Dominick Caprarola is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 licenses and bringing five years of industry experience. Prior to joining Private Advisor Group in 2023, he worked at LPL Financial, LLC and Ballast Financial, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a fiduciary-based model that integrates proprietary and third-party investment solutions.

Carlos Navarro is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has prior experience at Monmouth University. He also previously operated Cesar's Window Cleaning Service. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging proprietary research, strategic allocations, and an extensive affiliated network within the Goldman Sachs ecosystem.

John Lapilusa is a financial advisor at Cetera Planning Partners with 27 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Avantax Investment Services, 1st Global Advisors, and O’Connor, Davies LLP. He serves as secretary and trustee for Peace Care Inc., a nonprofit organization overseeing nursing homes. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, and estate planning through a third-party provider, employing a diversified investment approach aligned with clients' objectives and risk tolerance.

Jan Nilsen is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Valic Financial Advisors since 2006 and also serves as an agent with Agia, working with non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm employs discretionary unified managed accounts using Envestnet’s platform and supports a high client count per advisor with centralized technology and model solutions.

William Aaron is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and three years of industry experience. His work history includes roles at Merrill Lynch and Bank of America, along with prior experience in academic settings at the University of Southern California and Loyola University Maryland. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Bryan Corbitt is a CFA® charterholder with 15 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2023. His prior experience includes roles at Northwestern Mutual Wealth Management Company and The Prudential Insurance Company of America. Corbitt was also involved with Ab3ence LLC, a business unrelated to his advisory work. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach uses Modern Portfolio Theory to create globally diversified, risk-appropriate portfolios employing low-cost ETFs, index funds, separate account managers, and private funds, complemented by educational programming and integrated affiliated service lines.

Rakesh Sharma is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been affiliated with Eagle Strategies since 2014 and also operates DGP Financial, LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Lo Conte is a financial advisor at TIAA-CREF with a Series 66 designation and three years of industry experience. His prior work includes roles at Stifel and Northwestern Mutual, as well as experience outside financial services with All Jersey Garage Door. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm’s advisory approach separates one-time planning services from ongoing portfolio management, offering both model and customized portfolios managed under a fiduciary standard.

Luander Mccaskill is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with TIAA-CREF and TIAA since 2015. Outside of his advisory work, he owns a single-family home rental property. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers point-in-time planning services as well as ongoing discretionary management using model and customized portfolios, and it advises the TIAA Donor Advised Fund.

Peter Derosa is a CFP® with 45 years of industry experience. He is currently affiliated with GWN Securities Inc., where he has worked since 2014, and also has a long tenure with Jost Financial Management Corp. outside of his work at GWN. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of investment strategies including traditional asset allocation and legacy market-timing and momentum-based approaches.

Tyler Street is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. His career history includes roles at Goldman Sachs, London Mutual Credit Union, Amazon, Marist College, Doordash, and Pasa Alta Manor. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management using strategic allocation models and manager selections, with access to specialized programs and alternative investments through its integration with the broader Goldman Sachs ecosystem.

Martin Donnelly is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Goldman Sachs since 2019 and was previously with The AYCO Company, L.P./Mercer Allied for seven years. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Executive Wealth programs, integrating capabilities across the broader Goldman Sachs organization.

Jose Raposo is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, E*TRADE Capital Management, and TD Ameritrade. His career includes multiple roles in advisory and investment management across well-known financial institutions. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporations, and small retirement plans. The firm’s advisory model distinguishes between one-time financial planning and ongoing discretionary management using model or customized portfolios, operating under a fiduciary standard with disclosed potential conflicts related to affiliated funds and fee structures.

Janet Talis is a financial advisor at &Partners with 18 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. &Partners serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with both discretionary and non-discretionary account management.

Richard Lewis is a financial advisor with Lincoln Investment, holding a Series 66 credential and over 30 years of industry experience. He has worked at Lincoln Investment since 2012 and has been associated with Kim Financial Group since 2002. Lewis is also involved in benefits consulting for public sector employees through a now inactive company and participates as a co-owner of a real estate partnership. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services, utilizing both strategic and dynamic investment approaches managed by an in-house Investment Management & Research team.

Robert Esposito is a financial advisor at TLG Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Regal Investment Advisors, Cornerstone, and Intervest International. Outside of his advisory role, Esposito officiates NCAA hockey games. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional clients, offering services such as portfolio management, financial and estate planning, and ERISA fiduciary services. TLG uses a research approach based on fundamental analysis and Modern Portfolio Theory and provides a direct-to-consumer program called Starlight Portfolios.

Elizabeth Ferraro is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Janney Montgomery Scott. Prior to joining Janney, she worked at UBS Financial Services for 10 years, as well as at J.P. Morgan Securities and Equitable Advisors. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Michael Towman is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Citigroup Global Markets, Merrill, Banc of America Investment Services, and UBS Financial Services. He is also the owner of Towman Associates LLC, a non-investment related business. 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 managed account solutions. The firm employs a fiduciary-based advisory model that utilizes multiple investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Gary Ginsberg is a financial advisor at OSAIC Institutions, Inc. with 43 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes positions at Ameriprise and Royal Alliance Associates, Inc. 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, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with a focus on firm supervision and client-directed investment authority.

Anthony Castano is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Washington, DC. He has 10 years of industry experience, including six years at The AYCO Company, L.P./Mercer Allied and five years at Goldman Sachs & Co. LLC. Castano has also been affiliated with Fairleigh Dickinson University since 2010. Goldman Sachs Wealth Services delivers financial planning, investment management, and advisory support to a diverse client base, ranging from individual and high-net-worth households to corporate and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its position within a large integrated financial group.