Jordan Heller is a CFP® and CFA® with 20 years of experience in the financial advisory industry. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2019, following 11 years at Heller Wealth Advisors, LLC. Outside of his advisory role, he serves on the Board of Directors for the New York School of Podiatric Medicine and the audit committee for Alzheon, Inc., a biomedical company. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process, and sponsors proprietary investment vehicles and private funds.

Robert Schmidt is a financial advisor at &Partners with Series 63 and Series 65 credentials and 37 years of industry experience. His prior experience includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a variety of strategies and platforms, and operates as both a registered investment adviser and broker-dealer.

Diandra Allen is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and has prior experience with Northwestern Mutual and Atlantic Health System. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Jinping Lin is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. She has worked with Transamerica Financial Advisors since 2016 and is also involved with Investment Options LLC and RealMart Realty in referral and health insurance-related roles outside of securities. At Investment Options LLC, she provides health insurance and Medicare services to clients on a part-time basis. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through various fee-based and commission-based programs. The firm employs a combination of proprietary and third-party investment models with discretionary and non-discretionary options and manages over $2 billion in assets under management.

Brian Segel is a financial advisor with Eagle Strategies (New York Life), holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at New York Life Insurance Company, Cetera, Allied Wealth Partners, and MassMutual. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, particularly in non-discretionary asset management and retirement plan consulting.

Stephen Littenberg is a financial advisor with Private Advisor Group, LLC, holding the CFP® and ChFC® designations along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including tenures at National Asset Management, Inc. and National Securities Corp, as well as Voya Financial Partners, LLC. He conducts his investment advisory services under the business names Scholar Wealth Management and Scholar 401k Solutions. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting among other services. The firm employs a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement a variety of investment strategies.

Franklin Smith Jr. is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial and CUNA Mutual Group. He also provides administrative support to Private Advisor Group as a separate business activity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while often implementing advice through third-party managers and programs.

Raymond Bolleia is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Citigroup Global Markets. He is based in Morristown, NJ. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions through proprietary and third-party platforms and employs a fiduciary-based advisory model that incorporates multiple investment strategies.

Katherine Chen is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following prior roles at The Ayco Company, L.P./Mercer Allied and SS&C Technologies. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm integrates centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large, integrated financial group.

Lynn Jacobowski is a financial advisor with TLG Advisors, Inc. in Summit, NJ, holding Series 63 and Series 66 licenses with 18 years of industry experience. Her prior roles include work at The Leaders Group, Inc., Park Avenue Securities, Guardian Life Insurance, and Wealth Advisory Group. She also maintains an independent insurance agent business focused on life insurance and Medicare sales. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering both managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Perry Koplik is a financial advisor at Kestra Advisory with 40 years of industry experience and holds a Series 63 designation. His career includes roles at PF Compass, Commonwealth Financial Network, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, and New England Securities. Koplik is co-owner of PF Compass, LLC, a group benefits firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving a client base that includes large institutional investors such as sovereign wealth funds.

John Novello is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. He has five years of industry experience and has previously worked with BNI Business Developers and Securitas. Outside of his advisory role, he is involved in notary services and health insurance sales through his ownership of SJV Financial Group LLC. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies and offers various advisory programs alongside retirement plan services.

Lesley Draper is a financial advisor with Corient, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has worked at RegentAtlantic for 14 years before joining Corient and its related entities in recent years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach integrating in-house strategies and third-party managers, with an emphasis on risk management and portfolio monitoring.

Jared Brown is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is an independent insurance agent and a sales broker for Creative Risk Management. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive legacy use of market-timing and momentum-based investment strategies.

Jessica Divincent is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six 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 and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Ryan Casey is a financial advisor at Guardian Life with four years of industry experience. He holds a Series 66 designation and has previously worked at Simon Quick Advisors, LLC, Longbridge Financial, LLC, and Park Avenue Securities. Casey’s background also includes roles outside finance, such as positions at Bottle King and Acme Markets. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs using model portfolios from internal and third-party managers.

Brian Mc Govern is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 65 license and six years of industry experience. He is also a partner in McGovern Garry LLC, a CPA firm providing tax and consulting services, and serves as an uncompensated board member of QuantumXchange, Inc. Mr. McGovern offers tax advice and preparation services separately from his investment advisory role. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, combining client goals and risk tolerances with a range of investment strategies and technology platforms, often utilizing third-party managers and wrap programs.

Corrado Spezzacatena is a CFP® professional with 23 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His previous experience includes roles at Raymond James Financial Services and Wells Fargo Advisors. Outside of advisory work, he is the CEO of prefGrab, Inc., a business focused on idea generation and development. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, planning, and portfolio management services through both proprietary and third-party solutions.

Matthew Masterson Jr. is a CFP® with 10 years of industry experience, currently serving at Corient. He previously worked at RegentAtlantic for eight years. He is involved with the Morris Educational Foundation, where he serves on the Finance Committee overseeing the organization’s finances and investments. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies, third-party managers, and customized asset allocation, with ongoing portfolio monitoring and risk management.

Jeffrey Boyer is a financial advisor at Corient with 19 years of industry experience. He holds a Series 65 designation and has worked at Corient and its related entities since 2022, following a 15-year tenure at RegentAtlantic. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.