities, and retirement plans, including a focus on educators and 403(b)/457(b) programs. The firm employs a combination of advisor-led consulting, strategic model portfolios, and third-party managers supported by an in-house Investment Management & Research team.

Jerome Delsordo is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 19 years at The AYCO Company, L.P. and its affiliates. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging integrated resources across the Goldman Sachs ecosystem.

Robert Kelly is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Farther since 2021. His prior experience includes roles at Bank of America, Merrill, JPMorgan Chase Bank, and Grisanti Capital Management. He is a trustee for Imagine, A Center for Coping with Loss, a nonprofit providing free grief services to children. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and discretionary investment management. The firm’s approach is based on Modern Portfolio Theory, using bespoke and algorithmic model portfolios primarily invested in ETFs, mutual funds, equities, and fixed income.