Maria De Los Reyes is a Series 66-licensed financial advisor with 19 years of industry experience. She currently works at TD Private Client Wealth LLC and TD Bank N.A., having previously held positions at Wells Fargo Advisors, UBS Financial Services, LPL Financial, Morgan Stanley, and Citigroup Global Markets. 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 clients, utilizing strategic and tactical asset allocation through portfolios that include both affiliated and third-party sub-managers.

Fei Yiu is a financial advisor with HSBC Securities (USA) Inc. in Chatham, NJ, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. Outside of his advisory work, he volunteers at the International Badminton Center in Edison, NJ, assisting with member sign-in and closings. HSBC Securities (USA) Inc. offers managed account programs to a variety of clients, including individuals, retirement accounts, charitable organizations, and corporations, with a range of client-directed and discretionary investment options. The firm’s investment approach combines strategic and tactical asset allocation developed with HSBC Global Asset Management and utilizes affiliated and third-party providers for fund selection and administrative services.

James Graham IV is a Series 66 credentialed financial advisor with 23 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at Lincoln Financial Advisors Corp and LPL Financial LLC. Outside of his advisory work, he is involved in selling non-variable insurance products including term life and universal life insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based approach combines client goal assessment with portfolio management and model portfolio selection from leading strategists, utilizing multiple investment strategies and technology platforms.

Joseph Iovino is a financial advisor with Oppenheimer in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Oppenheimer since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Michelle Nocito is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at LPL Financial, Ameriprise, PNC Wealth Management, Cetera Investment Services, and Ryan Beck & Co. She serves as an elected member of the Voorhees Township Committee and works as an adjunct professor at Camden County College. 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 offers a fiduciary-based advisory model that includes discretionary and non-discretionary services, managed account solutions, and access to third-party strategists and technology platforms.

Susan Portnoi is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. She holds the PFS™ designation and Series 65 license. Her prior experience includes eight years at Traust Sollus Wealth Management, LLC before joining Mercer Global Advisors. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, and offers a range of portfolio management and planning services.

Jason Sangekar is a CFA® charterholder with 15 years of industry experience. He is currently with Hightower Advisors and has previously worked at Purshe Kaplan Sterling Investments, Journey Strategic Wealth LLC, Magnus Financial Group LLC, and Maple Securities USA Inc. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager investment approach that includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Robert Toth is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 2010 and previously worked at Agia. Outside of his advisory work, he occasionally teaches yoga to adults and children. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, using Envestnet-developed UMA models to construct client portfolios.

Ryan Brunnock is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. He has worked at Private Advisor Group since 2019 and was previously employed by LPL Financial and Pathstone. 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 utilizes both proprietary and third-party investment platforms and strategies.

Ian Harvey is a CFP® and Series 65-registered financial advisor with seven years of industry experience. He is currently with Corient in Morristown, NJ, where he has worked since 2022. His prior experience includes roles at Bridgewater Advisors, RegentAtlantic, and other financial firms. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm utilizes a goals-based, team investment approach combining in-house strategies, third-party managers, and customized asset allocation, while employing advanced risk management and private fund capabilities.

Bennett Degen is a financial advisor at SPC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Parkland Securities, The Investment Center Inc, and Tangent Capital Partners. Outside of his advisory work, he serves as a trustee for The Joseph Kushner Hebrew Academy / Rae Kushner Yeshiva High School in Livingston, NJ. SPC provides investment management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large advisory network and offers various account programs and strategic partnerships.

Peter Kraus is a Certified Financial Planner® with 30 years of experience in the financial services industry. He has been with Private Advisor Group, LLC since 2015 and has a long tenure at LPL Financial LLC dating back to 2001. In addition to his advisory role, he is involved in tax preparation and accounting services through PK Tax Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates proprietary and third-party managed account solutions to tailor investment strategies for its clients.

John Bays is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at LPL Financial and A. G. Edwards & Sons, Inc., and he provides advisory services through the Lewis Wealth Management DBA of Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, offering both discretionary and non-discretionary solutions through proprietary platforms and third-party managers.

James Ciprich Jr. is a CFP® with 20 years of industry experience. He is currently an advisor at Corient, where he has worked since 2022. Prior to joining Corient, he spent 16 years at RegentAtlantic. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party solutions and ongoing risk management.

Jacob Brower is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Private Advisor Group, LLC and has held prior roles at LPL Financial, Gracie Point, and Deloitte and Touche. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to managed account solutions using a fiduciary-based advisory model.

Luke Walling is a Series 66-licensed advisor at Goldman Sachs Wealth Services with three years of industry experience. His work history includes multiple tenures at Goldman Sachs and positions at Wake Forest and Emerald Assets. Outside of finance, he was involved with Angelo’s Soccer Corner. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm offers tailored financial planning and portfolio management using strategic allocation models and proprietary research, leveraging the broader Goldman Sachs platform for expanded investment and financial solutions.

Leslie Krajnak is a CFP® with 11 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial. Her prior experience includes roles at New York Life Insurance Company, Palante Wealth Advisors, and several other financial firms. Outside the financial sector, she operated a personal training business, Fit 4 Life Personal Training LLC, from 2019 to 2023. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and uses various investment strategies through both proprietary and third-party platforms.

Kyle Colwell is a financial advisor with Private Advisor Group, LLC who holds a Series 66 designation and has 14 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. 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 a range of managed account solutions and third-party investment programs. The firm’s advisory model is fiduciary-based, utilizing various strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Diana Carney is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 65 and Series 66 licenses and possessing 23 years of industry experience. She has been with Valic Financial Advisors since 2013 and is also associated with Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and emphasizes the use of centralized technology and model solutions.

Sean Wickersham is a financial advisor with TLG Advisors, Inc. in Colts Neck, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with TLG Advisors since 2009 and previously worked at LFI Advisory from 2017 to 2021. 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 including portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor portfolios.