Jeffrey Jordan is a CFP® with ten years of industry experience currently with Mariner Wealth Advisors. He has worked previously at Fidelity Brokerage Services LLC and TIAA-CREF. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized investment approach supported by an internal portfolio management team and integrates tax and accounting services through affiliated CPAs and enrolled agents.

Mitchell Lanzl is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Guardian Life and Park Avenue Securities. His previous work includes positions at North East Private Client Group and Strategic Turnaround, as well as teaching experience at Kean University. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of financial planning, retirement consulting, and investment advisory programs, utilizing both proprietary and third-party models.

Lucia George is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has 13 years of industry experience. Her career includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where she manages a team of agents and is involved in hiring and training. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerance.

James Reilly is a CFP® with 24 years of industry experience. He is currently with Corient, where he has worked since 2022, following a 22-year tenure at RegentAtlantic. His background includes roles at Corient Services LLC and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Joseph Razzano is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at LPL Financial, LLC and Private Advisor Group since 2015. Outside of his advisory role, he serves as an independent contractor providing non-variable insurance services through Integrated Financial Concepts. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, leveraging a network of investment adviser representatives and partnerships with major strategists and platforms.

Gerald Faller is a CFP®-designated financial advisor with 41 years of industry experience, currently serving at Lincoln Investment since 2008. He is also a partner at The Faller Company LLC, which is involved in the sales and service of life insurance. 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 advisor-managed and firm-managed investment strategies supported by an Investment Management & Research team.

Kevin Pfeffer is a CFP® professional affiliated with Osaic Institutions, Inc. in West Orange, NJ, with nine years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC, First Eagle Investment Management, LLC, and AXA Distributors, LLC. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer model that includes both discretionary and non-discretionary accounts.

Rafael Arellano is a CFP® professional with eight years of industry experience. He is currently with Mercer Global Advisors Inc. and has held various roles there since 2018. Prior to that, he worked at Beacon Wealth Management, LLC and JFL Consulting, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing globally diversified portfolios with multi-factor tilts and tax management, and offers a range of implementation options and affiliated service lines.

William Sorrentino Jr. is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Equitable Advisors LLC and AXA Advisors, LLC. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled 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-developed UMA models for portfolio construction.

Gregory Meyer is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 17 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers 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 utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth solutions through integrated financial group capabilities.

Gina Martin Adams is a CFA® charterholder with 10 years of industry experience. She currently works at HB Wealth Management and previously held positions at Bloomberg and Wells Fargo Securities. Adams serves as Secretary on the Board of the CMT Association and is an Advisory Board Member for the University of Florida’s Warrington College of Business. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combination of quantitative and qualitative due diligence across multiple asset classes and offers outsourced chief investment officer (OCIO) and institutional advisory services.

John Korn is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Victory Capital Management, Amundi Distributor, and Putnam Retail Management. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs and third-party asset managers.

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 credentials and 14 years of industry experience. His prior experience includes roles at JP Morgan Securities LLC, JPMorgan Chase Bank, and Bank of America. Outside of his advisory work, he owns and operates an auto parts business on eBay. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of affiliated and third-party investment managers and a range of portfolio solutions including TD Managed Portfolios and TD Guided Portfolios.

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 experience in the financial services industry. He has worked with firms including Merrill, Bank of America, AEPG Wealth Strategies, and has been with Wealth Enhancement Advisory Services since 2019. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers 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 blending passive and active managers, supported by an internal Investment Committee.

Dario Polci is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including TD Bank N.A., Equitable Advisors, LLC, and The Prudential Insurance Company of America. Outside of finance, he is active as a DJ in the arts and entertainment sector. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm’s investment approach combines strategic and tactical asset allocation using both affiliated and third-party managers.