Leonardo Ramirez is a financial advisor at AE Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Aegis Capital Corp and National Life Group. Outside of his advisory role, he is also an insurance agent involved in explaining annuities to prospects. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plans, trusts, charities, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, operating a platform that integrates both internal and third-party investment models.

Alben Portnoy is a financial advisor at &Partners with 49 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes long-term roles at Wells Fargo Clearing and City Federal Savings & Loan. &Partners serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis and offers investment management through both discretionary and non-discretionary accounts.

Sally Klinger Rogers is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license. She has 43 years of industry experience and has been affiliated with New York Life Insurance Company since 1979 and NYLife Securities Inc. since 1982. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm focuses on tailored recommendations and manages a substantial portion of its regulatory assets on a non-discretionary basis.

Sabrina Martins is a financial advisor at Corient with three years of industry experience. She holds the Series 65 designation and has previously worked at Rutgers University and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, and corporate entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Donald Hertling is a CFP® professional with over 22 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2020. He previously worked at Heller Wealth Advisors for 11 years. Hertling maintains involvement in insurance services through his role at JD Associates, LLC, where he works with clients on property and casualty insurance. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process and supported by quantitative and qualitative analysis.

Robert Knoll is a financial advisor with Commonwealth Financial Network holding the ChFC® and Series 63 designations and 27 years of industry experience. Before joining Commonwealth in 2021, he worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He is co-owner of Reilly Financial Group, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment products.

Francesco Scorsone is a CFP® professional affiliated with Corient, with 11 years of industry experience. Prior to joining Corient in 2023, he held roles at JP Morgan Securities LLC and JPMorgan Chase Bank from 2015 to 2023. He has also been involved in entrepreneurial ventures, including operating J&F Fabricators LLC for 10 years and One Heart to Another LLC for 2 years. Corient provides investment advisory and financial planning services to a broad 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 combining in-house strategies with third-party managers, and integrates risk management tools and alternative investments as appropriate.

Steven Semple is a CFP® professional with 16 years of industry experience. He has worked at J.P. Morgan Securities for 12 years before joining Key Investment Services LLC and KeyBank NA in 2024. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-driven model selection supported by financial professional recommendations and ongoing oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Megan Brozowski is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2015. She holds a Series 65 license and is based in Madison, NJ. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through comprehensive investment management, financial planning, and retirement plan consulting. The firm combines discretionary, customized portfolios with integrated tax and accounting services, as well as unique operational offerings such as administrative CFO capabilities and a Financial Wellness Platform for employer clients.

James Sullivan is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been affiliated with Private Advisor Group and LPL Financial since 2011 and has worked with PAG Financial, LLC since 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions, including its proprietary WealthSuite platform and access to third-party managers, employing a fiduciary-based advisory model tailored to client goals and risk tolerances.

Melissa Gerckens is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2020. Her prior experience includes roles at Heller Wealth Advisors, LLC from 2016 to 2019 and other entities within the Beacon Pointe organization. She is also a licensed insurance agent involved in the sale of life and health insurance products through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, with a focus on private and public asset classes.

Colin Gaven is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Rosenblatt Securities and Merrill Lynch. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, technology, investment management, and compliance support, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Patrick Mccahill is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has been with HighTower Advisors since 2016 and previously worked at Comprehensive Asset Management & Servicing, Inc. from 2013 to 2016. Outside of his advisory role, he provides research analysis support for Gouldin & McCarthy and serves as a committee member for the Babbitt Ball-John Taylor Babbitt Foundation. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager approach with access to affiliated and third-party managers, leveraging proprietary research and various investment vehicles such as mutual funds, ETFs, and alternative investments.

Anthony Dibisceglie is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He has been with Citigroup Global Markets Inc. since 2013 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with notable institutional scale and unique market roles.

Abyssinia Vanterpool is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Goldman Sachs & Co. since 2015. 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 and specialized programs, leveraging both proprietary analytics and the broader Goldman Sachs network.

Michael Tambini is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Private Advisor Group since 2015 and previously spent seven years at PNC Wealth Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including its proprietary WealthSuite platform and alternative investments. The firm operates on a fiduciary advisory model and utilizes both third-party managers and technology platforms to implement investment strategies tailored to client goals and risk tolerances.

Robert Fowler is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 66 credential and has 24 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and Fcg Advisors LLC. Outside of his advisory work, he serves as a board member for a charity sponsoring and mentoring needy Catholic high school students and is a finance committee member for New Eyes for the Needy. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple third-party investment platforms for individual, high-net-worth, and institutional clients. The firm’s advisers use a combination of fundamental and technical analysis and may manage accounts on both discretionary and non-discretionary bases.

Dennis Hall is a financial advisor at &Partners with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Bank of America, N.A., and Merrill. Outside of his primary role, he owns DRH Wealth Advisors and DRH Wealth Management LLC, both financial advisory businesses. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and consulting services. The firm employs a variety of analytical approaches and utilizes both proprietary and third-party strategies in managing client accounts.

Marissa Mehling is a financial advisor at Goldman Sachs Wealth Services based in New York, NY, holding a Series 66 designation with two years of industry experience. Her background includes multiple roles at Goldman Sachs since 2022 and earlier experience working at Northstar Cafe and Roots Natural Kitchen. Outside of finance, she has been involved with Soccer Motiv8. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized programs and integrates a broad range of resources across the Goldman Sachs organization.

Kevin Hoegler is a CFP® professional with nine years of experience in the financial industry. He is currently an advisor at Farther, having joined in 2025. His prior roles include positions at BlackRock, Prudential, PGIM Investments, and J.P. Morgan. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and utilizes proprietary model portfolios, algorithmic rebalancing, and a range of asset classes supplemented by AI tools under internal controls.