Christopher Piccoli is a CFP® professional with 17 years of industry experience, currently advising at Mariner Wealth since 2024. His prior experience includes roles at The Mather Group, RegentAtlantic, and J.P. Morgan in various capacities. He serves as an Advisory Board Member at CDT Capital Management, where he provides strategic guidance on marketing and regulatory matters. 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 combines in-house research with third-party manager allocations and provides integrated tax and administrative family office services.

Alessandra Grassi is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 66 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at Life Planning Alliance, KBK Wealth Management, and Commonwealth Financial Network. Outside of advisory work, she is involved with Grassi Advisors, supporting partners at the firm. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning, discretionary management combined with model-based strategies, and access to proprietary and third-party advisory solutions.

Erik Friedman is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has six years of industry experience, having worked at Eagle Strategies since 2024 and previously at NYLIFE Securities and New York Life Insurance. Prior to his advisory career, he was employed at Lithia Motors from 2016 to 2019. 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 offers multiple program types and focuses on tailoring recommendations to client objectives, managing a substantial portion of its assets on a non-discretionary basis.

Steven Ford is a financial advisor at J.W. Cole Advisors, Inc. with 40 years of industry experience. He holds the Series 63 designation and has worked at firms including Cambridge Investment Research and Fcg Advisors LLC. Ford is a board member of the Summit Mens Lacrosse Alumni Association and the Summit Area YMCA Emeritus Board. J.W. Cole Advisors operates a large network of independent advisers offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a range of investment strategies and provides access to multiple platforms and third-party managers.

Ericka Towe is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and is also involved in several other ventures including entertainment, health insurance, and business training. Outside of her advisory role, she performs comedy in clubs during non-business hours. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, managing approximately $1.66 billion in discretionary assets as of the end of 2025.

Palki Mehta is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. Mehta has 12 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance Company. In addition to advisory work, Mehta is also an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, working closely with a variety of institutional sponsors within an integrated New York Life affiliate structure.

Wesley Huber is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. He has worked with The Ayco Company, L.P./Mercer Allied since 2007 and operates his own tax return preparation business, Wesley D Huber, CPA, where he prepares individual tax returns for select clients. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored wealth management solutions supported by integrated financial group affiliates.

Gunnar Himmel is a CFP® with six years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Janney Montgomery Scott LLC, Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base, including individual investors and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across various asset classes.

Neil Renner is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds the CFP® and ChFC® designations and has 24 years of industry experience. His prior work includes roles at Commonwealth Financial Network, J.P. Morgan Securities, and Mass Mutual Investors Services. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets under management held on a non-discretionary basis.

Stephanie Conti is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 12 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight 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 offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a combination of discretionary and non-discretionary managers within a large integrated financial group.

Bonnie Bravo is a financial advisor at &PARTNERS with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for a total of 12 years. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting services. The firm employs a range of analytical approaches and combines proprietary and third-party strategies, managing accounts on both discretionary and non-discretionary bases.

Austin Singer is a financial advisor at Guardian Life and Park Avenue Securities with three years of industry experience. He holds the Series 66 designation and has prior work history spanning Guardian Life and Park Avenue Securities. Outside of his advisory role, he owns Renn Capital LLC and Shadow Pond Protection Services, LLC, which is involved in insurance sales. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party advisory solutions tailored to client needs.

Michael Klinger is a CFP® with seven years of industry experience, currently serving as a financial advisor at Corient. His prior experience includes roles at Morgan Stanley and RegentAtlantic. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Lisa Crosta is a financial advisor with Sanctuary Advisors, LLC and holds the CFP® designation along with Series 65 and Series 66 licenses. She has 11 years of industry experience, including roles at Mass Mutual Life Insurance Company, Mutual Securities, Inc., and Hennion & Walsh Inc. Outside of advising, she has been involved as an independent contractor with Arbonne International, a direct sales company for personal health and beauty products. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a wide range of investment approaches and account types, offering portfolio management through Advisor-Directed programs, SMAs, UMAs, and third-party platforms, while operating as a fiduciary under written advisory agreements.

Ryan Miller is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Ayco Company, L.P./Mercer Allied, Santander Securities, and Santander Bank. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, supported by integrated capabilities across the Goldman Sachs ecosystem.

Alfonso Saverino is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and ten years of industry experience. He also practices as a Certified Public Accountant with Kelleher Saverino & Petzold CPAs LLC, providing tax advice and preparation services. His background includes roles at several firms such as Ameriprise Financial Services and Cetera Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management and financial planning services. The firm offers a fiduciary-based advisory model utilizing proprietary and third-party solutions, employing a variety of investment strategies and technology platforms.

James Leong is a financial advisor with NewEdge Advisors, holding a Series 66 designation and ten years of industry experience. He previously worked at Private Portfolio Partners for nine years and LPL Financial for ten years. Leong provides investment advisory services through NewEdge Advisors, an independent registered investment advisory firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers various managed portfolio solutions, financial planning, and consulting services, utilizing centralized due diligence and technology tools to support clients and advisors.

Shahid Malik is a financial advisor at PNC Wealth Management with 29 years of industry experience. He has been with PNC Investments since 2004. He holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The firm uses algorithmic risk assessments and delegates portfolio implementation to approved third-party strategists.

Samuel Berger is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 designations and three years of industry experience. His prior roles include positions at Sanctuary Securities, Inc. and Fieldpoint Private. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations, supported by a network of over 400 independent investment adviser representatives. The firm provides a range of portfolio management options and employs multiple analytical approaches while acting as a fiduciary when advisory agreements are in place.

Mario Meola is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 24 years of industry experience. He has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2010, following a prior role at Equitable Advisors from 2003 to 2010. Outside of his advisory work, he owns and operates a multi-line insurance business, Chimney Rock Financial, focusing on insurance sales and service for multiple carriers including Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.