Jeuris Ramon Pena is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. He has two years of industry experience and has held roles in both financial advising and the music industry, currently serving as Accounting Manager for LVRN Records LLC. Pena’s background includes positions at World Financial Group, City Winery, and Concord Music Group. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and offers multiple program platforms such as Transamerica ONE and TFA365.

David Pugliese is a financial advisor with Primerica Advisors based in Woodcliff Lake, NJ, holding a Series 66 license and having 10 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company throughout his career. Outside of advising, he is involved in consulting through Planning Alliance Consulting and Campanella Consulting Services, and he owns GAMMA FINANCIAL, LLC. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services. The firm employs a variety of investment strategies through proprietary and third-party managers and provides integrated financial planning and lending solutions.

Seth Bassin is a financial advisor with Eagle Strategies (NY Life) in Saddle Brook, NJ, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked with Eagle Strategies since 2018 and has been affiliated with New York Life Insurance Co and Nylife Securities LLC since 2012 and 2013, respectively. In addition to his advisory role, he is appointed with outside insurance carriers to broker non-registered insurance products. Eagle Strategies serves a diverse mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm specializes in tailored advice delivered via multiple program types, with the majority of assets managed on a non-discretionary basis and a focus on serving both retail and institutional sponsors.

Joseph Yeager is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 12 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, institutional clients, and plan sponsors. The firm offers financial planning and portfolio management along with specialized programs and uses strategic allocation models and both discretionary and non-discretionary implementations to tailor solutions to client objectives.

Kevin Salvatore is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at TIAA-CREF since 2025, following a tenure at TIAA dating back to 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm acts as adviser to a donor-advised fund and operates within a vertically integrated group offering affiliated funds under a fiduciary standard.

Mark Macdonald is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has been involved with Advanced Wealth Preservation, LLC since 2014. Outside of his advisory role, he manages a college planning consulting business focused on college selection, admission, and preparation. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients such as sovereign wealth funds, employing a variety of discretionary investment strategies and supporting a large advisor network.

Jerome Delsordo is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 19 years at The AYCO Company, L.P. and its affiliates. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging integrated resources across the Goldman Sachs ecosystem.

Michael Desaulnier is a Certified Financial Planner™ (CFP®) with 23 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial since 2012. Outside of his advisory role, he is involved in tax preparation and accounting services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services through various platforms and third-party asset managers.

Tahra Wohlert is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied, The MainStage, RKL Wealth Management LLC, Ameriprise Financial Services, Inc., and RedCrow. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored investment strategies supported by integrated resources across the Goldman Sachs ecosystem and delivers a wide range of specialized wealth services and programs.

Daniel Erben is a financial advisor with Oppenheimer in Saddle Brook, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Oppenheimer in 2026, he spent eight years with TD Private Client Wealth LLC and TD Bank N.A., and 13 years with Family Management Corporation and Family Management Securities, LLC. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor and includes strategic and tactical asset allocation across multiple asset classes, supporting both discretionary and non-discretionary management styles.

Miguel Gonzalez is a financial advisor with LPL Financial and Private Advisor Group, LLC, holding a Series 66 credential and over 22 years of industry experience. He has been associated with both firms since 2012. Gonzalez also sells non-variable life insurance as a secondary business activity. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

James Clark is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored offerings through a combination of discretionary and non-discretionary managers within a large integrated financial group.

Daniel Odell is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2007. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Philip Mastellone is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He has four years of industry experience, including a prior role at Morgan Stanley. His background also includes work outside finance in education and automotive retail. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools.

William Hart is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 42 years of industry experience. He has been with Private Advisor Group since 2011 and also maintains an affiliation with LPL Financial since 2009. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management, financial planning, and retirement consulting services.

William Marbit is a financial advisor with Primerica Advisors based in New York, NY. He holds a Series 66 designation and has 19 years of industry experience. His work history includes positions at Park Avenue Securities and Guardian Life Insurance Company. He is also licensed to sell insurance products with companies other than Guardian. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios and third-party investment managers to implement diversified investment strategies.

John Paul Szabo is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Schwab Wealth Advisory, where he has worked since 2026, following prior roles at UBS Financial Services and Morgan Stanley Smith Barney LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory (SWA) program, using Schwab’s asset allocation models and research tools. The firm focuses on wealth management education and investment recommendations while leaving trading decisions to clients.

Gretchen Walz is a financial advisor with Bankers Life Advisory Services, Inc., holding CFP® and Series 63 credentials and bringing 18 years of industry experience. She has worked with Bankers Life and its related entities since 2005, including roles at Bankers Life Advisory Services and Bankers Life Securities. In addition to her advisory work, she is also an insurance agent with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Jason Burd is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and seven years of industry experience. Before joining Private Advisor Group and LPL Financial in 2024, he worked at Edward Jones for six years and spent nine years with the Philadelphia Eagles. He is also involved with NAMMA Realty Referral Group, LLC, a mortgage and real estate services business. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Lorraine Dickman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. She has worked at several affiliated Steward Partners entities since 2017 and previously at Raymond James Financial Services and Wells Fargo Clearing. Outside of her advisory role, she provides administrative support to Baker Sarama 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, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through Steward Partners-branded solutions and third-party managers.