Christopher Riebling is a financial advisor with Eagle Strategies (NY Life) based in Chester, NJ, holding a Series 66 designation and 16 years of industry experience. He has worked with Eagle Strategies and affiliated New York Life entities since 2010 and operates several related firms, including Riebling Wealth Strategies, LLC and Mahoney Financial Organization, LLC. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, delivering a range of program types with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

Michael Stigliano is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior roles include positions at TD Bank N.A., Bank of America, Merrill, and Finalis Securities LLC. Outside of finance, he was involved with Jersey City Unleashed LLC for 16 years. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, with a focus on percentage-of-AUM wrap fees and a cross-border Private Investment Advisor model.

Shain Steffens is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 21 years of industry experience. He is co-owner of Steffens Financial Corp., a private entity facilitating securities, advisory, and insurance business. Outside of his advisory role, Steffens serves as an expert witness in legal matters. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a wide range of managed-account programs, third-party asset manager access, and custodian services, combining in-house and outsourced portfolio management options.

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.

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.

Jeffrey Dattilo is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch, Guy Carpenter, and Lighthouse Wealth Management. Outside of his advisory work, he referees basketball and assists with managing a commercial real estate property. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a variety of investment advisory and financial planning services through a large network of independent advisor representatives, utilizing multiple analytical approaches and managing accounts on both a discretionary and non-discretionary basis.

Ramon Baez Malone is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Empower Advisory Group since 2024, following prior roles at Empower Financial Services and Tapfin/EY. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and rebalancing within plan lineups chosen by plan sponsors.

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.

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.

Louis Hery Jr. is a CFP® professional with 27 years of industry experience. He is currently with Osaic Advisory Services, LLC and has held prior roles at American Portfolios Financial Services, Inc. and Raymond James Financial Services Advisors Inc. Since 2012, he has served as a board member of Mt. Tabor Country Club. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and access to proprietary and third-party platforms.

Christopher Camburn is a CFP® with 26 years of industry experience, currently serving at Private Advisor Group, LLC since 2015. He has prior experience with LPL Financial and Wells Fargo Clearing. Camburn is also involved in providing financial planning, portfolio management, pension consulting, and educational seminars through his registered investment advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and a range of managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal setting with portfolio management and selections from third-party strategists, utilizing various investment methods and technology platforms.

Gary Sluck is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012 and previously held roles at Northwestern Mutual Investment Management and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he has served as a high school basketball referee. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that leverages technology platforms and third-party managers, providing both discretionary and non-discretionary investment solutions.

Amanda Samudio is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing five years of industry experience. She has worked at Goldman Sachs Ayco Personal Financial Management since 2021 and previously held roles at Allstate and other organizations. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management solutions supported by strategic allocation models, manager selections, and a range of service platforms within the broader Goldman Sachs ecosystem.

Patrick Sullivan is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and has worked with firms including LPL Financial and PAG Financial, LLC. Sullivan also spends part of his time selling fixed insurance products such as life and health insurance. Private Advisor Group provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fiduciary-based advisory model and offers a variety of managed account solutions, including its proprietary WealthSuite platform and access to third-party managers and TAMPs.

Nicolas Carrion is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and two years of industry experience. Prior to joining Private Advisor Group, he spent eight years with LPL Financial LLC and has held positions at Pennsylvania State University and The Sagamore Resort. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes proprietary technology platforms and third-party managers to deliver diversified investment strategies.

Joseph Koronakis is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior work includes roles at TD Ameritrade and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to recommend investment models managed by PNC or third-party strategists.

Robert Pettit is a financial advisor at Corient with eight years of industry experience. He holds a Series 66 designation and has worked at firms including RegentAtlantic and Mass Mutual Investors Services. His background also includes roles outside of finance, such as at University of the Arts and operating Pettit Audio. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, and offers specialized services including family office and corporate trustee solutions.

Derek Sausa is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior work includes positions at Greenberg & Rapp, M Holdings Securities, Inc., and Citigroup. Outside of his advisory role, he is involved in property management as a landlord. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers to construct client portfolios.

Donald Rasweiler is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Benjamin F. Edwards & Company, Wells Fargo Clearing, Wells Fargo Advisors LLC, Morgan Stanley, J.P. Morgan Securities, and A. G. Edwards & Sons, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary management approaches.