Jayavardhan Kota is a CFA® charterholder with 13 years of industry experience, currently serving at Kestra Advisory since 2016. He has been involved with Kestra Investment Services, LLC since 2013. His responsibilities include data entry, performance measurement, financial planning, investment selection, due diligence, and monitoring. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Alex Rohmann is a financial advisor at Sanctuary Advisors, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Forester Capital and Santander prior to joining Sanctuary Advisors. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a network of independent advisors and affiliated broker-dealer services.

Braezen Subick is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Primerica Advisors. Prior to joining Primerica, he spent 10 years at Edward Jones. He holds Series 63 and Series 66 licenses. Primerica Advisors operates under Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across multiple platforms.

Jillian Torluccio is a financial advisor at Principal Financial Services with 18 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank NA, JPMorgan Securities LLC, Morgan Stanley, and Cetera Financial Group. Her current roles at Principal include positions at both Principal Financial Services and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Aguado is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and 25 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 22 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Charles Mcconnell is a financial advisor at Mariner with a Series 65 credential and four years of industry experience. He previously worked at the Institute for Divorce Financial Analysts and was self-employed before joining Mariner. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax and accounting services. The firm employs customized, discretionary portfolios supported by an internal team and third-party managers, with additional capabilities such as tax compliance, family office services, and employer financial wellness tools.

Alan Eisenstein is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory role, he is involved in multiple insurance-related businesses, including ownership interests in several agencies focused on life, health, disability, and long-term care insurance. SPC serves a diverse client base, including individual investors, high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management through a network of over 460 advisers.

Kevin Mullins is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Valic Financial Advisors since 2009 and is also associated with Agia. Outside of his advisory role, Mullins is writing a business book titled "Business Lessons From The Godfather" under a pseudonym, targeting executives and entrepreneurs. 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 with a focus on diversified asset allocation and periodic rebalancing.

Max Stupak is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He has held positions at Goldman Sachs & Co. LLC since 2023 and previously worked at Kesef Accounting Services. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management with access to specialized programs and alternative investments, leveraging integrated resources across the broader Goldman Sachs ecosystem.

Dylan Honig is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he worked at Savills and Goodwin Procter. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Pierce Enxuto is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he was affiliated with Seton Hall University for multiple periods between 2020 and 2025. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs with a tailored approach supported by strategic allocation models, manager selections, and a range of fee structures, leveraging capabilities across the broader Goldman Sachs ecosystem.

Brian Kazanchy is a CFA® charterholder with 20 years of industry experience, currently serving at Corient. He previously worked for RegentAtlantic for 18 years before joining Corient and related entities. Outside of his advisory role, he is president of two rental real estate businesses. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm follows a goals-based, team investment approach combining internal strategies with third-party managers and employs various risk management tools to align portfolios with client objectives.

Andrew Roberts is a CFP® with 10 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His career includes eight years at Fidelity Brokerage Services, LLC and multiple roles within Beacon Pointe Advisors and its affiliated insurance services. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual, corporate, pension, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

William Angelo is a Series 65 licensed financial advisor with Private Advisor Group, LLC, where he has worked since 2022. He has three years of industry experience and also practices as a Certified Public Accountant at Angelo & Associates CPAs PC, providing tax advice and preparation services. In addition to his advisory role, Mr. Angelo holds an insurance license and offers insurance products on a commission basis, separate from his investment advisory services. Private Advisor Group, LLC 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 managers, employing a range of strategies tailored to client objectives and risk tolerances.

William Mcnair is a CFP® and CFA® with 25 years of industry experience, currently serving at Kestra Advisory since 2016. He also holds leadership roles in Preferred Pensions LLC and U.S. Financial Services, where he oversees retirement plan services and assists with wealth management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, and investment management supported by comprehensive due diligence. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Jane Desmond is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds a Series 66 designation and has worked previously at United Capital Financial Advisers, LLC and 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 and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated financial group affiliates to offer tailored wealth management solutions.

Barron Natelli is a financial advisor at Oppenheimer with seven years of industry experience. He holds the Series 63 and Series 66 designations and has been with Oppenheimer since 2017. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory and portfolio management programs. The firm employs a range of investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of December 31, 2025.

Max Kaplan is a financial advisor at &PARTNERS with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing from 2021 to 2024. Kaplan began his career after graduating from Indiana University in 2021. &PARTNERS serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party manager solutions through the Envestnet platform.

Luis Granados is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2014. He holds a Series 66 license and has been associated with LPL Financial, LLC over the same period. 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.

David Sebastian is a financial advisor at Kestra Advisory with 26 years of industry experience. He holds the Series 66 designation and has been involved with Kestra Advisory since 2016. Sebastian is also the president and owner of Sebastian Wealth Management Group, LLC, where he focuses on comprehensive wealth management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, 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.