Christopher Turso is a CFP® affiliated with Cerity Partners LLC and has four years of industry experience. His prior roles include positions at Round Table Wealth Management and Northwestern Mutual. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Mark Macdonald is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has been involved with Advanced Wealth Preservation, LLC since 2014. Outside of his advisory role, he manages a college planning consulting business focused on college selection, admission, and preparation. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients such as sovereign wealth funds, employing a variety of discretionary investment strategies and supporting a large advisor network.

Aaron Berlow is a financial advisor with Lincoln Investment in Cranford, NJ, holding a Series 66 designation and one year of industry experience. He also serves as Vice President of Strategy and Operations at Wildenstein & Co., Inc., where he oversees strategic direction and operational analysis, particularly within the art and real estate sectors. Additionally, he is the owner of Amber USA LLC, a leather goods manufacturing business. Lincoln Investment is a large enterprise advisory and broker-dealer that serves individual and high-net-worth investors, trusts, charities, and retirement plans, including a focus on educators and 403(b)/457(b) programs. The firm employs a combination of advisor-led consulting, strategic model portfolios, and third-party managers supported by an in-house Investment Management & Research team.

Jerome Delsordo is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 19 years at The AYCO Company, L.P. and its affiliates. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging integrated resources across the Goldman Sachs ecosystem.

Robert Kelly is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Farther since 2021. His prior experience includes roles at Bank of America, Merrill, JPMorgan Chase Bank, and Grisanti Capital Management. He is a trustee for Imagine, A Center for Coping with Loss, a nonprofit providing free grief services to children. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and discretionary investment management. The firm’s approach is based on Modern Portfolio Theory, using bespoke and algorithmic model portfolios primarily invested in ETFs, mutual funds, equities, and fixed income.

Michael Desaulnier is a CFP® with 24 years of experience in the financial advisory industry. He has worked at Private Advisor Group, LLC and LPL Financial since 2012, and previously held positions at Stifel, Ryan Beck & Co., and J. B. Hanauer & Co. Outside of advisory work, he is involved in tax preparation and accounting services in Morristown, NJ. 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 uses a variety of investment strategies and technology platforms.

Tahra Wohlert is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked at several firms, including The Ayco Company, L.P./Mercer Allied and Ameriprise Financial Services. Goldman Sachs Wealth Services serves a broad client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm integrates strategic allocation models and proprietary research tools within the broader Goldman Sachs ecosystem to tailor investment solutions to client objectives.

Daniel Erben is a financial advisor at Oppenheimer with 25 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Oppenheimer in 2026, he worked at TD Private Client Wealth LLC and TD Bank N.A. from 2018 to 2026, and managed family investment entities from 2005 to 2018. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs including asset management, consulting, and retirement services, with advisory oversight that includes both discretionary and non-discretionary account management.

Miguel Gonzalez is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and over 22 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2012, and previously held roles at Chase Investment Services Corp., Wells Fargo Clearing, and Merrill. 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 utilizes a fiduciary-based advisory model with a variety of investment strategies and technology platforms while offering access to proprietary and third-party managed account solutions.

James Clark is a Series 66 licensed financial advisor with 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 provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored offerings through a combination of discretionary and non-discretionary managers within a large integrated financial group.

Daniel Odell is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Oppenheimer since 2007 and previously was with Ameriprise Advisor Services, Inc. from 2003 to 2007. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, with services delivered on both discretionary and non-discretionary bases.

Montaha Khatib is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides unique market roles such as swap dealing and futures commission merchant services.

William Hart is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 43 years of industry experience. He has worked at Private Advisor Group since 2011 and has prior experience at LPL Financial, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including its proprietary WealthSuite. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management or manager selection, utilizing both in-house and third-party strategies supported by technology platforms.

Trevor Musum is a financial advisor with Lincoln Investment based in Warren, NJ, holding a Series 66 designation and three years of industry experience. Prior to joining Lincoln Investment in 2023, he worked with S.A.F.E. Benefits Consulting Group and has experience in various roles including at Florida State University and Adelphia Wine Market. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team and third-party managers, with a focus on tailored, advisor-led client solutions.

William Marbit is a financial advisor with Primerica Advisors based in New York, NY. He holds a Series 66 designation and has 19 years of industry experience. His work history includes positions at Park Avenue Securities and Guardian Life Insurance Company. He is also licensed to sell insurance products with companies other than Guardian. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios and third-party investment managers to implement diversified investment strategies.

Michael Carides is a CFP® professional with three years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. His background includes roles at Wealth Enhancement Group and Equitable Advisors, as well as experience outside finance in retail and education. Wealth Enhancement Advisory Services is an enterprise firm managing over $122 billion in assets for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach that blends passive and active management, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

David Cassin is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Northwestern Mutual entities. He also serves as an agent for non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-based individual investors, including 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 models and operating on a large scale with over 1,200 advisors.

Gretchen Walz is a financial advisor with Bankers Life Advisory Services, Inc., holding CFP® and Series 63 credentials and bringing 18 years of industry experience. She has worked with Bankers Life and its related entities since 2005, including roles at Bankers Life Advisory Services and Bankers Life Securities. In addition to her advisory work, she is also an insurance agent with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Jason Burd is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and was employed by the Philadelphia Eagles for nine years prior to his financial services career. 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 that includes portfolio management and access to a range of managed account solutions and third-party strategists.

Ray Hawkins is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, he worked at AEPG Wealth Strategies from 2011 to 2019. Hawkins is also involved with Wealth Enhancement Group’s non-variable insurance activities. 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 management, supported by research and an internal Investment Committee.