Edmund Iannaccone is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and Series 63 credentials and bringing 36 years of industry experience. He has worked with Steward Partners-affiliated entities since 2017 and previously worked at Raymond James Financial Services and Wells Fargo Advisors. Iannaccone is also the owner of Iannaccone Wealth Management, a support company focused on wealth management services. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

John Malcolm is a CFP®-credentialed financial advisor with 26 years of industry experience. He has worked at GWN Securities Inc. since 2018 and previously spent eight years with AIG Retirement Advisors. Additionally, he is an independent agent for life, accident, health, sickness, and long-term care insurance. GWN Securities Inc. is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of investment programs, including traditional asset allocation and legacy market-timing and momentum strategies.

Thomas Cawley is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 21 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth programs, tailoring strategies through integrated resources across the Goldman Sachs ecosystem.

Michael Downey is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including over three decades with New York Life Insurance Company and more than two decades with Nylife Distributors LLC. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutional sponsors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Daniel Rosenthal is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has worked at Private Advisor Group since 2016 and has also been associated with Ibex Wealth Advisors and LPL Financial during his career. Rosenthal provides tax preparation services as an additional business activity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates proprietary technology platforms and access to third-party managers and strategies.

Brandon Potucek is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank, NA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering investment banking and placement services alongside an integrated investment platform.

Matthew Farago is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has previously worked at PepsiCo and in various roles related to recreation and education. Farago’s experience includes work at the University of Connecticut and several community organizations. Goldman Sachs Wealth Services advises a broad range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management using strategic allocation models and a variety of fee arrangements, supported by a wide network of affiliated Goldman Sachs entities and specialized advisory programs.

Joseph Corcoran is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. His career includes extensive tenure at Avantax Investment Services and related entities, as well as a long-standing role with MS Investment Partners, LLC. He also serves as an administrator of employee benefit plans at MS Administrators, Inc. and has experience as a co-executor of an estate. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm emphasizes diversified allocations through mutual funds and ETFs and provides ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers, leveraging its integration within the larger Cetera network.

Dylan O’Shea is a financial advisor at Sanctuary Advisors, LLC with 14 years of industry experience. He holds the Series 66 credential and previously worked for Bank of America and Merrill from 2012 to 2022. He serves as a volunteer advisory board member for Teach For America New Jersey. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports independent advisers with multiple investment approaches and offers portfolio management through various account types and third-party platforms.

Joseph Pecoraro is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior work includes roles at Advisors Capital Management, LLC and Goldman Sachs Wealth Services. He also holds a position as an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual, corporate, and institutional clients. The firm employs a mix of active and passive investment strategies, combining proprietary asset-allocation modeling with third-party independent managers, and provides comprehensive portfolio management and reporting services.

David Corson is a financial advisor at Private Advisor Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Private Advisor Group and LPL Financial since 2015. Prior to that, he was with PNC Wealth Management for 11 years and J.J.B. Hilliard, W.L. Lyons, LLC for one year. 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 uses a fiduciary-based advisory model and offers proprietary managed account solutions alongside third-party programs and alternative investments.

Andrew Westhuis is a financial advisor with Oppenheimer, holding the CFP® and CFA® designations and the Series 66 license. He has 19 years of industry experience and has been with Oppenheimer since 2006. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs with discretionary and non-discretionary advisory services that cover equity, balanced, and fixed-income portfolios, supported by periodic portfolio reviews and customized consulting and retirement services.

Peter Mancini is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years at 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.

Steven Ries is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. He previously worked at LPL Financial LLC, Janney Montgomery Scott, LLC, and UBS Financial Services. Ries provides investment advisory services through Private Advisor Group, an independent firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, using technology platforms and a range of investment strategies, often implementing recommendations through third-party managers and TAMPs.

Jean Victor is a financial advisor with Empower Advisory Group based in Maplewood, NJ, holding Series 66 and Series 63 licenses and 25 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of his advisory work, he serves as Vice President of the Jefferson Condominium Association board and co-owns an online reselling business with his wife. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Matthew Alberico is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 registrations. He has 16 years of industry experience, including prior roles at Nylife Securities LLC, New York Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is a partner in a small music label affiliated with his church, where he oversees business functions. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis and specialized advisory services linked to insurance and annuity products within the New York Life affiliate structure.

Matthew Ogus is a financial advisor at Corient with a Series 65 credential and four years of industry experience. His prior roles include positions at UBS and RegentAtlantic. In addition to his advisory work, he has experience working in non-financial roles such as at the Hackensack Gold Club. 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 combining in-house strategies with third-party managers and utilizes advanced risk management and monitoring tools.

Brian Mengel is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm customizes client plans using strategic allocation models and offers a range of advisory services, including Private Family Office and Specialized Executive Wealth programs, supported by proprietary research, tax-aware techniques, and integration with Goldman Sachs’ broader capabilities.

Peder Knoth is an investment advisor representative at TLG Advisors, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group Inc, Brandon Brokerage, and John Hancock. Outside of his advisory role, he serves as Vice President of Senior Case Design at Brandon Brokerage. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor portfolio allocations.

Matthew Delricco is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He has worked at Cresset Asset Management, LLC since 2021 and previously spent six years at SEI Investment Company. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due diligence program covering public equities, fixed income, alternatives, real estate, and private markets.