David Scordato is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and having 37 years of industry experience. He has been with PNC Investments LLC since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithmic risk assessment and investment strategies managed by PNC or third-party strategists.

Michael Wasik is a financial advisor with Guardian Life and holds a Series 66 designation. He has six years of industry experience and has previously worked at firms including Bleakley Financial Group, LPL Financial, and Park Avenue Securities. In addition to his advisory role, he also sells insurance outside of Guardian Life. Guardian Life’s subsidiary Park Avenue Securities offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides a range of discretionary and non-discretionary advisory services supported by in-house and third-party portfolio managers.

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.

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.

Susan Hoyt is a Series 66 licensed financial advisor with 33 years of industry experience. She has been with Sanctuary Advisors, LLC and Sanctuary Securities, Inc. since 2022, and previously worked at Merrill from 2013 to 2022. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who manage portfolios through various advisor-directed programs, Separately Managed Accounts, and Unified Managed Accounts, employing multiple analytical approaches and offering both discretionary and non-discretionary account management.

Stephen Derosa is a financial advisor with GWN Securities Inc. in Watchung, NJ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, he serves as Vice President of Jost Financial, a registered investment advisory firm, where he focuses on client relationships and marketing. 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 supports about 423 advisors and manages approximately $3.65 billion across more than 37,000 accounts, offering a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

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 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.

John Finney is a CFP® with 40 years of experience in the financial services industry. He currently works at Beacon Pointe Advisors, LLC and has previously held positions at firms including Bleakley Financial Group, LPL Financial, Private Advisor Group, and Northwestern Mutual. In addition to his advisory role, Finney is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base including individuals, corporations, and institutional investors. The firm employs a combination of proprietary asset-allocation modeling and third-party independent managers across active and passive strategies in both public and private markets.

Nathaniel Siegel is a financial advisor at TLG Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Lockton Investment Advisors, LLC. He is also Senior Vice President and Director of Executive Benefits at Vanbridge, an EPIC company. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

William Wright is a CFP® with 41 years of industry experience. He is currently affiliated with TLG Advisors, Inc. and has previously worked at Allegis Advisor Group, VOYA Financial Advisors, and Financial Professionals Group. Outside of his advisory role, he is involved in business development and insurance sales activities, including work with eldercare referral services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

David Hill is a CFP® professional with 16 years of experience in financial advising. He has worked at Mariner Wealth Advisors and Brinton Eaton before joining Mariner. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through customized investment management, financial planning, and retirement plan consulting. The firm combines internal research with third-party managers and offers integrated tax services and family office solutions alongside traditional portfolio management.

John Gannon is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Private Advisor Group since 2016 and previously spent five years at LPL Financial. He is also affiliated with Shembe & Gannon, LLC, a CPA affiliate program based in Basking Ridge, NJ. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and provides access to proprietary and third-party managed account solutions.

Virendra Tavathia is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at firms including MassMutual Life Insurance Co and Woodbury Financial Services. Tavathia is also the managing owner of Amogh Associates LLC, an independent insurance agency specializing in life, health, and related insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, with a focus on tailored investment strategies supported by third-party asset managers.

Scott Silver is a financial advisor at Lido with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lido Advisors since 2025. Prior to that, he held positions at Fountainhead AM, Fountainhead Capital Management, and Mass Mutual Investors Services. Silver serves as Finance Trustee of the Reeves-Reed Arboretum in Summit, NJ. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Leena Gupta is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Transamerica Financial Advisors since 2023. In addition to her advisory role, she has been a high school math teacher with the Jersey City Board of Education since 2004. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, supporting discretionary and non-discretionary management options.

James Perhacs is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including PAG Financial LLC, Private Advisor Group, LPL Financial, and Morristown Financial Group. 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 uses a fiduciary-based advisory model and a variety of investment strategies, often implementing advice through third-party managers and technology platforms such as Orion and Pontera.

Bruce Hyde is a financial advisor at Cerity Partners Retirement Plan Consultants with 13 years of industry experience. He holds a Series 65 designation and previously worked at Round Table Wealth Management for 10 years before joining Cerity Partners in 2022. Cerity Partners Retirement Plan Consultants advises plan sponsors on defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and administrative support. The firm emphasizes asset-allocation driven model portfolios, written investment policy statements, and ongoing monitoring, managing most assets on a non-discretionary basis.

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.