Andrew Newman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior experience includes five years at Wells Fargo Advisors before joining Private Advisor Group and LPL Financial in 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm combines fiduciary-based advisory services with a range of investment strategies and technology platforms, often utilizing third-party managers and model portfolios from major strategists.

Luis Tagliaferro is a financial advisor with Eagle Strategies (NY Life) based in Chester, NJ. He holds a Series 66 designation and has three years of industry experience. Prior to his current role at Eagle Strategies and affiliated firms, he worked at Bank of America and Merrill. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Daniel Riordan III is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 13 years before joining Rockefeller in 2025. 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 offers a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides access to alternative investment vehicles through its Private Advisor model and consolidated investment platform.

Michele Phillippi is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Valic Financial Advisors since 2019 and previously held positions at OneAmerica Securities and American United Life. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Michael Goetze is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He has held roles at Goldman Sachs since 2023 and previously worked at Hodges Ward Elliott and Village Paint Supply Inc. Outside of finance, his background includes involvement with Graydon Summer Day Camp. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, leveraging centralized investment resources and a range of tailored offerings.

Aaron Maciak is a financial advisor with Oppenheimer in Florham Park, NJ, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Ameriprise Financial Services and self-employment ventures. Outside of his advisory work, he works part-time as a caddy at Crestmont Country Club on weekends. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment and consulting services delivered on both discretionary and non-discretionary bases, combining strategic asset allocation with tailored portfolio management.

Kenneth Hopkins is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and 12 years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2022. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment approaches through a large network of independent advisers and offers services such as portfolio management, retirement plan consulting, and financial planning.

Darin Gartland is a CFP® professional with 23 years of experience in financial advising. He has worked at Mariner since 2020 and previously spent 16 years at Wealth Health, LLC, with additional experience at The MDE Group, Inc. Mariner serves a diverse range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, retirement plan consulting, and other services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers, offering a broad set of strategies and notable tax and accounting integration features.

Mitchell Schor is a financial advisor with TIAA-CREF in Roseland, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with TIAA-CREF and TIAA since 2007. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Stefan Cherneski is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with TLG Advisors, Inc., with 12 years of industry experience. He has held roles at Advisor Solutions Inc, The Leaders Group Inc, and Underwriters Brokerage Services. Outside his advisory work, he is involved in wholesale insurance sales and owns a wholesale insurance business. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm’s investment approach emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and a direct-to-consumer digital program called Starlight Portfolios.

Louis Iovine is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Sanctuary Securities, Inc. prior to his current role. Outside of finance, he was involved with Party Perfect Rentals from 2015 to 2018. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisers who use a range of investment approaches and platforms, offering discretionary and non-discretionary management solutions.

Angela Londergan is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 26 years of industry experience and has worked at Morris Financial Services and Commonwealth Financial Network since 2005. Outside of her advisory role, she has been involved with the Parsippany Child Day Care Center since 1998. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Michael Guarino III is a financial advisor at Private Advisor Group, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Edward Jones prior to joining Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s advisory model is fiduciary-based and combines direct portfolio management with selecting third-party managers and model portfolios from well-known strategists.

Lisa Gallo is a financial advisor with TIAA-CREF in Roseland, NJ, holding a CFA® designation and Series 63 license. She has one year of experience at TIAA-CREF and has been with the broader TIAA organization since 2018. Prior to joining TIAA, she worked at Heathland Asset Management LLC for 11 years. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, utilizing both model and customized portfolios.

Dominick Caprarola is a financial advisor with Private Advisor Group, LLC, holding Series 66 and Series 65 licenses and five years of industry experience. He has worked at LPL Financial, LLC since 2020 and joined Private Advisor Group in 2023. 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, utilizing a range of investment strategies and technology platforms while providing access to both proprietary and third-party managed account solutions.

Carlos Navarro is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has prior experience at Monmouth University. He also previously operated Cesar's Window Cleaning Service. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging proprietary research, strategic allocations, and an extensive affiliated network within the Goldman Sachs ecosystem.

Shawn Steffens is a financial advisor with Commonwealth Financial Network who holds a Series 66 designation and has 25 years of industry experience. He is co-owner of Steffens Financial Corp., where he has worked alongside his role at Commonwealth since 2014. Outside of his advisory work, he serves as a caregiver. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad advisory platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Allan Vera is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently affiliated with GWN Securities Inc. and serves as president of Vera Capital Management, LLC, managing retirement funds for families in Chester, NJ. His prior roles include positions at Gradient Advisors, American Portfolios Financial Services, and operating Vera Reliable Car Service. Outside of advisory work, he is involved in selling annuities and life insurance through related business activities. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs, incorporating portfolios managed by both affiliated and unaffiliated sub-advisers. The firm utilizes a range of strategies including market-timing and momentum-based approaches alongside model-based asset allocation.

William Aaron is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and three years of industry experience. His work history includes roles at Merrill Lynch and Bank of America, along with prior experience in academic settings at the University of Southern California and Loyola University Maryland. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Bryan Corbitt is a CFA® charterholder with 15 years of industry experience. He is currently an advisor at Mercer Global Advisors Inc. in Morristown, NJ. His prior experience includes roles at Northwestern Mutual Wealth Management Company and The Prudential Insurance Company of America. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other specialized strategies.