Christopher Piccoli is a CFP® professional with 17 years of industry experience, currently advising at Mariner Wealth since 2024. His prior experience includes roles at The Mather Group, RegentAtlantic, and J.P. Morgan in various capacities. He serves as an Advisory Board Member at CDT Capital Management, where he provides strategic guidance on marketing and regulatory matters. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party manager allocations and provides integrated tax and administrative family office services.

Alessandra Grassi is a financial advisor with Guardian Life and holds Series 65 and Series 66 designations. She has 11 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company over multiple periods since 2019. Outside of her advisory role, she is involved with Grassi Advisors, supporting partners within the firm. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors, charitable organizations, and businesses. Its investment approach combines advisor-led discretionary management with model-based strategies, offering a range of proprietary and third-party solutions tailored to client needs.

Gregory Campbell is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and 31 years of industry experience. His career includes roles at PNC Investments, Merrill, and Banc of America Investment Services, Inc. Outside of advising, he is a managing member of Jolie Group, LLC, a holding company for a mixed-use commercial property. TD Private Client Wealth LLC offers discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of affiliated and third-party sub-managers through a platform supported by Envestnet and Pershing.

Erik Friedman is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has six years of industry experience, having worked at Eagle Strategies since 2024 and previously at NYLIFE Securities and New York Life Insurance. Prior to his advisory career, he was employed at Lithia Motors from 2016 to 2019. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, managing a substantial portion of its assets on a non-discretionary basis.

Steven Ford is a financial advisor at J.W. Cole Advisors, Inc. with 40 years of industry experience. He holds the Series 63 designation and has worked at firms including Cambridge Investment Research and Fcg Advisors LLC. Ford is a board member of the Summit Mens Lacrosse Alumni Association and the Summit Area YMCA Emeritus Board. J.W. Cole Advisors operates a large network of independent advisers offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a range of investment strategies and provides access to multiple platforms and third-party managers.

Gunnar Himmel is a CFP® with six years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Janney Montgomery Scott LLC, Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base, including individual investors and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across various asset classes.

John Collins is a financial advisor at TD Private Client Wealth LLC with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at The Vanguard Group, Oberweis Asset Management, Persimmon Capital Management, Van Kampen Advisors, and BNY Mellon Managed Investments. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Neil Renner is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds the CFP® and ChFC® designations and has 24 years of industry experience. His prior work includes roles at Commonwealth Financial Network, J.P. Morgan Securities, and Mass Mutual Investors Services. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets under management held on a non-discretionary basis.

Bonnie Bravo is a financial advisor at &PARTNERS with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for a total of 12 years. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting services. The firm employs a range of analytical approaches and combines proprietary and third-party strategies, managing accounts on both discretionary and non-discretionary bases.

Austin Singer is a financial advisor at Guardian Life and Park Avenue Securities with three years of industry experience. He holds the Series 66 designation and has prior work history spanning Guardian Life and Park Avenue Securities. Outside of his advisory role, he owns Renn Capital LLC and Shadow Pond Protection Services, LLC, which is involved in insurance sales. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party advisory solutions tailored to client needs.

Michael Klinger is a CFP® with seven years of industry experience, currently serving as a financial advisor at Corient. His prior experience includes roles at Morgan Stanley and RegentAtlantic. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Bryan Faller is a financial advisor at Lincoln Investment with 12 years of industry experience. He holds a Series 66 designation and has worked with Capital Analysts, LLC since 2024, alongside running The Faller Company since 2014. Outside of financial advising, he is involved in fine art sales as founder of Faller Arts LLC and serves as an editor for an academic art book publisher based in London. He also holds board and trustee roles in nonprofit organizations, including True Women’s Center and the American Graffiti Museum. Lincoln Investment Planning, LLC is an enterprise-level investment advisory and broker-dealer serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to model portfolios developed by an in-house Investment Management & Research team, with a focus on advisor-led consulting and fiduciary services for ERISA and retirement clients.

Ryan Miller is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Ayco Company, L.P./Mercer Allied, Santander Securities, and Santander Bank. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, supported by integrated capabilities across the Goldman Sachs ecosystem.

Alfonso Saverino is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and ten years of industry experience. He also practices as a Certified Public Accountant with Kelleher Saverino & Petzold CPAs LLC, providing tax advice and preparation services. His background includes roles at several firms such as Ameriprise Financial Services and Cetera Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management and financial planning services. The firm offers a fiduciary-based advisory model utilizing proprietary and third-party solutions, employing a variety of investment strategies and technology platforms.

James Leong is a financial advisor with NewEdge Advisors, holding a Series 66 designation and ten years of industry experience. He previously worked at Private Portfolio Partners for nine years and LPL Financial for ten years. Leong provides investment advisory services through NewEdge Advisors, an independent registered investment advisory firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers various managed portfolio solutions, financial planning, and consulting services, utilizing centralized due diligence and technology tools to support clients and advisors.

Shahid Malik is a financial advisor at PNC Wealth Management with 29 years of industry experience. He has been with PNC Investments since 2004. He holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The firm uses algorithmic risk assessments and delegates portfolio implementation to approved third-party strategists.

Sam Di Giovanni is a financial advisor with &PARTNERS and holds a Series 66 designation. He has five years of industry experience and has previously worked at firms including Avantax Planning Partners and Equitable Advisors. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management and financial planning through both discretionary and non-discretionary approaches. The firm employs a range of analysis techniques and third-party strategies, with additional municipal advisory and underwriting capabilities.

Samuel Berger is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 designations and three years of industry experience. His prior roles include positions at Sanctuary Securities, Inc. and Fieldpoint Private. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations, supported by a network of over 400 independent investment adviser representatives. The firm provides a range of portfolio management options and employs multiple analytical approaches while acting as a fiduciary when advisory agreements are in place.

Nicholas Schmidt is a financial advisor with \u0026Partners holding a Series 66 designation and six years of industry experience. Prior to joining \u0026Partners in 2024, he held roles at Wells Fargo Clearing Services and Veritable L.P., among other positions. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and municipal advisory services, utilizing a combination of fundamental, technical, and quantitative analysis across various proprietary and third-party strategies.

Joseph Mc Grath is a financial advisor at Mariner with Series 63 and Series 65 credentials and three years of industry experience. He has held positions at Mariner Wealth Advisors and US Bank, as well as roles outside the financial sector at William Paterson University, New Balance, and Hasbrouck Heights High School. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers and provides integrated tax, accounting, and family office services alongside traditional portfolio management.