Nathan Pugliese is a CFP® and ChFC® with 28 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at Ameriprise Financial Services, Inc., Summit Financial, LLC, and LPL Financial. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, overseen by an internal Investment Committee.

John Finney is a CFP® professional at Beacon Pointe Advisors, LLC with 41 years of industry experience. His prior roles include positions at Bleakley Financial Group, LPL Financial, Private Advisor Group, and Northwestern Mutual. In addition to his advisory work, he is an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base including individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and offers customized reporting and education for retirement plans.

Nathaniel Siegel is a financial advisor with TLG Advisors, Inc. He holds Series 65 and Series 63 licenses and has 13 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Lockton Investment Advisors, LLC, and The Leaders Group Inc. Outside of his work at TLG Advisors, he serves as Senior Vice President and Director of executive benefits at Vanbridge, an EPIC company. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm specializes in investment supervisory services, portfolio management, and financial planning, employing manager selection and Modern Portfolio Theory to build diversified portfolios, often through sub-advisors and program platforms.

William Wright is a CFP® with 41 years of industry experience. He is currently affiliated with TLG Advisors, Inc. and has previously worked at Allegis Advisor Group, VOYA Financial Advisors, and Financial Professionals Group. Outside of his advisory role, he is involved in business development and insurance sales activities, including work with eldercare referral services. 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 investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

David Hill is a CFP® professional with 16 years of experience in financial advising. He has worked at Mariner Wealth Advisors and Brinton Eaton before joining Mariner. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through customized investment management, financial planning, and retirement plan consulting. The firm combines internal research with third-party managers and offers integrated tax services and family office solutions alongside traditional portfolio management.

John Gannon is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Private Advisor Group since 2016 and previously spent five years at LPL Financial. He is also affiliated with Shembe & Gannon, LLC, a CPA affiliate program based in Basking Ridge, 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 provides access to proprietary and third-party managed account solutions.

Leena Gupta is a financial advisor with Transamerica Financial Advisors in Short Hills, NJ, holding Series 63, Series 65, and Series 66 licenses and five years of industry experience. She has been with Transamerica since 2023 and has a longstanding role as a high school math teacher with the Jersey City Board of Education since 2004. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment models.

James Perhacs is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including PAG Financial LLC, Private Advisor Group, LPL Financial, and Morristown Financial Group. 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 uses a fiduciary-based advisory model and a variety of investment strategies, often implementing advice through third-party managers and technology platforms such as Orion and Pontera.

Ethan Dawson is a Series 66-licensed advisor with Goldman Sachs Wealth Services, based in Morristown, NJ, and has three years of industry experience. Prior to joining Goldman Sachs, he held roles with 13th Street Bikes, Uncle Oogies Pizzeria, and Fairleigh Dickinson University. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies supported by proprietary research, a range of fee arrangements, and access to affiliated Goldman Sachs capabilities.

Frank Castellvi is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Ascensus and Lord Abbett & Co., LLC. He is currently based in Wyckoff, NJ. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s approach relies on proprietary modeling and portfolio oversight by Morningstar Investment Management, focusing on asset allocation, contribution rates, and retirement age guidance.

Michael Mccaffrey is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Guardian Life and its affiliate, GUARDIAN LIFE INSURANCE CO of AMERICA, since 2011, and previously worked at International Planning Alliance, LLC from 2000 to 2011. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm uses a combination of advisor-led discretionary management and model-based strategies, along with proprietary and third-party platforms, to tailor client relationships and provide access to insurance products and alternative investments.

Aron Lukacs is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm uses tailored allocation models and both discretionary and non-discretionary implementations, supported by proprietary research and integrated capabilities across the broader Goldman Sachs organization.

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, holding Series 66 and Series 63 designations and having 19 years of industry experience. He has worked at several firms including Ic Advisory Services Inc, The Investment Center Inc, and Platinum Corp Services, Llc. Outside of his advisory role, Silverstein is involved in independent life insurance sales and operates under the name Longview Asset Management LLC. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice primarily through its SIGMA Managed Account and other programs, supported by a broad advisory network and strategic partnerships.

Rebecca Novin Cannon is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials with 23 years of industry experience. She has served as an advisor at Park Avenue Securities and Guardian Life since 2016. Outside of her advisory role, she serves as a trustee for several family trusts and is a volunteer member of the Board of Trustees for the Jewish Federation of Greater Metrowest. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory options.

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.