Frank Euvino is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 32 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Private Advisor Group, LLC is an SEC-registered advisory firm managing more than $41 billion across over 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.

Howard Solomon Jr. is a financial advisor with Integrity Alliance, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked at Solomon Wealth Solutions, LLC, Integrity Alliance, LLC, Next Financial Group, Inc., and Solomon Financial. Outside of his advisory work, Solomon is involved in raising, breeding, and showing purebred dogs and holds leadership roles in multiple dog breed clubs and related nonprofit organizations. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, and retirement consulting using a variety of investment approaches and platforms.

Eric Mark is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 designations and has 26 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains distinctive market roles, including swap dealer and futures commission merchant activities.

Zachary Morse is a CFP® with four years of industry experience, currently serving as an advisor at Corient in Morristown, NJ. His prior roles include positions at RegentAtlantic and Lenox Advisor, as well as experience with the Association of National Advertisers and AIPAC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, using risk management tools and continuous portfolio monitoring to align investments with client objectives.

Thomas Suarez is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Goldman Sachs & Co. LLC since 2019, with prior roles at The AYCO Company, Guardian Life Insurance, and Park Avenue Securities. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm utilizes strategic and tactical allocation models, manager selection processes, and a range of fee arrangements, drawing on resources across the Goldman Sachs ecosystem to deliver tailored wealth management solutions.

Patrick Atwood is a financial advisor at Kestra Advisory with a Series 66 credential and one year of industry experience. His prior work history includes roles at Kestra Investment Services, LLC, the University of Delaware, and the Gilman School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and uses multiple management platforms and third-party solutions, serving clients that range from large institutional investors to sovereign wealth funds.

Steven Testino is a CFP® with 25 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. His prior roles include positions at LPL Financial and Independent Financial Partners. Outside of financial advising, he has been involved with SCT Restaurant LLC for over two decades. 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 a range of portfolio management and financial planning services through various platforms and third-party asset managers.

Timothy Brunnock is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Private Advisor Group since 2011 and has been affiliated with LPL Financial since 2007. In addition to his advisory work, he maintains limited legal practice activities and serves on the finance committee for the Morris County St. Patrick's Day Parade, a local nonprofit organization. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, and retirement plan consulting, using a range of strategies and third-party asset management programs.

Michael Donohue is a financial advisor at &PARTNERS with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors, Bank of America, and Merrill. He also owns and operates JONES MD LLC, an investment-related business based in Jersey City, NJ. &PARTNERS serves a diverse client base including individual and institutional investors, offering investment advisory, brokerage services, financial planning, and retirement plan consulting. The firm employs a range of portfolio management strategies and operates as both a broker-dealer and registered investment advisor.

Gavin Ford is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Hartford Funds Distributors, IPTA Clinical LLC, and Rutgers University, among others. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across various asset classes.

Matthew Clifford is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with City National Rochdale since 2014. Outside of his advisory work, he is an LLC member of Sweet Vivi's Bakery, an online bakery venture involving his daughter. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, and charitable organizations, employing a multi-strategy investment approach that combines quantitative modeling with fundamental analysis. The firm is known for its sponsorship of City National Rochdale mutual funds and its use of proprietary portfolio management tools.

Gregory Klar is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2022. His prior experience includes roles at SFI Advisors, LLC and TIAA/TIAA-CREF. Outside of advisory work, he is a managing member of an e-commerce platform, New Ventures AMZ, LLC. 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 and family office services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers, delivering a broad range of strategies and integrated tax, accounting, and financial wellness solutions.

Jasmine Britton is a financial advisor with Citizens Securities, Inc. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Her prior roles include positions at JP Morgan Securities LLC, JP Morgan Chase Bank, and the Gabelli School of Business at Fordham University. Outside of advising, she serves as a notary officer for the state of New Jersey. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm provides both digital and managed account advisory options and operates as a broker-dealer and insurance agency.

Abby Salameh is a financial advisor at Mercer Global Advisors Inc. with industry experience spanning several years across multiple firms, including RFG Advisory, CAIS, Hightower Advisors, and Private Advisors Group. She holds Series 63, Series 65, and Series 66 licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, direct indexing, and specialized strategies.

William Ryan Jr. is a CFP® with 35 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2017. He has also been affiliated with LPL Financial, LLC since 1998. Outside of his advisory roles, he sells non-variable insurance products including life, health, disability, long-term care, and fixed annuities. 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.

Pablo Baiza Castro is a financial advisor with Empower Advisory Group in Bloomfield, NJ, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Primerica Advisors, Citizens Bank, and Harvard Business School. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

James Dy is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Private Advisor Group since 2015 and has also worked at LPL Financial since 2008. Outside of his advisory role, he is involved with Lamington Capital Partners, LLC, a business entity used for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm utilizes a variety of investment strategies and platforms, including both discretionary and non-discretionary management, and supports held-away account management through technology partnerships.

Bryan Kossove is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior firms include Ameriprise and Royal Alliance. Outside of his advisory role, he owns BHK Tax Services, a tax preparation business. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status.

Lori Koval is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has been with Oppenheimer since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Timothy Burklow Jr. is a CFP® and ChFC® with eight years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and previously worked at Burklow & Rotella and Ameriprise. Before entering the financial advisory field, he was employed at Rutgers University for four years. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services.