Jean Heath is a financial advisor with Clearstead and Clearstead Advisory Solutions, holding Series 63 and Series 66 designations and 17 years of industry experience. Her prior work includes 21 years at Brinker Capital Securities, Inc. and six years with Envestnet Asset Management, Inc. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, family office administration, and consulting services. The firm manages approximately $33.9 billion in assets across more than 4,300 client relationships, employing a disciplined investment process that incorporates portfolio analytics, manager research, and strategic asset allocation.

Matthew Mignon is a financial advisor at Corient with 11 years of industry experience. He holds a Series 65 designation and has worked at Corient since 2022, including previous roles at RegentAtlantic from 2015 to 2023. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm utilizes a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investments where appropriate.

Keyana Touchette De Jesus is a CFP® professional with one year of industry experience, currently advising at Corient. She previously worked with Wiss Private Client Advisors, LLC for several years. Outside of finance, her work history includes roles in hospitality and education. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, and institutional entities. The firm employs a goals-based, team investment approach that uses both in-house strategies and third-party managers, supported by comprehensive risk management and private fund capabilities.

Eric Degrandpre is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds a Series 63 designation and previously worked for over two decades at The Ayco Company/Mercer Allied Company, L.P. before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment solutions supported by integrated teams and resources across the Goldman Sachs ecosystem, utilizing strategic allocation models and proprietary analytics.

Bryan Smalley is a financial advisor at Corient with 15 years of industry experience. He holds a Series 65 designation and has worked at Corient since 2022, following over a decade at RegentAtlantic. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs advanced risk management tools to align portfolios with client objectives.

Peter Contini is a financial advisor at TIAA-CREF with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA and TIAA-CREF since 1990 and 2001, respectively. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory services include both point-in-time planning and ongoing discretionary management, with a fiduciary standard applied to its registered investment advisory services.

Roy Shubert is a financial advisor with Private Advisor Group, LLC, holding the ChFC® and PFS™ designations and securities licenses Series 63 and Series 65. He has 29 years of industry experience, including roles at LPL Financial and Mutual Service Corporation. Outside of advisory work, he is involved in the sale of fixed life insurance in collaboration with a Massachusetts Mutual Life agent. 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 advisory programs. The firm employs a fiduciary-based approach, utilizing technology platforms and third-party managers to tailor investment solutions to client goals and risk tolerances.

Joan Check is a CFP®-certified financial advisor with 22 years of industry experience. She is currently affiliated with Empower Advisory Group and has held prior roles at firms including Empower Retirement Services, Eagle Strategies LLC, and New York Life Insurance Company. Outside of her advisory work, she serves as executrix for a personal estate and receives trailing commissions from a formerly operated property and casualty insurance agency. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm utilizes an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Robert Zimmerman is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked in education, including roles at Loyola University and St. Joseph High School. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and private funds, with approximately $166.2 billion in client assets under management as of December 31, 2025. The firm offers customized wealth management services and employs an investment approach based on client-specific profiles, combining proprietary quantitative methods with access to alternative and private market solutions.

Adam Moran is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources and model portfolios with a broad range of tailored services and operates within a large integrated financial group offering distinct features such as affiliated banking and retirement consulting capabilities.

Alec Sciarra is a CFP® professional with six years of industry experience, currently serving as a financial advisor at PNC Wealth Management in Morristown, NJ. His prior roles include positions at Janney Montgomery Scott and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that employs algorithm-driven risk assessment and uses mutual funds and ETFs with annual rebalancing.

Jeffrey Jordan is a CFP® with ten years of industry experience currently with Mariner Wealth Advisors. He has worked previously at Fidelity Brokerage Services LLC and TIAA-CREF. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized investment approach supported by an internal portfolio management team and integrates tax and accounting services through affiliated CPAs and enrolled agents.

Mitchell Lanzl is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience and has worked with firms including North East Private Client Group and Strategic Turnaround. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions, along with access to insurance products and alternative investments through its connection with Guardian Life.

Lucia George is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has 13 years of industry experience. Her career includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where she manages a team of agents and is involved in hiring and training. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerance.

James Reilly is a CFP® with 24 years of industry experience. He is currently with Corient, where he has worked since 2022, following a 22-year tenure at RegentAtlantic. His background includes roles at Corient Services LLC and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Joseph Razzano is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 designations. He has 43 years of industry experience, including prior roles at UBS Financial Services and LPL Financial. Razzano also serves as an independent contractor providing non-variable insurance through Integrated Financial Concepts. 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 using various investment strategies and technology platforms while providing access to both proprietary and third-party managed account solutions.

Gerald Faller is a CFP® with 41 years of industry experience, currently serving as an advisor at Lincoln Investment Planning Inc since 2008. He is a partner at The Faller Company LLC, which is involved in the sales and service of life insurance. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team and various third-party managers.

Kevin Pfeffer is a CFP® with 10 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has held positions at Ameriprise Financial Services, First Eagle Investment Management, and AXA Distributors. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer model that emphasizes both discretionary and non-discretionary account management.

Rafael Arellano is a CFP® professional with eight years of industry experience. He is currently with Mercer Global Advisors Inc. and has held various roles there since 2018. Prior to that, he worked at Beacon Wealth Management, LLC and JFL Consulting, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing globally diversified portfolios with multi-factor tilts and tax management, and offers a range of implementation options and affiliated service lines.

William Sorrentino Jr. is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Equitable Advisors LLC and AXA Advisors, LLC. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.