Sophia Shi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and previously spent 13 years at the Federal Reserve Bank of New York. Outside of her advisory role, she is involved in providing home care services for families in New Jersey. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party investment models, managing billions in client assets across discretionary and non-discretionary programs.

Matthew Warren is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 63 designation and over 32 years of industry experience. He has been with Private Advisor Group and LPL Financial LLC since 2015 and previously worked at Ameriprise from 2002 to 2015. Warren also operates Warren and Associates Wealth Management, an affiliated advisory 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 a range of managed account solutions. The firm employs a fiduciary-based advisory model, leveraging technology platforms and third-party strategists to implement various investment approaches.

Cameron Andre is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. His prior work includes roles at Wiss Wealth Management LLC, WISS & Co., LLC, and JPMorgan Chase. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Lindsay Gregory is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following previous roles at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

James Matol is a financial advisor at TIAA-CREF with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA since 2011. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that utilizes affiliated funds.

Susanna Nieto is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. since 2023. Her prior roles include positions at MissionSquare Retirement, Fidelity Brokerage Services, Tapfin/EY, PIRS Capital, and TD Bank. She also serves as the administrator for the estate of Marcelo Nieto. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Robert Diquollo is a financial advisor at Mariner with 24 years of industry experience and holds the PFS™ designation. He previously worked at Brinton Eaton for 10 years before joining Mariner Wealth Advisors, where he spent six years. Outside of his advisory role, he serves on several nonprofit boards, including as Treasurer for the Fund for Newark Abbey and Chairman of the Board of Advisors for Newark Abbey/St. Benedict’s Prep School, and is involved with the New School University School of Public Engagement and other nonprofit organizations. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement plan consulting, and tax services. The firm utilizes customized discretionary portfolios with in‑house and third‑party resources, and provides specialized offerings like Core Family Office services and employer financial wellness tools.

Della Lounsbery is a financial advisor at Cetera Planning Partners with 13 years of industry experience. She holds the Series 63 designation and has worked at several firms within the Cetera and Avantax organizations since 2013. Beyond her advisory role, she is involved in tax preparation and accounting through her employment at Stephen E. Plain LLC dba SEP Financial Services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment approach is based on diversified allocations using mutual funds and ETFs aligned with client objectives and risk tolerance, supported by a formal planning process and access to a broad network of affiliated resources.

John Beck Jr. is a CFP® professional with nine years of experience in the financial services industry. He is currently with MAI Capital Management, LLC and has held roles at firms including Corient Services LLC, TIAA-CREF, and Merrill Lynch. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional entities. The firm employs a range of portfolio management strategies and operates both product-sponsor and advisory roles, including managing a registered mutual fund and multiple private investment funds.

Gianna De Mayo is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential. She has one year of industry experience and previously worked in educational roles at Indiana University, Middlesex Community College, and Monroe Township High School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary portfolio management.

Matthew Holden is a financial advisor at Corient with nine years of industry experience. He holds a Series 65 designation and previously worked at RegentAtlantic for nine years before joining Corient. He has served in roles at Corient Services LLC and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Peter Neuberg is a financial advisor with United Planners Financial Services of America and holds the PFS™ designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at BCG Securities and IC Advisory Services, Inc. In addition to his advisory work, Neuberg owns and operates Henderson & Neuberg, LLC, a CPA firm providing tax preparation, accounting, and bookkeeping services. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, trusts, estates, and institutions. The firm emphasizes non-discretionary, client-directed account management and supports advisors through limited-partnership ownership and structured transition assistance.

Warren Gallagher III is a CFP® with over 31 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC, where he has worked since 2018. Prior to that, he held positions at Paradigm Wealth Advisory LLC, LPL Financial, LLC, and First Allied Advisory Services, INC. Gallagher is also involved with Financial Planners of NJ in an investment-related capacity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model and utilizes a variety of investment strategies, offering access to proprietary platforms and third-party managers.

Peter Needham is a CFP® and Series 65 credentialed advisor with 22 years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC and its affiliated entities since 2019 and previously spent 17 years at American Economic Planning Group. Outside of advisory work, he is involved with Wealth Enhancement Group’s non-variable insurance business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Kylie Liggett is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Cantor Fitzgerald. Kylie is currently based in Morristown, NJ. Goldman Sachs Wealth Services supports a diverse clientele including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management along with specialized wealth programs and access to alternative investments. The firm employs strategic allocation models and integrated resources across the Goldman Sachs ecosystem to tailor solutions to client objectives.

Frank Euvino is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 32 years of industry experience. His prior work includes 11 years at UBS Financial Services before joining Private Advisor Group and LPL Financial in 2013. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based advisory model involves acting as portfolio managers or assisting clients in selecting managers from prominent strategists while utilizing multiple investment methods and technology platforms.

Howard Solomon Jr. is a financial advisor with Integrity Alliance, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked at Solomon Wealth Solutions, LLC, Integrity Alliance, LLC, Next Financial Group, Inc., and Solomon Financial. Outside of his advisory work, Solomon is involved in raising, breeding, and showing purebred dogs and holds leadership roles in multiple dog breed clubs and related nonprofit organizations. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, and retirement consulting using a variety of investment approaches and platforms.

Sean Greaves is a financial advisor with GWN Securities Inc. holding a Series 66 credential and three years of industry experience. His prior roles include positions at Cetera, UBS Financial Services, and Northwestern Mutual. Outside of finance, he owns HTR Cards, a business focused on buying and selling sports cards and memorabilia through online platforms and live shows. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, employing a combination of sub-advisers and model-based allocations that incorporate asset allocation and Modern Portfolio Theory. The firm is known for its use of tactical market-timing and momentum-based strategies within select legacy programs.

Zachary Morse is a CFP® with four years of industry experience, currently serving as an advisor at Corient in Morristown, NJ. His prior roles include positions at RegentAtlantic and Lenox Advisor, as well as experience with the Association of National Advertisers and AIPAC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, using risk management tools and continuous portfolio monitoring to align investments with client objectives.

Lisa Kops Wendel is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with United Planners since 2009 and previously worked at Phage Partners LLC. Additionally, she is president of Wendel Financial Group, a marketing entity unrelated to investment activities. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.