Karol Turner is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. Prior to joining Steward Partners in 2024, Turner worked for Ameriprise and Burklow & Rotella, LLC from 2007 to 2024. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered 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 investment advisory, financial planning, pension consulting, and managed account programs.

Kevin Ross is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. Ross is also involved with Ballast Financial LLC, which operates his LPL business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with both discretionary and non-discretionary portfolio management, financial planning, and a range of managed account solutions. The firm employs a fiduciary advisory model and utilizes various technology platforms and third-party managers to implement client strategies.

Joseph Barbara is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services from 2005 to 2013 before joining Private Advisor Group and LPL Financial in 2013. Outside of his advisory work, he serves as a notary public without charge. 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, utilizing technology platforms and third-party managers to deliver customized investment solutions.

Philip Deangelis is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at TD Private Client Wealth LLC and TD Bank N.A. since 2017, as well as earlier experience with State Farm’s Bob Witmer Agency. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm uses strategic and tactical asset allocation combined with both affiliated and third-party sub-managers to construct portfolios, providing ongoing portfolio management, financial planning support, and custody services.

Ryan Mc Kenna is a Series 66-credentialed financial advisor with one year of industry experience. He has worked at Goldman Sachs & Co. LLC since 2025 and previously had a one-year tenure at BlackRock. His background includes four years at Washington and Lee University prior to entering the financial sector. Goldman Sachs Wealth Services advises individual investors, corporate participants, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm tailors strategies using proprietary and third-party analytics, integrating capabilities across the broader Goldman Sachs network.

Brooke Wallace is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ. She holds the Series 66 designation and has one year of industry experience. Her previous roles include positions at Wynkoop Financial and Tsamutalis and Company. Wallace attended Bucknell University from 2021 to 2025. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm utilizes strategic and tactical allocation models alongside proprietary research and offers a wide range of advisory programs and access to alternative investments.

Intaek Oh is a financial advisor with TIAA-CREF in Roseland, NJ, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. Prior to joining TIAA-CREF in 2018, he worked at PNC Bank and PNC Investments for four years. Outside of his advisory role, he is involved in managing a rental property. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm distinguishes between one-time planning services and ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Victor Kossowicz is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and TD Ameritrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio solution currently available to select employees. The firm’s approach uses algorithm-driven risk assessment and approved third-party strategies, focusing on mutual funds and ETFs with annual rebalancing.

Jeffrey Edwards is a financial advisor at TLG Advisors, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including TIAA-CREF and Highland Capital Brokerage. Outside of his advisory role, he serves as a Regional Vice President managing life insurance sales and distribution. TLG Advisors serves a diverse client base ranging from individuals to institutional investors, offering investment supervisory services, portfolio management, and financial planning. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and offers both traditional management and a direct-to-consumer digital platform known as Starlight Portfolios.

John Hyland is a financial advisor with Private Advisor Group, LLC and holds a Series 63 designation. He has 36 years of industry experience, including over 15 years at Private Advisor Group and concurrent roles at Morristown Financial Group and LPL Financial since 1997. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting among other services. The firm employs a fiduciary-based advisory model utilizing both proprietary and third-party investment strategies and technology platforms.

Megan Yip is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ, holding a Series 66 designation and five years of industry experience. She has worked at Ayco since 2021 and previously held positions with Bank of New York Mellon, Citizens Financial Group, and The Wharton School at the University of Pennsylvania. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office support and Executive Wealth programs. The firm integrates strategic investment approaches and proprietary analytics within the broader Goldman Sachs network to serve clients through various fee structures and operational tools.

Sagar Shah is a CFA® charterholder with four years of industry experience. He is currently with Corient, where he has worked since 2022, and has prior experience at firms including RegentAtlantic and Livian & Co. Shah is based in Morristown, NJ. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and customized asset allocation.

Alex Dimartino is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial, LLC, and has held roles in both academic and business settings, including Babson College and Gentle Giant Moving Company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and leverages technology platforms and third-party managers to deliver tailored investment strategies.

Donald Link is a CFP® professional with 26 years of industry experience. He is currently with NewEdge Advisors and has prior experience at LPL Financial and Private Portfolio Partners. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent adviser representatives. The firm offers a broad range of portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a variety of program structures and technology tools to support advisor and client needs.

Jacob Weiss is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and has been with Goldman Sachs since 2026. His prior experience includes roles at E Rate Solutions Group, Grodsky, Caporrino & Kaufman, and Amelias by the Sea, as well as academic positions during his studies at Bucknell University and Colts Neck High School. Goldman Sachs Wealth Services advises a diverse range of clients, including individuals, executives, plan sponsors, and institutions, offering financial planning, portfolio management, and specialized wealth programs. The firm leverages integrated capabilities across the Goldman Sachs ecosystem to tailor investment strategies and provide access to alternative investments and various advisory services.

David Burns is a CFA® charterholder with 11 years of industry experience. He is currently with TIAA-CREF and has been with the firm since 2023, previously working at Tiaa since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing managed account services using model portfolios or customized management under a client-approved investment policy.

John Malcolm is a CFP®-credentialed financial advisor with 26 years of industry experience. He has worked at GWN Securities Inc. since 2018 and previously spent eight years with AIG Retirement Advisors. Additionally, he is an independent agent for life, accident, health, sickness, and long-term care insurance. GWN Securities Inc. 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 more than 37,000 accounts and offers a range of investment programs, including traditional asset allocation and legacy market-timing and momentum strategies.

Thomas Cawley is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 21 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth programs, tailoring strategies through integrated resources across the Goldman Sachs ecosystem.

Michael Downey is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including over three decades with New York Life Insurance Company and more than two decades with Nylife Distributors LLC. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutional sponsors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Daniel Rosenthal is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has worked at Private Advisor Group since 2016 and has also been associated with Ibex Wealth Advisors and LPL Financial during his career. Rosenthal provides tax preparation services as an additional business activity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates proprietary technology platforms and access to third-party managers and strategies.