Adam Gutkin is a financial advisor at TD Private Client Wealth LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CITI for ten years before joining TD in 2021. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers and offers portfolio management, financial planning, and custody services.

Michael Caggiano is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held various positions including roles at Quinnipiac University and Jenkinsons Parking. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies supported by proprietary research, alternative investments, and integrated services across the Goldman Sachs ecosystem.

Michael Finetti is a financial advisor at Mariner with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Key Client Fiduciary Advisors. Before entering the financial industry, he was employed at the University of Delaware and West Essex High School. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and integrates tax and accounting services alongside traditional portfolio management.

James Costello is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. and TD Ameritrade. Outside of his advisory role, he is involved with 76 Wealth Advisory LLC, focusing on insurance-related activities. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofit organizations. The firm provides a range of services such as investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Lee Piccarelli is a financial advisor with HSBC Securities (USA) Inc. in Chatham, New Jersey, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. He has been with HSBC Securities and HSBC Bank USA since 2013. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm employs a structured investment process with multiple risk profiles and utilizes affiliated asset management and fund due diligence services.

Frank Petrone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is also an owner of a non-investment related rental business. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation to employees. Their investment approach utilizes approved model strategies managed by PNC or third-party strategists, with portfolio implementation and proxy voting delegated to external providers.

Benjamin Bush is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 16 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory role, he is involved in private client investment and insurance services through separate business entities and participates in a bank referral program for real estate financing introductions. Park Avenue Securities LLC serves a wide range of clients including individual investors, high-net-worth individuals, charitable organizations, and corporations. The firm offers both brokerage and advisory services with a variety of investment strategies, proprietary programs, and account-level solutions such as lending and donor-advised funds.

Lucille Logozzo is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, where she has worked since 2021. She has four years of industry experience and previously held roles with the NYC Board of Education and Heroes Paradise. Goldman Sachs Wealth Services provides financial planning and investment management 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.

Michael Valeri is a financial advisor with Guardian Life, holding Series 63 and Series 66 designations and six years of industry experience. His prior work history includes roles at Park Avenue Securities, Bank of America, Merrill, and Dawson James Securities. Outside of his advisory work, he has also operated as an Uber/Lyft driver. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships using various model portfolios and features a hybrid digital solution called VestWise™.

Sophia Shi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and previously spent 13 years at the Federal Reserve Bank of New York. Outside of her advisory role, she is involved in providing home care services for families in New Jersey. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party investment models, managing billions in client assets across discretionary and non-discretionary programs.

James Rotondo is a financial advisor with PNC Wealth Management in Kinnelon, NJ, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as experience at DoorDash, Inc. Outside of financial services, he has been involved with Cobra Flats LLC since 2022 and previously with Millburn Culinary Associates Inc. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital portfolio solution that utilizes algorithm-driven model selection and third-party portfolio implementation.

Matthew Warren is a financial advisor with Private Advisor Group, LLC and LPL Financial, holding a Series 63 designation and bringing 31 years of industry experience. He has been with both firms since 2015 and operates Warren and Associates Wealth Management, a registered investment advisor DBA. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

Lindsay Gregory is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following previous roles at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Susanna Nieto is a CFP® professional with eight years of industry experience, currently with Citizens Securities, Inc. She has held prior roles at MissionSquare Retirement, Fidelity Brokerage Services LLC, and TD Bank. Outside of her advisory work, she serves as the administrator for the estate of Marcelo Nieto. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

Robert Diquollo is a PFS™ credentialed financial advisor with 24 years of industry experience. He has been with Mariner since 2012. Outside of his advisory role, he serves on several nonprofit boards, including as Treasurer and Trustee for the Fund for Newark Abbey and Chairman of the Board of Advisors for Newark Abbey/St. Benedict's Prep School. He also holds board positions with The New School University’s School of Public Engagement, Metabilia, the Foundation of Morristown Medical Center, and the Benedictine Education Fund of New Jersey. Mariner serves a wide range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios combining in-house research with third-party managers and offers integrated tax and accounting services alongside traditional portfolio management.

John Beck Jr. is a CFP®-certified financial advisor with nine years of industry experience, currently with MAI Capital Management, LLC. He has held roles at several firms including Corient Services LLC, TIAA-CREF, Merrill Lynch, and Bank of America. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad array of strategies and serves both product-sponsor and advisory roles, including acting as investment adviser to a registered mutual fund and managing various private funds.

Gianna De Mayo is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential. She has one year of industry experience and previously worked in educational roles at Indiana University, Middlesex Community College, and Monroe Township High School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary portfolio management.

Matthew Holden is a financial advisor at Corient with nine years of industry experience. He holds a Series 65 designation and previously worked at RegentAtlantic for nine years before joining Corient. He has served in roles at Corient Services LLC and CIPW Service Company, LLC. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Warren Gallagher III is a financial advisor with Private Advisor Group, LLC in Morristown, NJ. He holds the CFP® designation and has 31 years of industry experience, including roles at Paradigm Wealth Advisory LLC and LPL Financial, LLC. Gallagher is involved with multiple investment advisory activities under Private Advisor Group. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to a variety of advisory programs, third-party asset managers, and a proprietary separately managed account program supported by major strategists and custodians.

Kylie Liggett is a Series 66-credentialed advisor at Goldman Sachs Wealth Services with experience beginning in 2023. Her background includes roles at Cantor Fitzgerald and Goldman Sachs, alongside ongoing studies at Bucknell University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions across various client segments.