Kathleen Sweeney is a Series 65-registered advisor with Kestra Advisory, based in Fairfield, NJ, and has three years of industry experience. She has been with Kestra Advisory Services LLC since 2022 and also runs KSC Professional Services Inc. Outside of her advisory role, she is involved with several other business ventures including MAJR Professional Services, CSKZ Consulting Inc, BBU Books Inc, and KBC Management Services Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as vendor searches, plan design, fiduciary consulting, and plan-level investment advice, serving clients that range from individual investors to sovereign wealth funds.

Julian Manzano is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. He has four years of industry experience, including prior roles at Bank of America and Amazon. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm offers tailored strategies supported by proprietary research, a range of fee arrangements, and integration with Goldman Sachs’ broader financial ecosystem.

Wendy Hammond is a CFP® with 18 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. Her prior experience includes roles at Mariner Independent Advisor Network, Legacy Wealth Planning, LPL Financial, and Wells Fargo Advisors. She is also a notary public. Private Advisor Group serves a diverse range of clients including individuals, business entities, trusts, estates, and charitable organizations. The firm provides portfolio management, financial planning, and retirement-plan consulting through a network of adviser representatives and offers access to multiple asset managers and managed account programs.

Earle Jarden Jr. is a CFP® professional with 18 years of experience in the financial industry. He currently works at Corient and has previously held roles at Beacon Trust, Facet Wealth, Prudential Insurance Company of America, PGIM Investments, and Charles Schwab. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party manager solutions, employing continuous portfolio monitoring and risk management tools to align investments with client objectives.

Michael Donohue is a financial advisor at &PARTNERS with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Bank of America, and Merrill. He has ownership in Donohue Group, LLC and serves as trustee for related investment trusts. &PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing proprietary and third-party portfolio management strategies with a range of analytic approaches and products.

Daniel Wiseman is a financial advisor with PNC Wealth Management, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience, including seven years at Morgan Stanley and Morgan Stanley Private Bank prior to joining PNC in 2023. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithmic risk assessments and manages investments primarily through mutual funds and ETFs with annual rebalancing.

Faith Ryan is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. She has previously worked at LPL Financial and Macro Consulting Group, among other firms. Ryan is also a licensed notary. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, corporate and retirement plan clients through discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Jeffrey Dattilo is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch, Guy Carpenter, and Lighthouse Wealth Management. Outside of his advisory work, he referees basketball and assists in managing a commercial real estate property. 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 operates through a large network of independent advisers and offers a range of discretionary and non-discretionary solutions tailored to client goals.

Ramon Baez Malone is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 65 and Series 63 designations and has worked at Empower Advisory Group since 2024 and Empower Financial Services, Inc. since 2026. Prior to joining Empower, he was employed at Tapfin/EY and BJ's Wholesale Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Robert Casale is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Farther Finance Advisors, LLC and has previously held roles at Personal Capital Advisors, Eagle Strategies, NYLIFE Securities, and JP Morgan Securities. Outside of his advisory work, he manages a rental property in Ramsey, New Jersey. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach utilizing bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Elvira Chaush is a financial advisor with Eagle Strategies (NY Life) based in Livingston, NJ. She holds Series 63 and Series 65 licenses and has five years of industry experience. Her prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Co. Outside of her advisory work, she is a volunteer Membership Committee member with Business Networking International. 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 multiple advisory program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Rosemarie Allora is a financial advisor with Empower Advisory Group in Caldwell, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Gwfs Equities Inc. since 2005. Additionally, she is considering serving as a trustee for a personal estate trust. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services through proprietary planning tools and managed account solutions within Empower’s administrative platforms.

Warner Pierre is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Pierre has been with Empower since 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients. The firm offers an integrated service model tied to Empower’s recordkeeping and administrative platforms, including both point-in-time financial plans and optional managed account solutions.

Jennifer Mashini is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following five 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, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, delivering services through both direct and partner programs with a range of tailored offerings.

Andrew Olivier is a financial advisor at Hightower Advisors with nine years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior work includes positions at Private Wealth Management Group LLC and Securities America Advisors. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Louis Hery Jr. is a CFP®-certified financial advisor with 27 years of industry experience, currently with OSAIC Advisory Services, LLC. His prior experience includes roles at American Portfolios Financial Services, Inc. and Raymond James Financial Services Advisors Inc. He serves as a board member of the Mt. Tabor Country Club. OSAIC Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of investment management and financial planning services through various program models and utilizes both proprietary and third-party platforms for portfolio management.

Christopher Camburn is a CFP® with 26 years of industry experience, currently with Private Advisor Group, LLC since 2015. He has also been associated with LPL Financial since 2010. Private Advisor Group, LLC manages over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Gary Sluck is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2012. Outside of his advisory work, he has served as a high school basketball referee. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.

Amanda Samudio is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs Ayco Personal Financial Management since 2021 and previously held roles at Allstate and SUNY New Paltz. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of investment and advisory capabilities.

Patrick Sullivan is a CFP®, ChFC®, and Series 63 licensed financial advisor with 32 years of industry experience. He is affiliated with Private Advisor Group, LLC and has worked with Pag Financial, LLC since 2020, as well as LPL Financial since 1997. Sullivan also spends time selling fixed insurance products, including fixed annuities and various types of life insurance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm provides a range of services including portfolio management, financial planning, and retirement plan consulting, serving individuals, trusts, estates, charitable organizations, and corporate clients.