Grace Guingon is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Regency Wealth Management, Liberty University, and Columbia Bank New Jersey. Outside of finance, her background includes roles in education and camp administration. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including financial planning, retirement consulting, investment management, and brokerage services, utilizing both proprietary strategies and third-party model portfolios.

Davy Granados is a financial advisor at Private Advisor Group, LLC with credentials including the Series 66 designation. He has experience working in both financial services and the veterinary and retail sectors, including roles at LPL Financial, Fortius Financial LLC, and VCA Madison Animal Hospital. Granados’s background also includes work in the pet care and diving industries. 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’s advisory model is fiduciary-based and incorporates proprietary technology platforms and third-party managers to deliver a range of investment strategies.

Leonard Cheah is a financial advisor at TLG Advisors, Inc. in Summit, NJ, with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including GWN Securities, Inc. and The Leaders Group Inc. Outside of advisory work, he is a co-founder and CFO of Good Fire Co., a hot sauce brand, and OC Tech, a company focused on developing creator ERP systems. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, offering portfolio management, financial planning, and investment fiduciary services. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and provides a digital investment program called Starlight Portfolios.

Chris Naum is a financial advisor at Centaurus Financial, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial and Ic Advisory Services. Outside of advising, he is involved in tax preparation and accounting through CHN Life Planning Services LLC and serves as a FINRA arbitrator. He also has roles in mortgage and real estate services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting with both discretionary and non-discretionary arrangements, employing a range of fundamental and technical investment analyses.

Nochum Wilner is a financial advisor with Guardian Life holding a Series 66 credential and 15 years of industry experience. He has worked extensively with Guardian Life and Park Avenue Securities over the past decade. Outside of his advisory role, Wilner provides tax preparation services through Wilner Wealth Strategists LLC and serves as secretary on the board of Congregation PNAM Inc. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing clients with access to proprietary programs, third-party solutions, and integrated insurance and alternative investment products.

John Mc Clain is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. He previously worked at TP ICAP and has an academic background from Indiana University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering comprehensive financial planning and portfolio management. The firm integrates strategic allocation models and manager selections within the broader Goldman Sachs platform, providing access to specialized programs and alternative investments.

Douglas Drehwing is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2016, following prior roles at Santander Securities LLC and HSBC Securities (USA) Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale, in-house research, and unique market roles including swap dealing and futures commission merchant services.

Karin Feldstein is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life), based in Saddle Brook, NJ. She has 13 years of industry experience, including roles at New York Life Insurance Co and Nylife Securities LLC. Feldstein operates Persevere Wealth Strategies LLC, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis through a network of affiliated adviser representatives.

Edgar Pino is a financial advisor at PNC Wealth Management in Clifton, NJ, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at PNC Bank, MML Investors Services, MassMutual Life Insurance, and TD Ameritrade. From 2020 to 2022, he was also involved with Vitamins 4 Troops, a nonprofit organization. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an employee-only pilot. The firm’s approach involves algorithm-based risk assessment and uses mutual funds and ETFs with annual rebalancing, delegating portfolio implementation and proxy voting to third-party strategists.

Brian Geltzeiler is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including RBC Capital Markets, Merrill, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he is an on-air radio host for Sirius XM and an NBA analyst for Turner Broadcasting. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and retirement services, managing equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Boodram Someria is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior firms include Ameriprise and David Lerner Associates, Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts.

Greg Schultheis is a CFP® with eight years of industry experience, currently affiliated with Carson Wealth. His career includes roles at firms such as Goldman Sachs & Co. LLC and The Ayco Company, L.P. He is based in Franklin Lakes, NJ. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical analysis.

David Fuchs is a CFP®-certified financial advisor with nine years of industry experience, currently affiliated with Carson Wealth. His prior roles include positions at Advisors Capital Management, BNY Mellon Securities Corporation, and AXA Distributors. Outside of advising, he contributes to Nissim Tutoring Services by assisting in the creation of CFP exam study materials and lesson plans. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion under management. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services through a model portfolio approach overseen by an Investment Committee.

James Clark is a financial advisor at Private Advisor Group, LLC with 50 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes long tenures at SII Investments, Inc., Leonard & Cantrill, State Mutual Companies, and Lincoln National Sales Corp. Clark is a vice president and licensed agent at Cantrill Clark, Inc., where he is involved in property and casualty, life, disability, and long-term care insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model and a range of investment strategies, often implementing advice through third-party managers and technology platforms.

Maxim Pogorelov is a financial advisor with Mariner holding Series 65 and Series 66 licenses. He has one year of industry experience and previously worked at UBS Financial Services and Swarthmore College. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and integrates tax and accounting services alongside portfolio management.

Christopher Glatz is a financial advisor at Mariner with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research and FCG Advisors. He is also involved with MSEC, LLC as a registered representative. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax and administrative solutions uncommon in large advisory enterprises.

Daniel Hankinson is a financial advisor at Eagle Strategies (NY Life) with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Eagle Strategies and NYLIFE Securities, LLC since 2020, as well as New York Life Insurance Company since 2019. Outside of his advisory role, Hankinson serves as a director of the West Milford Chamber of Commerce and volunteers as a head coach for a local travel basketball team. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client and plan sponsor objectives, with a significant portion of assets managed on a non-discretionary basis.

Nicole Gould is a CFP® professional with 19 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Asset Management, LLC and Classic Capital, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Hector Roche is a financial advisor at Citigroup Global Markets with 8 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Bank, N.A. He is based in Belleville, NJ. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment strategies through discretionary and non-discretionary programs. The firm operates at large institutional scale with in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Anne Sullivan is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. She has 12 years of industry experience and has been with Private Advisor Group and LPL Financial since 2012. 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 provides access to both proprietary and third-party managed account solutions, employing a fiduciary-based advisory model that includes multiple investment approaches and technology platforms.