Ariane Auster is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked at Mercer Allied Company, L.P. for 27 years before joining Goldman Sachs & Co. LLC in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Marcia Paltenstein is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, she worked at Round Table Services, LLC for 19 years. She holds Series 63 and Series 65 licenses and has a financial interest in P Shares LLC, a private investment entity. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolios emphasizing diversified asset allocation and provides a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Joseph Caterina Jr. is a CFP® certified financial advisor with 27 years of industry experience, currently practicing at Lincoln Investment since 2007. He holds a Series 63 license and manages a book of fixed annuity business. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of model portfolios, employing both strategic and tactical investment approaches.

Clifford Williams is a financial advisor at OSAIC Institutions, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Royal Alliance Associates. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer structure, delegating investment management to its advisers while maintaining firm supervision.

Alexander Samara is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Madison Wealth Planners and LPL Financial. Prior to his career in finance, he was employed at Rowan University and Madison Public School. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model offering proprietary and third-party managed account solutions and uses technology platforms to implement a range of investment strategies.

Jennifer Robertson is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2018, including prior roles at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Peter Hoglund is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, he worked at AEPG Wealth Strategies from 2010 to 2019. His other business activities include involvement with Wealth Enhancement Group’s non-variable insurance operations. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and a range of specialized programs.

John Shall is a financial advisor with Cetera Planning Partners who holds a Series 63 designation and has 27 years of industry experience. Before joining Cetera Planning Partners, he worked at Avantax Advisory Services and 1st Global Advisors, among other firms. He serves as treasurer of the Staten Island Political Alliance and is a member of the executive committee for the North Shore Long Island Jewish Health Care System Board of Trustees. He is also chairman of the board of trustees at Staten Island University Hospital. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning services, emphasizing diversified allocations through mutual funds and ETFs tailored to client objectives and risk tolerance.

Mark Morgan Jr. is a CFP®-designated financial advisor with 10 years of industry experience. He is affiliated with Private Advisor Group, LLC and LPL Financial since 2017, and previously worked at Summit Risk Management, Inc. and Summit Equities, Inc. from 2016 to 2017. He also provides administrative services through Private Advisor Group, operating under the Bleakley Financial Group DBA. 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-based advisory model, utilizes technology platforms like Orion and Pontera, and provides access to both proprietary and third-party managed account solutions.

Roshanna Richardson is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Prudential Insurance Company of America, and TD Bank. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm provides a digital advisory program featuring ETF-based portfolios managed by proprietary algorithms, as well as a Managed Account program, operating as both a broker-dealer and insurance agency.

Matthew Monahan is a financial advisor with GWN Securities Inc. in Basking Ridge, NJ. He holds Series 63 and Series 65 credentials and has seven years of industry experience. Prior to joining GWN Securities in 2019, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he assists clients with final expense planning to provide liquidity for estate-related costs. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, supporting both traditional and active investment approaches.

Hyunjin Hong is a financial advisor with Lincoln Investment, holding a Series 66 designation and eight years of industry experience. He has been with Lincoln Investment since 2017 and is also involved with SAFE Benefits Consulting Group, where he manages daily branch operations. Additionally, Hong serves as an insurance agent, placing and servicing life insurance for clients. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, utilizing both in-house and third-party investment strategies overseen by an Investment Management & Research team.

Alec Tran is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and four years of industry experience. He has ownership roles in multiple rental property businesses and manages a merchant services company. Alec also operates a tax preparation service. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm provides both advisory and broker-dealer services with a range of proprietary and third-party investment models, operating as both a registered investment adviser and a broker-dealer.

Regina Kelly is a Series 66-licensed financial advisor with nine years of experience, currently with Janney Montgomery Scott. She previously worked at UBS Financial Services for seven years and Edward Jones for one year. Kelly operates out of Short Hills, NJ. 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, and institutional sponsors, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Ellen Rich is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 17 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 and high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources and model portfolios with both discretionary and non-discretionary management to deliver tailored wealth solutions.

Martin Eisenstein is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has a longstanding background as a CPA and attorney, with over 40 years providing legal and accounting services through his own firms. He is also involved in business and family office management through multiple related entities he owns. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios and a combination of internal and third-party asset management strategies.

Jennifer Bell is a financial advisor at &Partners with 26 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and Merrill Lynch, Pierce, Fenner & Smith, Inc. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

David Kaiser is a financial advisor at Goldman Sachs Wealth Services with 41 years of industry experience. He has worked with Ayco and Goldman Sachs since 1994, including 27 years at Ayco/Mercer Allied Company and five years at Ayco/Goldman Sachs & Co. LLC. Kaiser serves as an Investment Committee Member for the Silver Bar YMCA of the Adirondacks, a nonprofit organization. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of services such as Private Family Office, Specialized Executive Wealth programs, and access to Alternative Investments.

Robert Wands is a Series 66 credentialed financial advisor with Lincoln Investment, where he has worked since 2010. He has 16 years of industry experience. Outside of his advisory role, he serves as Treasurer for the Rotary of Roselle/Roselle Park and is an elected board member of the Wychwood Gardens Co-op. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning and retirement plan advice, managing a mix of in-house and third-party investment strategies overseen by an Investment Management & Research team using both strategic and tactical approaches.

Michael Millman is a financial advisor with Primerica Advisors, holding a Series 66 designation and seven years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017. Millman is also involved in insurance services addressing needs not covered by Guardian. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and employs a range of investment strategies including model portfolios, third-party managers, and digital advice solutions.