Jeffrey Boyer is a financial advisor at Corient with 19 years of industry experience. He holds a Series 65 designation and has worked at Corient and its related entities since 2022, following a 15-year tenure 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 uses a goals-based, team investment approach that combines internal strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

David Cerchio is a financial advisor with Primerica Advisors in Somerville, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Company of America since 2007 and has also been involved with International Planning Alliance, LLC since 2004. Outside of his advisory work, he serves as a board member of the Middletown South Alumni Organization. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party platforms.

Daniel Mulligan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Hightower, Bank of America, Merrill, and Hennion & Walsh, Inc. He is currently based in Bridgewater, NJ. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $213 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

James Galbraith III is a CFP®-designated financial advisor with 33 years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, having joined both firms in 2022. His prior experience includes roles at Steward Partners Global Advisory, Raymond James Financial Services, and Wells Fargo Advisors. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Brian Dorflinger is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Raymond James Financial and Kennedy Insurance Services. Outside of advisory services, he has been a driver for Uber since 2015 and is involved with Edgewood Associates, a property and casualty business. 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Donna Sabatino is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Mariner since 2020. Prior to joining Mariner, she worked at Wealth Health, LLC for five years. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and it provides integrated tax and accounting services alongside financial wellness programs for employer clients.

Gavin Natelli is a financial advisor at Oppenheimer with 33 years of industry experience. He has held his current position since 2014 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he volunteers weekly as an usher at the Church of the Little Flower in Berkeley Heights, NJ, and participates in campaign fundraising activities. 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 various investment vehicles to meet client objectives.

Robert Defina is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and PNC Investments, among others. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Kayla Rodriguez is a CFP®-certified financial advisor with seven years of industry experience. She has worked at Mariner Wealth Advisors since 2018 and previously spent four years at Glen Eagle Advisors, LLC. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios supported by an Investment Committee and combines in-house research with third-party managers across a wide range of strategies, including alternatives and digital assets.

Chris Schiffer is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. His prior experience includes six years at AEPG Wealth Strategies. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Aidan Baris is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Prior to joining Goldman Sachs, he held roles at Freepoint Commodities and Mandelbaum Barrett PC and has an academic background from Emory University. Goldman Sachs Wealth Services advises individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams customize strategies using a combination of internal investment groups and third-party analytics, supported by the broader Goldman Sachs ecosystem and a range of client service platforms.

Elizabeth Espinal is a financial advisor at TIAA-CREF with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, LLC and Santander Securities, LLC. She is based in Princeton, NJ. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides discretionary management through model portfolios and customized solutions, applying a fiduciary standard within a vertically integrated structure that includes affiliated funds.

Derek Hankins is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, he held roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he worked in the retail sector at Simons Hardware and Bath. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services uncommon for a firm of its size.

Jacob Schultz is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience and a Series 66 credential. He has worked at Goldman Sachs since 2019 and previously held roles at Pepperdine and Bloomingdales Inc. Outside of his advisory work, Schultz serves as a trustee for a family trust based in Morristown, NJ. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management with tailored strategies supported by in-house investment research and a range of service platforms.

Brian Santini is a CFP® professional based in Madison, NJ, currently with Mariner. He has prior experience at US Trust Company of Delaware and has a background that includes academic and other non-investment roles. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, and charitable organizations, offering customized investment management, financial planning, tax services, and employer financial-wellness tools. The firm combines in-house research with external managers to provide discretionary portfolio solutions across various asset classes and maintains a notable integration of tax and accounting services.

John Combias is a CFP® professional with 46 years of experience in the financial advisory industry. He is currently with Mariner and MSEC, LLC and has previous experience at Cambridge Investment Research Advisors and FCG Wealth Management. Combias serves as a trustee of the Belle Buoy Foundation, a family charitable organization. Mariner serves a broad mix of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services alongside traditional portfolio management.

Morgan Castner is a CFP® and holds a Series 66 designation with 16 years of industry experience. He has worked at \u0026PARTNERS since 2026 and previously spent 16 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. \u0026PARTNERS serves a diverse range of clients, including individuals, institutions, retirement plans, and sovereign wealth funds. The firm offers investment advisory and brokerage services, employing a mix of proprietary and third-party portfolio management strategies using fundamental, technical, and quantitative analysis.

Tristan Harding is a Series 66-licensed financial advisor with 14 years of industry experience. He has held various roles within PNC, including positions at PNC Bank and PNC Investments, and currently works at PNC Wealth Management in Bridgewater, NJ. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that integrates algorithmic risk assessment and executes investments via approved strategies managed by PNC or third parties.

Katie Tacinelli is a financial advisor at &Partners with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors, LLC. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing a combination of proprietary models and third-party manager solutions through the Envestnet platform.

William Angelo Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Private Advisor Group since 2013 and also maintains a CPA firm, Angelo & Associates CPA, which provides accounting and income tax preparation services. Private Advisor Group, LLC 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 plan consulting, and access to third-party asset management programs.