Max Stupak is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He has held positions at Goldman Sachs & Co. LLC since 2023 and previously worked at Kesef Accounting Services. 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 access to specialized programs and alternative investments, leveraging integrated resources across the broader Goldman Sachs ecosystem.

Dylan Honig is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he worked at Savills and Goodwin Procter. He holds a background in academia, having attended Syracuse University and Staples High School. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary portfolio management.

Adam Skot is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding a Series 66 credential and 15 years of industry experience. He has been with GWN Securities since 2016. Outside of his advisory role, he is involved in selling life and health insurance on a commission basis. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies within some of its legacy programs.

John Crowe is a financial advisor at Cetera Planning Partners with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Avantax and Headquarters Advisory Group. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment process emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by a range of ancillary services such as tax planning, bookkeeping, and estate-planning solutions.

Pierce Enxuto is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he was affiliated with Seton Hall University for multiple periods between 2020 and 2025. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs with a tailored approach supported by strategic allocation models, manager selections, and a range of fee structures, leveraging capabilities across the broader Goldman Sachs ecosystem.

Brian Kazanchy is a CFA® charterholder with 20 years of industry experience, currently serving at Corient. He previously worked for RegentAtlantic for 18 years before joining Corient and related entities. Outside of his advisory role, he is president of two rental real estate businesses. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm follows a goals-based, team investment approach combining internal strategies with third-party managers and employs various risk management tools to align portfolios with client objectives.

Andrew Roberts is a CFP® with 10 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His career includes eight years at Fidelity Brokerage Services, LLC and multiple roles within Beacon Pointe Advisors and its affiliated insurance services. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual, corporate, pension, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

William Angelo is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds a Series 65 designation and concurrently practices as a Certified Public Accountant at Angelo & Associates CPAs PC, where he provides tax advice and tax preparation services. He is also licensed to sell insurance and offers certain insurance products on a commission basis, separate from his investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates multiple investment strategies and technology platforms, often implementing advice through third-party managers and third-party asset management programs.

William Mcnair is a CFP® and CFA® with 25 years of industry experience, currently serving at Kestra Advisory since 2016. He also holds leadership roles in Preferred Pensions LLC and U.S. Financial Services, where he oversees retirement plan services and assists with wealth management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, and investment management supported by comprehensive due diligence. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Jane Desmond is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds a Series 66 designation and has worked previously at United Capital Financial Advisers, LLC and The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides 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 integrated financial group affiliates to offer tailored wealth management solutions.

Barron Natelli is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with Oppenheimer since 2017, with a brief period as a student before and during his early career at the firm. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, investment consulting, and retirement planning.

Max Kaplan is a financial advisor at &PARTNERS with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and ERISA consulting services using a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Luis Granados is a CFP®-certified financial advisor with 17 years of industry experience. He has worked at Private Advisor Group, LLC and LPL Financial since 2014, following six years at Edward Jones. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides managed account solutions through proprietary and third-party platforms and employs a fiduciary-based advisory model that includes working with well-known strategists such as Fidelity, BlackRock, and Invesco.

David Sebastian is a financial advisor at Kestra Advisory with 26 years of industry experience. He holds the Series 66 designation and has been involved with Kestra Advisory since 2016. Sebastian is also the president and owner of Sebastian Wealth Management Group, LLC, where he focuses on comprehensive wealth management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including large institutional investors and sovereign wealth funds.

Khionne Awer is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains a combination of institutional scale and unique market roles, including in-house research, swap dealer registration, and futures commission merchant activities.

Jonathan Caplan is a financial advisor at Private Advisor Group, LLC with 21 years of industry experience. He holds a Series 63 designation and has worked at firms including Mariner Independent Advisor Network and Atlas Private Wealth Advisors. Since 1996, he has also served as President of Caplan Capital Management, Inc., providing discretionary investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates technology platforms and a range of investment strategies, often utilizing third-party managers and managed account solutions.

Matthew Palusak is a financial advisor at &Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Merrill Lynch. Outside of his advisory role, he owns and operates MP Marketing and Management LLC, a marketing and management business. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, retirement-plan consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies, managing accounts on discretionary and non-discretionary bases.

Dennis Huergo is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and ChFC® designations and seven years of industry experience. His prior roles include positions at Altfest Personal Wealth Management, Facet Wealth, and New York Life. He also serves as an adjunct professor at Seton Hall University’s Stillman School of Business, teaching the CFP curriculum to undergraduates. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, guided by an internal Investment Committee and supported by quantitative and fundamental research.

Andrea Perrone is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including HSBC Bank USA National Association and Arive Capital Markets before joining Citigroup in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Rohan Jacob is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Accenture Operations Services and American International Group. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers customized financial planning and portfolio management supported by strategic allocation models and specialized programs such as Private Family Office services and Financial Wellness offerings.