Thomas Cawley is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 21 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth programs, tailoring strategies through integrated resources across the Goldman Sachs ecosystem.

Michael Braccia is a financial advisor at Eagle Strategies (NY Life) with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Alexander Capital Wealth Management LLC, Legend Securities Inc, and New York Life-related entities. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers a range of programs tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Michael Downey is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including over three decades with New York Life Insurance Company and more than two decades with Nylife Distributors LLC. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutional sponsors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Rami Odeh is a Certified Financial Planner® with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His work history includes roles at Charles Schwab & Co., Inc., Edward Jones, Corda Investment Management, Morgan Stanley, and Fidelity Brokerage Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering guidance on asset allocation and investment selection using proprietary research tools.

Daniel Rosenthal is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has worked at Private Advisor Group since 2016 and has also been associated with Ibex Wealth Advisors and LPL Financial during his career. Rosenthal provides tax preparation services as an additional business activity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates proprietary technology platforms and access to third-party managers and strategies.

Brandon Potucek is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank, NA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering investment banking and placement services alongside an integrated investment platform.

Matthew Farago is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has previously worked at PepsiCo and in various roles related to recreation and education. Farago’s experience includes work at the University of Connecticut and several community organizations. Goldman Sachs Wealth Services advises a broad range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management using strategic allocation models and a variety of fee arrangements, supported by a wide network of affiliated Goldman Sachs entities and specialized advisory programs.

Joseph Corcoran is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. His career includes extensive tenure at Avantax Investment Services and related entities, as well as a long-standing role with MS Investment Partners, LLC. He also serves as an administrator of employee benefit plans at MS Administrators, Inc. and has experience as a co-executor of an estate. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm emphasizes diversified allocations through mutual funds and ETFs and provides ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers, leveraging its integration within the larger Cetera network.

Dylan O’Shea is a financial advisor at Sanctuary Advisors, LLC with 14 years of industry experience. He holds the Series 66 credential and previously worked for Bank of America and Merrill from 2012 to 2022. He serves as a volunteer advisory board member for Teach For America New Jersey. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports independent advisers with multiple investment approaches and offers portfolio management through various account types and third-party platforms.

Roberto Casale is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2014. Prior to joining TIAA-CREF, he was employed at Merrill and Fidelity. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund through its affiliated services.

Brent Croonquist is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds a Series 66 designation and previously worked at Lord Abbett for six years before joining Janney in 2022. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Joseph Pecoraro is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior work includes roles at Advisors Capital Management, LLC and Goldman Sachs Wealth Services. He also holds a position as an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual, corporate, and institutional clients. The firm employs a mix of active and passive investment strategies, combining proprietary asset-allocation modeling with third-party independent managers, and provides comprehensive portfolio management and reporting services.

Svetlana Zuyeva is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at TIAA-CREF since 2019 and previously spent 13 years at Scottrade, Inc. She also has a background as a homemaker for one year. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides tailored portfolio management alongside fiduciary standards and acts as adviser to a donor-advised fund sponsored by Charityvest.

David Corson is a financial advisor at Private Advisor Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Private Advisor Group and LPL Financial since 2015. Prior to that, he was with PNC Wealth Management for 11 years and J.J.B. Hilliard, W.L. Lyons, LLC for one year. 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 uses a fiduciary-based advisory model and offers proprietary managed account solutions alongside third-party programs and alternative investments.

Andrew Westhuis is a financial advisor with Oppenheimer, holding the CFP® and CFA® designations and the Series 66 license. He has 19 years of industry experience and has been with Oppenheimer since 2006. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs with discretionary and non-discretionary advisory services that cover equity, balanced, and fixed-income portfolios, supported by periodic portfolio reviews and customized consulting and retirement services.

Peter Mancini is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.

Steven Ries is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. He previously worked at LPL Financial LLC, Janney Montgomery Scott, LLC, and UBS Financial Services. Ries provides investment advisory services through Private Advisor Group, an independent firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, using technology platforms and a range of investment strategies, often implementing recommendations through third-party managers and TAMPs.

Jean Victor is a financial advisor with Empower Advisory Group in Maplewood, NJ, holding Series 66 and Series 63 licenses and having 25 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of his advisory work, he serves as Vice President of the Jefferson Condominium Association board and co-owns an online reselling business with his wife. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and annual rebalancing, delivered within a model linked to Empower’s recordkeeping and administrative platforms.

Matthew Alberico is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 registrations. He has 16 years of industry experience, including prior roles at Nylife Securities LLC, New York Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is a partner in a small music label affiliated with his church, where he oversees business functions. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis and specialized advisory services linked to insurance and annuity products within the New York Life affiliate structure.

Matthew Ogus is a financial advisor at Corient with a Series 65 credential and four years of industry experience. His prior roles include positions at UBS and RegentAtlantic. In addition to his advisory work, he has experience working in non-financial roles such as at the Hackensack Gold Club. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and utilizes advanced risk management and monitoring tools.