Eric Fuhrman is a CFA® charterholder with six years of industry experience, currently affiliated with RBC Rochdale, LLC. He previously worked at CNR Securities, LLC, Rice Hall James & Associates, LLC, and HGK Asset Management. Outside of his advisory role, he assists with accounting and administrative matters for a mental health therapy practice co-owned with his wife. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and governmental entities, employing an active, multi-strategy investment process that integrates quantitative models and fundamental analysis. The firm offers portfolio management, sub-advisory, and related services, managing approximately $73 billion in assets across 125 advisors.

Michael Pintar is a CFA® charterholder affiliated with Rockefeller Financial LLC and has three years of industry experience. His prior roles include positions at Alliance Trust Company and Sierra Nevada Wealth Management, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer with a comprehensive investment platform featuring direct portfolio management, third-party managers, and alternative investment solutions.

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.

James Cronin is a CFA® charterholder with 29 years of experience in the financial industry. He has been with Kestra Advisory and Kestra Investment Services, LLC since 2016 and serves as Chief Investment Officer at Integrity Wealth Management, overseeing investment policy and portfolio management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, benchmarking, and investment management supported by due diligence across multiple management 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.

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.

Thomas Mingone is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds the ChFC® designation and has worked previously at Equitable Advisors, AXA Advisors, LLC, and Cmg Financial Planning Ltd. Outside of his advisory work, he serves as Vice Chairman of the board for The Rockland Community Network Inc., a nonprofit providing agricultural educational services to the local school district and community. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to a variety of investment vehicles through a multi-manager, manager selection model.

Christopher Buldo is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Mercer Global Advisors in 2026, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Mercer Global Advisors serves individuals, families, small business owners, and nonprofit organizations by providing investment advisory, financial, tax, retirement, and estate planning services. The firm utilizes a globally diversified investment approach grounded in Modern Portfolio Theory, implementing portfolios with low-cost ETFs, index funds, and other strategies while offering educational content and specialized client programs.

Karol Turner is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. Prior to joining Steward Partners in 2024, Turner worked for Ameriprise and Burklow & Rotella, LLC from 2007 to 2024. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Raymond Smesko is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2012. 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, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Jonathan Karn is a Series 66-credentialed financial advisor at NewEdge Advisors with 11 years of industry experience. He has worked at GWM Advisors, Mid Atlantic Capital Corporation, Bank of America, N.A., and Merrill. Karn also serves as a board member for Colonial Village, a property management organization in Hillsdale, NJ. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support clients and advisors.

Kevin Ross is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. Ross is also involved with Ballast Financial LLC, which operates his LPL business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with both discretionary and non-discretionary portfolio management, financial planning, and a range of managed account solutions. The firm employs a fiduciary advisory model and utilizes various technology platforms and third-party managers to implement client strategies.

Joseph Barbara is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services from 2005 to 2013 before joining Private Advisor Group and LPL Financial in 2013. Outside of his advisory work, he serves as a notary public without charge. 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, utilizing technology platforms and third-party managers to deliver customized investment solutions.

Ryan Mc Kenna is a Series 66-credentialed financial advisor with one year of industry experience. He has worked at Goldman Sachs & Co. LLC since 2025 and previously had a one-year tenure at BlackRock. His background includes four years at Washington and Lee University prior to entering the financial sector. Goldman Sachs Wealth Services advises individual investors, corporate participants, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm tailors strategies using proprietary and third-party analytics, integrating capabilities across the broader Goldman Sachs network.

Brooke Wallace is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ. She holds the Series 66 designation and has one year of industry experience. Her previous roles include positions at Wynkoop Financial and Tsamutalis and Company. Wallace attended Bucknell University from 2021 to 2025. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm utilizes strategic and tactical allocation models alongside proprietary research and offers a wide range of advisory programs and access to alternative investments.

Intaek Oh is a financial advisor with TIAA-CREF in Roseland, NJ, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. Prior to joining TIAA-CREF in 2018, he worked at PNC Bank and PNC Investments for four years. Outside of his advisory role, he is involved in managing a rental property. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm distinguishes between one-time planning services and ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

John Hyland is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 36 years of industry experience. He has been with Private Advisor Group since 2011 and previously worked at LPL Financial and Morristown Financial Group. Hyland serves as a for-profit board member of Mauger and Co. 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 wrap and non-wrap advisory programs. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Megan Yip is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ, holding a Series 66 designation and five years of industry experience. She has worked at Ayco since 2021 and previously held positions with Bank of New York Mellon, Citizens Financial Group, and The Wharton School at the University of Pennsylvania. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office support and Executive Wealth programs. The firm integrates strategic investment approaches and proprietary analytics within the broader Goldman Sachs network to serve clients through various fee structures and operational tools.

Paul Russotto is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with both firms across multiple periods since 2013. Outside of his advisory roles, Russotto serves as President of Matawan LeTip, a non-investment-related organization. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and a range of consulting and financial planning services.

Sagar Shah is a CFA® charterholder and financial advisor with five years of industry experience. He is currently with Corient in Morristown, NJ, where he has worked since 2022. His prior experience includes roles at RegentAtlantic and Livian & Co., among others. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates proprietary and third-party strategies, with continuous portfolio monitoring and risk management tools to align with client objectives.