Evan Trent is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2018 to 2021, as well as at NewDay USA. 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 offers tailored investment strategies supported by integrated resources across the Goldman Sachs organization and a range of specialized programs and operational tools.

Elizabeth Grausso is a financial advisor at First Command Advisory Services with 17 years of industry experience. She holds the Series 66 designation and previously worked for Morgan Stanley Smith Barney LLC for 16 years before joining First Command Financial Services, Inc. in 2026. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team and Wealth Portfolio Managers to select and monitor model portfolios.

Raymond Dewar III is a financial advisor with TD Private Client Wealth LLC, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He has worked at TD Bank N.A. since 2019 and previously held positions at JPMorgan Chase Bank, JP Morgan Securities LLC, and Morgan Stanley. Outside of his advisory career, he operates an eBay business selling auto parts. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation, employing both affiliated and third-party sub-managers, and provides financial planning support along with custody and reporting services.

Thomas Zirbes is a financial advisor with TLG Advisors, Inc. based in Summit, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at firms such as CRI Securities, North Star Consultants, Park Avenue Securities, and Guardian Life Insurance Company. He is also head of sales at White Swan, a life insurance and sales marketing business. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and fiduciary services, employing manager selection and fundamental analysis within a Modern Portfolio Theory framework to construct diversified portfolios.

Daniel Criscuolo is a CFP® professional at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He has worked at firms including LPL Financial LLC and Raymond James Financial Services prior to joining Wealth Enhancement Advisory Services. Criscuolo’s background also includes roles outside finance, such as employment with Buffalo Wild Wings and involvement in apparel retail. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Vincent Giliberti is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 15 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a variety of portfolio management strategies within a large integrated financial group that offers services such as securities-based lending, futures and swap capabilities, and tailored corporate and family office programs.

Gary Quinzel is a CFP® and CFA® with 21 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2019. His prior roles include positions at AEPG Wealth Strategies, Bank of America, and Merrill. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large network of advisors and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Dario Polci is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at TD Bank N.A., Equitable Advisors, LLC, The Prudential Insurance Company of America, Pruco Securities LLC, and New York Life. Outside of his advisory work, he is active as a DJ in the entertainment industry. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm offers portfolio management, financial planning support, and access to a range of investments, utilizing both affiliated and third-party sub-managers.

Michael Howard is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Merrill, JP Morgan Securities LLC, and Pruco Securities LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Richard Swift is a financial advisor at Private Advisor Group, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Transcend Capital Advisors, Mariner Investment Group, and Axonic Capital. Outside of his advisory role, he is involved with R.J. Swift & Co., a service-disabled veteran-owned personal holding company based in Morristown, NJ. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms to tailor its services.

Adel Gerges is a financial advisor at HSBC Securities (USA) Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with HSBC Securities and HSBC Bank USA since 2015. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and discretionary investment options. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

Lucas Murphy is a financial advisor at Guardian Life with a Series 66 designation and three years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2022 and previously was employed at Northeast Private Client Group. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to alternative investments and integrated lending options.

Robert Bubser is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at LPL Financial, MML Investor Services, and MassMutual. Outside of his advisory work, Mr. Bubser owns Bubser Consulting LLC, a business focused on assisting owners with valuations and sales negotiations. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and access to various advisory programs. The firm employs a fiduciary-based model that integrates client goals with a range of investment strategies and third-party managers.

Brian Teague is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at The Ayco Company, L.P./Mercer Allied and Morgan Stanley Dw Inc. He has been with Goldman Sachs since 2018. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, using strategic allocation models and proprietary analytics to tailor solutions aligned with client objectives.

Steven Coppola is a CFP® professional with 28 years of experience in the financial services industry. He has worked with Private Advisor Group, LLC and LPL Financial since 2012 and spent 11 years at Fidelity prior to that. He is also involved in tax preparation and accounting services through Coppola Tax Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a variety of advisory programs. The firm employs a fiduciary-based model, utilizing technology platforms and third-party managers to tailor investment strategies according to client goals and risk tolerances.

Harold Laudien is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at LPL Financial, Merrill, and A. G. Edwards & Sons, Inc. since 2005. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm operates under a fiduciary-based model, utilizing a range of investment strategies and technology platforms while offering discretionary and non-discretionary services.

George Skaltsis is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The Ayco Company, L.P./Mercer Allied and held roles at several other firms. Outside of advisory work, he owns and manages a cryptocurrency mining company. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and combines discretionary and non-discretionary management approaches within a large integrated financial group.

Anthony Jones Jr is a financial advisor at PNC Wealth Management with 25 years of industry experience. He holds a Series 66 designation and has worked at several firms including M&T Securities, Santander Securities, LPL Financial, Ameriprise, and Merrill. Jones has been with PNC Investments LLC since 2014. PNC Wealth Management provides retail brokerage and advisory services through various model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary account that uses algorithmic risk assessment and employs third-party managers for portfolio implementation.

Patric Hyland is a financial advisor at Private Advisor Group, LLC with a Series 66 credential and three years of industry experience. He has previously worked at LPL Financial and has additional work experience including positions at Villa Walsh School and the University of Miami. 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 offers a fiduciary-based advisory model using various investment strategies and technologies, including proprietary and third-party managed account solutions.

Adelio Campos is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation and four years of industry experience. His prior roles include positions at TD Bank N.A. and The Prudential Insurance Company of America. Outside of advisory work, he co-owns and manages rental properties in Long Beach Township, New Jersey. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services.