Matthew Rice is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley, TD Ameritrade, and Charles Schwab & Co. His current role at Schwab Wealth Advisory began in 2026. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations using Charles Schwab & Co.’s asset allocation models and research tools.

Henry Falquez is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Valic Financial Advisors since 2014 and has been with Agia since 2022. Outside of advisory work, he serves as a notary public in New Jersey. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet’s UMA models and maintaining approximately $26.4 billion in discretionary assets across a large advisor network.

Soulemane Bagayoko is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Credit Suisse Securities, UBS Securities, and Wells Fargo Clearing. His career also includes a position at Uber prior to entering the financial sector. 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 and maintains unique market roles such as operating as a security-based swap dealer and futures commission merchant.

Terence Coyle is a financial advisor at Private Advisor Group, LLC with 47 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at Private Advisor Group since 2011, LPL Financial since 2004, and WS Griffith Securities, Inc. from 2002 to 2004. Outside of advising, he is involved in several insurance-related businesses, including offering non-variable insurance and selling occasional disability income policies. 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 uses a fiduciary-based advisory model and employs a combination of proprietary technology platforms and third-party managers to deliver diversified investment strategies.

Alan Babbitt is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has been with Eagle Strategies since 2017 and has also worked with Nylife Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.

William Pasko is a financial advisor at Goldman Sachs Wealth Services with credentials including Series 63 and Series 65 and three years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and the Better Business Bureau. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm uses strategic allocation models and proprietary analytics to tailor plans and portfolios, leveraging the broader Goldman Sachs ecosystem to provide access to a wide range of financial solutions.

Richard Zangara is a financial advisor at &Partners with Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at Wells Fargo Clearing and Pruco Securities Corporation. Outside of his advisory work, he serves as chairman of the North Brunswick Planning Board and the North Brunswick Democratic Organization. &Partners serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through a combination of discretionary and non-discretionary strategies using both proprietary and third-party managers.

Husain Bazzi is a financial advisor with Goldman Sachs Wealth Services in New York, NY, holding Series 63 and 66 licenses and five years of industry experience. He has been with Goldman Sachs & Co, LLC since 2019 and also spent three years at Brooklyn Law School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, corporate participants, and institutional clients, providing financial planning, portfolio management, and specialized programs. The firm integrates strategic allocation models and proprietary analytics, leveraging the broader Goldman Sachs network to offer a wide range of investment and advisory services.

Grace Guingon is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Regency Wealth Management, Liberty University, and Columbia Bank New Jersey. Outside of finance, her background includes roles in education and camp administration. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including financial planning, retirement consulting, investment management, and brokerage services, utilizing both proprietary strategies and third-party model portfolios.

Davy Granados is a financial advisor at Private Advisor Group, LLC with credentials including the Series 66 designation. He has experience working in both financial services and the veterinary and retail sectors, including roles at LPL Financial, Fortius Financial LLC, and VCA Madison Animal Hospital. Granados’s background also includes work in the pet care and diving industries. 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’s advisory model is fiduciary-based and incorporates proprietary technology platforms and third-party managers to deliver a range of investment strategies.

Leonard Cheah is a financial advisor at TLG Advisors, Inc. in Summit, NJ, with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including GWN Securities, Inc. and The Leaders Group Inc. Outside of advisory work, he is a co-founder and CFO of Good Fire Co., a hot sauce brand, and OC Tech, a company focused on developing creator ERP systems. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, offering portfolio management, financial planning, and investment fiduciary services. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and provides a digital investment program called Starlight Portfolios.

Jay Post Jr. is a CFP®-certified financial advisor with 27 years of industry experience, currently serving at Citigroup Global Markets. He has been with Citigroup in various capacities since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and swap dealer activities.

Kevin Yang is a financial advisor at Eagle Strategies (NY Life) with 15 years of industry experience. He holds Series 63, 65, and 66 designations. His prior work experience includes roles at Nylife Securities LLC, New York Life Insurance Company, HSBC Bank USA, N.A., HSBC Securities (USA) Inc., and Capital One. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers and emphasizes tailored recommendations across multiple program types.

John Mc Clain is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. He previously worked at TP ICAP and has an academic background from Indiana University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering comprehensive financial planning and portfolio management. The firm integrates strategic allocation models and manager selections within the broader Goldman Sachs platform, providing access to specialized programs and alternative investments.

Douglas Drehwing is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2016, following prior roles at Santander Securities LLC and HSBC Securities (USA) Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale, in-house research, and unique market roles including swap dealing and futures commission merchant services.

Christian Becerra is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Penn Mutual Life Insurance Company and AXA Advisors LLC. Becerra is a trustee on the board of the nonprofit Women Rising. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning. The firm offers a combination of advisory and broker-dealer services, managing over $8 billion in discretionary assets as of the end of 2025.

Edgar Pino is a financial advisor at PNC Wealth Management in Clifton, NJ, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at PNC Bank, MML Investors Services, MassMutual Life Insurance, and TD Ameritrade. From 2020 to 2022, he was also involved with Vitamins 4 Troops, a nonprofit organization. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an employee-only pilot. The firm’s approach involves algorithm-based risk assessment and uses mutual funds and ETFs with annual rebalancing, delegating portfolio implementation and proxy voting to third-party strategists.

Brian Geltzeiler is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including RBC Capital Markets, Merrill, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he is an on-air radio host for Sirius XM and an NBA analyst for Turner Broadcasting. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and retirement services, managing equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Boodram Someria is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior firms include Ameriprise and David Lerner Associates, Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts.

Etty Surkis is a financial advisor at SPC with credentials including Series 63 and Series 65 licenses and nine years of industry experience. Her career includes roles at Parkland Securities, Sigma Planning Corporation, NYLIFE Securities, Eagle Strategies, and ExcelSum Capital, Inc., which she owns and operates alongside a corporate catering business. She is also a member of Zisels Links and Shloimys Club, supporting education and resources for orphans and their surviving parents. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored, typically discretionary investment advice through various account programs and partnerships.