Peter Mancini is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 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 and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.

Steven Ries is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. He previously worked at LPL Financial LLC, Janney Montgomery Scott, LLC, and UBS Financial Services. Ries provides investment advisory services through Private Advisor Group, an independent firm. 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 advisory programs. The firm employs a fiduciary-based model, using technology platforms and a range of investment strategies, often implementing recommendations through third-party managers and TAMPs.

Matthew Ogus is a financial advisor at Corient with a Series 65 credential and four years of industry experience. His prior roles include positions at UBS and RegentAtlantic. In addition to his advisory work, he has experience working in non-financial roles such as at the Hackensack Gold Club. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and utilizes advanced risk management and monitoring tools.

Onofrio Cirianni is a financial advisor at Guardian Life with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life since 2013 and at International Planning Alliance, LLC from 1999 to 2011. Outside of his advisory role, he serves on The College of NJ Men's Soccer Alumni Advisory Board and is involved in fee-based consulting for businesses and estates through Planning Alliance Consulting, LLC. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and investment advisory programs that include model portfolios and hybrid digital solutions.

Brian Mengel is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Ernst & Young Investment Advisers LLP. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes a range of strategic allocation models and proprietary research tools, supported by the broader Goldman Sachs ecosystem, to tailor solutions to client objectives.

Peder Knoth is an investment advisor representative at TLG Advisors, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group Inc, Brandon Brokerage, and John Hancock. Outside of his advisory role, he serves as Vice President of Senior Case Design at Brandon Brokerage. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor portfolio allocations.

Matthew Delricco is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He has worked at Cresset Asset Management, LLC since 2021 and previously spent six years at SEI Investment Company. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due diligence program covering public equities, fixed income, alternatives, real estate, and private markets.

Scott Gutman is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 19 years of industry experience. He previously worked at Edward Jones before joining Private Advisor Group and LPL Financial in 2012. Outside of advising, he is also a published author. 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 employs a fiduciary-based advisory model and uses a variety of investment strategies and technology platforms while offering access to both proprietary and third-party managed account solutions.

Charles Grotyohann IV is a financial advisor with Guardian Life and Park Avenue Securities, holding the CFP® and ChFC® designations and over 38 years of industry experience. His work history includes a long tenure at Park Avenue Securities since 2016. Outside of his advisory role, he participates in a local Rotary Club for networking. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs, including hybrid digital solutions and model portfolio management.

Raymond Steele is a financial advisor at HSBC Securities (USA) Inc. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with HSBC Bank USA, N.A. since 2016. Outside of his advisory role, he owns condominiums in Hilton Head Island, South Carolina, and Peoria, Arizona. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and fully discretionary investment solutions, utilizing a range of model risk profiles and combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

Paul De Biasse is a Series 66-registered financial advisor with Eagle Strategies (NY Life) and has eight years of industry experience. He previously worked at Horizon Wealth Strategies, LLC for five years and spent 12 years with Zignago Glass USA Inc. Eagle Strategies serves a broad mix 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 tailored solutions including fee-based advice and retirement plan consulting, with most assets managed on a non-discretionary basis.

Tyrone Hutchinson is a financial advisor at GWN Securities Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at GWN Securities since 2017, following prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. In addition to advisory work, he is involved in insurance sales, focusing on life insurance, annuities, and related products to assist clients with retirement planning. 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. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs and model portfolios, including traditional, active, and legacy market-timing strategies.

Vijay Singhal is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at firms including Prudential Financial and World Financial Group, and he leads Singhal Financial Group, LLC. Outside of his advisory work, Singhal serves as a county committee man in Piscataway Township, assisting local government by reporting community issues. Transamerica Financial Advisors, LLC serves a diverse client base with investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms. The firm primarily utilizes model portfolios and third-party managers to implement its advisory model, offering services to individual investors, employer plans, trusts, estates, and charitable organizations.

James Parks is a financial advisor with Private Advisor Group, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has 34 years of industry experience and previously worked at LPL Financial and Linsco Private Ledger. Outside of advisory work, he is a Notary and has involvement with non-variable insurance through LTCI Partners. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, offering proprietary and third-party managed account solutions and utilizing various investment strategies implemented directly or through external managers.

Rustam Nurhan is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and 16 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Empire Asset Management. Outside of his advisory work, he serves as a technology consultant for Kings Technical Services Inc. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, businesses, and charitable organizations. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party platforms to deliver a range of investment strategies.

Douglas Duerr is a CFP® professional with 24 years of industry experience, currently serving at Private Advisor Group, LLC since 2013. He has previously worked with LPL Financial, U.S. Financial Advisors, and Equitable Advisors. Duerr also operates a CPA firm providing tax preparation and accounting services. 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 utilizes both proprietary and third-party investment platforms and strategies.

John Venne is a CFP® and ChFC® with over 21 years of industry experience. He is currently with Private Advisor Group, LLC, where he has worked since 2015, and previously held roles at LPL Financial, PNC Wealth Management, and Ameriprise. Outside of his advisory work, he has ownership interests in several business entities established for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a variety of advisory and managed account programs. The firm employs a fiduciary-based advisory model that integrates client goals and risk tolerances with a range of investment strategies and third-party manager solutions.

Sean O'Connor is a financial advisor at Corient with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Columbia Pacific Wealth Management, Lido Advisors, Bank of America, and Merrill. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments where appropriate.

Mohammad Azeem is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at TD Bank N.A., ACUO Consulting, and Silkbank Limited. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Nicole Kramlick is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a large 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, estates, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services.