Martin Donnelly is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Goldman Sachs since 2019 and was previously with The AYCO Company, L.P./Mercer Allied for seven years. 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 and offers specialized programs such as Private Family Office services and Executive Wealth programs, integrating capabilities across the broader Goldman Sachs organization.

Jose Raposo is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, E*TRADE Capital Management, and TD Ameritrade. His career includes multiple roles in advisory and investment management across well-known financial institutions. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporations, and small retirement plans. The firm’s advisory model distinguishes between one-time financial planning and ongoing discretionary management using model or customized portfolios, operating under a fiduciary standard with disclosed potential conflicts related to affiliated funds and fee structures.

Janet Talis is a financial advisor at &Partners with 18 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. &Partners serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with both discretionary and non-discretionary account management.

Mindy Mondaro is a financial advisor with Principal Financial Services, holding a Series 66 designation and over 20 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Co. since 2005. Outside of her advisory role, she serves as Secretary of the Board for the Whippany Park High School Baseball Diamond Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Robert Esposito is a financial advisor at TLG Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Regal Investment Advisors, Cornerstone, and Intervest International. Outside of his advisory role, Esposito officiates NCAA hockey games. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional clients, offering services such as portfolio management, financial and estate planning, and ERISA fiduciary services. TLG uses a research approach based on fundamental analysis and Modern Portfolio Theory and provides a direct-to-consumer program called Starlight Portfolios.

Michael Towman is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 25 years of industry experience. His prior experience includes 12 years at Citigroup Global Markets and roles at LPL Financial and Private Advisor Group since 2023. He is also the owner of Towman Associates LLC, a non-investment-related business. 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 portfolio management, financial planning, and access to third-party asset management programs.

Gary Ginsberg is a financial advisor at OSAIC Institutions, Inc. with 43 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining OSAIC Institutions in 2025, he worked at Ameriprise from 2020 to 2025 and Royal Alliance Associates, Inc. from 1992 to 2020. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure that combines discretionary and non-discretionary management with a lending marketplace and third-party asset manager resources.

Anthony Castano is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Washington, DC. He has 10 years of industry experience, including six years at The AYCO Company, L.P./Mercer Allied and five years at Goldman Sachs & Co. LLC. Castano has also been affiliated with Fairleigh Dickinson University since 2010. Goldman Sachs Wealth Services delivers financial planning, investment management, and advisory support to a diverse client base, ranging from individual and high-net-worth households to corporate and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its position within a large integrated financial group.

Michael Charvala is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at M&R Capital Management, Inc. and Verizon Wireless. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts and estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Michael Kats is a CFP® and holds the Series 66 designation, with 12 years of experience in the financial services industry. He has worked at Mariner Wealth Advisors since 2022 and previously spent seven years at Merrill and Bank of America, N.A. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and tax services, combining in-house research with third-party manager allocations across a wide range of strategies and operational offerings.

Raymond Angelo is a CFP® professional with 18 years of experience in financial advising. He has been with Private Advisor Group, LLC since 2012 and also maintains an affiliation with LPL Financial. His business activities include operating Angelo & Associates Financial Planning Group, a DBA for his LPL business. 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 portfolio management, financial planning, and access to third-party asset management programs.

Tremaine Bembry is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Hornor Townsend & Kent since 2019. Prior to that, he was associated with MML Investors Services and MassMutual. Bembry also owns and operates a life insurance brokerage serving attorneys under the Attorney Resource Group brand. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and employs third-party asset managers in both discretionary and non-discretionary account structures.

Jonathan Peck is a financial advisor with Lincoln Investment in Cranford, NJ, holding a Series 63 designation and 28 years of industry experience. He has worked at Underwriters Equity Corporation since 2002. In addition to his advisory role, he is an agent selling life and disability insurance with American General, VOYA, and Genworth. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs, utilizing both strategic and dynamic investment approaches.

Bruce Rothbard is a ChFC® with 34 years of industry experience, currently serving as a financial advisor at Integrity Alliance, LLC. He has held roles at Lion Street Financial, The Leaders Group Inc, and Mercury Financial Group, primarily focusing on life insurance sales. Outside of advising, he works as a consultant for a life settlement company and owns an independent insurance agency specializing in life insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting using a range of portfolio strategies and access to various custodial platforms and third-party managers.

Monique Thacker is a financial advisor at Valic Financial Advisors with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for HSBC Bank USA N.A. for 11 years. Thacker is also involved with Mindful Departure LLC, operating as The Core Room. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and wrap programs through a large network of advisors and employs a technology-driven approach utilizing unified managed accounts and model solutions.

Michael Honold is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a distinct advisory model separating one-time planning services from ongoing portfolio management and serves as investment adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

John Foster is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Private Advisor Group since 2016 and also has a long tenure with LPL Financial dating back to 2007. Outside of his advisory roles, he manages Foster Holdings I, LLC, a business entity for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for a diverse client base including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs, employing multiple investment strategies and supporting held-away account management through technology partnerships.

Michael Capriotti is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at LPL Financial and Private Portfolio Partners, LLC. He also operates Capriotti & Company, which provides non-variable insurance products alongside investment advisory services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a diverse client base including individuals, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers, employing a variety of investment strategies tailored to client objectives and risk tolerances.

Jonathan Savorgiannakis is a CFP® with six years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His career includes prior roles at Equitable Advisors, AXA Advisors, Hightower Securities, and Wells Fargo Advisors. In addition to his advisory work, he is a licensed insurance agent with Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and outsourced CIO services to individual investors, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Connor Morie is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 credential and beginning his advisory career in 2025. His prior experience includes roles at IEEE and involvement with a recreational summer camp. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing a manager-focused investment approach supported by proprietary due diligence and third-party platforms.