Jason Frieder is a CFP® with 27 years of experience in the financial services industry. He has worked with Goldman Sachs & Co. LLC since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied and The Ayco Company, L.P./Goldman Sachs & Co. He holds a Series 63 license and is based in Caldwell, NJ. 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 utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Ronan Obyrne is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Fieldpoint Private Securities LLC for eight years and is involved in banking and lending through Fieldpoint Private Bank & Trust. Obyrne is also the founder of Crescent Pine Family Office Group, a boutique firm offering family office-style services to ultra-high-net-worth clients. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account types and integrates a broad network of independent advisors and affiliated entities.

Ryan Dugan is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following seven 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, high-net-worth, corporate, charitable, and institutional clients. The firm provides tailored solutions through centralized investment resources and integrates services across affiliates, such as banking and retirement consulting, to deliver comprehensive wealth management.

Adam Handler is a financial advisor at Centaurus Financial, Inc. with 15 years of industry experience. He holds the Series 66 designation and previously worked at Parkland Securities, Spc, Sigma Financial Corporation, Ic Advisory Services Inc., and The Investment Center Inc. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, using both discretionary and non-discretionary arrangements with a variety of analytical approaches.

Russell Zamloot is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and bringing four years of industry experience. He has previously worked at Avantax Advisory Services and LPL Financial. In addition to his advisory work, Zamloot operates a CPA firm providing tax preparation and accounting services. 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 various third-party asset management programs.

Jennifer Mcmanemin is a financial advisor at &PARTNERS with 29 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Advisors and Merrill. Outside of her advisory role, she manages JCM10, LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm combines investment advisory and brokerage services, employing a variety of portfolio management strategies through the Envestnet platform and offers services ranging from financial planning to investment banking.

Kevin Wright is a Series 66 licensed financial advisor with seven years of industry experience, currently serving at Goldman Sachs Wealth Services since 2021. Prior to this, he worked at The Ayco Company, L.P./Mercer Allied from 2019 to 2021. Outside of finance, he holds a silent partnership stake in a bar and restaurant business. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and delivers customized advisory support through integrated strategies and a broad range of affiliated services.

George Filepp is a CFP®-certified financial advisor with 34 years of industry experience, currently with GWN Securities Inc. since 2014. He has operated his own tax and accounting service as a sole proprietor since 1973. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across over 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options.

Oksana Gniza Yurchenko is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2021, following prior roles including four years at Icap Corporates LLC. Citigroup Global Markets serves individual and institutional clients across a range of segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research, and roles as a swap dealer and futures commission merchant.

Samuel Bodner is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. He has been with Goldman Sachs & Co. LLC since 2025 and previously worked at Double Diamond Investment Group and Crestmont Country Club. His professional experience in the industry begins in 2025. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management solutions, leveraging a comprehensive range of strategies and resources within the broader Goldman Sachs ecosystem.

Paul Purwin is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2014. He is also co-owner of Longwave Financial, LLC, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custodial services.

Susan Kolan is a financial advisor with TD Private Client Wealth LLC based in Bernardsville, NJ. She holds Series 63 and Series 65 licenses and has five years of industry experience. She has worked with TD Private Client Wealth LLC since 2020 and has been with TD Bank N.A. since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm’s investment approach combines strategic and tactical asset allocation with affiliated and third-party sub-managers through various portfolio offerings.

Jeremy Welther is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2012. He is based in Madison, New Jersey, and holds a Series 63 license. Outside of his advisory role, he acts as a trustee overseeing the administration of non-investment-related trusts. Mariner Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by internal research and third-party managers, with additional offerings in tax integration and financial wellness solutions.

Jonathon Allen is a CFP® and holds a Series 66 license, with 10 years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at LPL Financial and Parks Wealth Management. 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 a range of portfolio management and financial planning services and utilizes multiple third-party asset management programs and model strategists.

Wilfred Warrick is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at Pinnacle Financial Service, MPower America, LLC, and World Financial Group, Inc., among others. Outside of advisory work, he assists Medicare-eligible individuals with Medicare plan selection and enrollment. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement its advisory approach through a large network of advisors and multiple program platforms.

Eric Lindstrom is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Prior to joining GWN Securities in 2015, he worked for the Paterson School District for 17 years. Outside of his advisory role, he coaches a youth baseball team as part of the North Jersey Cardinals. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of investment strategies through a large network of advisors.

Dominique Fisichella is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to this, he was employed at The Ayco Company, L.P./Mercer Allied and held various roles at St. John's University and Pico. 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 utilizes centralized investment resources and offers tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.

Matthew Diquollo is a CFP® with 11 years of experience in the financial advisory industry. He currently works at Beacon Pointe Advisors, LLC and has previously held roles at Glenmede Trust Company and Mariner Wealth Advisors. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach, utilizing third-party independent managers and quantitative due diligence processes, and sponsors proprietary investment vehicles and private funds.

Richard Piazza is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 19 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves as treasurer for Second Chance Stables, a nonprofit organization, and consults on the St. Patrick School Endowment Committee. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Kathy Hay is a CFP®-certified financial advisor with 10 years of industry experience. She is affiliated with Guardian Life and works through Park Avenue Securities in Florham Park, NJ. Her prior roles include positions at Hillside Advisors and a period of unemployment before joining Guardian Life and Park Avenue Securities. Outside of her advisory work, she serves as a trustee at Franklin and Marshall College and is a session member at Wyoming Presbyterian Church. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.