Nicolas Carrion is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and two years of industry experience. He has worked at Private Advisor Group since 2024 and previously gained experience at LPL Financial LLC and in roles at Pennsylvania State University and The Sagamore Resort. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, offering access to third-party asset managers and a firm-managed separately managed account program.

Joseph Koronakis is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at TDAmeritrade from 2010 to 2016 before joining PNC Investments in 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and discretionary model accounts managed by PNC or third-party strategists. The firm employs mutual funds and ETFs with annual rebalancing and delegates portfolio implementation and proxy voting to external providers.

Robert Pettit is a financial advisor at Corient with eight years of industry experience. He holds a Series 66 designation and has worked at firms including RegentAtlantic and Mass Mutual Investors Services. His background also includes roles outside of finance, such as at University of the Arts and operating Pettit Audio. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, and offers specialized services including family office and corporate trustee solutions.

Donald Rasweiler is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Benjamin F. Edwards & Company, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm’s approach includes strategic asset allocation, manager selection, and use of various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

Vincent Dotti is a financial advisor at OSAIC Institutions, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise and Royal Alliance Associates, Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a model that delegates investment management to its representatives.

Helder Samagaio 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 14 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Andrew Newman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Wells Fargo Advisors for five years before joining Private Advisor Group and LPL Financial in 2020. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and supporting held-away account management through multiple custodians and third-party platforms.

Daniel Riordan III is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 13 years before joining Rockefeller in 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides access to alternative investment vehicles through its Private Advisor model and consolidated investment platform.

Michael Goetze is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He has held roles at Goldman Sachs since 2023 and previously worked at Hodges Ward Elliott and Village Paint Supply Inc. Outside of finance, his background includes involvement with Graydon Summer Day Camp. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, leveraging centralized investment resources and a range of tailored offerings.

Jesse Kopelakis is a financial advisor at NewEdge Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and Empire City Laboratories. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of services including comprehensive portfolio management, financial planning, retirement and pension consulting, and access to third-party advisory programs, combining in-house manager selection with external model portfolios and advisor discretion.

Aaron Maciak is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2022. Outside of his advisory role, he works part-time as a caddy at Crestmont Country Club on weekends. Oppenheimer serves individual, corporate, pooled vehicle, and retirement plan clients with a variety of advisory programs including portfolio management, consulting, and financial planning. The firm offers both discretionary and non-discretionary investment strategies, managing a broad range of assets across equity, balanced, and fixed income portfolios.

Kenneth Hopkins is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and 12 years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2022. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment approaches through a large network of independent advisers and offers services such as portfolio management, retirement plan consulting, and financial planning.

Darin Gartland is a CFP® professional with 22 years of industry experience. He has worked at Mariner Wealth Advisors since 2020 and previously spent 16 years at Wealth Health, LLC. Gartland is based in Madison, NJ. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to third-party managers. The firm offers customized discretionary portfolios supported by in-house research and external managers, along with integrated tax, accounting, and family office services uncommon for a firm of its scale.

Mitchell Schor is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides a mix of point-in-time planning and ongoing portfolio management, including customized portfolios and model-based solutions, and serves as adviser to a donor-advised fund.

William Varnas is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with PNC Investments since 2006. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a Portfolio Solutions Strategist Digital Offering that provides discretionary model accounts via an online platform using approved model strategies and mutual funds or ETFs. The firm serves clients through an algorithm-driven process and maintains a pilot program limited to PNC Bank employees.

Louis Iovine is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Sanctuary Securities, Inc. prior to his current role. Outside of finance, he was involved with Party Perfect Rentals from 2015 to 2018. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisers who use a range of investment approaches and platforms, offering discretionary and non-discretionary management solutions.

Danny Laskovski is a financial advisor with PNC Wealth Management in Wayne, NJ, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with PNC Investments since 2012. Outside of his advisory work, he is an owner of a rental property business unrelated to investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements investments via approved strategies with mutual funds and ETFs.

Angela Londergan is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 26 years of industry experience and has worked at Morris Financial Services and Commonwealth Financial Network since 2005. Outside of her advisory role, she has been involved with the Parsippany Child Day Care Center since 1998. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Philip Diperna is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at National Securities Corporation. Outside of his advisory role, he serves as a representative administrator for Kor Materials Direct, LLC, a wholesale business operated by his spouse. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and offers a range of discretionary and non-discretionary investment solutions.

Lisa Gallo is a financial advisor with TIAA-CREF in Roseland, NJ, holding a CFA® designation and Series 63 license. She has one year of experience at TIAA-CREF and has been with the broader TIAA organization since 2018. Prior to joining TIAA, she worked at Heathland Asset Management LLC for 11 years. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, utilizing both model and customized portfolios.