Thomas Suarez is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Goldman Sachs & Co. LLC since 2021, The Ayco Company, L.P./Mercer Allied, and Park Avenue Securities. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate and employer-sponsored participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research and a broad range of affiliated services across the Goldman Sachs ecosystem.

Angela Lestrade is a financial advisor with TIAA-CREF in Iselin, NJ, holding Series 63 and Series 65 credentials. She has 16 years of industry experience, including nine years at Morgan Stanley and a tenure at Allianz Global Investors Managed Accounts LLC. She has been with TIAA-CREF since 2019. 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. The firm distinguishes between one-time planning services and ongoing portfolio management, acting as adviser to donor-advised funds and leveraging a vertically integrated investment approach.

Sabrina Saraceno is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ. She holds a Series 66 designation and has been with Goldman Sachs since 2026. Her prior experience includes various roles in education and corporate settings, including Fairleigh Dickinson University, Novartis Pharmaceuticals, and BASF Corporation. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, and institutional clients. The firm provides financial planning and portfolio management using strategic allocation models and offers specialized programs such as Private Family Office services, Financial Wellness, and access to Alternative Investments.

Justin Heaslip is a financial advisor with GWN Securities Inc. in Bridgewater, NJ, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He previously worked at Royal Alliance from 2015 to 2018 and Valic Financial Advisors from 2018 to 2019. Outside of his advisory role, he has provided consulting assistance related to catering and event space operations for a family business in Stamford, CT. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning consults. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses market-timing and momentum-based strategies in certain legacy programs.

Patrick Atwood is a financial advisor at Kestra Advisory with a Series 66 credential and one year of industry experience. His prior work history includes roles at Kestra Investment Services, LLC, the University of Delaware, and the Gilman School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and uses multiple management platforms and third-party solutions, serving clients that range from large institutional investors to sovereign wealth funds.

Timothy Brunnock is a financial advisor at Private Advisor Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group since 2011 and LPL Financial since 2007. In addition to his advisory work, he maintains a limited law practice focused on wills and non-litigation civil matters and serves on the Finance Committee of the Morris County St. Patrick's Day Parade, a nonprofit organization. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm follows a fiduciary-based advisory model and utilizes a range of investment strategies implemented through both direct portfolio management and third-party managers.

Michael Donohue is a financial advisor with \u0026PARTNERS, holding a Series 66 credential and 10 years of industry experience. He previously worked at Wells Fargo Advisors, Bank of America, and Merrill. Donohue also owns and manages JONES MD LLC, an investment-related business based in Jersey City, NJ. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and private businesses, offering investment management and financial planning services. The firm utilizes a variety of investment strategies and platforms, and operates as both a registered investment adviser and broker-dealer.

Gavin Ford is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Hartford Funds Distributors, IPTA Clinical LLC, and Rutgers University, among others. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across various asset classes.

Thomas Rose is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior work includes positions at LPL Financial LLC and WS Griffith Securities, Inc. He also operates Main Street Wealth Management, a DBA affiliated with his advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and a range of managed account solutions including proprietary platforms and third-party strategies.

Bret Kaye is a CFP® affiliated with Wealth Enhancement Advisory Services, LLC, with nine years of industry experience. He has worked at Wealth Enhancement Advisory Services and its predecessor firms since 2013. Wealth Enhancement Advisory Services provides comprehensive financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a broad advisor network and employs a diversified investment approach that combines passive and active management overseen by an internal Investment Committee.

Matthew Clifford is a financial advisor at RBC Rochdale, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with City National Rochdale since 2014. Outside of his advisory role, he is involved as an LLC member of Sweet Vivi’s Bakery, an online bakery for his daughter. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, with an emphasis on tailored portfolio construction using proprietary tools and collaboration with sub-advisors.

Daniel Foran is a CFP® certificant with 43 years of experience in the financial services industry. He is currently with CWM, LLC and has held previous roles at LPL Financial and Raymond James Financial Services. He is also involved in teaching through Financial Network Educators and operates Foran Financial Group. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages discretionary accounts using model portfolios developed by an in-house Investment Committee and offers a range of services such as portfolio management, financial planning, and retirement-plan solutions.

Gregory Klar is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2022. His prior experience includes roles at SFI Advisors, LLC and TIAA/TIAA-CREF. Outside of advisory work, he is a managing member of an e-commerce platform, New Ventures AMZ, LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers, delivering a broad range of strategies and integrated tax, accounting, and financial wellness solutions.

Abby Salameh is a financial advisor at Mercer Global Advisors Inc. with Series 63, 65, and 66 credentials. She has held advisory roles at several firms, including RFG Advisory, CAIS, Hightower Advisors, and Private Advisors Group. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, using low-cost ETFs, index funds, separate account managers, and other strategies, and also offers educational content and specialized client programs.

William Ryan Jr. is a CFP® with 36 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2017 and LPL Financial, LLC since 1998. He is based in Morristown, NJ, and also engages in non-variable insurance sales through Ryan Wealth Management Services. 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-based advisory model, utilizing various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Youjun Liu is a financial advisor with Eagle Strategies (NY Life) in Edison, NJ. He holds the ChFC® designation and Series 63 license, with 10 years of industry experience. His work history includes roles at NYLIFE Securities LLC since 2016 and New York Life Insurance Company since 2013. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis.

James Dy is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. His work history includes roles at LPL Financial and Osaic FA, Inc. He operates a DBA, Main Street Wealth Management, and is involved in selling life, health, disability, and long-term care insurance. Outside of his advisory work, he is connected to Lamington Capital Partners, LLC, a business entity used for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that uses proprietary and third-party platforms to implement various investment strategies, including both managed account solutions and held-away asset management.

Viresh Bawa is a financial advisor at Integrity Alliance, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Brokers International Financial Services and MetLife. Outside of his advisory role, he serves as president of two financial planning and insurance-related businesses and works as an associate director focusing on actuarial model development and quantitative analysis. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers comprehensive asset management, financial planning, and retirement consulting using both advisor-managed and model-based portfolios across various investment strategies and platforms.

Hui Liang Lee is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. Lee has worked at Guardian Life and Park Avenue Securities since 2011. Outside of his advisory role, he consults on Bank Owned Life Insurance (BOLI) products in partnership with Protective Financial and Insurance Services. Park Avenue Securities LLC, operating as Park Avenue Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs, including a hybrid digital advisory solution called VestWise™.

Lori Koval is a financial advisor at Oppenheimer with 32 years of industry experience. She has held her position at Oppenheimer since 2003 and previously worked at CIBC World Markets Corp. from 2002 to 2003. She holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs with discretionary and non-discretionary investment services across equity, balanced, and fixed-income portfolios, and it maintains custody of client assets as a qualified custodian.