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 with Oppenheimer, holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with Oppenheimer since 2017, with a brief period as a student before and during his early career at the firm. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, investment consulting, and retirement planning.

Luis Granados is a CFP® professional with 18 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial since 2014. He previously worked at Edward Jones from 2008 to 2014. 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 offers proprietary and third-party managed account solutions, employing a fiduciary-based advisory model that incorporates various investment strategies and technology platforms.

Timothy Daly is a financial advisor with Janney Montgomery Scott LLC in Montvale, NJ, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior work includes positions at Stifel Nicolaus & Co Inc, Citigroup Global Markets, Wells Fargo Clearing, and Prudential Equity Group. 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, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering a range of brokerage services, financial planning, consulting, and advisory programs.

William Lewis is a CFP® with 28 years of industry experience, currently with Steward Partners Investment Advisory, LLC. He previously worked at Burklow & Rotella, LLC and Ameriprise. Lewis is also engaged in managing the closure of two non-investment-related businesses he owns. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services through a range of proprietary and third-party solutions.

Evan Gutman is a financial advisor at Key Investment Services LLC with 4 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services, he worked at KeyBank and has experience in roles outside the financial sector, including at Uber and Penn State Housing and Food Service. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary investment options and integrates services from KeyCorp affiliates.

Robert Wrage is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, and he has been with Citigroup-affiliated firms since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke discretionary solutions for very large client relationships.

Jonathan Caplan is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. He holds a Series 63 designation and previously worked at Mariner Independent Advisor Network, Atlas Private Wealth Advisors, and Caplan Capital Management, Inc., where he served as president. He continues to be involved with Caplan Capital Management, Inc. in an investment advisory capacity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary platforms and third-party managers. The firm operates a fiduciary-based advisory model combining client goals with multiple investment strategies and technologies.

Matthew Palusak is a financial advisor at &Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Merrill Lynch. Outside of his advisory role, he owns and operates MP Marketing and Management LLC, a marketing and management business. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, retirement-plan consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies, managing accounts on discretionary and non-discretionary bases.

Rohan Jacob is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Accenture Operations Services and American International Group. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers customized financial planning and portfolio management supported by strategic allocation models and specialized programs such as Private Family Office services and Financial Wellness offerings.

Nicholas Samara is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at Madison Wealth Planners and LPL Financial. Before entering finance, he spent nine years with Madison Public School and four years at Rowan University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement consulting through both discretionary and non-discretionary approaches. The firm employs a fiduciary-based model that utilizes technology platforms and a variety of investment strategies, often implementing advice via third-party managers and advisory programs.

John Horn is a financial advisor at Steward Partners Investment Advisory, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at CFRA Research for six years and Warburg Pincus for two years. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, financial planning, and managed account services.

Ryan Coughlin is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. His work history includes multiple roles at Goldman Sachs and Boston College. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a range of platforms supported by proprietary analytics and integration with the broader Goldman Sachs ecosystem.

Michael Wasik is a Series 66-credentialed advisor with six years of industry experience, currently affiliated with Guardian Life and its subsidiary Park Avenue Securities. His prior experience includes roles at Bleakley Financial Group, LPL Financial LLC, and Private Advisor Group. In addition to his advisory work, he is involved in selling insurance outside of Guardian. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, alongside a range of integrated financial planning, consulting, and lending solutions.

Richard Harrison is a financial advisor with Kestra Advisory, holding the ChFC® designation and a Series 63 license. He has 50 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services since 2000. Harrison is also the owner of The Harrison Group, an insurance business he has operated since 1975. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, investment advice, and employee education, and manages approximately $79.8 billion in assets, serving clients that include large institutional investors.

Yooran Cho is a financial advisor with PNC Wealth Management in Little Falls, NJ. He holds a Series 66 designation and has been with PNC since 2022, including roles at PNC Bank prior to his current position. His background includes experience in tax consulting and education. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithmic risk assessment and approved model strategies executed via mutual funds and ETFs.

Daniel Polizzano is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His prior work includes roles at Morgan Stanley and Citigroup Global Markets. He is based in Morristown, NJ. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based advisory model combines direct portfolio management with the selection of third-party managers and employs multiple investment strategies supported by technology platforms.

Thomas Grant is a CFP® professional with 24 years of industry experience, currently working at Private Advisor Group, LLC. His prior experience includes roles at LPL Financial, Grove Point Investments, and H.Beck, Inc., among others. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with fiduciary-based portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions including its proprietary WealthSuite platform and utilizes both discretionary and non-discretionary investment approaches.

David Elwood is a CFP® professional with over 32 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His career includes roles at Raymond James Financial Services, Wells Fargo Clearing, and Citigroup Global Markets. He is involved in assisting clients with wealth management through Steward Partners Global Advisory and owns The Elwood Wealth Management Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.