Yolanda Colon is a financial advisor at Eagle Strategies (NY Life) with nine years of industry experience. She holds Series 66, Series 63, and Series 65 licenses and previously worked for Crisil Coalition Greenwich for 18 years. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types, emphasizing tailored recommendations and managing a majority of assets on a non-discretionary basis.

John Korn is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 credentials and has held prior positions at firms including LPL Financial, Victory Capital Management, Amundi, Putnam Retail Management, and Columbia Management Investment Advisers. 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 managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies while often implementing advice through third-party managers and TAMPs.

Evan Trent is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2018 to 2021, as well as at NewDay USA. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by integrated resources across the Goldman Sachs organization and a range of specialized programs and operational tools.

Elizabeth Grausso is a financial advisor at First Command Advisory Services with 17 years of industry experience. She holds the Series 66 designation and previously worked for Morgan Stanley Smith Barney LLC for 16 years before joining First Command Financial Services, Inc. in 2026. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team and Wealth Portfolio Managers to select and monitor model portfolios.

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.

Daniel Criscuolo is a CFP® professional at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He has worked at firms including LPL Financial LLC and Raymond James Financial Services prior to joining Wealth Enhancement Advisory Services. Criscuolo’s background also includes roles outside finance, such as employment with Buffalo Wild Wings and involvement in apparel retail. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals 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 that combines passive and active management with quantitative, momentum, and fundamental analysis.

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.

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.

Lauren Palacio is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2015, holding various roles within the firm over that time. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models and a range of implementation methods, leveraging tools such as tax-aware techniques and AI-driven analytics, while integrating capabilities across the broader Goldman Sachs organization.

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.

Rafael Garcia Filpo is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is involved with Human Care LLC. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital advisory portfolios and managed accounts, operating as a broker-dealer and insurance agency under full ownership of Citizens Bank, N.A.

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.

Derek Malone is a financial advisor at OSAIC Institutions, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc. since 2016 and Banco Popular, NA since 2004. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a notable non-discretionary asset portfolio.

Harold Laudien is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at LPL Financial, Merrill, and A. G. Edwards & Sons, Inc. He is based in Morristown, NJ. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and access to managed account solutions. The firm employs a fiduciary-based advisory model that uses technology platforms and a variety of investment strategies, often implementing advice through third-party managers and TAMPs.

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.

Anthony Jones Jr is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 25 years of industry experience. He has been with PNC Investments LLC since 2014. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution that utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

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.