Gerald Spitzer is a financial advisor with Sanctuary Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Sanctuary Advisors and its affiliated broker-dealer in 2022. Outside of his advisory role, he serves on the board of NAMI NYC, a nonprofit focused on mental illness, and holds advisory positions with the NJ/NY Center for Employee Ownership. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment solutions through various account structures and leverages a network of independent advisors, sub-advisors, and third-party platforms to deliver its services.

James Moore is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and was previously with Primerica Advisors and Guardian Life Insurance Co of America from 2015 to 2018. Outside of his advisory work, Moore serves as a trustee for the Hillsborough Jr Raiders Sports and is a board member of the Somerset County 200 Club. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both transaction-based brokerage and fee-based advisory services. The firm utilizes proprietary model portfolios, third-party strategists, and a digital advice solution to manage accounts on a discretionary or non-discretionary basis, supporting a range of investment products and lending solutions.

Brendan Pilaar is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Gramercy Place Partners LLC, Lawrenceville Township, and The College of New Jersey. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, employing a fiduciary standard within a vertically integrated advisory model.

Aidan Baris is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Prior to joining Goldman Sachs, he held roles at Freepoint Commodities and Mandelbaum Barrett PC and has an academic background from Emory University. Goldman Sachs Wealth Services advises individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams customize strategies using a combination of internal investment groups and third-party analytics, supported by the broader Goldman Sachs ecosystem and a range of client service platforms.

Joseph Rivara is a financial advisor with Primerica Advisors in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1999 and has concurrently worked with The Guardian Life Insurance Company since 1995. Rivara is also involved in insurance sales beyond Guardian products. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a variety of proprietary and third-party investment strategies and platforms.

Jacob Schultz is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience and a Series 66 credential. He has worked at Goldman Sachs since 2019 and previously held roles at Pepperdine and Bloomingdales Inc. Outside of his advisory work, Schultz serves as a trustee for a family trust based in Morristown, NJ. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management with tailored strategies supported by in-house investment research and a range of service platforms.

Nicolas Michel Polito is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner Wealth Advisors, he worked at Bederson LLP and held teaching positions at Fairleigh Dickinson University, where he continues to serve as an adjunct professor of Accounting, Taxation, and Finance on a semester basis. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal research team and third-party managers, with a notable integration of tax and accounting services and specialized operational capabilities.

Jason Frieder is a CFP® with 27 years of experience in the financial services industry. He has worked with Goldman Sachs & Co. LLC since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied and The Ayco Company, L.P./Goldman Sachs & Co. He holds a Series 63 license and is based in Caldwell, NJ. 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 utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Joseph Costello is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes prior roles at Ameriprise and Royal Alliance. OSAIC Institutions serves individuals—including high-net-worth clients—charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements, financial planning, alternative investments, and lending solutions. The firm operates primarily via a network of investment adviser representatives who provide a mix of fundamental and technical analysis and utilize both discretionary and predominantly non-discretionary asset management approaches.

Ryan Grealy is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Cohen & Steers Capital Management and Cohen & Steers Securities. His activities include involvement in insurance outside of Guardian Life. Primerica Advisors operates within the enterprise category, serving a broad retail client base with various brokerage and advisory services. The firm offers a range of proprietary and third-party investment programs along with financial planning and consulting solutions.

George Siderias is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 14 years of industry experience and has worked at Park Avenue Securities since 2012 and Guardian since 2011. Outside of his advisory roles, he owns and operates F3COACH LLC, a personal development coaching business, and holds officer positions in two other ventures focused on automotive and nutritional supplement sales. Park Avenue Securities LLC serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a mix of proprietary and third-party investment strategies across multiple platforms and supports a range of financial planning and consulting solutions.

Balaji Dhandapani is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds a Series 66 designation and has worked at Merrill from 2010 to 2022 before joining Advised Assets Group, LLC and GWFS Equities, Inc. in 2022. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach combines proprietary and third-party planning methodologies focused on long-term portfolio returns and client savings rates within platforms linked to Empower’s administrative and recordkeeping systems.

Alejandro Tirso is a CFP® professional with 13 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His prior roles include positions at Invesco Distributors, Inc. and Oppenheimer Funds. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing a range of investment advisory, financial planning, and managed account programs.

Charles Poggi is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds a Series 66 designation and has worked at Janney in two separate periods starting in 2017, as well as at UBS Financial Services from 2014 to 2016. Outside of his advisory role, he is a managing partner of 1501 LLC, overseeing real estate properties on a part-time basis. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipalities, providing brokerage, financial planning, consulting, and advisory services through multiple wrap programs and centralized portfolio management.

Ryan Dugan is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following seven 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, high-net-worth, corporate, charitable, and institutional clients. The firm provides tailored solutions through centralized investment resources and integrates services across affiliates, such as banking and retirement consulting, to deliver comprehensive wealth management.

William Ciemny is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF since 2021. His background includes roles outside the financial sector, such as positions at Icona Avalon Resort, Davidson College, and Stone Harbor Yacht Club. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and provides both point-in-time planning and ongoing portfolio management with a fiduciary standard applied to its RIA services.

Matt Miller is a financial advisor with Primerica Advisors based in New York, NY. He holds a Series 66 designation and has prior work experience at Billfold and Yelp. Primerica Advisors serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and business consulting. The firm employs various investment strategies through proprietary and third-party model portfolios and supports a range of account services including lending solutions and donor-advised funds.

Patrick Edwards is a financial advisor at Money Concepts Capital Corp with 22 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Money Concepts Capital Corp since 2003. Outside of his advisory role, he is a CPA and owner of Edwards Financial Group, a non-investment related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a range of clients including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients with about $3.33 billion in assets under management.

Jeffrey Slevin is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been with Guardian Life and its affiliated companies since 1985. Outside of his advisory role, he serves as the treasurer for the Red Creek Association. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers investment advisory programs featuring discretionary and non-discretionary options, including a hybrid digital solution, and benefits from its insurer ownership structure.

Robert Obrien is a financial advisor at Rockefeller Capital Management with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Goldman Sachs, UBS Financial Services, and Mercer Allied Company. His current tenure at Rockefeller entities began in 2021. Rockefeller Capital Management is an enterprise firm with 157 advisors, serving clients through comprehensive wealth management and investment advisory services.