Matthew Heilman is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has approximately one year of industry experience, including prior roles at Vela Capital and involvement with Velocity Swim Labs and Camps. Heilman has also been affiliated with the University of Virginia and ACAC Crozet in previous years. Goldman Sachs Wealth Services advises a wide range of clients, from individual investors to institutional entities, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and proprietary analytics and benefits from integration with various Goldman Sachs affiliates to provide comprehensive financial solutions.

Christopher Ransom is a financial advisor with Primerica Advisors and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Guardian Life Insurance Company and Primerica Advisors. Outside of his advisory work, he is involved in selling insurance production beyond his Guardian affiliation. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services with a range of investment programs and account-level solutions. The firm uses a combination of proprietary and third-party investment strategies and supports various account management features including discretionary and non-discretionary options.

Yong Lin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes roles at Aetna, Emerson Reid, and Wfgia, alongside his longstanding position at Transamerica Financial Advisors. He is also the owner of Lin Family Dynasty Inc. Outside of investment advisory, Lin assists clients with health insurance enrollment through affiliated firms. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to deliver advisory services through a large network of advisors and multiple program platforms.

Megan Resch is a financial advisor at Private Advisor Group, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and Cetera Advisors LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and integrates proprietary and third-party platforms and investment strategies.

Daniel Jago is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2007 and has been with Private Advisor Group, LLC since 2015. 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 provides access to various managed account solutions, including its proprietary WealthSuite platform and third-party programs, often implementing advice through external managers and technology platforms.

Mark Reimet is a CFP® with 35 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and also associated with LPL Financial, having previously worked for MML Investors Services, Inc. and MassMutual Life Insurance Company. Reimet serves as a board member of the Ocean City Youth Athletic Association, a nonprofit organization. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm provides access to various managed account solutions and utilizes a fiduciary-based advisory model that incorporates technology platforms and third-party managers.

Kaitlyn Mohabir is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and beginning her industry career in 2026. Prior to her current role, she held positions at Johnson & Johnson and ConnectOne Bank, and has experience in the hospitality sector. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm offers tailored advisory services supported by dedicated investment strategy groups and access to a wide range of affiliated resources within the Goldman Sachs ecosystem.

Daniel Parks is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Financial LLC and his own Parks Wealth Management. Outside of advisory work, he has experience with Tactical Movers and various roles in educational and recreational organizations. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing 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, often implementing advice through third-party managers and TAMPs.

Andrew Kapyrin is a financial advisor at Corient with 17 years of industry experience. He holds a Series 66 designation and has worked at Corient and its affiliated 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 and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Brian Parsons is a CFP® with six years of industry experience, currently serving as a financial advisor at Mariner Wealth since 2024. He previously worked at Morgan Stanley from 2018 to 2024 and has held roles at Hennion & Walsh, Inc. and the University of Rhode Island. Parsons has experience in both advisory and academic settings. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized portfolio strategies with a combination of in-house research and third-party managers, and provides integrated tax and administrative CFO services uncommon in large advisory enterprises.

Pasquale Carannante is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He previously spent over two decades at Gappa LLC and is involved in several non-investment related business ventures, including ownership of restaurants and a media company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to various managed account solutions through a fiduciary-based advisory model.

Anubhav Bhatyal is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, ICICI Bank, Ernst & Young LLP, and IL&FS Financial Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with advisory offerings such as a digital advisory program managed in partnership with SigFig and a Managed Account program.

Peter Floersch is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and over 25 years of industry experience. His prior work includes roles at Avantax Advisory Services and a partnership at PKF O'Connor Davies LLP, a public accounting firm where he performed attest services. He is involved with FMRTL Wealth Advisors, providing financial advisory services alongside his primary role. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services through third-party providers, using a formal planning process centered on diversified mutual fund and ETF allocations matched to client objectives and risk tolerance.

Brian Mccarthy is a CFP® certificant with 20 years of industry experience. He currently works at Equity Services, Inc. and has held prior roles at firms including Morgan Stanley Smith Barney LLC and Guardian Life Insurance Company. Outside of his advisory work, he is co-authoring a children’s book planned for self-publication. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms often utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading and specialized instruments.

Florence Dessources is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 26 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 22 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored wealth management solutions integrated within a large financial group.

Francis D'alia II is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 licenses and eight years of industry experience. His prior roles include positions at Dimensional Fund Advisors and The Vanguard Group. Outside of advisory work, he operated Fran's Pro Photo, LLC from 2017 to 2019. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Parimal Patel is a CFP® professional with 27 years of experience, currently serving as an advisor at Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2010. Outside of his advisory role, Patel is involved in multi-line insurance brokerage activities, including investment-related life, health, and annuity sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing significant discretionary and non-discretionary assets while employing a network of third-party asset managers under a comprehensive supervisory framework.

Sebastian Pepe is a financial advisor with Eagle Strategies (NY Life) based in Staten Island, NY. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked at PillRx Pharmacy and The Home Depot. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored recommendations through multiple program types and manages a significant portion of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Alexander Applegate is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has a professional background that includes service in the United States Army and academic affiliation with Cornell University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm combines strategic allocation models and manager selections with both discretionary and non-discretionary portfolio implementations, leveraging proprietary and third-party analytics within the broader Goldman Sachs ecosystem.

Peter Rodick is a financial advisor at Lincoln Investment with five years of industry experience. He holds the Series 66 designation and has worked at Capital Analysts, Lincoln Investment, and Bergin Agency. Outside of his advisory work, he has served as a branch assistant at Bergin Agency, assisting clients and handling marketing and paperwork. Lincoln Investment serves individuals, businesses, charitable organizations, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, including advisor-managed and firm-managed model portfolios.