Trevor Musum is a financial advisor with Lincoln Investment, holding a Series 66 designation and three years of industry experience. Prior to his current role, he has worked in financial services at S.A.F.E. Benefits Consulting Group and held various positions including at Adelphia Wine Market and Florida State University. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services, utilizing both strategic and tactical investment approaches supported by an Investment Management & Research team.

Michael Carides is a CFP® and Series 66-licensed financial advisor with Wealth Enhancement Advisory Services, LLC. He has two years of industry experience and has previously worked at Equitable Advisors and held roles in both Dunkin Donuts and Stockton University. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using diversified, risk-class based investment strategies that blend passive and active management, supported by an internal Investment Committee.

Carmine Tango is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2020, following prior roles at Bank of America and Merrill. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

David Cassin is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Northwestern Mutual entities. He also serves as an agent for non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-based individual investors, including 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 models and operating on a large scale with over 1,200 advisors.

Gretchen Walz is a financial advisor with Bankers Life Advisory Services, Inc., holding CFP® and Series 63 credentials and bringing 18 years of industry experience. She has worked with Bankers Life and its related entities since 2005, including roles at Bankers Life Advisory Services and Bankers Life Securities. In addition to her advisory work, she is also an insurance agent with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Jason Burd is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and seven years of industry experience. Before joining Private Advisor Group and LPL Financial in 2024, he worked at Edward Jones for six years and spent nine years with the Philadelphia Eagles. He is also involved with NAMMA Realty Referral Group, LLC, a mortgage and real estate services business. 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, and access to third-party asset management programs.

Ray Hawkins is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, he worked at AEPG Wealth Strategies from 2011 to 2019. Hawkins is also involved with Wealth Enhancement Group’s non-variable insurance activities. 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 management, supported by research and an internal Investment Committee.

Mark Levy is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. His prior work includes roles at Mariner Independent Advisor Network, Legacy Wealth Planning, LLC, and LPL Financial, LLC. Outside of advisory services, he has an ownership interest in Mark Levy Inc. and has operated Legacy Wealth Planning as a DBA. Private Advisor Group serves a wide range of clients including individuals, business entities, 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, providing access to third-party managers and proprietary model portfolios.

Richard Summers is a financial advisor with Private Advisor Group, LLC based in Morristown, NJ. He holds a Series 66 designation and has five years of industry experience, including roles at LPL Financial, Bank of America, Merrill, and Diversitex Inc. Summers maintains a non-investment related interest in Diversitex Inc., where he holds a gifted share. 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 discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Marta Jankowski is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds a Series 66 designation and has worked with TIAA-CREF since 2018, including prior roles at Fidelity and Fidelity Brokerage Services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard and acts as adviser to the TIAA Donor Advised Fund.

James Sonneborn is a CFP® professional with 19 years of industry experience. He is currently with Corient, where he has worked since 2022, following a 17-year tenure at RegentAtlantic. His background includes roles at Corient Services LLC and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and uses risk management tools and stress testing to align portfolios with client objectives.

Theodore Schneider is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Prior to joining Cerity, he worked at Round Table Wealth Management for nine years. He holds a financial interest in P Shares LLC, a private investments business. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Vincent Egan is a financial advisor at Benjamin F. Edwards & Company, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party model strategies, with oversight from an Investment Strategy Committee.

Richard Coppa is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has been with Mariner since 2020 and previously worked at Wealth Health, LLC for 17 years. Coppa serves as a board member of the Pediatric Cancer Foundation in New Jersey, where he contributes to awareness, fundraising, and financial governance. Mariner serves a wide range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon among large advisory enterprises.

Johnny Covello Jr. is a financial advisor with Goldman Sachs Wealth Services, holding Series 66 and Series 63 credentials and bringing nine years of industry experience. He has worked previously at The Ayco Company, L.P./Mercer Allied and Northwestern Mutual in both investment services and life insurance roles. Goldman Sachs Wealth Services advises a diverse client base, including individual investors ranging from non-high-net-worth to high-net-worth, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging a broad ecosystem within Goldman Sachs for research, implementation, and client service.

Jeffrey Varisco is a financial advisor at Goldman Sachs Wealth Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. LLC since 2021, following a 23-year tenure 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Alex Coriddi is a financial advisor at Corient with 11 years of industry experience. He holds a Series 65 designation and has worked at Corient since 2022, as well as at RegentAtlantic from 2014 to 2023. 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 corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party managers, with ongoing portfolio monitoring and risk management.

Sandra O'gorman is a financial advisor at Goldman Sachs Wealth Services with 31 years of industry experience. She has held positions at Mercer Allied Company, L.P. and The Ayco Company prior to joining Goldman Sachs in 2021. Sandra holds a Series 63 designation. Goldman Sachs Wealth Services advises a wide range of clients including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models and proprietary research to tailor solutions to client objectives.

Jason Mc Carthy is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2019 and previously spent 11 years at LPL Financial. He also provides administrative support to Private Advisor Group in a compliance officer role. 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, and access to third-party asset management programs.

Brianna Schneider is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2016, following a brief tenure at Starbucks. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic and tactical allocation models supported by multiple specialized groups and offers a wide range of advisory platforms and tools integrated within the broader Goldman Sachs ecosystem.