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.

Pamela Johnson is a financial advisor with Eagle Strategies (NY Life) in Edison, NJ, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at Eagle Strategies since 2025 and is also associated with Ponce & Associates LLC, a firm she manages that brokers non-registered insurance products. Pamela is a passive investor in Carlyle private equity funds. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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 financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs Ayco Personal Financial Management since 2021 and previously held roles at Allstate and SUNY New Paltz. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of investment and advisory capabilities.

Patrick Sullivan is a financial advisor with Private Advisor Group, LLC, holding CFP®, ChFC®, and Series 63 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 1997 and has been affiliated with Private Advisor Group since 2011 and PAG Financial since 2020. Sullivan also consults with a private equity firm on matters related to broker-dealer and RIA operations. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates proprietary and third-party managed account solutions using various investment strategies and technology platforms.

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.

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.

Mary Pucciarelli is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 credentials and 41 years of industry experience. Her prior work includes roles at Reilly Financial Group, Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and METLIFE Securities Inc. She also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of clients nationwide. The firm provides a comprehensive adviser-support platform, including managed-account programs and access to third-party asset managers, while acting as a wrap-fee program sponsor and back-office provider.

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.

Vincent Dotti is a financial advisor at OSAIC Institutions, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise and Royal Alliance Associates. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a model that delegates investment analysis to its representatives while maintaining firm supervision, combining broker-dealer registrations with access to alternative investments and lending solutions.

Charles Churchill is a financial advisor at Citigroup Global Markets with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including HSBC Securities, Merrill, UBS Financial Services, and Chase Investment Services. Churchill has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, as well as brokerage and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Boureima Diallo is a CFP® professional with four years of industry experience, currently serving at Transamerica Financial Advisors. He has a long-standing association with United Financial Services and the Transamerica Agency Network, where he has been involved in recruiting, training, and business development since 2002. Diallo also engages in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and digital platforms, serving clients through an extensive advisor network.

Helder Samagaio is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years at 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, corporate participants, 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.

Andrew Newman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior experience includes five years at Wells Fargo Advisors before joining Private Advisor Group and LPL Financial in 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm combines fiduciary-based advisory services with a range of investment strategies and technology platforms, often utilizing third-party managers and model portfolios from major strategists.

Larry Daniels III is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously with Encompass More Asset Management LLC and Verity Asset Management. Outside of his advisory role, he is an attorney specializing in real estate law and serves as New York Market President for C-Suite for Christ, an organization focused on Christian business practices. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining internally managed and third-party models, discretionary asset management, and financial planning services.

Daniel Riordan III is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 13 years before joining Rockefeller in 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides access to alternative investment vehicles through its Private Advisor model and consolidated investment platform.

Michele Phillippi is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Valic Financial Advisors since 2019 and previously held positions at OneAmerica Securities and American United Life. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Michael Goetze is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He has held roles at Goldman Sachs since 2023 and previously worked at Hodges Ward Elliott and Village Paint Supply Inc. Outside of finance, his background includes involvement with Graydon Summer Day Camp. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, leveraging centralized investment resources and a range of tailored offerings.