Jonathan Gerrard is a financial advisor with TLG Advisors, Inc. He holds a Series 66 credential and has eight years of industry experience. His work history includes roles at Gerrard Advisors LLC, The Leaders Group, Inc., Douglas Gerrard, TIAA-CREF, Merrill, and Penn Mutual Life Insurance Company. He is involved with Gerrard Advisors LLC, supporting administrative and operational functions related to life insurance and pension plan cases. TLG Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring, utilizing fundamental analysis and Modern Portfolio Theory, and offers portfolio management and financial planning services through a network of independent advisors and sub-advisors.

Rohit Bhalla is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Bhalla is currently affiliated with Sanctuary Securities, Inc. and Sanctuary Advisors LLC. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a network of independent advisors and sub-advisors to implement diverse investment strategies.

James Mcbratney is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Private Advisor Group since 2014 and has also worked with LPL Financial since 2007. Outside of his advisory work, he is involved in restaurant ownership through Cafe Disicilla Inc. Private Advisor Group, LLC manages over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate 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 coordinating services through multiple custodians.

Matthew Mckenna is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Ameriprise and Royal Alliance Associates. Outside of his advisory role, he serves as President on the Board of Directors for the NJ Wrestling Official Association NE Chapter and officiates high school wrestling. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements, financial planning, and access to alternative investments. The firm’s notable features include a predominance of non-discretionary assets and integrated broker-dealer/adviser status with extensive networking arrangements.

Jack Worth is a financial advisor at Rockefeller Capital Management with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Northwestern Mutual, and UA Design. Rockefeller Capital Management is an enterprise firm with 157 advisors, offering comprehensive wealth management and investment services.

David Sprung is a CFP® with four years of industry experience, currently serving with Schwab Wealth Advisory in Jersey City, NJ. He has worked at Charles Schwab & Co., Inc. since 2022 and has prior experience in various roles including entrepreneurship with College Movers & Junk Hauling. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations without exercising discretionary trading authority. The firm operates within the Schwab ecosystem, utilizing standard asset allocation models and research tools to support client decisions.

Evan Imfeld is a financial advisor at Private Advisor Group, LLC with 11 years of industry experience. He holds the Series 66 designation and has been with Private Advisor Group and LPL Financial since 2015. Outside of his advisory role, he is involved with Anchor Financial Associates, a local insurance agency assisting with underwriting processes. Private Advisor Group, LLC manages 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 discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.

Edwin Colvin Jr. is a financial advisor with Tlg Advisors, Inc. and holds the Series 63 and Series 65 licenses, with 41 years of industry experience. He has been associated with Capitas Financial LLC and The Leaders Group, Inc. since 2009. Outside of his advisory roles, he is a partner and agent at Pinnacle Group, which supports life insurance and annuity brokerage services. 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 comprehensive financial planning, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory.

Haibo Liang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses. Liang has been with the firm since 2026 and has prior experience in self-employed rental property management and work with LegentCom Photonics. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA and provides various platform features such as securities-backed lending and bank deposit sweeps.

Mark Gori is a Series 66-licensed advisor with six years of industry experience. He is currently affiliated with TLG Advisors, Inc. and The Leaders Group Inc. Prior to these roles, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. TLG Advisors, Inc. serves a diversified client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both advisor-managed and direct-to-consumer investment programs.

Melissa Weisz is a CFP® and CFA® with 14 years of industry experience. She currently serves at Corient and has previously worked at RegentAtlantic and Wechter Feldman Wealth Management, Inc. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and includes private fund capabilities through affiliated platforms.

Brian Flynn is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Hightower Advisors, where he has worked since 2026. Prior to this, he held roles at Journey Strategic Wealth LLC, Magnus Financial Group, Purshe Kaplan Sterling Investments, Inc., and Dynasty Wealth Management, LLC. Flynn is also an independent insurance broker, dedicating less than 10% of his business hours to this activity. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and diversified portfolio construction.

Kimberly Visco is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 15 years of industry experience. She has been with Private Advisor Group and affiliated with LPL Financial since 2015. 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 discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Scott Borg is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He has been with Citigroup Global Markets since 2016 and holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles including in-house research, security pricing, and futures commission merchant activities.

Keith Cannella is a financial advisor with PNC Wealth Management in Millburn, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with PNC Investments since 2005. PNC Wealth Management offers retail brokerage and advisory services through various model‑based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment and third-party managed model strategies executed with mutual funds and ETFs. This employee-only pilot program features annual rebalancing and incorporates affiliated cash-sweep and revenue-sharing arrangements.

Mark Rieger is a CFP® professional with three years of experience currently with Brookstone Capital Management LLC. He is also the managing partner of The Pediatric Center, a medical practice, where he has been involved since 1993. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Matthew Kanakis is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America N.A., and Merrill. Outside of finance, he has experience in the restaurant industry, having worked at Molaoi Restaurant Corp and Kabooz's Bar & Grill. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and a Managed Account program while operating as a broker-dealer and insurance agency.

Mark Caprarola is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2015. Outside of his advisory role, he is involved in non-variable insurance through several entities. 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, and access to third-party asset management programs.

Ronald Volpe is a financial advisor with HSBC Securities (USA) Inc. and HSBC Bank USA N.A. with 21 years of industry experience. He holds Series 66 and Series 63 licenses and has worked primarily within HSBC-affiliated firms since 2008. Outside of his advisory role, he volunteers at St Clare Church, assisting with religious instruction and supervising children. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and fully discretionary investment programs, employing a risk-profile-based asset allocation approach supported by HSBC Global Asset Management and third-party providers.

Marc Leibowitz is a financial advisor at Oppenheimer with 28 years of industry experience. He has been with Oppenheimer since 2010 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he volunteers as chairman of the lecture program for the University Club in New York City and serves as a volunteer armed guard for his local house of worship in Short Hills, NJ. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation and manager selection to meet client objectives, with accounts reviewed periodically.