Samuel Berger is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Sanctuary Securities, Inc. and Fieldpoint Private. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates a large network of independent representatives and offers a range of solutions including discretionary and non-discretionary programs, separately managed accounts, and retirement plan advisory services.

Mario Meola is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2010. Outside of his advisory role, he owns and operates Chimney Rock Financial, a multi-line insurance business, and is involved in life insurance brokerage through Primary Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily on a non-discretionary basis through third-party asset manager platforms and financial planning. The firm combines client-directed implementation with approaches such as asset allocation, diversification, and fundamental and technical analysis.

Nicholas Schmidt is a financial advisor at &PARTNERS with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services, LLC, and Veritable L.P. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a mix of proprietary and third-party investment strategies across fundamental, technical, and quantitative analysis.

Griffin Mcparland is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs AYCO Personal Financial Management. Outside of advisory work, he is involved in a financial services and insurance business under a DBA. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and access to third-party managers. The firm utilizes a variety of discretionary and model-based portfolio strategies, including market-timing and momentum-based approaches in select legacy programs.

Mark Van Houten is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He has been with Janney since 2006 and is also associated with GJ-MAC Enterprises, LLC, d/b/a Home Instead. He holds Series 63 and Series 66 credentials. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

Joseph Mc Grath is a financial advisor at Mariner with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at US Bank and teaching positions at William Paterson University. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized services such as tax coordination and Core Family Office solutions. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, alongside comprehensive tax and administrative capabilities uncommon among large advisory enterprises.

John Bannan is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with GWN Securities since 2016. Outside of advisory services, he is president of Bannan Financial Group LLC, an entity used as his DBA. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs, financial planning, and access to third-party managers. The firm combines discretionary portfolio management with model-based allocations and employs both affiliated and unaffiliated sub-advisers, offering strategies that include market-timing and momentum-based approaches.

Alexi Maher 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 since 2021. His prior experience includes multiple roles at Pennsylvania State University and positions in education and club management. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and combines resources across Goldman Sachs affiliates to deliver tailored investment solutions.

Jack Santora is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. Prior to joining Goldman Sachs in 2024, he worked at Equitable Advisors and held various roles outside the financial sector, including positions at Commvault and Rutgers University. Goldman Sachs Wealth Services offers comprehensive financial planning and investment management to individual and high-net-worth clients, corporate participants, and institutional investors. The firm leverages centralized investment resources and integrates a range of affiliated services, including banking and retirement consulting, to provide tailored wealth management solutions.

Diane Aurelio is a CFP® and Series 66 designated advisor with 17 years of industry experience. She has been with Transamerica Retirement Advisors, LLC since 2014, including roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement planning guidance, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

John Murphy is a financial advisor with Private Advisor Group, LLC, holding the Series 63 designation and bringing 43 years of industry experience. He has been with Private Advisor Group since 2011 and has also worked with LPL Financial since 2003. Outside of his advisory role, Murphy serves as a volunteer firefighter with the Morris Township Fire Department. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, 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 custody and reporting through multiple custodians.

Jason Grantz is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63, 65, and 66 licenses and four years of industry experience. He previously worked at Unified Trust Company for 12 years, followed by roles at American Trust and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Elizabeth Blanchard is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has worked at Kestra Advisory since 2016 and previously was with Sopher Financial Group for two decades. Blanchard is also the owner and president of Front Porch Financial LLC, where she continues to provide financial advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary services, employee education, and plan-level investment advice while managing approximately $79.8 billion in assets and serving a range of clients from plan sponsors to sovereign wealth funds.

Adam Fried is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 29 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 25 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate and employer-sponsored participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging a combination of discretionary and non-discretionary managers within a large integrated financial group.

Stephanie Parente is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her prior roles include positions at Fritz's and Magic Fountain. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jared Zahn is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and beginning his advisory career in 2025. Prior to entering the financial advisory field, he worked at Cushman & Wakefield and Robert Half. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled 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, consulting, and brokerage services through a large network of advisors.

Robert Scrabis is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He previously worked at Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and METLIFE Securities Inc. Outside of his advisory role, he is a band member of Blue Highways and Sheriff Restless. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custodial services.

Adam Gutkin is a financial advisor at TD Private Client Wealth LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CITI for ten years before joining TD in 2021. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers and offers portfolio management, financial planning, and custody services.

Michael Caggiano is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held various positions including roles at Quinnipiac University and Jenkinsons Parking. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies supported by proprietary research, alternative investments, and integrated services across the Goldman Sachs ecosystem.

Michael Finetti is a financial advisor at Mariner with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Key Client Fiduciary Advisors. Before entering the financial industry, he was employed at the University of Delaware and West Essex High School. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and integrates tax and accounting services alongside traditional portfolio management.