Patrick Mccahill is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has been with HighTower Advisors since 2016 and previously worked at Comprehensive Asset Management & Servicing, Inc. from 2013 to 2016. Outside of his advisory role, he provides research analysis support for Gouldin & McCarthy and serves as a committee member for the Babbitt Ball-John Taylor Babbitt Foundation. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager approach with access to affiliated and third-party managers, leveraging proprietary research and various investment vehicles such as mutual funds, ETFs, and alternative investments.

James Zerweck is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with GWN Securities since 2016 and also works with ABMM Financial since 2014. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals, 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, utilizing a range of strategies from traditional asset allocation to legacy market-timing and momentum-based approaches.

Elise Levy is a Series 66-licensed financial advisor with four years of industry experience. She is currently with Private Advisor Group, LLC and has previously worked at Mariner Independent Advisor Network, Legacy Wealth Planning, and LPL Financial. Outside of advising, she works as a graphic design and social media specialist for Mountain View Montessori School. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives and various third-party asset management platforms.

Jack Butler is an advisor at Janney Montgomery Scott with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Hennion & Walsh Inc. and UBS, as well as positions unrelated to finance, such as at Minuteman Whiskey Bar and Spring Ridge. 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, estates, and institutional sponsors, offering brokerage services, financial planning, and advisory programs with a combination of in-house and third-party portfolio management.

Michael Tambini is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group and LPL Financial since 2015. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting, employing a range of investment strategies and third-party asset management programs.

Robert Fowler is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 66 credential and has 24 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and Fcg Advisors LLC. Outside of his advisory work, he serves as a board member for a charity sponsoring and mentoring needy Catholic high school students and is a finance committee member for New Eyes for the Needy. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple third-party investment platforms for individual, high-net-worth, and institutional clients. The firm’s advisers use a combination of fundamental and technical analysis and may manage accounts on both discretionary and non-discretionary bases.

Dennis Hall is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Bank of America, N.A., and Merrill. Outside of his advisory work, he also owns DRH Wealth Advisors and DRH Wealth Management LLC, both wealth management businesses. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, using a combination of proprietary models, third-party managers, and a range of analytical approaches to portfolio management.

Kim Luthy is a CFP® with 37 years of industry experience, currently serving at Kestra Advisory since 2020. Her prior roles include positions at Allied Wealth Partners and Securian Financial Services. Outside her advisory work, she teaches financial education courses and founded The Vision Network, which connects women through vision board activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Stephanie Rondon is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. She has worked at Goldman Sachs Ayco since 2021 and previously held roles at Advantage XPO, Freshpair.com, Inc, and Harvest Restaurants. 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 utilizes centralized investment resources and provides tailored offerings such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated services.

Roland Prestenback III is a CFP® and Series 66-licensed advisor with 16 years of industry experience. He has been with NewEdge Advisors since 2017 and has concurrently worked at LPL Financial since 2010. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, and retirement consulting services, utilizing multiple program structures and centralized due diligence supported by technology tools, including the use of artificial intelligence in some operations.

Abel Santana is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and Mutual of Omaha in various capacities. Outside of his advisory role, he volunteers as a coach for youth softball in Passaic Recreation. 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 program using proprietary algorithms for ETF portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Jack Zotti is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott since 2012. 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, estates, and institutional clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Eric Schenk is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. Prior to joining Rockefeller in 2025, he spent 11 years at UBS Financial Services. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, brokerage, and placement capabilities, with a focus on customized asset allocation and access to alternative and private investments.

Paul Aris is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott since 2018, with prior experience at Bank of America and Merrill. Outside of advising, he serves as an adjunct business professor at Fordham University's Gabelli School of Business and is a member of the board of directors for the Wharton Club of New Jersey. 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, and institutional clients, offering brokerage, financial planning, consulting, and advisory programs supported by in-house and third-party portfolio management.

Justin Giacona is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Round Table Wealth Management and KPMG LLP. Cerity Partners LLC is an SEC-registered investment adviser serving a diverse client base that includes high- and ultra-high-net-worth individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolios and private market programs for qualified clients.

Jack Wiener is a financial advisor at &PARTNERS with 41 years of industry experience. He previously worked at Wells Fargo Advisors for 13 years before joining &PARTNERS in 2025. Wiener holds Series 63 and Series 65 licenses. &PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services using both proprietary and third-party strategies, and operates with a combination of roles as a registered investment advisor, broker-dealer, and municipal advisor.

Leigh Russo is a CFP® with 12 years of industry experience, currently serving at Mariner Wealth Advisors. Her prior work includes roles at Cambridge Investment Research and FCG Advisors, among others. She is a member of the Finance Committee for Executive Women of New Jersey. Mariner Wealth Advisors serves a wide range of clients, including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Henry Falquez is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Valic Financial Advisors since 2014 and has been with Agia since 2022. Outside of advisory work, he serves as a notary public in New Jersey. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet’s UMA models and maintaining approximately $26.4 billion in discretionary assets across a large advisor network.

Marlene Badai is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has been with GWN Securities since 2014. In addition to her advisory work, she operates a life insurance business focused on assessing family insurance needs and protecting inheritances. 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, utilizing a range of investment programs including both traditional asset allocation and legacy market-timing strategies.

Terence Coyle is a financial advisor at Private Advisor Group, LLC with 47 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes over two decades at LPL Financial and 15 years with Private Advisor Group. Outside of his advisory work, he is involved in offering health savings account plans and occasionally sells disability income insurance through related business activities. Private Advisor Group, LLC manages over $41 billion for a diverse client base including individuals, trusts, estates, and corporate clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing various investment strategies and coordinating custody and reporting through multiple custodians.