David Greenberg is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He serves as president of Integrated Planning Concepts LLC, where he advises clients on health insurance matters, and acts as an ambassador for the Morris County Chamber of Commerce. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, businesses, and organizations, combining advisor-led management with model-based strategies and offering a range of financial planning and consulting solutions.

Ralph Currie is an advisor at Brookstone Capital Management LLC with a Series 65 credential and no prior industry experience. His work history includes roles at Brookstone Capital Management and International Financial Advisory Group, along with experience at Lindeken Farms. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, options-enhanced strategies, and proprietary funds, while also serving as a sub-advisor to other advisory programs.

Daulton Carlisle is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds a Series 66 designation and has prior experience with Vanguard Marketing Corporation, The Vanguard Group, Inc., and Equitable Advisors, LLC. Outside of his financial career, he has worked at Chester Valley Golf Club and The Golf Zone. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Kenneth Detz is a financial advisor with Guardian Life in Parsippany, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Guardian Life since 2014. In addition to his advisory role, he is involved in the sale of long-term care insurance, fixed annuities, group medical insurance, and life insurance outside of Guardian. Guardian Life's subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of tailored financial planning and consulting services, combining advisor-led discretionary management with model-based strategies supported by proprietary and third-party platforms.

Sarah Equils is a CFP® professional affiliated with Beacon Pointe Advisors, LLC. She has one year of industry experience and previously worked at Lighthouse Financial Advisors and multiple banking institutions. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including high-net-worth individuals and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across various asset classes.

Brian Daly is a financial advisor with Guardian Life in Raritan, New Jersey, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Guardian Life Insurance Co of America for 20 years. Daly is also involved in managing an LLC through which he sells non-Guardian insurance products. Guardian Life’s subsidiary, 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 range of financial planning and consulting services, combining advisor-led management with model-based strategies and proprietary programs, supported by platforms such as Envestnet and Pershing.

Kathryn Dougherty is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds the Series 66 designation. Prior to her current role, her work history includes positions at Goldman Sachs & Co. LLC and various other roles outside the financial sector. Goldman Sachs Wealth Services advises individual investors, corporate clients, executives, plan sponsors, and institutions, providing financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic and tactical allocation models and offers clients a variety of platforms and fee arrangements, leveraging resources across the Goldman Sachs organization.

Paul De Sisto is a CFA® charterholder with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at M&R Capital Management Inc for 12 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and retirement consulting services.

Anthony Marino is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2016, with prior roles at Ameriprise, Private Advisor Group, LPL Financial, and RBC Capital Markets. Outside of his advisory work, Marino is involved in a music performance group as a guitar player. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services, employing various portfolio management strategies on both discretionary and non-discretionary bases.

Gregory Auerbach is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. He has held roles at Goldman Sachs & Co. LLC since 2021 and previously worked at The Ayco Company, L.P./Mercer Allied for 13 years. He holds a Series 66 designation. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, corporate participants, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging proprietary research, tactical allocation models, and integrated capabilities across Goldman Sachs affiliates.

Louis Seaman is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds the ChFC® designation and Series 63 license, and has 12 years of industry experience. Seaman has worked with Eagle Strategies since 2026 and has been with affiliated New York Life entities since 2012. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Kenneth Furman is a financial advisor at Mariner Wealth Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and Fidelity Investments. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides notable integrated tax and accounting services, including administrative CFO capabilities.

Sanjeev Segan is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies since 2013 and has a broader tenure with New York Life and its affiliates dating back to 2007. In addition to his advisory role, he is an independent contractor brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement plan advisory services. The firm provides a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Sarah Melzer is a financial advisor with Hightower Advisors in Madison, NJ, holding Series 65 and Series 63 licenses and seven years of industry experience. Her prior roles include positions at Bay Point Wealth and Raymond James & Associates. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm employs a multi-manager approach emphasizing manager selection and offers a range of portfolio management and financial planning services.

Katie Clark is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. She has previously held roles at Simplicity Investments and Brian K Adams & Associates. In addition to her advisory work, she is an executive director and co-national sales manager at BKA Financial, LLC, where she is involved in advanced insurance planning and business operations. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm uses fundamental analysis and Modern Portfolio Theory to create diversified portfolios and offers both traditional portfolio management and a digital program called Starlight Portfolios.

Darrin Miles is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior experience includes roles at New York Life, NYLIFE Securities, and The Prudential Insurance Company of America. Outside of his advisory work, he serves as a facilitator for Real World Academy, a nonprofit providing youth development services such as life skills training and budgeting. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kyle Carrocino is a CFP® with 15 years of industry experience and has been with GWN Securities Inc. since 2016. He is also licensed as an agent in fixed life insurance, long-term care insurance, health and disability insurance, as well as fixed and fixed indexed annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning options. The firm employs a mix of discretionary portfolio management, model portfolios, and selective sub-adviser allocations, with a noted history of market-timing and momentum-based strategies in certain legacy programs.

Daniel Serrano Torres is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Bankers Life in various advisory roles. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management and operates within a vertically integrated group that offers affiliated funds and donor-advised fund advisory services.

Liwen Li is a financial advisor with Transamerica Financial Advisors based in Piscataway, NJ. She holds Series 65 and Series 63 licenses and has four years of industry experience. In addition to her advisory role, Liwen co-owns Vert Global LLC, a firm providing immigration consulting services. 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 a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Elizabeth Newman is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. She has worked at Valic Financial Advisors since 2013 and also serves as an agent at Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.