Richard Summers is a financial advisor with Private Advisor Group, LLC based in Morristown, NJ. He holds a Series 66 designation and has five years of industry experience, including roles at LPL Financial, Bank of America, Merrill, and Diversitex Inc. Summers maintains a non-investment related interest in Diversitex Inc., where he holds a gifted share. 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 discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Caroline Taylor is a financial advisor at CWM, LLC with the designations ChFC® and Series 65, and has two years of industry experience. She previously worked at Prudential Financial and Eaton Vance, among other firms. Outside of her advisory role, she is a co-owner of Pink Suits Enterprises, a marketing business. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, retirement-plan solutions, and access to alternative investments.

Marta Jankowski is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds a Series 66 designation and has worked with TIAA-CREF since 2018, including prior roles at Fidelity and Fidelity Brokerage Services. 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, often serving clients with existing TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard and acts as adviser to the TIAA Donor Advised Fund.

James Sonneborn is a CFP® professional with 19 years of industry experience. He is currently with Corient, where he has worked since 2022, following a 17-year tenure at RegentAtlantic. His background includes roles at Corient Services LLC and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and uses risk management tools and stress testing to align portfolios with client objectives.

Vincent Egan is a financial advisor with Benjamin F. Edwards & Company, Inc., holding the Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company serves a diverse client base, including individuals, pension plans, charitable organizations, and corporations, offering a range of fee-based wrap programs, financial planning, and investment management services. The firm employs both discretionary and non-discretionary strategies, with portfolios monitored and rebalanced regularly and supported by an internal trading desk.

Kenneth Alter is a financial advisor at Guardian Life with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he operates Planning Alliance Consulting LLC, providing fee-based consulting for businesses and estates. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a registered broker-dealer and investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of advisory programs, combining proprietary and third-party investment strategies.

Richard Coppa is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has been with Mariner since 2020 and previously worked at Wealth Health, LLC for 17 years. Coppa serves as a board member of the Pediatric Cancer Foundation in New Jersey, where he contributes to awareness, fundraising, and financial governance. Mariner serves a wide range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon among large advisory enterprises.

Johnny Covello Jr. is a financial advisor with Goldman Sachs Wealth Services, holding Series 66 and Series 63 credentials and bringing nine years of industry experience. He has worked previously at The Ayco Company, L.P./Mercer Allied and Northwestern Mutual in both investment services and life insurance roles. Goldman Sachs Wealth Services advises a diverse client base, including individual investors ranging from non-high-net-worth to high-net-worth, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging a broad ecosystem within Goldman Sachs for research, implementation, and client service.

Jeffrey Varisco is a financial advisor at Goldman Sachs Wealth Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. LLC since 2021, following a 23-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Dominick Angione Jr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Greg Orlikoff is a financial advisor with PNC Wealth Management in Montvale, NJ, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His career includes roles at PNC Investments LLC and PNC Bank, spanning over a decade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm utilizes algorithm-driven risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.

Alex Coriddi is a financial advisor at Corient with 11 years of industry experience. He holds a Series 65 designation and has worked at Corient since 2022, as well as at RegentAtlantic from 2014 to 2023. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party managers, with ongoing portfolio monitoring and risk management.

Sandra O'gorman is a financial advisor at Goldman Sachs Wealth Services with 31 years of industry experience. She has held positions at Mercer Allied Company, L.P. and The Ayco Company prior to joining Goldman Sachs in 2021. Sandra holds a Series 63 designation. Goldman Sachs Wealth Services advises a wide range of clients including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models and proprietary research to tailor solutions to client objectives.

Jason Mc Carthy is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2019 and previously spent 11 years at LPL Financial. He also provides administrative support to Private Advisor Group in a compliance officer role. Private Advisor Group 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.

Jeffrey Wingerter is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Citibank, City National Bank, and Citigroup. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program. The firm uses Charles Schwab’s proprietary asset allocation models and research tools to guide investment recommendations, leaving final trading decisions to clients.

Brianna Schneider is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2016, following a brief tenure at Starbucks. 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 utilizes strategic and tactical allocation models supported by multiple specialized groups and offers a wide range of advisory platforms and tools integrated within the broader Goldman Sachs ecosystem.

Valerie Downs is a CFP® with seven years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. Her prior roles include positions at LWS Wealth Advisors, Inc., Wealth Edge, and Allied Wealth Partners. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services into its client relationships.

Jason Leonard is a financial advisor with Eagle Strategies (NY Life) based in Saddle Brook, NJ, holding Series 63 and Series 65 licenses. He has 26 years of industry experience, including long-term tenure at New York Life Insurance Company since 2000. Outside his advisory role, he owns a custom clothing business and creates motivational content shared on social media platforms. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shiv Raizada is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Goldman Sachs Ayco and Advantage xPO onsite Ayco, as well as a prior business, Raizada Fuel. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources with a range of tailored offerings, leveraging integrated capabilities across affiliated entities.

Alexandra Tasev is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs, Shenkman Capital Management, and Pace University Elisabeth Haub School of Law. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions and operates within a large integrated financial group offering a broad range of financial products and services.