Aron Lukacs is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 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 leverages centralized investment resources and a range of tailored offerings, delivering services through both direct and partner programs within a large integrated financial group.

Julian Montaque Williams is a financial advisor at PNC Wealth Management with seven years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at TD Bank N.A., TD Private Client Wealth LLC, and HSBC Securities (USA) Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessment and invests in mutual funds and ETFs.

Scott Hirsch is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Valic Financial Advisors since 2015 and also holds a position at Agia involving non-securities insurance products. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology to manage approximately $29.2 billion for nearly 300,000 clients.

Demitri Patsilivas is a financial advisor at TLG Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has held roles at The Leaders Group Inc, Union Bridge Capital, Coretek Services, and Avaya Inc. Outside of his advisory work, he serves as Director of Operations at Union Bridge Capital in Pittsburgh. 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 services such as investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, with a distinctive mix of traditional and direct-to-consumer investment programs.

Joanne Danckwerth is a financial advisor at TIAA-CREF with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with TIAA and TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides model portfolio and customized portfolio management under a fiduciary standard and serves as adviser to a donor-advised fund.

Philip Pascarella is a financial advisor at Benjamin F. Edwards & Company, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Wells Fargo Clearing and Fidelity. Pascarella has been with Benjamin F. Edwards & Company since 2013. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement consulting, and investment management utilizing proprietary strategies and third-party models.

Clark Silverstein is a financial advisor with SPC in Cedar Knolls, NJ, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at firms including The Investment Center Inc and Ic Advisory Services Inc. In addition to his advisory role, he is engaged in independent life insurance sales, reviewing client policies and assisting with life, disability, and long-term care insurance applications. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm delivers tailored and discretionary advice through a large advisory network and offers various managed account programs and partnerships with third-party advisors.

Rebecca Novin Cannon is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has served as a trustee for multiple family trusts and is an executrix of an estate. Cannon also volunteers as a board member of the Jewish Federation of Greater Metrowest. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement consulting, and a variety of investment advisory programs.

Michael Mccumiskey is a Series 65 licensed advisor with three years of industry experience, currently with Cetera Planning Partners. He has held roles at several firms, including Avantax Planning Partners and MPM Advisory, LLC, where he provides outsourced accounting support to small and medium-sized businesses. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm incorporates diversified mutual fund and ETF allocations tailored to client objectives, and provides additional services such as tax planning, bookkeeping, and estate planning through affiliated providers.

Kevin Zebrowski is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Zebrowski has worked at several firms, including Regal Investment Advisors, Regulus Financial Group, and MassMutual. He is the founder and owner of Protection Red LLC, a business providing investment solutions to firefighters and first responders. 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 services such as portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Douglas Shirley is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade, among others. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm utilizes a combination of affiliated and third-party sub-managers within its portfolio construction and employs a wrap fee structure that differentiates it from many peers.

Christopher Alberti is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, Alberti is an independent insurance agent offering life, disability, accident, health, and long-term care insurance, as well as fixed insurance products through Shockproof Insurance LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Terrence Norton is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with PNC Investments since 2008 and worked at Merrill from 2003 to 2008. Outside of his advisory role, he has been involved as a landlord in a non-investment business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and manages portfolios via approved strategies with mutual funds and ETFs.

Evan Gallipoli is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following eight years at The AYCO Company, L.P./Mercer Allied. Gallipoli serves as a board member of Servant's Heart Ministry Corporation, a nonprofit organization based in Paterson, NJ. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored wealth management solutions integrated within a large financial group.

Richard Samara is a CFP®-designated financial advisor with over 42 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial since 2014 and previously worked at Summit Equities, Inc., Summit Financial Resources Inc., and Chase Investment Services Corp. He is based in Morristown, NJ. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management, financial planning, and consulting services. The firm employs a fiduciary-based advisory model that incorporates both proprietary and third-party investment strategies supported by various technology platforms.

Theodore Butynes is a financial advisor at Goldman Sachs Wealth Services, holding a Series 66 designation with one year of industry experience. His prior work includes roles within Goldman Sachs & Co. LLC and Risk Placement Services, Inc. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering services such as financial planning, portfolio management, and specialized executive wealth programs. The firm employs tailored allocation models and a range of fee arrangements, leveraging capabilities across the broader Goldman Sachs ecosystem.

Sonia Morales Rodriguez is a CFP® with nine years of industry experience, currently with Mariner in Madison, NJ. She previously worked at Mariner Wealth Advisors and its Madison office for two years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Mary Earl is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her career includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Co. Outside of her advisory work, she serves as president of two tennis clubs, the Eagle Rock Racquet Club in Vermont and the Westfield Tennis Club in New Jersey. 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 manages approximately $3.65 billion across more than 37,000 accounts and offers a range of investment programs, including traditional asset allocation and legacy momentum-based strategies.

Michael Cear is a financial advisor at Farther with 26 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and 66. Prior to joining Farther in 2026, he worked at Summit Financial, LLC and Purshe Kaplan Sterling Investments, among other firms. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm’s investment approach uses Modern Portfolio Theory, proprietary model portfolios, and algorithmic rebalancing, incorporating ETFs, mutual funds, individual securities, and AI tools under internal controls.

Zachary Dunning is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked previously at The Ayco Company, L.P./Mercer Allied, Dana Distributors, Northwestern Mutual, Southern New Hampshire University, and MB&L Parking Solutions. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm integrates centralized investment resources and a range of affiliated services to deliver tailored wealth management solutions.