Marc Petrognani is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2003. Outside of his advisory role, he is involved in his family business as a part-owner and executive of Hunter Industrial Corporation and Lastec Industrial Corp., and serves on the Tewksbury Township Community Safety Subcommittee. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment and consulting services, including discretionary and non-discretionary portfolio management, with a notable share of its advisory assets managed on a non-discretionary basis.

Richard Grofsick is a CFP® professional with nine years of experience in financial advising. He has worked at Valic Financial Advisors since 2017 and previously at Agia and LPL Financial. Outside of his advisory role, he serves as a varsity football coach at Hawthorne High School. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves 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 unified managed accounts that utilize technology and model solutions to support a large client base.

Kathleen Sweeney is a Series 65-registered advisor with Kestra Advisory, based in Fairfield, NJ, and has three years of industry experience. She has been with Kestra Advisory Services LLC since 2022 and also runs KSC Professional Services Inc. Outside of her advisory role, she is involved with several other business ventures including MAJR Professional Services, CSKZ Consulting Inc, BBU Books Inc, and KBC Management Services Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as vendor searches, plan design, fiduciary consulting, and plan-level investment advice, serving clients that range from individual investors to sovereign wealth funds.

Julian Manzano is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. His work history includes roles at Goldman Sachs & Co. LLC, Bank of America, and Amazon. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs tailored investment strategies supported by proprietary research and integrates capabilities from across the Goldman Sachs ecosystem.

Earle Jarden Jr. is a CFP® professional with 18 years of experience in the financial industry. He currently works at Corient and has previously held roles at Beacon Trust, Facet Wealth, Prudential Insurance Company of America, PGIM Investments, and Charles Schwab. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party manager solutions, employing continuous portfolio monitoring and risk management tools to align investments with client objectives.

Daniel Wiseman is a financial advisor with PNC Wealth Management, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience, including seven years at Morgan Stanley and Morgan Stanley Private Bank prior to joining PNC in 2023. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithmic risk assessments and manages investments primarily through mutual funds and ETFs with annual rebalancing.

Faith Ryan is a Series 66-licensed financial advisor with Private Advisor Group, LLC, based in Morristown, NJ, and has two years of industry experience. She previously worked with LPL Financial and MACRO Consulting Group. Outside of advisory work, Faith is also a commissioned notary. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including its proprietary WealthSuite platform and third-party programs. The firm employs a fiduciary-based advisory model that combines client goal gathering with portfolio management and the selection of managers and model portfolios from major strategists.

Jeffrey Dattilo is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch, Guy Carpenter, and Lighthouse Wealth Management. Outside of his advisory work, he referees basketball and assists with managing a commercial real estate property. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a variety of investment advisory and financial planning services through a large network of independent advisor representatives, utilizing multiple analytical approaches and managing accounts on both a discretionary and non-discretionary basis.

Robert Casale is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Farther Finance Advisors, LLC and has previously held roles at Personal Capital Advisors, Eagle Strategies, NYLIFE Securities, and JP Morgan Securities. Outside of his advisory work, he manages a rental property in Ramsey, New Jersey. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach utilizing bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Elvira Chaush is a financial advisor with Eagle Strategies (NY Life) based in Livingston, NJ. She holds Series 63 and Series 65 licenses and has five years of industry experience. Her prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Co. Outside of her advisory work, she is a volunteer Membership Committee member with Business Networking International. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Rosemarie Allora is a financial advisor with Empower Advisory Group in Caldwell, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Gwfs Equities Inc. since 2005. Additionally, she is considering serving as a trustee for a personal estate trust. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services through proprietary planning tools and managed account solutions within Empower’s administrative platforms.

Jennifer Mashini is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following five years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, delivering services through both direct and partner programs with a range of tailored offerings.

Andrew Olivier is a financial advisor at Hightower Advisors with nine years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior work includes positions at Private Wealth Management Group LLC and Securities America Advisors. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Louis Hery Jr. is a CFP® certificant with 27 years of industry experience, currently serving as a financial advisor with Osaic Advisory Services, LLC. His prior experience includes roles at American Portfolios Financial Services, Inc., Raymond James Financial Services Advisors, and Federated MDTA LLC. He is a board member of the Mt. Tabor Country Club. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, utilizing both fundamental and technical analysis alongside access to alternative investments and annuity sub-account management.

Christopher Camburn is a CFP® with 26 years of industry experience, currently serving at Private Advisor Group, LLC since 2015. He has prior experience with LPL Financial and Wells Fargo Clearing. Camburn is also involved in providing financial planning, portfolio management, pension consulting, and educational seminars through his registered investment advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and a range of managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal setting with portfolio management and selections from third-party strategists, utilizing various investment methods and technology platforms.

Gary Sluck is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012 and previously held roles at Northwestern Mutual Investment Management and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he has served as a high school basketball referee. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that leverages technology platforms and third-party managers, providing both discretionary and non-discretionary investment solutions.

Amanda Samudio is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing five years of industry experience. She has worked at Goldman Sachs Ayco Personal Financial Management since 2021 and previously held roles at Allstate and other organizations. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management solutions supported by strategic allocation models, manager selections, and a range of service platforms within the broader Goldman Sachs ecosystem.

Patrick Sullivan is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and has worked with firms including LPL Financial and PAG Financial, LLC. Sullivan also spends part of his time selling fixed insurance products such as life and health insurance. Private Advisor Group provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fiduciary-based advisory model and offers a variety of managed account solutions, including its proprietary WealthSuite platform and access to third-party managers and TAMPs.

Nicolas Carrion is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and two years of industry experience. Prior to joining Private Advisor Group, he spent eight years with LPL Financial LLC and has held positions at Pennsylvania State University and The Sagamore Resort. 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 employs a fiduciary-based advisory model and utilizes proprietary technology platforms and third-party managers to deliver diversified investment strategies.

Joseph Koronakis is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior work includes roles at TD Ameritrade and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to recommend investment models managed by PNC or third-party strategists.