John Foster is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Private Advisor Group since 2016 and also has a long tenure with LPL Financial dating back to 2007. Outside of his advisory roles, he manages Foster Holdings I, LLC, a business entity for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for a diverse client base including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs, employing multiple investment strategies and supporting held-away account management through technology partnerships.

Michael Capriotti is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at LPL Financial and Private Portfolio Partners, LLC. He also operates Capriotti & Company, which provides non-variable insurance products alongside investment advisory services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a diverse client base including individuals, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers, employing a variety of investment strategies tailored to client objectives and risk tolerances.

Jonathan Savorgiannakis is a CFP® with six years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His career includes prior roles at Equitable Advisors, AXA Advisors, Hightower Securities, and Wells Fargo Advisors. In addition to his advisory work, he is a licensed insurance agent with Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and outsourced CIO services to individual investors, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Connor Morie is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 credential and beginning his advisory career in 2025. His prior experience includes roles at IEEE and involvement with a recreational summer camp. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing a manager-focused investment approach supported by proprietary due diligence and third-party platforms.

Mark Scordato is the principal of Mark Scordato & Associates, holding a Series 66 designation with 23 years of industry experience. He has held roles at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC, among others. Outside of advisory services, he is president and creator of Redline WFO Productions, LLC, a company involved in television show development. Mark Scordato & Associates provides financial planning and consultation services focused on retirement and senior-related planning. The firm serves individuals, trusts, estates, and charitable organizations through non-discretionary advice delivered via hourly consultations or written financial plans.

Robert Streit Jr. is a financial advisor with LPL Financial and Private Advisor Group, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has worked at LPL Financial since 2018 and Invest Financial Corporation from 2008 to 2018. Streit also serves as an advisor at Beneficial Savings Bank, where he has been involved for 18 years. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a range of non-advisory financial products.

Steven Filiaci is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at Sanctuary Advisors since 2022. His prior experience includes nine years at Bank of America and Merrill. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a network of independent advisors, utilizing various account structures and sub-advisors to implement diverse investment strategies.

Michael Sevchuk is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following an 18-year tenure 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 and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Eric Lyons is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Financial, Signature Securities, Terra Capital Markets, and Diamond Wholesale Corp. Lyons provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group manages 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, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Nancy Vandergoot is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at TIAA-CREF, JP Morgan Securities, and Merrill Lynch. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing both affiliated and third-party managers through a variety of portfolio solutions.

Scott Cohen is a financial advisor at NewEdge Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Charles Schwab and Ameriprise Financial Services. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, using a range of investment approaches and regular portfolio reviews.

Marc Depasquale is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has held prior roles at Coerver Coaching, Rino's Pizzeria, OK Petroleum, and Wealth Advisory Group LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm integrates strategic allocation models and manager selections with a range of service platforms, leveraging the broader Goldman Sachs ecosystem to offer comprehensive wealth management solutions.

Tina Welles is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at Goldman Sachs Wealth Services since 2021 and previously spent nine years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large, integrated financial group.

Joseph Norris is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience and is based in Mount Laurel, NJ. Since 2018, he has also provided investment advisory services through Private Advisor Group, an independent registered investment advisor. LPL Financial serves a wide range of clients, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various advisory and brokerage services supported by an in-house research team that constructs model portfolios and provides strategic and tactical investment options.

Conner Decker is a financial advisor at Guardian Life with a Series 66 credential and two years of industry experience. Prior to his current role, he worked at Park Avenue Securities and Guardian Life Insurance Company. He is also involved in a family-owned business selling snack products. Guardian Life’s affiliated firm, Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Mark Giordano is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 25 years of industry experience. His career includes roles at LPL Financial and Independent Financial Partners, and he is also an attorney with The Giordano Law Firm, PC. Outside of finance, he is involved in a film production company. Private Advisor Group, LLC manages over $41 billion for more than 135,000 clients, including individuals, trusts, and corporate plans. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party platforms.

Michael Hecht is a financial advisor at Private Advisor Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Private Advisor Group since 2014, having previously worked at LPL Financial LLC starting in 2007. Hecht is also involved with ECH Financial LLC, a business entity for tax and investment purposes. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and a proprietary separately managed account program.

Mason Piersall is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has experience in the industry beginning in 2024, with prior roles at Fiducient Advisors, MassMutual Life Insurance Co, and Mass Mutual Investors Services. Outside of finance, he has worked in the hospitality sector at Wood-n-Tap Bar and Grill. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with ongoing oversight and strategic allocation reviews.

Jordan Heller is a CFP® and CFA® with 20 years of experience in the financial advisory industry. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2019, following 11 years at Heller Wealth Advisors, LLC. Outside of his advisory role, he serves on the Board of Directors for the New York School of Podiatric Medicine and the audit committee for Alzheon, Inc., a biomedical company. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process, and sponsors proprietary investment vehicles and private funds.

David Aranowitz is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation and no prior industry experience. His background includes diverse roles across education, development, and technology sectors. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across multiple asset classes.