Nathaniel Henein is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 66 license, with 19 years of industry experience. He has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2011. Henein serves as a board member at large on a church council, engaging in governance and organizational matters. 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, providing custody, execution, and brokerage capabilities alongside investment advice.

Michael Fischer is a CFP® professional with 10 years of industry experience. He has been with Cerity Partners LLC since 2022 and previously worked at Round Table Services for 11 years. Based in Westfield, NJ, he is part of a large team serving a diverse client base. Cerity Partners advises individuals, families, institutions, and other entities on wealth management, offering customized investment management, financial planning, tax services, and more. The firm manages approximately $166.2 billion in client assets and provides access to both traditional and alternative investment solutions through proprietary and third-party strategies.

Jennifer Mashini is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following five 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, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, delivering services through both direct and partner programs with a range of tailored offerings.

Pamela Johnson is a financial advisor at Eagle Strategies (NY Life) with four years of industry experience. She holds Series 65 and Series 63 credentials and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2020. Pamela is also the owner of Ponce & Associates LLC, a business focused on brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with a diverse range of clients including defined contribution and defined benefit plans.

Christopher Camburn is a CFP® with 26 years of industry experience, currently serving at Private Advisor Group, LLC since 2015. He has prior experience with LPL Financial and Wells Fargo Clearing. Camburn is also involved in providing financial planning, portfolio management, pension consulting, and educational seminars through his registered investment advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and a range of managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal setting with portfolio management and selections from third-party strategists, utilizing various investment methods and technology platforms.

Gary Sluck is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012 and previously held roles at Northwestern Mutual Investment Management and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he has served as a high school basketball referee. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that leverages technology platforms and third-party managers, providing both discretionary and non-discretionary investment solutions.

Amanda Samudio is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing five years of industry experience. She has worked at Goldman Sachs Ayco Personal Financial Management since 2021 and previously held roles at Allstate and other organizations. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management solutions supported by strategic allocation models, manager selections, and a range of service platforms within the broader Goldman Sachs ecosystem.

Patrick Sullivan is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and has worked with firms including LPL Financial and PAG Financial, LLC. Sullivan also spends part of his time selling fixed insurance products such as life and health insurance. Private Advisor Group provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fiduciary-based advisory model and offers a variety of managed account solutions, including its proprietary WealthSuite platform and access to third-party managers and TAMPs.

Nicolas Carrion is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and two years of industry experience. Prior to joining Private Advisor Group, he spent eight years with LPL Financial LLC and has held positions at Pennsylvania State University and The Sagamore Resort. 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 employs a fiduciary-based advisory model and utilizes proprietary technology platforms and third-party managers to deliver diversified investment strategies.

Mark Porcelli is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has previously worked with Charles Schwab & Co., TIAA-CREF, and Lenox Advisors, Inc. Porcelli is based in Jersey City, NJ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach emphasizes asset allocation and investment selection guided by internal research and standard models, with trades executed only upon client authorization.

Robert Pettit is a financial advisor at Corient with eight years of industry experience. He holds a Series 66 designation and has worked at firms including RegentAtlantic and Mass Mutual Investors Services. His background also includes roles outside of finance, such as at University of the Arts and operating Pettit Audio. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, and offers specialized services including family office and corporate trustee solutions.

Simon Kunthara is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley, and Charles Schwab. Outside of financial advising, he is the owner and partner of SiHa LLC, a real estate business. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm uses standardized asset-allocation models and internal research tools to guide investment selection, with trades executed only upon client authorization.

Derek Sausa is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior work includes positions at Greenberg & Rapp, M Holdings Securities, Inc., and Citigroup. Outside of his advisory role, he is involved in property management as a landlord. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers to construct client portfolios.

Mary Pucciarelli is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 credentials and 41 years of industry experience. Her prior work includes roles at Reilly Financial Group, Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and METLIFE Securities Inc. She also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of clients nationwide. The firm provides a comprehensive adviser-support platform, including managed-account programs and access to third-party asset managers, while acting as a wrap-fee program sponsor and back-office provider.

Natani Drati is a CFP® affiliated with Schwab Wealth Advisory, Inc. based in Jersey City, NJ, with two years of industry experience. His prior work includes roles at Charles Schwab & Co., Northwestern Mutual, JP Morgan, and Rick Hu. Outside of advisory work, he is involved in youth sports training, focusing on football and speed and agility for children under 16. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with trades executed only upon client authorization.

Donald Rasweiler is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Benjamin F. Edwards & Company, Wells Fargo Clearing, Morgan Stanley, J.P. Morgan Securities, and A. G. Edwards & Sons. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs delivered on discretionary and non-discretionary bases, with advisory services spanning equity, balanced, and fixed-income portfolios structured through strategic and tactical asset allocation.

Dean Loucka is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services, TD Ameritrade, and Charles Schwab. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Vincent Dotti is a financial advisor at OSAIC Institutions, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Royal Alliance Associates, Inc. before joining OSAIC Institutions. OSAIC Institutions, Inc. serves 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 support, access to alternative investments, and a lending marketplace, operating a hybrid adviser and broker-dealer model.

Charles Churchill is a financial advisor at Citigroup Global Markets with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including HSBC Securities, Merrill, UBS Financial Services, and Chase Investment Services. Churchill has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including roles as a swap dealer and futures commission merchant.

Boureima Diallo is a CFP® professional with four years of industry experience, currently serving at Transamerica Financial Advisors. He has a long-standing association with United Financial Services and the Transamerica Agency Network, where he has been involved in recruiting, training, and business development since 2002. Diallo also engages in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and digital platforms, serving clients through an extensive advisor network.