Jonathan Caplan is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 21 years of industry experience. He has previously worked with Mariner Independent Advisor Network and Atlas Private Wealth Advisors and is the president of Caplan Capital Management, Inc., an investment advisory firm he has led since 1996. 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. The firm provides access to third-party asset managers and turnkey asset management platforms, supporting various analytical approaches and client preferences through a broad network of investment adviser representatives.

Matthew Palusak is a financial advisor at &PARTNERS with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors and Merrill Lynch. He owns MP Marketing and Management LLC, a marketing and management business based in Long Valley, NJ. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, combining proprietary models and third-party manager solutions through platforms like Envestnet.

Rohan Jacob is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Accenture Operations Services and American International Group. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers customized financial planning and portfolio management supported by strategic allocation models and specialized programs such as Private Family Office services and Financial Wellness offerings.

Nicholas Samara is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. He has also been associated with Madison Wealth Planners and LPL Financial since 2021. Prior to his advisory roles, he worked at Rowan University and Madison Public School. Private Advisor Group, LLC is an SEC-registered 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 discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Sonia Piguave is a financial advisor with HSBC Securities (USA) Inc., holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, and JP Morgan. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, providing a range of client-directed and discretionary investment options. The firm utilizes model risk profiles and a combination of strategic and tactical asset allocation supported by HSBC Global Asset Management and affiliated providers.

Alexander Williams Jr. is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Fidelity Investments, Wells Fargo, Lincoln Investment, and The Vanguard Group. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, using a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers.

Roger Marvinney is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with PNC Investments LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs.

David Abramson is a Series 66 registered advisor with Schwab Wealth Advisory in Jersey City, NJ, and has eight years of industry experience. He previously worked at Invesco Ltd. for nine years and held roles at JPMorgan Chase Bank and J.P. Morgan Securities LLC from 2022 to 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses Charles Schwab’s asset allocation models and research tools to guide clients, while clients retain final decision-making authority.

John Horn is a financial advisor at Steward Partners Investment Advisory, LLC with a Series 66 credential and one year of industry experience. Before joining Steward Partners in 2025, he worked for six years at CFRA Research and spent two years at Warburg Pincus. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale 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 a range of advisory, financial planning, and managed account services through both proprietary and third-party solutions.

Ryan Coughlin is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. His work history includes multiple roles at Goldman Sachs and Boston College. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a range of platforms supported by proprietary analytics and integration with the broader Goldman Sachs ecosystem.

Michael Simon is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and manages complex market roles including swap dealer and futures commission merchant activities.

David Scordato is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and having 37 years of industry experience. He has been with PNC Investments LLC since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithmic risk assessment and investment strategies managed by PNC or third-party strategists.

Michael Wasik is a financial advisor at Guardian Life with six years of industry experience. He holds the Series 66 designation and has worked at several firms including Bleakley Financial Group, LPL Financial, and Park Avenue Securities. He is also licensed to sell insurance outside of Guardian Life. Park Avenue Securities LLC, where he operates, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Richard Harrison is a financial advisor with Kestra Advisory, holding the ChFC® designation and a Series 63 license. He has 50 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services since 2000. Harrison is also the owner of The Harrison Group, an insurance business he has operated since 1975. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, investment advice, and employee education, and manages approximately $79.8 billion in assets, serving clients that include large institutional investors.

Yooran Cho is a financial advisor with PNC Wealth Management in Little Falls, NJ. He holds a Series 66 designation and has been with PNC since 2022, including roles at PNC Bank prior to his current position. His background includes experience in tax consulting and education. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithmic risk assessment and approved model strategies executed via mutual funds and ETFs.

Daniel Polizzano is a financial advisor at Private Advisor Group, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Private Advisor Group and LPL Financial since 2012. Private Advisor Group serves a diverse client base, including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and access to third-party asset managers and turnkey platforms.

Susan Hoyt is a Series 66 licensed financial advisor with 33 years of industry experience. She has been with Sanctuary Advisors, LLC and Sanctuary Securities, Inc. since 2022, and previously worked at Merrill from 2013 to 2022. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who manage portfolios through various advisor-directed programs, Separately Managed Accounts, and Unified Managed Accounts, employing multiple analytical approaches and offering both discretionary and non-discretionary account management.

Thomas Grant is a CFP® professional with 24 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, having previously worked with Grove Point Investments and H.Beck, Inc. Grant has also been involved with Prestige Title Agency for over a decade. Private Advisor Group serves a diverse clientele including individuals, business entities, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, providing access to multiple advisory programs and third-party asset managers through a broad network of investment adviser representatives.

David Elwood is a CFP® professional with over 30 years of experience in the financial industry. He is currently affiliated with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Elwood holds Series 63 and Series 65 licenses and operates The Elwood Wealth Management Group as a support business. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment adviser managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Nathan Pugliese is a CFP® and ChFC® with 28 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at Ameriprise Financial Services, Inc., Summit Financial, LLC, and LPL Financial. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, overseen by an internal Investment Committee.