Bryan Smalley is a financial advisor at Corient with 15 years of industry experience. He holds a Series 65 designation and has worked at Corient since 2022, following over a decade at RegentAtlantic. Corient offers 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 uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs advanced risk management tools to align portfolios with client objectives.

Peter Contini is a financial advisor with TIAA-CREF who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with TIAA since 1990 and with TIAA-CREF since 2001. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm provides a fiduciary standard for its advisory services and operates within a vertically integrated structure that includes affiliated funds and donor-advised fund management.

Roy Shubert is a financial advisor with Private Advisor Group, LLC, holding the ChFC® and PFS™ designations and Series 63 and 65 licenses. He has 29 years of industry experience, including roles at LPL Financial since 2009 and Private Advisor Group since 2016. Outside of his advisory work, he is involved in the sale of fixed life insurance in conjunction with a Massachusetts Mutual Life agent. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a variety of investment strategies and supporting held-away account management through technology partnerships.

Adam Moran is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources and model portfolios with a broad range of tailored services and operates within a large integrated financial group offering distinct features such as affiliated banking and retirement consulting capabilities.

Alec Sciarra is a CFP® professional with six years of industry experience, currently serving as a financial advisor at PNC Wealth Management in Morristown, NJ. His prior roles include positions at Janney Montgomery Scott and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that employs algorithm-driven risk assessment and uses mutual funds and ETFs with annual rebalancing.

Jeffrey Jordan is a CFP® with ten years of industry experience currently with Mariner Wealth Advisors. He has worked previously at Fidelity Brokerage Services LLC and TIAA-CREF. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized investment approach supported by an internal portfolio management team and integrates tax and accounting services through affiliated CPAs and enrolled agents.

Mitchell Lanzl is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Guardian Life and Park Avenue Securities. His previous work includes positions at North East Private Client Group and Strategic Turnaround, as well as teaching experience at Kean University. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of financial planning, retirement consulting, and investment advisory programs, utilizing both proprietary and third-party models.

Lucia George is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has 13 years of industry experience. Her career includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where she manages a team of agents and is involved in hiring and training. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerance.

James Reilly is a CFP® with 24 years of industry experience. He is currently with Corient, where he has worked since 2022, following a 22-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 a range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Kelley Trilling is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Steward Partners in 2024, Trilling worked at Burklow & Rotella, LLC and Ameriprise. Outside of advisory work, Trilling is involved in fiduciary activities serving in roles such as trustee and executor. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individual and institutional clients, providing a range of investment advisory, financial planning, and managed account services through both proprietary and third-party solutions.

Kevin Pfeffer is a CFP® professional affiliated with Osaic Institutions, Inc. in West Orange, NJ, with nine years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC, First Eagle Investment Management, LLC, and AXA Distributors, LLC. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer model that includes both discretionary and non-discretionary accounts.

Rafael Arellano is a CFP® professional with eight years of industry experience. He is currently with Mercer Global Advisors Inc. and has held various roles there since 2018. Prior to that, he worked at Beacon Wealth Management, LLC and JFL Consulting, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing globally diversified portfolios with multi-factor tilts and tax management, and offers a range of implementation options and affiliated service lines.

Gregory Meyer is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 17 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth solutions through integrated financial group capabilities.

Gina Martin Adams is a CFA® charterholder with 10 years of industry experience. She currently works at HB Wealth Management and previously held positions at Bloomberg and Wells Fargo Securities. Adams serves as Secretary on the Board of the CMT Association and is an Advisory Board Member for the University of Florida’s Warrington College of Business. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combination of quantitative and qualitative due diligence across multiple asset classes and offers outsourced chief investment officer (OCIO) and institutional advisory services.

John Korn is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Victory Capital Management, Amundi Distributor, and Putnam Retail Management. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs and third-party asset managers.

Evan Trent is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2018 to 2021, as well as at NewDay USA. 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 offers tailored investment strategies supported by integrated resources across the Goldman Sachs organization and a range of specialized programs and operational tools.

Robert Rosenhouse is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 1989 and owns an insurance brokerage, Professional Planning Consultants, focusing on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment model.

Raymond Dewar III is a financial advisor with TD Private Client Wealth LLC, holding Series 63, 65, and 66 credentials and 14 years of industry experience. His prior experience includes roles at JP Morgan Securities LLC, JPMorgan Chase Bank, and Bank of America. Outside of his advisory work, he owns and operates an auto parts business on eBay. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of affiliated and third-party investment managers and a range of portfolio solutions including TD Managed Portfolios and TD Guided Portfolios.

Thomas Zirbes is a financial advisor with TLG Advisors, Inc. based in Summit, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at firms such as CRI Securities, North Star Consultants, Park Avenue Securities, and Guardian Life Insurance Company. He is also head of sales at White Swan, a life insurance and sales marketing business. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and fiduciary services, employing manager selection and fundamental analysis within a Modern Portfolio Theory framework to construct diversified portfolios.

Mary Ferrone is a financial advisor with Principal Financial Services in Denville, NJ. She holds a Series 66 designation and has 22 years of industry experience, all with Principal Securities Inc. and Principal Life Insurance Company since 2004. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.