Thomas Grant is a CFP® professional with 24 years of industry experience, currently working at Private Advisor Group, LLC. His prior experience includes roles at LPL Financial, Grove Point Investments, and H.Beck, Inc., among others. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with fiduciary-based portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions including its proprietary WealthSuite platform and utilizes both discretionary and non-discretionary investment approaches.

David Elwood is a CFP® professional with over 32 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His career includes roles at Raymond James Financial Services, Wells Fargo Clearing, and Citigroup Global Markets. He is involved in assisting clients with wealth management through Steward Partners Global Advisory and owns The Elwood Wealth Management Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Nathan Pugliese is a CFP® and ChFC® with 28 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at Ameriprise Financial Services, Inc., Summit Financial, LLC, and LPL Financial. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, overseen by an internal Investment Committee.

John Finney is a CFP® professional at Beacon Pointe Advisors, LLC with 41 years of industry experience. His prior roles include positions at Bleakley Financial Group, LPL Financial, Private Advisor Group, and Northwestern Mutual. In addition to his advisory work, he is an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base including individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and offers customized reporting and education for retirement plans.

Nathaniel Siegel is a financial advisor with TLG Advisors, Inc. He holds Series 65 and Series 63 licenses and has 13 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Lockton Investment Advisors, LLC, and The Leaders Group Inc. Outside of his work at TLG Advisors, he serves as Senior Vice President and Director of executive benefits at Vanbridge, an EPIC company. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm specializes in investment supervisory services, portfolio management, and financial planning, employing manager selection and Modern Portfolio Theory to build diversified portfolios, often through sub-advisors and program platforms.

William Wright is a CFP® with 41 years of industry experience. He is currently affiliated with TLG Advisors, Inc. and has previously worked at Allegis Advisor Group, VOYA Financial Advisors, and Financial Professionals Group. Outside of his advisory role, he is involved in business development and insurance sales activities, including work with eldercare referral services. 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 investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

David Hill is a CFP® professional with 16 years of experience in financial advising. He has worked at Mariner Wealth Advisors and Brinton Eaton before joining Mariner. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through customized investment management, financial planning, and retirement plan consulting. The firm combines internal research with third-party managers and offers integrated tax services and family office solutions alongside traditional portfolio management.

John Gannon is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Private Advisor Group since 2016 and previously spent five years at LPL Financial. He is also affiliated with Shembe & Gannon, LLC, a CPA affiliate program based in Basking Ridge, NJ. 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 provides access to proprietary and third-party managed account solutions.

Virendra Tavathia is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at firms including MassMutual Life Insurance Co and Woodbury Financial Services. Tavathia is also the managing owner of Amogh Associates LLC, an independent insurance agency specializing in life, health, and related insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, with a focus on tailored investment strategies supported by third-party asset managers.

Scott Silver is a financial advisor at Lido with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Fountainhead Asset Management and Mass Mutual Investors Services. He serves as Finance Trustee of the Reeves-Reed Arboretum in Summit, NJ. Lido provides comprehensive wealth management services to a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors. The firm employs an integrated investment approach and manages approximately $42.5 billion in assets, combining traditional advisory services with a range of affiliated capabilities and active sub-advisory roles.

Leena Gupta is a financial advisor with Transamerica Financial Advisors in Short Hills, NJ, holding Series 63, Series 65, and Series 66 licenses and five years of industry experience. She has been with Transamerica since 2023 and has a longstanding role as a high school math teacher with the Jersey City Board of Education since 2004. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment models.

James Perhacs is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including PAG Financial LLC, Private Advisor Group, LPL Financial, and Morristown Financial Group. 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 a variety of investment strategies, often implementing advice through third-party managers and technology platforms such as Orion and Pontera.

Bruce Hyde is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent 10 years at Round Table Wealth Management. Based in Westfield, NJ, Hyde provides wealth management services through Cerity Partners. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm’s investment approach combines client-specific profiles, proprietary quantitative screening, and customized asset allocation, offering a range of services from discretionary investment management to access to alternative and private market solutions.

Ethan Dawson is a Series 66-licensed advisor with Goldman Sachs Wealth Services, based in Morristown, NJ, and has three years of industry experience. Prior to joining Goldman Sachs, he held roles with 13th Street Bikes, Uncle Oogies Pizzeria, and Fairleigh Dickinson University. 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 tailored strategies supported by proprietary research, a range of fee arrangements, and access to affiliated Goldman Sachs capabilities.

Pai Yen Chung is a CFP® professional with over 31 years of experience in the financial industry. He has been with Transamerica Financial Advisors since 2012 and has held roles with several other firms including Clearwater Benefits, Elite Advisors, Inc., and WFGIA. He is involved in managing an office through Mission Team, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker‑dealer services, utilizing proprietary and third‑party investment models with discretionary and non-discretionary program options.

Aron Lukacs is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm uses tailored allocation models and both discretionary and non-discretionary implementations, supported by proprietary research and integrated capabilities across the broader Goldman Sachs organization.

Julian Montaque Williams is a financial advisor at PNC Wealth Management with seven years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at TD Bank N.A., TD Private Client Wealth LLC, and HSBC Securities (USA) Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessment and invests in mutual funds and ETFs.

Scott Hirsch is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Valic Financial Advisors since 2015 and also holds a position at Agia involving non-securities insurance products. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology to manage approximately $29.2 billion for nearly 300,000 clients.

Demitri Patsilivas is a financial advisor at TLG Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has held roles at The Leaders Group Inc, Union Bridge Capital, Coretek Services, and Avaya Inc. Outside of his advisory work, he serves as Director of Operations at Union Bridge Capital in Pittsburgh. 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 such as investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, with a distinctive mix of traditional and direct-to-consumer investment programs.

Joanne Danckwerth is a financial advisor at TIAA-CREF with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with TIAA and TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides model portfolio and customized portfolio management under a fiduciary standard and serves as adviser to a donor-advised fund.