Daniel Polizzano is a financial advisor at Private Advisor Group, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Private Advisor Group and LPL Financial since 2012. Private Advisor Group serves a diverse client base, including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and access to third-party asset managers and turnkey platforms.

Thomas Grant is a CFP® professional with 24 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, having previously worked with Grove Point Investments and H.Beck, Inc. Grant has also been involved with Prestige Title Agency for over a decade. Private Advisor Group serves a diverse clientele including individuals, business entities, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, providing access to multiple advisory programs and third-party asset managers through a broad network of investment adviser representatives.

David Elwood is a CFP® professional with over 30 years of experience in the financial industry. He is currently affiliated with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Elwood holds Series 63 and Series 65 licenses and operates The Elwood Wealth Management Group as a support business. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment adviser managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Nathan Pugliese is a CFP® and ChFC® with 28 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at Ameriprise Financial Services, Inc., Summit Financial, LLC, and LPL Financial. 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 and employs a diversified investment approach combining passive and active managers, overseen by an internal Investment Committee.

Justin Spagnuolo is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. Prior to joining the firm, he had roles outside finance, including working at Erini Restaurant and Franklin Avenue Middle School. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, employing a combination of strategic and tactical asset allocation through affiliated and third-party managers.

John Finney is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior roles include positions at Bleakley Financial Group, LPL Financial, and Private Advisor Group. Outside of advisory work, he is also an insurance agent with Beacon Pointe Insurance Services, LLC, focusing on life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach, utilizing third-party independent managers selected through a formal due-diligence process and supported by platforms such as Envestnet UMA.

John Gannon is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Private Advisor Group since 2016, LPL Financial since 2011, and Shembe & Gannon, LLC since 2000. He is involved with Schembre & Gannon, LLC, a CPA affiliate program based in Basking Ridge, NJ. Private Advisor Group, LLC is an SEC-registered advisory firm managing 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 a range of portfolio management and financial planning services and utilizes multiple platforms and third-party asset managers to tailor investment strategies.

James Perhacs is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at PAG Financial LLC and Private Advisor Group, LLC since 2011 and 2020 respectively, and has been associated with Morristown Financial Group, LLP and LPL Financial since 2001. 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 and separately managed account strategies.

Ethan Dawson is a Series 66-licensed advisor with Goldman Sachs Wealth Services, based in Morristown, NJ, and has three years of industry experience. Prior to joining Goldman Sachs, he held roles with 13th Street Bikes, Uncle Oogies Pizzeria, and Fairleigh Dickinson University. 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 tailored strategies supported by proprietary research, a range of fee arrangements, and access to affiliated Goldman Sachs capabilities.

Frank Castellvi is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Ascensus and Lord Abbett & Co., LLC. He is currently based in Wyckoff, NJ. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s approach relies on proprietary modeling and portfolio oversight by Morningstar Investment Management, focusing on asset allocation, contribution rates, and retirement age guidance.

David Nadeau is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes positions at Empower Retirement, Wells Fargo Bank NA, Fidelity Investments, and Freedom Mortgage Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and select retail brokerage account holders. The firm’s approach includes point-in-time financial plans and managed account solutions integrated with Empower’s recordkeeping and administrative platforms.

Michael Mccaffrey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Co of America since 2011 and has been associated with International Planning Alliance, LLC since 2000. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a wide range of retail clients including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various platforms and account types.

Aron Lukacs is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years at 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and a range of tailored offerings, delivering services through both direct and partner programs within a large integrated financial group.

Joanne Danckwerth is a financial advisor at TIAA-CREF with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with TIAA and TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides model portfolio and customized portfolio management under a fiduciary standard and serves as adviser to a donor-advised fund.

Philip Pascarella is a financial advisor with Benjamin F. Edwards & Company, Inc. in Morristown, NJ. He holds Series 63 and Series 66 credentials and has 27 years of industry experience, including 13 years with his current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations through various fee-based wrap programs, financial planning, and consulting services. The firm offers a range of managed investment strategies monitored by an Investment Strategy Committee and integrates custody, execution, and trading services within its platform.

Laura Nguyen is a financial advisor at Janney Montgomery Scott with three years of industry experience. She holds the Series 66 designation and has previously worked at Prudential Financial Inc and Stifel. 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, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Clark Silverstein is a financial advisor with SPC, holding Series 66 and Series 63 credentials and 18 years of industry experience. His career includes roles at Ic Advisory Services Inc, The Investment Center Inc, and Platinum Corp Services, Llc. In addition to his advisory work, he is involved in independent life insurance sales, reviewing client policies and processing new life, disability, and long-term care insurance applications. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporations. The firm supports hundreds of advisors delivering tailored and discretionary investment advice through various account programs and maintains notable affiliations with broker-dealers and insurance agencies.

Rebecca Novin Cannon is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has served as a trustee for multiple family trusts and is an executrix of an estate. Cannon also volunteers as a board member of the Jewish Federation of Greater Metrowest. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement consulting, and a variety of investment advisory programs.

Yitzchak Felberbaum is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 credential and one year of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, Be Insured Agency, and Yeshivas Mir. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Evan Gallipoli is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following eight years at The AYCO Company, L.P./Mercer Allied. Gallipoli serves as a board member of Servant's Heart Ministry Corporation, a nonprofit organization based in Paterson, NJ. Goldman Sachs Wealth Services offers 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 range of discretionary and non-discretionary managers, providing tailored wealth management solutions integrated within a large financial group.