Robert Rosenhouse is a financial advisor at Hornor, Townsend & Kent, LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Penn Mutual Life Insurance Company and Professional Planning Consultants since 1988. He is also an owner and agent at Professional Planning Consultants, where he focuses on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Raymond Dewar III is a financial advisor with TD Private Client Wealth LLC in Bernardsville, NJ, holding Series 66, 63, and 65 licenses and 14 years of industry experience. His career includes roles at TD Bank N.A., JPMorgan Chase Bank, JP Morgan Securities LLC, and Morgan Stanley. Outside of his advisory work, he operates an eBay business selling auto parts. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and custody services through a range of proprietary and third-party investment solutions.

Thomas Zirbes is a financial advisor with TLG Advisors, Inc. based in Summit, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at firms such as CRI Securities, North Star Consultants, Park Avenue Securities, and Guardian Life Insurance Company. He is also head of sales at White Swan, a life insurance and sales marketing business. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and fiduciary services, employing manager selection and fundamental analysis within a Modern Portfolio Theory framework to construct diversified portfolios.

Mary Ferrone is a financial advisor with Principal Financial Services in Denville, NJ. She holds a Series 66 designation and has 22 years of industry experience, all with Principal Securities Inc. and Principal Life Insurance Company since 2004. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Vincent Giliberti is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 15 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a variety of portfolio management strategies within a large integrated financial group that offers services such as securities-based lending, futures and swap capabilities, and tailored corporate and family office programs.

Gary Quinzel is a CFP® and CFA® with 21 years of experience in the financial services industry. He has worked with firms including Merrill, Bank of America, AEPG Wealth Strategies, and has been with Wealth Enhancement Advisory Services since 2019. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach blending passive and active managers, supported by an internal Investment Committee.

Dario Polci is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at TD Bank N.A., Equitable Advisors, LLC, The Prudential Insurance Company of America, and New York Life. Outside of finance, he is active as a DJ in the entertainment industry. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a blend of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Michael Howard is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Merrill, JP Morgan Securities LLC, and Pruco Securities LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Richard Swift is a Series 65-licensed financial advisor with one year of industry experience, currently with Private Advisor Group, LLC. His prior roles include positions at Transcend Capital Advisors, Mariner Investment Group, and Axonic Capital. He is involved part time with R.J. Swift & Co., a service-disabled veteran-owned personal holding company based in Morristown, 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, utilizing various investment strategies and technology platforms, while often implementing advice through third-party managers and turnkey asset management programs.

David Parisi is a financial advisor at PNC Wealth Management with 31 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk profiling and discretionary model management with mutual funds and ETFs.

Adel Gerges is a financial advisor at HSBC Securities (USA) Inc. with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has been with HSBC since 2015, including roles at HSBC Bank USA, N.A. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and fully discretionary investment solutions, utilizing a five-profile risk framework and a combination of strategic and tactical asset-allocation advice supported by HSBC Global Asset Management and other affiliated providers.

Lucas Murphy is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has two years of industry experience and has worked with firms including Guardian Life Insurance Company, Park Avenue Securities, and Northeast Private Client Group. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm utilizes proprietary and third-party investment strategies and provides a range of account-level services including lending solutions and donor-advised fund options.

Robert Bubser is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at LPL Financial, MML Investor Services, and MassMutual. Outside of his advisory work, Mr. Bubser owns Bubser Consulting LLC, a business focused on assisting owners with valuations and sales negotiations. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and access to various advisory programs. The firm employs a fiduciary-based model that integrates client goals with a range of investment strategies and third-party managers.

Brian Teague is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at The Ayco Company, L.P./Mercer Allied and Morgan Stanley Dw Inc. He has been with Goldman Sachs since 2018. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, using strategic allocation models and proprietary analytics to tailor solutions aligned with client objectives.

Steven Coppola is a CFP® professional with 28 years of experience in the financial services industry. He has worked with Private Advisor Group, LLC and LPL Financial since 2012 and spent 11 years at Fidelity prior to that. He is also involved in tax preparation and accounting services through Coppola Tax Management. 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 variety of advisory programs. The firm employs a fiduciary-based model, utilizing technology platforms and third-party managers to tailor investment strategies according to client goals and risk tolerances.

Harold Laudien is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at LPL Financial, Merrill, and A. G. Edwards & Sons, Inc. since 2005. 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 various managed account solutions. The firm operates under a fiduciary-based model, utilizing a range of investment strategies and technology platforms while offering discretionary and non-discretionary services.

George Skaltsis is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The Ayco Company, L.P./Mercer Allied and held roles at several other firms. Outside of advisory work, he owns and manages a cryptocurrency mining company. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and combines discretionary and non-discretionary management approaches within a large integrated financial group.

Patric Hyland is a financial advisor at Private Advisor Group, LLC with a Series 66 credential and three years of industry experience. He has previously worked at LPL Financial and has additional work experience including positions at Villa Walsh School and the University of Miami. 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 using various investment strategies and technologies, including proprietary and third-party managed account solutions.

Steven Gelber is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked with several firms including LPL Financial, Cetera Advisor Networks, and CWM, LLC. Gelber's current tenure at Hightower Advisors and Hightower Securities spans eight years. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a variety of investment vehicles.

Adelio Campos is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation and four years of industry experience. His prior roles include positions at TD Bank N.A. and The Prudential Insurance Company of America. Outside of advisory work, he co-owns and manages rental properties in Long Beach Township, New Jersey. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services.