Raelynn Harlach is a ChFC® credentialed financial advisor with 19 years of industry experience, currently with Valic Financial Advisors. Her prior experience includes roles at Agia and Prudential-related firms. She also works as an agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Michael Tambini is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Private Advisor Group since 2015 and previously spent seven years at PNC Wealth Management. 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 managed account solutions including its proprietary WealthSuite platform and alternative investments. The firm operates on a fiduciary advisory model and utilizes both third-party managers and technology platforms to implement investment strategies tailored to client goals and risk tolerances.

Robert Fowler is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 66 credential and has 24 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and Fcg Advisors LLC. Outside of his advisory work, he serves as a board member for a charity sponsoring and mentoring needy Catholic high school students and is a finance committee member for New Eyes for the Needy. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple third-party investment platforms for individual, high-net-worth, and institutional clients. The firm’s advisers use a combination of fundamental and technical analysis and may manage accounts on both discretionary and non-discretionary bases.

Dennis Hall is a financial advisor with \u0026Partners, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Bank of America, N.A., and Merrill. He is also the owner of DRH Wealth Advisors and DRH Wealth Management LLC, both financial advisory and wealth management businesses based in Florham Park, NJ. Outside of finance, he works as an events van driver. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting through a combination of proprietary and third-party strategies using the Envestnet platform and NFS brokerage infrastructure.

Kim Luthy is a CFP® with 37 years of industry experience, currently serving at Kestra Advisory since 2020. Her prior roles include positions at Allied Wealth Partners and Securian Financial Services. Outside her advisory work, she teaches financial education courses and founded The Vision Network, which connects women through vision board activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, 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.

Stephanie Rondon is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. She has worked at Goldman Sachs Ayco since 2021 and previously held roles at Advantage XPO, Freshpair.com, Inc, and Harvest Restaurants. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and provides tailored offerings such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated services.

Jack Desantis Jr. is a financial advisor at Cetera Planning Partners with 26 years of industry experience. He holds a Series 66 designation and has worked at various firms within the Cetera and Avantax networks. In addition to his advisory role, he serves as treasurer for multiple political candidate committees. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and provides investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolio allocations aligned with client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, and estate planning through third-party providers.

Roland Prestenback III is a CFP® with 16 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2017. He has also been associated with LPL Financial since 2010. NewEdge Advisors is a large registered investment adviser firm serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a variety of portfolio management and consulting services using multiple program structures, centralized due diligence, and technology tools to support client and advisor needs.

Jack Zotti is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott since 2012. Janney Montgomery Scott LLC is a large, dually registered 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, estates, and institutional clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Eric Schenk is a CFP® professional with 12 years of industry experience, currently with Rockefeller Financial LLC. Prior to joining Rockefeller in 2025, he spent 11 years at UBS Financial Services. 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, financial planning, and consulting services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services.

Paul Aris is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott since 2018, with prior experience at Bank of America and Merrill. Outside of advising, he serves as an adjunct business professor at Fordham University's Gabelli School of Business and is a member of the board of directors for the Wharton Club of New Jersey. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, and institutional clients, offering brokerage, financial planning, consulting, and advisory programs supported by in-house and third-party portfolio management.

Jack Wiener is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Wells Fargo Advisors for 13 years before joining &PARTNERS. Wiener is also the owner of JLJ Advisors, LLC, a financial practice based in Florham Park, NJ. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies using the Envestnet platform.

Leigh Russo is a CFP® professional with 12 years of experience in the financial services industry. She is currently with Mariner and has held roles at MSEC, LLC and Cambridge Investment Research. Russo serves on the finance committee of Executive Women of New Jersey. Mariner provides comprehensive wealth management and financial planning services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm offers customized, discretionary portfolios supported by an internal investment team and integrates tax, accounting, and family office services alongside traditional portfolio management.

Samuel Hardy is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining TD in 2026, he worked at Nest Investments BD LLC and Nest Investments LLC from 2023 to 2026, and has held positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. among other firms. Hardy also operated Hardy Solutions from 2022 to 2023. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm employs a portfolio construction approach combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Terence Coyle is a financial advisor at Private Advisor Group, LLC with 47 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at Private Advisor Group since 2011, LPL Financial since 2004, and WS Griffith Securities, Inc. from 2002 to 2004. Outside of advising, he is involved in several insurance-related businesses, including offering non-variable insurance and selling occasional disability income policies. 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 employs a combination of proprietary technology platforms and third-party managers to deliver diversified investment strategies.

Michael Santana is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. His prior experience includes five years at Merrill and roles in education at Rutgers Business School and Union County College. Outside of finance, Santana owns and manages an online retail cigar business, Santana Cigars. 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 investors. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Grace Guingon is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Regency Wealth Management, Liberty University, and Columbia Bank New Jersey. Outside of finance, her background includes roles in education and camp administration. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including financial planning, retirement consulting, investment management, and brokerage services, utilizing both proprietary strategies and third-party model portfolios.

Davy Granados is a financial advisor at Private Advisor Group, LLC with credentials including the Series 66 designation. He has experience working in both financial services and the veterinary and retail sectors, including roles at LPL Financial, Fortius Financial LLC, and VCA Madison Animal Hospital. Granados’s background also includes work in the pet care and diving industries. 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’s advisory model is fiduciary-based and incorporates proprietary technology platforms and third-party managers to deliver a range of investment strategies.

Leonard Cheah is a financial advisor at TLG Advisors, Inc. in Summit, NJ, with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including GWN Securities, Inc. and The Leaders Group Inc. Outside of advisory work, he is a co-founder and CFO of Good Fire Co., a hot sauce brand, and OC Tech, a company focused on developing creator ERP systems. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, offering portfolio management, financial planning, and investment fiduciary services. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and provides a digital investment program called Starlight Portfolios.

Chris Naum is a financial advisor at Centaurus Financial, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial and Ic Advisory Services. Outside of advising, he is involved in tax preparation and accounting through CHN Life Planning Services LLC and serves as a FINRA arbitrator. He also has roles in mortgage and real estate services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting with both discretionary and non-discretionary arrangements, employing a range of fundamental and technical investment analyses.